Mike Xenick

International Capital Markets

LCG Capital Advisors Provides a broad range of advisory and support services to companies and individuals involved in U.S. immigrant investor programs, including the Immigrant Investor Pilot Program or EB-5 Program. Our clients include USCIS-approved EB-5 Regional Centers, Regional Center applicants, affiliated project developers and registered foreign and U.S. securities representatives. We are trusted advisors to the principals and senior executives of these entities in their efforts to access U.S. and international capital markets to successfully fund their project offerings. As a broker‐dealer registered with the SEC and FINRA, LCG’s process ensures the entire transaction is completed in compliance with U.S. securities laws and guidelines, especially transaction solicitation and payment of agent referral fees. Our experienced transaction professionals and team of analysts help our clients execute innovative solutions to meet the operational and financial challenges of our clients.

Why LCG

Our resources and commitment have earned us a role as a market leader in providing advisory and investment banking services to both leading and emerging financial institutions and businesses located throughout the world. Since 2003, LCG has advised hundreds of corporate clients through our 16 U.S. offices in successfully raising equity and debt capital, selling their businesses, and completing complex restructurings and refinancing. In addition, LCG’s Creditor Advisory Group has successfully executed over 3,000 engagements for the top 50 U.S. financial institutions.  To date, LCG has successfully advised companies on transactions exceeding $10 billion.

LCG’s Immigrant Investor Program Advisory Services in this area include:

• FINRA Compliant Placement Agent 
• Compliance with U.S. Securities Laws
• Review, Analysis & Preparation of Project Transaction and Subscription Documents 
• Access to LCG’s secure virtual data room
• Investor Intake and Related Compliance
• “Know your customer”
• Suitability/Accredited Investor assessments
• Coordinate flow of investor capital
• Payment of agent referral fees
• EB-5 Private Equity Placements
  • Solicitation and Funding of Private Equity & Debt Capital
  • Access to Foreign EB-5 Investors via LCG’s Proprietary Global Referral Network  
• U.S. Debt and Equity Placements
  • Structuring of Entire Capital Stack
  • Access to U.S. Debt & Equity Capital via LCG’s Proprietary U.S. Lender Database
  • Underwriting Services/Collateral Analysis
• Regional Center Advisory & Support
  • Detailed Analysis of Prospective Projects
  • Due Diligence and Market Research
  • Capital Markets Assessments
  • Risk Assessment and Mitigation
  • Certified Business Valuations & Appraisals
  • Quarterly Analysis of RC Project Portfolio

 

 

BIO

Mr. Xenick is a co-founder of LCG’s FINRA registered broker/dealer and manages the firm’s foreign investor practice, mergers and acquisitions advisory practice, as well as various strategic partnerships of the firm, including LCG’s South Florida/Latin American corporate advisory practice, and its institutional capital placements practice that is focused on the commercial real estate and natural resources sectors.

Mr. Xenick brings over 20 years of investment banking and financial advisory experience to LCG. Before joining LCG in 2007, he was a Managing Director for five years at Atlantic American Capital Advisors, a Tampa-based investment bank, where he led many successful corporate finance and merger and acquisition transactions across multiple industries including media/telecommunications, information technology, software, specialty finance, food and concessions, post-secondary education, manufacturing, business services and nutritional health products.

Prior to joining Atlantic American, Mr. Xenick worked at Communications Equity Associates (CEA), a boutique global investment and merchant bank, where he served as a Vice President in CEA’s global investment banking practice for over eight years. After joining CEA in 1994, Mr. Xenick provided investment banking, private equity and strategic advisory services to CEA’s entertainment and new media clients in the U.S. and the Middle East, and was specifically responsible for the telecommunications, technology, Internet, and music industries, and successfully closed numerous middle-market private placements, corporate financing and merger and acquisition transactions within these industries.

Before CEA, Mr. Xenick worked for four years as a senior auditor for the international public accounting firm of Ernst & Young. 

Practice Areas:

• Private Placements
• Funding of EB-5 Capital
• Debt Placements
• Mergers & Acquisition Advisory
• Business Valuations
• Transaction Due Diligence and Risk Management
• Strategic Advisory

Industry Expertise:

• Commercial Real Estate
• Healthcare
• Natural Resources
• Commercial & Industrial
• Defense and Technology
  

Mr. Xenick graduated from the University of Florida where he received both his Bachelor and Master degrees in Accounting. He is a Certified Public Accountant and a member of the American and Florida Institutes of CPAs and the Association for Corporate Growth (ACG), where serves as a Director of the ACG’s Tampa Bay chapter. Mr. Xenick is LCG’s Chief Compliance Officer and holds Series 24, 7, 79 and 63 securities registrations.