Mission
Alcion Ventures is a real estate private equity firm that executes a thesis-driven, value creation investment strategy in select North American markets. The firm is committed to being a disciplined fiduciary and investor that combines the entrepreneurial approach of an operator with the established practices of an institutional private equity fund manager.
Experience
Alcion Ventures, LP is based in Boston, Massachusetts and was founded in January 2005 by Martin Zieff and Mark Potter. Together, with two additional partners, Eugene DelFavero and Kristopher Galletta, they have nearly 100 years of real estate investing and fund management experience.
Alcion's four partners are seasoned real estate professionals, many of whom have worked together for up to 20 years. The partners are cycle tested and have an extensive network of industry relationships that facilitates both the sourcing and the management of investment opportunities.
Over the course of three decades, the partners have developed, refined, and implemented processes to source, underwrite, conduct rigorous due diligence on, manage, and exit investments, at the asset level, while employing stringent controls, risk management and compliance practices, at the fund level.
The partners are intimately involved in all aspects of investment management. Each investment is overseen, from acquisition through disposition, by at least one partner, in addition to members of the investment and finance teams who operate in an integrated fashion. Alcion has a deep and broad bench of talent for a middle-market sized firm with 19 professionals and four partners.
Funds
Alcion Real Estate Fund I was closed in 2005/2006 with nearly $350 million of equity commitments from a select group of endowments and institutional investors.
Alcion Real Estate Fund II was closed in 2010 with nearly $500 million of equity commitments from a diversified investor base including major pension funds, endowments, foundations, family offices, and high-net worth individuals from the United States, Canada, and Europe.
Alcion Real Estate Fund III closed in 2015 with more than $540 million of equity commitments from a diversified investor base, including major United States and Canadian pension funds, endowments, foundations and family offices.
Strategy
Fiduciary
- Committed to transparency, alignment, and client service
- Adhere to a disciplined investment philosophy and process
Strategic
- Develop theses based on top-down and bottom-up research
- Capitalize on cycles and market inefficiencies
Value Creation
- Invest in assets with strong fundamentals and attractive margins
- Identify and mitigate risk, including use of modest leverage
Tactical
- Actively manufacture and pursue off-market opportunities
- Execute discernible business plan with clear view to exit
Team
Martin Zieff
Managing and Co-Founding Partner
mzieff@alcionventures.com
Mark Potter
Co-Founding Partner
mpotter@alcionventures.com
Domenic DelFavero
Director, Investments
ddelfavero@alcionventures.com
Katie Barbin
Director, Finance
kbarbin@alcionventures.com
Sally Edelblute
Director, Tax
sedelblute@alcionventures.com
Rachel Saeby
Investor Relations
rsaeby@alcionventures.com
Anthony Colarusso
Controller
acolarusso@alcionventures.com
Leah Sabo
Operations
lsabo@alcionventures.com
Joan Allard
Executive Administrator
jallard@alcionventures.com
Eugene DelFavero
Partner, Chief Financial Officer
gdelfavero@alcionventures.com
Kristopher Galletta
Partner
kgalletta@alcionventures.com
Garrett Hatton
Director, Investments
ghatton@alcionventures.com
Kristen Cocuzzo
Director, Treasury
kcocuzzo@alcionventures.com
Jay Regan
Chief Compliance Officer
jregan@alcionventures.com
Ali Teeven
Controller
ateeven@alcionventures.com
Thu-Nguyet Phan
Finance
tphan@alcionventures.com
Kim Kogut
Receptionist/Administrative Professional
kkogut@alcionventures.com
Directors
Katie Barbin, Director, Finance
kbarbin@alcionventures.com
Kristen Cocuzzo, Director, Treasury
kcocuzzo@alcionventures.com
Sally Edelblute, Director, Tax
sedelblute@alcionventures.com
Benjamin May, Director, Investments
bmay@alcionventures.com
Jay Regan, Director, CCO
jregan@alcionventures.com
Jackie Reinhard, Director, Investor and Financial Reporting
jreinhard@alcionventures.com
Senior Associates
Domenic DelFavero, Senior Associate, Investments
ddelfavero@alcionventures.com
Garrett Hatton, Senior Associate, Investments
ghatton@alcionventures.com
Christina Metcalfe, Senior Associate, Controller
cmetcalfe@alcionventures.com
Leah Sabo, Senior Associate, Operations
lsabo@alcionventures.com
Alison Teeven, Senior Associate, Controller
ateeven@alcionventures.com
Associates
Joan Allard, Associate, Executive Administrator/Tax/Treasury
jallard@alcionventures.com
John Clark, Associate, Investments
jclark@alcionventures.com
Anthony Colarusso, Associate, Senior Accountant
acolarusso@alcionventures.com
Brooks Goodyear, Associate, Investments
bgoodyear@alcionventures.com
Amanda LaCroix, Associate, Administrative Professional
alacroix@alcionventures.com
Oisin O'Donnelly, Associate, Senior Accountant
oodonnelly@alcionventures.com
Rachel Saeby, Associate, Investor Relations
rsaeby@alcionventures.com
Markets
Alcion Ventures focuses on seven major North American markets and predominantly invests in primary assets types. Alcion believes these markets and assets types possess attractive characteristics, including transparency to support informed decision making, multiple demand drivers, constraints on new supply, and inherent inefficiencies due to their scale. Additionally, Alcion's partners have extensive cycle-tested experience and longstanding relationships
Contact
To learn more about Alcion Ventures or speak to a
representative, please contact:
Alcion Ventures
One Post Office Square, Suite 3150
Boston, MA 02109
Main: 617-603-1000
Fax: 617-603-1001
info@alcionventures.com
