Leadership Team

Brigade

Donald E. Morgan, III, CFA
Founder/Managing Partner/Chief Investment Officer
Thomas O’Shea
Head of European Investments
Kallie Steffes
Senior Director – Private Credit Strategies

Donald E. Morgan, III, CFA, Founder/Managing Partner/Chief Investment Officer

Mr. Morgan is the firm’s Chief Investment Officer, Managing Partner, and Portfolio Manager. Additionally, Mr. Morgan is a member of both the Investment and Risk Committees. Prior to forming Brigade in 2006, Mr. Morgan was a Senior Managing Director and Co-Head of Fixed Income at MacKay Shields, LLC. During his leadership, the firm’s high yield products ranked in the top 10% of their peer groups. At the same time, Mr. Morgan grew the firm’s high yield assets to $17 billion and raised approximately $800 million in the long/short fund.  Mr. Morgan joined his predecessor firm in 1997 and co-managed its high yield funds until 2000, when he became the Lead Portfolio Manager of the High Yield Division. Mr. Morgan began his career in money management as a Research Associate, then High Yield Analyst, at Fidelity Management and Research Company. Mr. Morgan received a BS in Finance, magna cum laude, from New York University. Additionally, Mr. Morgan is a CFA charterholder.

Thomas O’Shea, Head of European Investments

Mr. O’Shea is the Head of European Investments, the European CLO Portfolio Manager in the Brigade London office, and a member of the Investment Committee. Prior to joining Brigade in 2017, Mr. O’Shea was a Partner at Castle Hill Asset Management in the U.S. since 2010. In that capacity, Mr. O’Shea was responsible for covering the industrial, healthcare, and gaming, lodging, and leisure sectors, as well as making event-driven investments across the capital structure in various industries. Additionally, Mr. O’Shea was a Partner and Portfolio Manager at GoldenTree Asset Management from 2000 to 2009, where he helped to found the firm’s European business and became the head of the European office. Prior to that, Mr. O’Shea spent five years in GoldenTree’s U.S. office, covering the industrial, chemical, aerospace and defense, and healthcare industries. Prior to that, Mr. O’Shea was an equity analyst at Value Line, Inc., covering the healthcare, leisure and aerospace and defense sectors.  Mr. O’Shea received a BA in English Literature at the University of Virginia, where he was an Echols Scholar, and an MBA in Finance from New York University’s Stern School of Business. He currently serves on the board of Mannok, an EU-based building products company. Mr. O’Shea also sits on the UVA College Foundation European Regional Board.

Kallie Steffes, Senior Director – Private Credit Strategies

Ms. Steffes is a Senior Director of Private Credit Strategies. Prior to joining Brigade in 2021, Ms. Steffes was a founding partner of Chalk Point Capital LP where she focused on private special situation investments across a wide variety of industries. Prior to starting Chalk Point, Ms. Steffes was a Principal on the investment team at MHR Fund Management LLC, a $5 billion private equity firm that invests in undervalued middle market companies and assets. Ms. Steffes started her career as an Investment Banking Analyst at Morgan Stanley and Deutsche Bank, after which she spent three years as an Analyst at Owl Creek Asset Management LP, a multi-billion dollar, value-oriented hedge fund in New York City. Ms. Steffes holds a BBA, with honors, from the University of Michigan Stephen M. Ross School of Business and was a full scholarship athlete and member of the University of Michigan Varsity Women’s Gymnastics team.
Chris Chaice
Senior Director/Senior Counsel – Restructuring and Private Credit
Matthew Perkal
Senior Director/Portfolio Manager – Restructuring and Private Credit
Pavlin Kumchev
Senior Analyst

Chris Chaice, Senior Director/Senior Counsel – Restructuring and Private Credit

Mr. Chaice is a Senior Director and Senior Counsel specializing in Restructuring and Private Credit. Prior to joining Brigade in 2012, Mr. Chaice worked at Covenant Review, a fixed-income research firm, where he analyzed debt covenants, complex capital structures, and bankruptcy issues.  Additionally, Mr. Chaice worked as an Analyst at Southpaw Asset Management, where he analyzed event-driven investment opportunities relating to bankruptcies, restructurings, mergers, liquidations, and litigation.  Prior to Southpaw, Mr. Chaice practiced law at Cahill Gordon & Reindel and Willkie Farr & Gallagher, where he specialized in capital markets transactions, primarily representing underwriters of high yield bonds and leveraged loans.  Mr. Chaice received a BA in Political Science from Syracuse University and a law degree, cum laude, from New York University School of Law.

