Opportunity Assets Group specializes in C-Corporation M&A transactions, with the potential to save millions in tax.
About the Firm
OAG is a new affiliate of PCG Equity, a private investment firm composed of M&A, tax and investment specialists, with a multi-decade record of participation in successful M&A transactions utilizing a unique, tax beneficial, structure.
OAG has been established to offer a new structured finance opportunity that can benefit any party to a C corporation sale.
We are guided by our
core principles.
About the Firm
OAG is a new affiliate of PCG Equity, a private investment firm composed of M&A, tax and investment specialists, with a multi-decade record of participation in successful M&A transactions utilizing a unique, tax beneficial, structure.
OAG has been established to offer a new structured finance opportunity that can benefit any party to a C corporation sale.
Leadership Team
Doug Wolf
Founder & Managing Principal
Mr. Wolf is a founding principal and chairman of PCG Equity, a privately-held investment company which, through structured finance transactions has acquired substantial real property and other asset in excess of $1B. PCG has offices in San Francisco, New York, and Atlanta.
Prior to forming PCG, Mr. Wolf was founding principal and CEO of Intercontinental Pacific Group, a merchant bank that directly, (and through joint ventures with GATX Capital and Sun America Insurance) purchased and sold more than $20B of real property, oil and gas and leased assets.
He is a member of the Association of Foreign Investors in Real Estate (AFIRE).
In 1997, Mr. Wolf is founded Wolf Family Vineyards in Napa Valley, California, a producer of quality cabernet sauvignon and other varietals.
Mr. Wolf received his undergraduate degree from UC Berkeley in 1967 and his law degree from UC Berkeley School of Law in 1970. After graduation, he practiced international tax law with the firm for Kantor and Wolf in San Francisco, California.
Monica Lucero
Director of Operations
Monica manages financial operations, supports Doug Wolf and coordinates staff needs. She has supported C-level execs of EShares, Paypal and Zesty as an Executive Coach and People Consultant. She previously worked for Levi Strauss & Co. in the Global Tax and Treasury Department where she held Senior Financial Analyst and Risk Management roles.
Contact: Monica@oag-us.com
Aga Wick
Director
Aga is responsible for evaluating OAG’s prospective investments. Prior to joining OAG, Aga worked in portfolio management at Invesco and earlier Deutsche Bank, representing domestic and international institutional clients. Previously, she worked for a Fortress’ listed real estate vehicle in Germany. Aga holds a BSc in Business from Bocconi University in Milan and an MSc in Finance from Rotterdam School of Management.
Contact: Aga@oag-us.com
Harry Zelnick
Director of Transaction Origination
Harry is responsible for sourcing transactions where OAG will add value to the sale of a C-corporation that owns appreciated assets. Prior to joining OAG, Mr. Zelnick founded and was Managing Partner of River Run Financial, a merchant bank that specialized in structured financing and acquiring undervalued, asset-rich enterprises. Prior to founding River Run, he was an investment banker at Lehman Brothers, Barclays de Zoete Wedd, Chase Manhattan and Asian Oceanic. Before he was an investment banker, he was a tax attorney at Blank, Rome and Morgan Lewis & Bockius. Mr. Zelnick received his AB from Dartmouth College in 1977 and his JD from The Law School at the University of Chicago in 1980.
Contact: Harry@oag-us.com
Lou Weller
Senior Adviser
Lou Weller leads the real estate, transactions and tax practice of his own law firm, Weller LLP. He previously served as National Director of Real Estate Transaction Planning and National Director, Like Kind Exchange Services at Deloitte Tax LLP and was Of Counsel to the national law firm, Bryan Cave LLP. Lou has practiced tax and business law for more than 40 years.
Are you or your client selling or buying the stock or assets of a C-Corporation?
