The Columbia Capital Team

Our professionals have the experience and expertise to provide valuable advice and guidance. We have contacts with institutional, strategic and high net worth investors and buyers and other important resources to assist our clients in reaching their objectives.

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Michael Donahue

CHAIRMAN & PRESIDENT

mdonahue@cca-ccs.com
(310) 883-4686

BIO

Michael Donahue is Founder and President of Columbia Capital Advisors, Inc. and Columbia Capital Securities, Inc. He is a corporate and securities lawyer, corporate advisor and investment banker working with emerging growth and middle market companies focusing on assisting them in raising capital and developing the business’ ability to raise capital. This includes equity and debt financings, private placements, venture capital, private equity, initial and secondary public offerings, PIPEs, alternative going public strategies including reverse mergers and financings coupled with reverse mergers. Mr. Donahue is a frequent speaker at conferences on these strategies.

He is the Founder and President of Columbia Capital Securities, Inc. He manages its investment banking operations and works with clients on raising capital and mergers and acquisitions.  Michael Donahue is Founder and President of Columbia Capital Advisors, Inc. where he provides financial consulting services to companies in developing what they need to enhance value and raise capital or to sell the company. He focuses on innovative and alternative strategies for raising capital.

Mr. Donahue is a corporate and securities lawyer previously with several firms including Holland & Knight LLP and Richardson & Patel LLP where he has guided corporate clients on capital financings and the legal and regulatory requirements for publicly-traded companies. He has represented public and private companies, investment banking and other securities firms, investment advisory firms and investment funds focusing on public and private offerings and SEC and FINRA regulatory matters.

Mr. Donahue started his career as an attorney with the United States Securities and Exchange Commission (“SEC”) in its Division of Enforcement and Division of Corporation Finance in Washington, D.C. and was a Branch Chief, Enforcement in the SEC Los Angeles Regional Office.

Mr. Donahue is Chairman of the Corporate Capital Forum, Inc. which presents conferences on raising capital for emerging growth companies. Mr. Donahue has been active in organizing and speaking at conferences on raising capital for several years and has been a speaker at over 60 conferences in the past several years. He was a co-founder of the Investment Capital Conference presented by the Los Angeles Venture Association and served as its Chairman for 11 years. Under his leadership, the Investment Capital Conference grew to become one of the largest non-profit conferences in the country on financing high growth companies. He was Co-Chairman of the World Capital Conference in China focusing on Chinese companies raising capital and going public in the United States.

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Roger Zickfeld

MANAGING DIRECTOR

rzickfeld@cca-ccs.com
(310) 815-0375

BIO

Roger Zickfeld is a Managing Director of Columbia Capital Advisors, Inc. and Columbia Capital Securities, Inc. He has extensive experience as a senior corporate executive, investment banker and consulting executive with a diverse skill set and domain expertise in the medical device, pharmaceutical and diagnostics industries.

He was previously an investment banker and Managing Director with Salem Partners and B. Riley & Co., Inc., where he was a senior medical device and pharma investment banker providing strategic advisory services, private placements, PIPEs and M&A services. He was a Managing Director with Coldwater Associates, LLC, a boutique corporate strategy and capital advisory firm focused on emerging technology and life sciences companies.

Mr. Zickfeld held several senior executive positions with Karl Storz Endoscopy, including President of the Extracorporeal Lithotripsy Division, Senior Vice President and corporate level Chief Financial Officer, President of a captive sales division and Vice President, Finance and Administration. Karl Storz is a $1 billion+ revenue medical device company.

He also had executive experience in emerging companies as CEO of Gene Connections, a gene discovery technology venture spin-off from UCLA, Executive-in-Residence with Slo Media Incubator and COO of StreamExchange.com. Mr. Zickfeld was Manager, General Management Consulting Group of KPMG. Prior to this he was a Supervising Senior with Ernst & Young.

He received a B.S., Magna cum Laude, Business Administration from University of Southern California and an M.B.A. from the UCLA Anderson School of Management.

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Anna Halloran Jacob

MANAGING DIRECTOR

BIO

Anna Halloran Jacob is a Managing Director at Columbia Capital Securities focusing on mergers and acquisitions and capital raising in the middle-market with an emphasis in the  Healthcare, Technology, and Consumer spaces. She has over 25 years of experience in investment banking, private equity, structured finance, and corporate development.

She has advised CEO’s and boards on almost every aspect of investment banking, including mergers and acquisitions, recapitalizations, and private and public equity and debt offerings, representing over $5 billion in transactions. She has advised both Fortune 500 and middle-market companies in the healthcare, consumer, software and technology sectors, including Cedars-Sinai, BioSource, Merit Medical, Insight Health, Clinical Labs of Hawaii, First Data and American Express.

