CB CAPITAL PARTNERS, INC.  
About CB Capital
Services
Industry Focus
Industry Focus
Transactions
News
Team
Media Center
Contact Us

INVESTMENT BANKING PROFESSIONALS

Christopher J. Baclawski
Managing Partner ~ Investment Banking
(949) 415-7321 | christopher.baclawski@cbcapital.com | vCard

Mr. Baclawski is the founding Managing Partner for CB Capital Partners which was established in 2001. Mr. Baclawski has participated in numerous corporate finance transactions, including mergers & acquisitions; initial, secondary and convertible subordinated debenture offerings; private placements of equity and debt securities; recapitalizations and go-private transactions, business valuations and fairness opinions. In aggregate, Mr. Baclawski has been involved in excess of $2.0 billion of transactional value. Mr. Baclawski's investment banking experience spans working in a variety of industries including digital media, retail & consumer, healthcare, financial services and technology.

Prior to forming CB Capital Partners, Mr. Baclawski held Investment Banking and Corporate Finance positions with firms such as Wells Fargo Securities, L.H. Friend & Co., T Rowe Price, Bankers Trust, and the Real Estate Asset Management divisions of both Goldman Sachs Company (Archon Group) and CB Richard Ellis Investors. Mr. Baclawski began his career in the financial services industry with AT&T's Global Business Financial Division and was the recipient of the 1994 AT&T Academic Achievement Award. Mr. Baclawski has lectured on various corporate finance topics both domestically and internationally and is active with a limited number of philanthropic activities.

Mr. Baclawski received a B. A. degree in Economics and Business with distinction from the University of California at Los Angeles in 1994 with a concentration in Biological Sciences. In addition, Mr. Baclawski is a founding charter member of TiE Orange County (which is now TiE South Coast) and currently serves on the Advisory Board for the Don Beall Center for Innovation and Entrepreneurship at the University of California, Irvine, where he is a longtime supporter and sponsor of the Business Plan Competition at the Paul Merage School of Business, and is a co-developer of the school’s “Anatomy of Business” educational series.

Back to top

dotted line
James Urioste
Partner & Director ~ Business Development
949-415-7323 | james.urioste@cbcapital.com | vCard

Mr. Urioste is a Partner and Director of Business Development for CB Capital Partners Inc. Mr. Urioste’s business development and sales & marketing career has spanned more than 25 years within the asset management industry. Prior to merging BG Financial Inc. with CB Capital Partners Inc. Mr. Urioste held a number of asset management and financial positions including Vice President of Investments with firms such as Great Western Financial Securities, where he was a part of the Presidents Council, responsible for new product design, marketing strategies and broker policies. At Cruttenden Roth, Mr. Urioste was a part of an exclusive team of traders that hypothecated and traded Rule 144 stock for insiders of the firm, as well as hedging strategies utilizing equities and options.

At Cruttenden Roth, Van Kasper, and Wells Fargo Securities, Mr. Urioste was responsible for over $100 million dollars in assets for individuals, small- and medium-sized businesses. Also at Cruttenden Roth and Van Kasper, Mr. Urioste participated in over 30 IPO’s and follow on offerings in the fields of Software, Technology, Medical Devices, Pharmaceuticals, Consumer Brands and Entertainment. Mr. Urioste has held series 7, 63 and Life and Disability Insurance licenses, as well as receiving the distinction of CFS.

Mr. Urioste sits on the board of advisors of the Mauli Ola Foundation for Cystic Fibrosis and is an active participant in their events and surf experience days. He is also involved with The Surfrider Foundation and various clean water campaigns through the organization.

Mr. Urioste is an active Water-man and long-time global surfing community member. He is involved with his church and community helping underprivileged children in the states, as well as in Mexico where he is a part of an organization for building homes for families. He has been married for 24 years and has two daughters.

Back to top

dotted line
Jules Jomsky
Managing Director ~ Investment Banking
(949) 415-7320 | jules.jomsky@cbcapital.com| vCard

Mr. Jomsky currently serves as Managing Director for CB Capital Partners. Mr. Jomsky has over 20 years experience in transactional financing including mergers and acquisitions, company recapitalizations, real estate acquisition, refinancing, development, and/or construction, and business working capital requirements. Mr. Jomsky also has an extensive background in small business lending completing over $2.5 billion in conventional and SBA (Small Business Administration) financings for his clients. Mr. Jomsky’s clientele and industry expertise is diverse; however, he has extensive experience in the hospitality, convenience store, gas station, and wireless industries. Mr. Jomsky also has international transaction experience completing with strong relationships in South America and Asia.

