Alberleen Adds Marcia Nelson of Nelson Addison Advisors

December 27, 2016

New York, January 26, 2016 — The Alber­leen Group, an invest­ment bank and mer­chant bank­ing firm ser­vic­ing mid­dle mar­ket com­pa­nies and fam­ily office investors, today announced an affil­i­a­tion with Nel­son Addi­son Advi­sors.  Founder and CEO Mar­cia Nel­son brings her exper­tise in rela­tion­ship man­age­ment and busi­ness devel­op­ment, as well as her exten­sive net­work of fam­ily offices and high-net-worth indi­vid­u­als, to Alber­leen to help fam­ily offices access pro­pri­etary deal flow in a dis­creet and effec­tive manner.

We are pleased that Mar­cia Nel­son has joined The Alber­leen Group plat­form,” said Jolyne Caruso, CEO of The Alber­leen Group. “Nel­son Addi­son Advi­sors brings addi­tional sources of cap­i­tal and deal flow to com­ple­ment our invest­ment bank­ing and mer­chant bank­ing capa­bil­i­ties.  Ms. Nel­son will expand and strengthen our com­mu­nity of fam­ily office investors who value access to our firm’s pro­pri­etary direct invest­ments. MSN will also orga­nize edu­ca­tional and net­work­ing events to fur­ther develop our fam­ily office ecosystem.”

Ms. Nel­son has a proven track record of work­ing with fam­ily offices and their advi­sors. She for­merly worked for an ultra-high-net-worth phil­an­thropic fam­ily and sub­se­quently man­aged busi­ness devel­op­ment and rela­tion­ship man­age­ment in the areas of estate plan­ning, finance, and account­ing, most recently at Anchin, Block & Anchin LLP. Over the last 20 years, Ms. Nel­son has devel­oped a large net­work of fam­ily offices and advi­sors who are increas­ingly seek­ing access to qual­ity direct deal flow from trusted, expe­ri­enced partners. Ms. Nel­son is also the founder of Deals and Divas, an edu­ca­tional and net­work­ing orga­ni­za­tion that con­nects women entre­pre­neurs and investors.

Alber­leen was an obvi­ous choice for me as a part­ner. The firm has an estab­lished plat­form that brings insti­tu­tional cred­i­bil­ity and exper­tise to the direct invest­ing space. With Alber­leen, I have an embed­ded resource of 35 invest­ment bankers and an invest­ment team that I can tap for indus­try intel­li­gence, due dili­gence and advice, as well as qual­ity pro­pri­etary deals.  Finally,” said Ms. Nelson, “I can truly be the trusted advi­sor my clients expect me to be.”

Deals and Divas Website:

Press release: