Head of Originations
John W. Felix
White Oak Global Advisors · San Francisco
Mr. Felix is Head of Originations at White Oak Global Advisors and has served as a Managing Director of White Oak since 2017. He has actively invested in middle-market companies for over 20 years.
Professional background
He founded Consortium Finance in 2013, investing across the capital structure of middle-market businesses. Before Consortium, he worked at D. E. Shaw Group, where he opened the San Francisco office in 2005 and originated and managed a portfolio of direct senior debt, junior debt and equity investments across a variety of industries.
Previously, Mr. Felix was a managing principal of Banc of America Mezzanine Capital LLC, underwriting structured senior debt, mezzanine debt and bridge financing across multiple industry sectors. He also led Banc of America Securities, Inc.’s debt origination efforts in Australasia.
Education and qualifications
Mr. Felix holds a B.A. in political science from the University of California at Berkeley.