Prior to joining CB Capital Partners, Mr. Jomsky served as CCO for Cobblestone Financial Group a full service commercial real estate financing company specializing in procuring commercial loan financing for all properties types from owner user to large investment properties. He also played a key role in the acquisition, recapitalization, and 70% equity sale for $100 million of a mine in South America to a major Chinese State run company. Mr. Jomsky has also held positions in several major US Banks such as Comerica Bank and Premier Commercial Bank on both the Business Development and Credit Underwriting sides of commercial lending divisions.

He received a BA in Finance and Real Estate from California State University, Northridge and an MBA in Finance from the Marshall School of Business at the University of Southern California, Los Angeles.

Back to top

dotted line
Edlan Wang
Senior Analyst ~ Investment Banking
(949) 415-7324 | edlan.wang@cbcapital.com | vCard

Mr. Wang is an Analyst at CB Capital Partners. He has worked on a number of M&A, debt refinancing, and private placement assignments in various industries. Prior to his position at CB Capital Partners, Mr. Wang received a BA in Finance from Concordia University, Irvine, where he developed a solid foundation in financial analysis. In addition, Mr. Wang studied Computer Engineering at Cal Poly San Luis Obispo, where he established a deep understanding of electronic hardware design and implementation, as well as full stack software development.

Back to top

dotted line
Matthew Seatter
Senior Analyst ~ Investment Banking
(949) 415-7332 | matthew.seatter@cbcapital.com | vCard

Mr. Seatter is an Analyst at CB Capital Partners. He has worked on a number of M&A and private placement assignments in various industries. Prior to his position at CB Capital Partners, Mr. Seatter served as an Associate at The Jahnda Group, a Private Equity firm located in Newport Beach dedicated to strategic buyouts within the government contractor market. There he was responsible for deal sourcing, financial valuation and buy-side due diligence. Mr. Seatter holds a BS in Business Administration with a concentration in Finance from the University of Oregon.

Back to top

dotted line
Tristan Hanley
Analyst ~ Investment Banking
(949) 415-7322 | tristan.hanley@cbcapital.com | vCard

Mr. Hanley is an Analyst at CB Capital Partners. He has worked on a number of M&A, debt refinancing, and private placement assignments in various industries. Prior to his position at CB Capital Partners, Mr. Hanley served as a Summer Analyst at Amerigo Capital, a private equity firm located in Newport Beach, California. There he was responsible for managing deal sourcing campaigns, and helped evaluate investment opportunities by assisting with the completion of buy-side due diligence. Mr. Hanley received a BA in Finance and Accounting from the University of San Diego.

Back to top

dotted line
Tauna K. Vandeweghe
Director ~ Business Development
(949) 415-7320 | tauna.vandeweghe@cbcapital.com | vCard

Ms. Vandeweghe is a Director of Business Development for CB Capital Partners. Ms. Vandeweghe has over 20 years of global diversified financial and business development experience. She has played an integral role in a variety of assignments including mergers & acquisitions, fairness opinions, valuation, litigation, recapitalizations, divestitures, private placements of debt and equity securities and restructurings. She also has notable expertise in sports, technology, apparel and media. Ms. Vandeweghe comes from one of the most recognized family names in the sports industry. Her father Ernest Vandeweghe was a NY Knick and team doctor to the Los Angeles Lakers, her brother Kiki Vandeweghe was a multiple NCAA and NBA All Star, GM and Coach, and her daughter Coco Vandeweghe was a 2008 US Open Junior Champion and is currently ranked in the top 100 in professional tennis.

Considered as one of the top 50 athletes in California history, Ms. Vandeweghe brings a multifaceted expertise to the company. She competed in the 1976 Olympics in Swimming while attending UCLA, winning 5 NCAA titles, then went on to USC playing Volleyball, winning a NCAA Title then going on to the 1984 Olympic Volleyball team. Ms. Vandeweghe went on to a successful broadcast/journalism career in L.A., New York and Oregon, working with ESPN, Sports Channel and various Networks. She also became one of the major fund raisers in NY, working with charities, government and local entities, entrenching herself with numerous high profile financial individuals and institutions. Ms. Vandeweghe also worked on the initial stages of marketing for SoBe and marketing tours for Sugar Free Jello. She marketed and ran various non-for-profit events moving on to become the first women to be a General Manager for a men’s professional basketball team. Since she has relocated to California, she worked with Niken, in sales, developing marketing tools and also raising private equity.

Ms. Vandeweghe attended both the University of California at Los Angeles where she studied Communications, and the University of Southern California where she studies Broadcast Journalism.

Back to top

dotted line