Matthew Perkal, Senior Director/Portfolio Manager – Restructuring and Private Credit

Mr. Perkal is a Senior Director and Portfolio Manager of Restructuring and Private Credit. In his previous role as a Senior Analyst, Mr. Perkal covered the gaming, retail and restaurant sectors. Prior to joining Brigade in 2010, Mr. Perkal worked at Deutsche Bank as an Analyst in the Leveraged Finance Group. In that capacity, Mr. Perkal also spent time on the Leveraged Debt Capital Markets Desk, selling both bank and bond deals. Mr. Perkal received a BS in Economics with a concentration in Finance and Accounting from the University of Pennsylvania’s Wharton School.

Pavlin Kumchev, Senior Analyst

Mr. Kumchev is a Senior Analyst, covering the Healthcare and Industrials sectors in the Brigade London office. Prior to joining Brigade in 2019, Mr. Kumchev worked at Carlyle Strategic Partners, where he focused on majority control investments and operational turnaround of European corporates, facing financial and operational distress. Prior to joining Carlyle, he worked at Blackstone's Restructuring and Reorganization Group in London. Mr. Kumchev started his career in 2005 as an Analyst in the Healthcare Investment Banking Group of Morgan Stanley in New York and later served as an Associate at Behrman Capital, a middle-market private equity fund based in New York, where he focused on investments in the Healthcare and Industrial sectors. Mr. Kumchev’s professional experience includes over 20 successful M&A, restructuring and recapitalization transactions. Throughout his investment career, he has served on a number of creditors’ committees as well as on the board of a number of private and publicly listed companies. Mr. Kumchev earned his B.A. in Mathematical Economics and minor in German, summa cum laude, from Colgate University in the U.S. and has an MBA with Distinction from INSEAD in France and Singapore.

M3 Partners

Mohsin Y. Meghji
Chairman & Chief Executive Officer
Charles H. F. Garner
Executive Vice President
William Gallagher
Executive Vice President

Mohsin Y. Meghji, Chairman & Chief Executive Officer

  • 25+ year career focusing primarily on maximizing and realizing value of companies experiencing financial, operational or strategic transitions
  • Experienced SPAC sponsor
  • Managing Partner, M3 Partners, LP, 2015 – Present

Charles H. F. Garner, Executive Vice President

  • 30+ years of legal, advisory and operational management experience across a range of industries
  • Experienced SPAC sponsor
  • Managing Director, & General Counsel of M3 Partners, LP, 2015 – Present

William Gallagher, Executive Vice President

  • 35+ years of experience in finance and investment, with deep expertise in credit analysis
  • Managing Director, M3 Partners, LP, 2019 – Present

Brigade

Donald E. Morgan, III, CFA
Founder/Managing Partner/Chief Investment Officer
Thomas O’Shea
Head of European Investments
Kallie Steffes
Senior Director – Private Credit Strategies

Donald E. Morgan, III, CFA, Founder/Managing Partner/Chief Investment Officer

Mr. Morgan is the firm’s Chief Investment Officer, Managing Partner, and Portfolio Manager. Additionally, Mr. Morgan is a member of both the Investment and Risk Committees. Prior to forming Brigade in 2006, Mr. Morgan was a Senior Managing Director and Co-Head of Fixed Income at MacKay Shields, LLC. During his leadership, the firm’s high yield products ranked in the top 10% of their peer groups. At the same time, Mr. Morgan grew the firm’s high yield assets to $17 billion and raised approximately $800 million in the long/short fund.  Mr. Morgan joined his predecessor firm in 1997 and co-managed its high yield funds until 2000, when he became the Lead Portfolio Manager of the High Yield Division. Mr. Morgan began his career in money management as a Research Associate, then High Yield Analyst, at Fidelity Management and Research Company. Mr. Morgan received a BS in Finance, magna cum laude, from New York University. Additionally, Mr. Morgan is a CFA charterholder.