Prior to Columbia, Ms. Jacob was an investment banker with both middle-market and Wall Street firms, including Sutro & Company and Lehman Brothers. In addition to her investment banking expertise, Ms. Jacob has unique insight into the buy side, having been both a principal in private equity and in-house corporate development. As a principal in private equity she focused on investing $10 million to $50 million of both structured finance and equity in small to middle-market companies in the healthcare, technology, and consumer sectors.

Ms. Jacob has an MBA from the University of Southern California Marshall School of Business with Beta Gamma Sigma Honors and a BA in Economics, Cum Laude from University of California at Irvine. She holds the FINRA Series 79, 7, 63 and 24 securities licenses. Ms. Jacob is on the board of the Louis League and the Outreach Committee at Corpus Christi School.

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James D. Somes

MANAGING DIRECTOR

jsomes@cca-ccs.com
(310) 779-2712

BIO

Mr. Somes is a Managing Director of Columbia Capital Securities, Inc. and Columbia Capital Advisors, Inc. He was formerly CEO/President and co-founder of Alexander Dunham Capital Group and Managing Partner at Angeles Capital Group. Mr. Somes has more than 30 years experience in investment banking, principal investing and leveraged finance. He has originated, structured and placed over 65 private equity, leveraged acquisition, mezzanine, project finance and international merchant banking transactions amounting to over $5 billion. He has been active in project finance and State Corporation debt and equity financing including lead restructuring Citicorp/Citigroup’s Philippines debt portfolio and debt syndicates. Project Finance engagements and project finance/ corporate finance advisory assignments for various energy, natural resources and infra-structure project financing engagements throughout Asia, Middle East and the US exceed $2.4 Billion.

Mr. Somes’ current business development focus is emerging to middle market public and private companies with M&A, corporate finance/financial advisory and private placement services. He has advised on public and private company financings, corporate restructuring, acquisitions and divestitures. Lastly, he has been active as a principal in several acquisitions, investments, and new company formations with three exited investments to date with portfolio IRR in excess of 25%.

Operational experience includes Chairman of the Board, Chairman of the Special Committee and membership on the Audit and Compensation Committees for Liquid Audio (NASDQ: LQID) where he led that company’s restructuring; former CEO/President of two software companies; and directorships on 10 private company boards.

Previously, Mr. Somes was Vice President/Senior Marketing Executive of Security Pacific Business Credit where he was founder/West Coast manager for Security Pacific’s $80 million mezzanine debt fund. Prior to that, he was Vice President of Citicorp Leveraged Capital and with Citicorp International Limited, Citicorp’s Hong Kong-based Asia/Pacific Merchant Bank as well as a Financial Analyst at JP Morgan.

Mr. Somes received his BA in History degree from Tufts University and received his MBA and MS in Urban Planning/Regional Economics degrees from Columbia University Graduate Schools of Business and Architecture/Urban Planning.

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Michael LaBarbera

MANAGING DIRECTOR

mlabarbera@cca-ccs.com
 (973) 723-8879

BIO

Michael LaBarbera is a Managing Director of Columbia Capital Securities, Inc. and Columbia Capital Advisors, Inc. focusing on capital raising and leveraged acquisitions. He has more than 30 years of experience in corporate finance and capital markets, with significant expertise in structuring and arranging private placements of debt, mezzanine, and equity securities for private equity transactions and for companies seeking to expand their businesses, refinance or restructure their balance sheets, or support acquisitions.

He has served as an advisor and placement agent on more than 100 transactions totaling approximately $8 billion for both US and international clients, with a particular focus on arranging capital in the US markets. He has advised clients in a broad array of industries, and has significant experience in the oil and gas and natural resources sectors.

Previously, as a partner within the Chart Group LP merchant bank, Mr. LaBarbera served as CEO of Chart Group Advisors, LLC, a FINRA registered broker dealer, and also served as an advisor on energy related investments for Chart Capital Partners, a middle-market private equity fund. Prior to his involvement with the Chart Group, Mr. LaBarbera headed private placement activities at Dresdner Kleinwort Benson, SG Warburg, and Dillon Read & Co. He began his corporate finance career at Exxon Corporation, as a member of its Corporate and International Treasurer’s function.

Mr. LaBarbera holds an MBA in Finance from Columbia University Graduate School of Business with Beta Gamma Sigma Honors, and a BS in Chemistry, Cum Laude, from Brooklyn College, City University of New York. He currently holds FINRA Series 7, 79, 63 and 24 registrations.

