CSG Partners, LLC
Industry: Company
DescriptionFounded: 2000 Subsidiary: Synergy Capital I, LLC
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CSG Partners, LLC Employees
Employee
Years
Job
Industry
Inigo Galaz Cancio Inigo Galaz Cancio's CSG Partners, LLC Experience May 2013 - July 2013
Job Asset Management Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan September 2014 - Present
CSG Partners, LLC May 2013 - July 2013
Securitas May 2011 - June 2011
Wicked College App September 2010 - May 2011
Securitas May 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Word, Market Research, Valuation, Spanish, French, Research, Marketing, English, Proposal Writing, Social Media, Data Analysis, Analysis
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Entrepreneurship
Lycée Français de New York (LFNY) 2003 — 2010
French Baccalauréat, Concentration in Economics, 15.3/20 (A)
J.P. Morgan September 2014 - Present
CSG Partners, LLC May 2013 - July 2013
Securitas May 2011 - June 2011
Wicked College App September 2010 - May 2011
Securitas May 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Word, Market Research, Valuation, Spanish, French, Research, Marketing, English, Proposal Writing, Social Media, Data Analysis, Analysis
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Entrepreneurship
Lycée Français de New York (LFNY) 2003 — 2010
French Baccalauréat, Concentration in Economics, 15.3/20 (A)
Eric Cabezas Eric Cabezas's CSG Partners, LLC Experience April 2010 - June 2013
Job MBA, Columbia Business School
Industry Financial Services
Experience
The Flatiron School August 2014 - December 2014
Cognizant Technology Solutions June 2014 - August 2014
Dataminr, Inc. December 2013 - February 2014
CSG Partners, LLC April 2010 - June 2013
KPMG US August 2007 - March 2010
Skills
Valuation, Investment Banking, Business Valuation, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance, Capital Markets, CPA, Start-ups, Mergers & Acquisitions, Finance, Investments, Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance and Accounting
Nanuet High School 1999 — 2003
The Flatiron School August 2014 - December 2014
Cognizant Technology Solutions June 2014 - August 2014
Dataminr, Inc. December 2013 - February 2014
CSG Partners, LLC April 2010 - June 2013
KPMG US August 2007 - March 2010
Skills
Valuation, Investment Banking, Business Valuation, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance, Capital Markets, CPA, Start-ups, Mergers & Acquisitions, Finance, Investments, Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance and Accounting
Nanuet High School 1999 — 2003
Eitan Milstein Eitan Milstein's CSG Partners, LLC Experience 2008 - Present
Job Investment Banking with an Emphasis on ESOP
Industry Investment Banking
Experience
CSG Partners, LLC 2008 - Present
GE Commercial Finance 1994 - May 2008
Access Credit Corp. 1987 - 1995
Security Pacific Bank 1981 - 1984
Skills
M &A, ESOP, Capital Raises, Mergers, Corporate Finance, Investment Banking, Financial Structuring, Structured Finance, Exit Strategies, Entrepreneurship, Private Equity, Middle Market, Business Valuation, Recapitalizations, Venture Capital, Corporate Development, Leveraged Finance, Asset Based Lending, Debt, Valuation, Restructuring, Private Placements, Due Diligence, Debt Restructuring, Mergers & Acquisitions, Divestitures, Investments, Bonds, Capital, Funding, Finance, Mortgage Lending, Financial Modeling, LBO, Financial Reporting, High Yield, Acquisitions, Growth Capital
Education
Arizona State University 1974 — 1975
MBA
Tel Aviv University
BA, BA
CSG Partners, LLC 2008 - Present
GE Commercial Finance 1994 - May 2008
Access Credit Corp. 1987 - 1995
Security Pacific Bank 1981 - 1984
Skills
M &A, ESOP, Capital Raises, Mergers, Corporate Finance, Investment Banking, Financial Structuring, Structured Finance, Exit Strategies, Entrepreneurship, Private Equity, Middle Market, Business Valuation, Recapitalizations, Venture Capital, Corporate Development, Leveraged Finance, Asset Based Lending, Debt, Valuation, Restructuring, Private Placements, Due Diligence, Debt Restructuring, Mergers & Acquisitions, Divestitures, Investments, Bonds, Capital, Funding, Finance, Mortgage Lending, Financial Modeling, LBO, Financial Reporting, High Yield, Acquisitions, Growth Capital