Thomas O’Shea, Head of European Investments

Mr. O’Shea is the Head of European Investments, the European CLO Portfolio Manager in the Brigade London office, and a member of the Investment Committee. Prior to joining Brigade in 2017, Mr. O’Shea was a Partner at Castle Hill Asset Management in the U.S. since 2010. In that capacity, Mr. O’Shea was responsible for covering the industrial, healthcare, and gaming, lodging, and leisure sectors, as well as making event-driven investments across the capital structure in various industries. Additionally, Mr. O’Shea was a Partner and Portfolio Manager at GoldenTree Asset Management from 2000 to 2009, where he helped to found the firm’s European business and became the head of the European office. Prior to that, Mr. O’Shea spent five years in GoldenTree’s U.S. office, covering the industrial, chemical, aerospace and defense, and healthcare industries. Prior to that, Mr. O’Shea was an equity analyst at Value Line, Inc., covering the healthcare, leisure and aerospace and defense sectors.  Mr. O’Shea received a BA in English Literature at the University of Virginia, where he was an Echols Scholar, and an MBA in Finance from New York University’s Stern School of Business. He currently serves on the board of Mannok, an EU-based building products company. Mr. O’Shea also sits on the UVA College Foundation European Regional Board.

Kallie Steffes, Senior Director – Private Credit Strategies

Ms. Steffes is a Senior Director of Private Credit Strategies. Prior to joining Brigade in 2021, Ms. Steffes was a founding partner of Chalk Point Capital LP where she focused on private special situation investments across a wide variety of industries. Prior to starting Chalk Point, Ms. Steffes was a Principal on the investment team at MHR Fund Management LLC, a $5 billion private equity firm that invests in undervalued middle market companies and assets. Ms. Steffes started her career as an Investment Banking Analyst at Morgan Stanley and Deutsche Bank, after which she spent three years as an Analyst at Owl Creek Asset Management LP, a multi-billion dollar, value-oriented hedge fund in New York City. Ms. Steffes holds a BBA, with honors, from the University of Michigan Stephen M. Ross School of Business and was a full scholarship athlete and member of the University of Michigan Varsity Women’s Gymnastics team.
Chris Chaice
Senior Director/Senior Counsel – Restructuring and Private Credit
Matthew Perkal
Senior Director/Portfolio Manager – Restructuring and Private Credit
Pavlin Kumchev
Senior Analyst

Chris Chaice, Senior Director/Senior Counsel – Restructuring and Private Credit

Mr. Chaice is a Senior Director and Senior Counsel specializing in Restructuring and Private Credit. Prior to joining Brigade in 2012, Mr. Chaice worked at Covenant Review, a fixed-income research firm, where he analyzed debt covenants, complex capital structures, and bankruptcy issues.  Additionally, Mr. Chaice worked as an Analyst at Southpaw Asset Management, where he analyzed event-driven investment opportunities relating to bankruptcies, restructurings, mergers, liquidations, and litigation.  Prior to Southpaw, Mr. Chaice practiced law at Cahill Gordon & Reindel and Willkie Farr & Gallagher, where he specialized in capital markets transactions, primarily representing underwriters of high yield bonds and leveraged loans.  Mr. Chaice received a BA in Political Science from Syracuse University and a law degree, cum laude, from New York University School of Law.

Matthew Perkal, Senior Director/Portfolio Manager – Restructuring and Private Credit

Mr. Perkal is a Senior Director and Portfolio Manager of Restructuring and Private Credit. In his previous role as a Senior Analyst, Mr. Perkal covered the gaming, retail and restaurant sectors. Prior to joining Brigade in 2010, Mr. Perkal worked at Deutsche Bank as an Analyst in the Leveraged Finance Group. In that capacity, Mr. Perkal also spent time on the Leveraged Debt Capital Markets Desk, selling both bank and bond deals. Mr. Perkal received a BS in Economics with a concentration in Finance and Accounting from the University of Pennsylvania’s Wharton School.

