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Carlos Alvarez

Global Head of Permanent Capital Solutions (SPACs) at UBS

Carlos Alvarez is a Managing Director at UBS, based in New York, where he leads the Permanent Capital Solutions franchise.12 He joined UBS in 2018 after a 20-year career at Deutsche Bank, where he was most recently Head of Permanent Capital and oversaw the SPAC banking team.13

In his role at UBS, Alvarez leads an experienced team dedicated to providing investment banking services to SPAC clients. He has personally advised on over 75 SPAC IPOs and business combination transactions dating back to 2005.12

Alvarez's expertise spans various financial products, including M&A, ECM, DCM, and de-novo fundraises.1 He specializes in specialty finance and permanent capital solutions, focusing on clients such as mortgage REITs, business development corporations (BDCs), and special purpose acquisition companies (SPACs).3

His educational background includes:

  • MBA from Columbia Business School
  • BS in International Business from Northeastern University
  • BS in International Business Studies from Universidad Pontificia Comillas (Spain)12

Alvarez's hiring at UBS in 2018 was part of the bank's strategy to strengthen its investment banking presence in the US, particularly in the areas of specialty finance and permanent capital.3

Highlights

Jan 15 · ubs.com
Fixed Income Capabilities | UBS United States of America
Dec 31 · ubs.com
O'Connor Capital Solutions | UBS Global
Jul 25 · ubs.com
Real Estate & Private Markets | UBS United States of America
Jan 1 · pli.edu
John Sciales - PLI
Sep 20 · orth.com
Carlos Alvarez | Worth
Apr 23 · spacconference.com
Carlos Alvarez | The SPAC Conference
Carlos Alvarez | The SPAC Conference
Oct 26 · reuters.com
UBS promotes SPAC head to co-lead U.S. equity capital markets ...
UBS promotes SPAC head to co-lead U.S. equity capital markets ...
UBS Has Hired a Top Investment Banker From Deutsche Bank
UBS Has Hired a Top Investment Banker From Deutsche Bank

Related Questions

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Carlos Alvarez
Carlos Alvarez, photo 1
Carlos Alvarez, photo 2
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Location

New York, New York, United States