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Olivier Jarry

SENIOR ADVISOR

ojarry@cca-ccs.com
  (914) 703-1073

BIO

Olivier Jarry is a Senior Advisor of Columbia Capital Advisors, Inc. and Columbia Capital Securities, Inc.

He has extensive experience as a senior corporate executive and consulting executive with a diverse skill set and domain expertise in the pharmaceutical, medical devices and diagnostics industries.

In life sciences, he has led regional businesses in the Americas, Europe and Asia as well as global divisions, with sales from startup stage and up to $1.5 billion, mainly for Novartis, Bayer, Bristol-Myers Squibb. Therapeutic areas covered included diabetes and metabolism, oncology, immunotherapies, vaccines, virology and infectious diseases, mother and child health.

He has also managed and completed several dozen acquisitions and divestitures totaling $2 billion in value and negotiated alliances generating revenues of several hundred million dollars annually.  These alliances have included companies such as Danone, Mitsubishi, Pfizer, Panasonic Healthcare, and Daiichi-Sankyo.

Mr. Jarry is on the Board of several companies such as LIFNano, a biotech in neuroscience, Fit4D in diabetes coaching, Rimidi, in population management, Dario Health, in diabetes monitoring, Skipta Inc., a platform for physicians collaboration.

He was an Associate Partner for Accenture in Europe, and started their post-merger integration practice.

Mr. Jarry is based in New York and has clients in North America, Europe, Asia, and South America.

He received a TRIUM executive MBA jointly from NYU Stern, London School of Economics and HEC Paris. He also has a M.Sc. from Ecole Centrale de Paris and a M.Eng. from the French Defense Ministry.

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Isaac Palmer

MANAGING PARTNER-QUALIA
MANAGING DIRECTOR-COLUMBIA

BIO

23+ YEARS OF ENTERTAINMENT INDUSTRY EXPERIENCE AS AN INVESTMENT BANKER, LAWYER, PRINCIPAL INVESTOR AT A MULTI-BILLION DOLLAR ALTERNATIVE ASSET MANAGEMENT FIRM AND SENIOR FINANCIAL EXECUTIVE AT A MAJOR STUDIO.

  • Managing Director, MESA Global, where, among other transactions, he led the firm’s advisory work for the winning bidder of the Miramax film library.
  • Managing Director, Fortress Investment Group. Responsible for entertainment industry investments at the Drawbridge Special Opportunities Fund, a $6.5 billion credit hedge fund. Total portfolio cost of $342mm with an unlevered weighted average 14.1% IRR.
  • Senior Vice President, Corporate Development, Viacom Entertainment Group (Paramount Pictures).  Responsible for over $1.6 billion in structured film finance transactions, including Melrose Investors, LLC, a 1st-of-its-kind film slate financing.
  • Head of Business Affairs, Ogden Entertainment. Spearheaded new initiatives in location-based entertainment and IMAX films and theaters.
  • Served on the board of directors of Digital Cinema Initiatives (the group formed by the Major Studios to establish standards for digital projection systems), United Cinemas International, Famous Players Theatres, and Mann Theatres.
  • MBA, Wharton; JD, Benjamin N. Cardozo School of Law; AB, Columbia.
  • Series 7, 63 and 79 licenses. Admitted to practice law in New York State.
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Arnaud Levy

QUALIA/COLUMBIA
MANAGING DIRECTOR

alevy@qualialegacy.com
(424) 253-2300

BIO

20+ YEARS OF EXPERIENCE IN FILM, MUSIC AND TELEVISION INDUSTRIES INVESTMENT BANKING, INCLUDING PRIVATE PLACEMENTS, VALUATIONS, STRATEGIC ADVISORY, SELL/BUY-SIDE MERGERS AND ACQUISITIONS, RESTRUCTURING, FINANCIAL DUE-DILIGENCE, MARKET-SIZING, FILM GROSS/PROFIT PARTICIPATIONS AND FINANCIAL MODELING.