Pavlin Kumchev, Senior Analyst

Mr. Kumchev is a Senior Analyst, covering the Healthcare and Industrials sectors in the Brigade London office. Prior to joining Brigade in 2019, Mr. Kumchev worked at Carlyle Strategic Partners, where he focused on majority control investments and operational turnaround of European corporates, facing financial and operational distress. Prior to joining Carlyle, he worked at Blackstone's Restructuring and Reorganization Group in London. Mr. Kumchev started his career in 2005 as an Analyst in the Healthcare Investment Banking Group of Morgan Stanley in New York and later served as an Associate at Behrman Capital, a middle-market private equity fund based in New York, where he focused on investments in the Healthcare and Industrial sectors. Mr. Kumchev’s professional experience includes over 20 successful M&A, restructuring and recapitalization transactions. Throughout his investment career, he has served on a number of creditors’ committees as well as on the board of a number of private and publicly listed companies. Mr. Kumchev earned his B.A. in Mathematical Economics and minor in German, summa cum laude, from Colgate University in the U.S. and has an MBA with Distinction from INSEAD in France and Singapore.

M3 Partners

Mohsin Y. Meghji
Chairman & Chief Executive Officer
Charles H. F. Garner
Executive Vice President
William Gallagher
Executive Vice President

Mohsin Y. Meghji, Chairman & Chief Executive Officer

  • 25+ year career focusing primarily on maximizing and realizing value of companies experiencing financial, operational or strategic transitions
  • Experienced SPAC sponsor
  • Managing Partner, M3 Partners, LP, 2015 – Present

Charles H. F. Garner, Executive Vice President

  • 30+ years of legal, advisory and operational management experience across a range of industries
  • Experienced SPAC sponsor
  • Managing Director, & General Counsel of M3 Partners, LP, 2015 – Present

William Gallagher, Executive Vice President

  • 35+ years of experience in finance and investment, with deep expertise in credit analysis
  • Managing Director, M3 Partners, LP, 2019 – Present

Access to the information and documents on this portion of the website is restricted for regulatory reasons. You are requested to review the following information and make the following confirmation each time you seek to access this restricted information. Your confirmation must be true and accurate.


Important Information

Electronic versions of the materials you are seeking to access are being made available on this website by Brigade-M3 European Acquisition Corp. in good faith and are for information purposes only.

The materials contained herein are not for general release, publication or distribution, directly or indirectly, in whole or in part, in or into the United States, Australia, Japan, Canada, South Africa or any other jurisdiction where to do so would constitute a violation of the relevant laws or regulations of such jurisdiction. Access to the information and documents on this portion of the website is restricted for regulatory reasons. You are requested to review the following information and make the following confirmation each time you seek to access this restricted information. Your confirmation must be true and accurate. Please note the disclaimer set out below may be altered or updated. You should read it in full each time you visit the site.

The information contained in this section of the website published by Brigade-M3 European Acquisition Corp. (the “Company”) (a) is only intended for, and may only be accessed by, or distributed or disseminated, directly or indirectly, in whole or in part, to (i) “qualified institutional buyers” (as defined in Rule 144A under the U.S. Securities Act of 1933, as amended (the “Securities Act”)) (“QIBs”) or (ii) persons resident and physically present outside the United States of America (including its territories and possessions, any state of the United States and the District of Columbia, the “United States”), Australia, Canada, Japan, or South Africa and resident and physically present in a jurisdiction where to do so will not constitute a violation of the local securities laws or regulations of such jurisdiction, and (b) does not constitute an offer to sell or the solicitation of an offer to buy or acquire, any securities of the Company in the United States, Australia, Canada, Japan, South Africa, or any other jurisdiction where to do so might constitute a violation of the local securities laws or regulations of such jurisdiction.

