Caroline Banzali
Vice President @Us Capital
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WORK HISTORY
Vice President @Us Capital
Newport Beach, CA, US
A seasoned M&A Attorney and Tax Strategist with over 25 years of experience, Ms. Banzali brings deep expertise in complex transactions, capital formation, and strategic advisory. Her background spans senior roles in private equity, law, and early-stage ventures. At US Capital Global, Ms. Banzali leads strategic initiatives focused on delivering bespoke financial solutions, including M&A advisory, debt and equity financing, and wealth and asset management services for clients nationwide, driving the firm’s continued expansion and support its mission to provide customized financing and advisory services to middle-market businesses.Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA.
EDUCATION
Loyola Law School, Los Angeles
JD
University of Southern California
BS
Loyola Law School, Los Angeles
LLM
SKILLS
ABOUT CAROLINE BANZALI
Caroline\'s career as an M&A Tax professional spans over 25 years, including 20 years in the \"Big 4\" and middle market, four years as a \"mega\" Private Equity-Family Office executive, and as Deputy General Counsel and Head of Risk Management at a multi-billion-dollar tech start-up before opening her own Practice in Los Angeles. Her experience and background as both service provider and corporate executive advising on transaction ranging in value of between $5 million and $15 billion has culminated in Caroline\'s unique arsenal of commercial business savvy coupled with technical tax and legal expertise. In addition to advising her clients on various M&A transaction tax matters, Caroline also provides routine on-call business and legal advice as Outsourced General Counsel to start-ups and founding entrepreneurs as well as mature businesses. Caroline is proud to serve as trusted advisor to a diverse group of clients, including minority, women, and US veteran-owned businesses.Caroline holds a BS in Business Administration from the University of Southern California, which she earned when she was 19 years old, as well as a J.D. and LL.M. in Taxation from Loyola Law School. Caroline is a member of the State Bar of California and is a regular contributor and guest speaker for various business publications and networking platforms.
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