  • Regularly performs consulting services ranging from due diligence for capital sources to the film and music industry to developing complex models, such as the one used by RIAA in their successful arbitration against the NMPA.
  • Advised Max Films, Unique Pictures (Bob Shaye), Tornante (Michael Eisner) on their capital raises, and Clarity Partners, Cerberus & Khazanah (Malaysian sovereign wealth fund) on their film investments.
  • Performed restructuring services for CitiGroup in regards to the bankruptcy of the Robert Halmi Company (NYSE: RHIE), Societe Generale in regards to the Morgan Creek International Limited bankruptcy, the unsecured credit committee of Yari Film Group Releasing and Halcyon fund in their sale of the Terminator franchise.
  • Director in FTI’s Media & Entertainment Group advising on projects ranging from library valuations, restructuring a film fund, digital audits of online music retailers, due diligence (Spyglass Entertainment), private placements (SpiralFrog, Rock River), and macro-economic analyses.
  • Member of the Media and Entertainment Group at Houlihan Lokey Howard & Zukin. Worked on the NBC-Universal and Sony-MGM acquisitions, and with music production and distribution companies (Artist Direct, Chrysalis, Dreamworks Music, EMI, Univision); film production and distribution companies (Dreamworks SKG, First Look, Radar Pictures, Silver Pictures, Village Roadshow, Wild Bunch); technology firms (Media Defender, Napster); banks and private equity groups.
  • Started career in film lending unit of Natwest-Coutts (1997 to 2000).
  • Master’s of Science in Management, HEC Lausanne, Switzerland.
  • Series 7 and 63 licenses.
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Aaron Meyerson

QUALIA/COLUMBIA
MANAGING DIRECTOR

BIO

20+ YEARS OPERATING EXPERIENCE IN THE TELEVISION, FILM AND DIGITAL MEDIA INDUSTRIES. HAS RUN MAJOR TV STUDIOS FOR CBS AND FOX, AND HAD SENIOR LEVEL PROGRAMMING POSITIONS AT MTV AND OXYGEN.

  • President, Programming and Development, CBS Television, in charge of developing, producing and managing all programming for CBS’ huge first run syndication business.  Responsible for over 2300 episodes of TV per year.  Initiated and negotiated the ground breaking partnership between CBS and Yahoo to transform and rebrand The Insider TV show into OMG Insider, thereby creating a 24/7 content experience across TV, Internet and mobile.
  • Co-Founder, bBooth, a digital media startup.  Raised $7.5m in startup capital.
  • Business Development Consultant/Advisory Board for interactive video tech company Coincident TV, closing six figure revenue deals at Fox, ABC and CBS.
  • Senior Vice President, Alternative Programming, MTV.
  • Senior Vice President, Development and Production, Oxygen Media.  Led programming turnaround resulting in sale to NBCU.
  • Senior Vice President, Business Development, Fox TV Studios.
  • Producer/Executive Producer of Dumb and Dumber, Inspector Gadget, Meet the Deedles and Above the Rim.
  • Vice President, Creative Affairs, New Line Cinema.
  • Investment Banking Analyst at Shearson Lehman Hutton.
  • MBA, Stanford; BA, Economics, UC Berkeley. Chair of the LA Executive Board of Spark, a non-profit youth mentoring organization.
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Aron Heikali

INVESTMENT BANKING ASSOCIATE

aheikali@cca-ccs.com
(310) 633-3218

BIO

Aron Heikali is an associate investment banker with Columbia Capital Securities, Inc., where he focuses on mergers and acquisitions, selling businesses, and raising capital for businesses.

He has experience both as an investment banker in carrying out these transactions for clients and on the investor side in assisting an investment firm with its acquisitions.

Prior to joining Columbia Capital Securities, Mr. Heikali worked as an associate with Riverbrook Capital, a boutique investment bank serving middle market clients with corporate finance and M&A transactions. Prior to his work at Riverbrook, he was an investment associate at Castle Capital, a middle market private equity firm where he evaluated candidate businesses for the firm’s leveraged buyout portfolio and worked on potential transactions in the waste, recycling, manufacturing, and healthcare industries. Prior to that, he worked as an investment banking analyst at Clear Capital Advisors, a boutique technology- and healthcare-focused  middle market investment bank, and held other roles in investment banking at both CB Capital Partners and Gemini Partners (now “Drake Star Partners”).

In his spare time, Mr. Heikali enjoys weight lifting and practicing his baroque and classical repertoire on the piano. He is also an avid reader, with strong interests in economic history and regenerative medicine. Conversational in both Farsi and Spanish, Aron’s dormant language abilities also include Hebrew and rudimentary Mandarin (Chinese).

Mr. Heikali is a graduate of the University of Southern California, where he earned a B.A. in Economics, B.S. in Accounting, and B.S. in Business Administration. He is a member of the International Business Brokers Association (IBBA), holds the organization’s Certified Business Intermediary (CBI) designation, and holds the Certified M&A Professional (“CM&AP”) designation. He is also a Chartered Financial Analyst (CFA) Level III candidate and is currently licensed with FINRA as an Investment Banking Representative (Series 79 and Series 63).