Source Capital
Non-traditional middle market investment banking
Our Management Team
The Source Capital team has 50 years of cumulative experience and has completed at least 75 senior debt, mezzanine, and equity placements, and M&A transactions.
- Peter Mooney
- William Koenig, JD
- Marc Walinsky
Peter Mooney
pmooney@sourcecompanies.wsExperience
- 14 years representing high net worth business owners
- Financial advisor with Equitable/AXA (1993-2001)
- Accountant with Grant Thornton
- Small business owner
- Board member for Onward Coatings Company, LLC, a Source portfolio company
Expertise
- Minimizing annual tax burden for clients
- M&A structuring and negotiation
- Entrepreneurial Advising
Small Business Experience
- Owner of a local restaurant
- Investment real estate
- Entrepreneurial Advising
Certifications/Licenses
- Series 7, 6, 63, 65, and 24
- State of Ohio - Life and Health license
Associations/Memberships
- International Advisor's Network
- Society of Financial Services Professionals
- National Association of Securities Dealers
- National Association of Life Underwriters
- Estate Planning Council
Education
- Cleveland State University - BBA in Accounting
- Graduate from St. Ignatius High School
William Koenig, JD
wkoenig@sourcecompanies.wsProfessional Experience
- 11 years experience in legal and business consulting
- Department of Navy General Counsel
Expertise/Responsibilities
- Defended the Department of Navy as a trail attorney in multi-million dollar commercial litigation and contract disputes
- Designed and implemented qualified/non-qualified retirement plans
- Established and funded shareholder buy/sell agreements
- Created estate planning scenarios
- Crafted wealth accumulation and distribution strategies
- Drafts, reviews and opines on legal and structural considerations for M&A, etc.
Certifications/Licenses
- Series 7 and 66
- State of Ohio - Life and Health License
Associations/Memberships
- Admitted to practice law in Ohio/Washington, DC
Education
- The George Washington University - MBA/JD
- Mount Union College - BS in Business Administration
- Lake Catholic High School