Len Lillard brings more than 30 years of experience working in finance and capital markets, including co-founding a private equity firm focused on investments in lower middle market companies. He has managed teams of up to 30 employees and performed all aspects of the investment process, including sourcing, negotiating, structuring, and financing transactions working for such well-respected firms as Merit Capital Partners, Banc One Capital Partners and The Prudential Capital Group.
An experienced senior, subordinated debt and equity securities investor, Len developed a successful deal origination network in the Midwest and Western United States, which consistently generated limited auction/negotiated investment opportunities.
Len received an MBA with a concentration in Finance and Accounting from the University of Michigan Graduate School of Business, as well as a CFA from the Institute of Chartered Financial Analysts. He holds a BS in Resource Policy and Management from the University of Michigan where he played on varsity basketball teams that advanced to the NCAA Finals and won a Big 10 Championship.
Len resides in the Chicago, Illinois area.
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an Account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.