Principals
- 31 years experience in finance
- Former President and Managing Partner, The Patriot Group
- Formerly with McKinsey, Goldman Sachs, and Warburg Pincus
- Currently President, CCS Fundraising (a Katz, Kane & Co. client)
- 27 years experience in investment banking, principal investing and law
in the restructuring space - Former Founding Partner,
Panagos Katz Situational Investing - Former Founding Partner,
JPMorgan Special Situations Investing

- Key points of
client contact - Over $25 billion
in transactions - Formerly Co-Heads, Restructuring Group, GCA
Sector Experience & Selected Clients
- Branded Consumer Products
- Healthcare
- Technology
- Intellectual Property
- Semiconductors & PCBs
- Internet & E-Commerce
- Media
- Telecom
- Transportation
- Shipping
- Aviation
- Automotive
- Real Estate & Lodging
- Building Products
- Litigation Finance
- Retail
- Gaming
- Energy & Energy Services
- Financial Services
- Basic Manufacturing
Investment Banking Services

BUY-SIDE PERSPECTIVE
UNPARALLELED RELATIONSHIPS
SENIOR-LEVEL ATTENTION
UNPARALLELED RELATIONSHIPS
SENIOR-LEVEL ATTENTION