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Greg Traina

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At a glance

Full Name
Gregory Traina (Greg Traina)
Title
Managing Director — Syndicate / Corporate Finance
Firm
Meyers Associates, L.P. (the broker-dealer was renamed Windsor Street Capital, LP in 2016)
Firm Type
Boutique investment bank & securities brokerage (broker-dealer) — *note: aggregator listings tag him as an "angel investor," but his documented role is capital-raising/syndicate banking, not personal angel investing*
Investment Stage
Emerging-growth, small-cap and middle-market company financings (private placements / early-stage capital raises)
Sector Focus
Life sciences, healthcare, technology, and energy
Geographic Focus
United States
Location
New York, NY (firm HQ historically at 45 Broadway, 2nd Floor, New York, NY 10006)

Background

Greg Traina is a veteran capital-markets professional who served as a Managing Director — with a focus on syndicate and corporate finance — at Meyers Associates, L.P., a New York boutique investment bank and securities brokerage founded in 1993. Per his firm biography, he has spent more than 25 years in capital markets and corporate finance, servicing emerging-growth, small-cap and middle-market companies, with a specialization in life sciences, healthcare, technology, and energy. He has been FINRA-licensed with Series 7 (General Securities Representative) and Series 24 (General Securities Principal) registrations since 1986.

Before joining Meyers Associates, Traina held senior management positions at several established Wall Street firms, where his biography states he was responsible for the structuring, closing, and placement of over 100 financing transactions. Across his career he is credited with helping raise more than $2 billion for emerging-growth companies. He earned a Bachelor of Science in Economics-Mathematics from the University of New Hampshire in Durham, NH.

The firm he is most associated with, Meyers Associates, L.P., changed its name to Windsor Street Capital, LP in 2016. Both under the Meyers and Windsor Street names, the firm operated as a full-service boutique investment bank focused on emerging-growth companies, raising capital and advising on mergers and acquisitions. It is worth noting that the firm accumulated a number of FINRA regulatory events over its history (fines and enforcement matters reported by several securities-law firms), which are attributes of the firm entity rather than of any single banker.

It is important to be precise about categorization: while investor databases label Traina as an "angel investor" investing at the "seed round," the publicly documented record describes a syndicate/corporate-finance banker who raises capital on behalf of client companies rather than a private angel deploying his own capital. Founders should treat the "angel" label with caution and approach him as an investment-banking/capital-raising contact.

Investment Thesis & Focus

  • Works with emerging-growth, small-cap and middle-market companies rather than pure early-stage startups.
  • Sector concentration in life sciences, healthcare, technology, and energy — the verticals cited in his own firm bio.
  • Role is syndicate and corporate finance: structuring, closing, and placing private financings and capital raises (100+ transactions, $2B+ raised, per his bio) — i.e., helping companies raise money, not writing personal angel checks.
  • In his own stated terms, his value proposition is raising capital for growth companies and building "trusted partnerships" throughout the investment community (Meyers Associates' stated positioning).

Notable Investments

  • Cardinal Energy Group, Inc. (OTC: CEGX) — an oil-and-gas company; Traina appeared in investor communications (~2014) as Managing Director of Syndicate at Meyers Associates in connection with the company's financing/capital-markets activity.

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