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
Recent Transactions
is an investment banking firm
founded in 2011 that provides advisory services
to businesses and institutional investors
(such as private equity funds, hedge funds, family offices and banks)
founded in 2011 that provides advisory services
to businesses and institutional investors
(such as private equity funds, hedge funds, family offices and banks)
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