The securities of the Company referred to in this section of the website (the “Securities) have not been and will not be registered under the Securities Act and may not be offered or sold within the United States absent registration with the United States Securities and Exchange Commission or pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and in compliance with any applicable securities laws of any state or other jurisdiction of the United States. There will be no public offering of such securities in the United States. Any Securities sold in the United States will be sold only to QIBs in reliance on an exemption from the registration requirements of the Securities Act. Furthermore, the securities have not been and will not be registered under the applicable securities laws of Australia, Canada, Japan, South Africa, or any other jurisdiction in which it would be unlawful or would require registration or other measures, and therefore may not be offered or sold or for the account or benefit of any person having a registered address in, or located or resident in, Australia, Canada, Japan, South Africa or any other jurisdiction in which it would be unlawful or would require registration or other measures.

The information and documents on this portion of the website are advertisements and do not constitute a prospectus for the purposes of Regulation (EU) 2017/1129 (such Regulation, together with any amendments thereto, the “Prospectus Regulation”) . A prospectus prepared pursuant to the Prospectus Regulation and approved by the Dutch Authority for the Financial Markets (Autoriteit Financiële Markten, the “AFM”) is expected to be published by the Company and, when published, can be obtained on the Company’s website, subject to regulatory restrictions. Investors should not subscribe for any securities referred to in the information and documents on this portion of the website except on the basis of information contained in the prospectus.

In any member state of the European Economic Area (“EEA Member State”), the information and documents on this portion of the website are only addressed to and are only directed at “qualified investors” in that EEA Member State within the meaning of the Prospectus Regulation.

In the United Kingdom, the information and documents on this portion of the website are only addressed to and are only directed at “qualified investors” within the meaning of Article 2(e) of the UK version of the Prospectus Regulation, which is part of UK law by virtue of the European Union (Withdrawal) Act 2018 (the “UK Prospectus Regulation”) as amended, who are also (i) persons having professional experience in matters relating to investments who fall within the definition of “investment professionals” in Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (the “Order”); (ii) high net worth bodies corporate, unincorporated associations and partnerships and trustees of high value trusts as described in Article 49(2) of the Order; or (iii) persons to whom it may otherwise lawfully be communicated (all such persons being referred to as “relevant persons”). The securities are only available to, and any invitation, offer or agreement to subscribe, purchase or otherwise acquire such securities will be engaged in only with, relevant persons. Any person who is not a relevant person should not act or rely on this document or any of its contents.

Access to the information contained on this portion of the website may be illegal in certain jurisdictions, and only certain categories of persons may be authorised to access such information and documents. All persons who wish to have access to the documents contained in this section of the Company’s website should first ensure that they are not subject to local laws or regulations that prohibit or restrict their right to access this section of the website, or require registration or approval for any acquisition of securities by them. No such registration or approval has been or will be obtained. If you are not permitted to view materials on this website or are in any doubt as to whether you are permitted to view these materials, please exit this webpage. The Company assumes no responsibility if there is a violation of applicable law and regulations by any person.

By clicking on the “I confirm” button, I therefore certify that:

  1. I am (i) a QIB in the United States or am resident and physically present in a country outside the United States, Australia, Canada, Japan and South Africa or any other jurisdiction where accessing these materials is unlawful and (ii) if I am a person located in an EEA Member State or the United Kingdom, I am a Qualified Investor and (iii) if I am a person located in the United Kingdom, I am also a relevant person;
  2. I am authorised to access the information and documents contained on this portion of the website without being subject to any legal restriction and without any further action required by the Company;
  3. I agree that I will not transmit or otherwise send any materials contained in this website to any person in the United States, Australia, Canada, Japan, South Africa or any other jurisdiction where to do so would breach applicable local law or regulation; and
  4. I have read, understand and agree to comply with all of the restrictions set forth above.

Disclaimer - Important

Due to applicable legal restrictions, the information contained in this section of the website is restricted and is not for release, publication or distribution, directly or indirectly, in whole or in part, in or into the United States of America, Australia, Canada, Japan or South Africa, or any other jurisdiction in which such release, publication or distribution would be unlawful. We apologise for any inconvenience this may cause. Click here to return to the homepage.