Education
Arizona State University 1974 — 1975
MBA
Tel Aviv University
BA, BA
Erin Coyne's CSG Partners, LLC Experience August 2009 - May 2011
Job Commercial Real Estate
Industry Commercial Real Estate
Experience
Geis Realty Group, Inc. February 2012 - Present
CSG Partners, LLC August 2009 - May 2011
CB Richard Ellis April 2008 - August 2009
Fidelity Commercial January 2007 - April 2008
Keystone Mercy Health Plan 2006 - 2006
Skills
Real Estate, Marketing, Commercial Real Estate, Sales, Account Management, Recruiting, Brokerage
Education
Penn State University 2001 — 2005
BA, Psychology
Villa Maria Academy 1997 — 2001
Geis Realty Group, Inc. February 2012 - Present
CSG Partners, LLC August 2009 - May 2011
CB Richard Ellis April 2008 - August 2009
Fidelity Commercial January 2007 - April 2008
Keystone Mercy Health Plan 2006 - 2006
Skills
Real Estate, Marketing, Commercial Real Estate, Sales, Account Management, Recruiting, Brokerage
Education
Penn State University 2001 — 2005
BA, Psychology
Villa Maria Academy 1997 — 2001
Robert Dugger Robert Dugger's CSG Partners, LLC Experience October 2011 - June 2013
Job Investment Banking Associate
Industry Investment Banking
Experience
Lazard September 2015 - Present
Alvarez & Marsal July 2013 - August 2015
CSG Partners, LLC October 2011 - June 2013
CareCentrix June 2010 - August 2010
Open Solutions June 2009 - August 2009
Skills
Financial Modeling, Leveraged Finance, Equity Valuation, Debt Structuring, VBA, Valuation, M&A due diligence, Investment Banking, ESOP, Mergers, Asset Based Lending, M&A analysis, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Restructuring, Private Equity, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Finance, Strategic Management
Glastonbury High School 2003 — 2007
General Studies
University of Pennsylvania
Lazard September 2015 - Present
Alvarez & Marsal July 2013 - August 2015
CSG Partners, LLC October 2011 - June 2013
CareCentrix June 2010 - August 2010
Open Solutions June 2009 - August 2009
Skills
Financial Modeling, Leveraged Finance, Equity Valuation, Debt Structuring, VBA, Valuation, M&A due diligence, Investment Banking, ESOP, Mergers, Asset Based Lending, M&A analysis, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Restructuring, Private Equity, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Finance, Strategic Management
Glastonbury High School 2003 — 2007
General Studies
University of Pennsylvania
Cally Johnson Escudero's CSG Partners, LLC Experience 2011 - 2012
Job Managing Director and CoFounder at Innovative Shareholder Strategies, LLC
Industry Investment Banking
Experience
Innovative Shareholder Strategies, LLC 2012 - Present
CSG Partners, LLC 2011 - 2012
PricewaterhouseCoopers 2010 - 2011
PwC June 2009 - August 2009
MITA ONG Centro de Desarrollo de Iniciativas Empresariales January 2009 - May 2009
Boston University 2008 - 2009
Skills
Mergers, Financial Modeling, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Investment Banking, Valuation, Equities, Investments, Financial Analysis, Analysis, Entrepreneurship, Finance, Business Development, Private Equity, Corporate Finance, Tax, Business Valuation
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science, Business Administration - Finance, Accounting
El Instituto Internacional de Madrid 2009 — 2009
Microfinance, Women in Spain
Innovative Shareholder Strategies, LLC 2012 - Present
CSG Partners, LLC 2011 - 2012
PricewaterhouseCoopers 2010 - 2011
PwC June 2009 - August 2009
MITA ONG Centro de Desarrollo de Iniciativas Empresariales January 2009 - May 2009
Boston University 2008 - 2009
Skills
Mergers, Financial Modeling, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Investment Banking, Valuation, Equities, Investments, Financial Analysis, Analysis, Entrepreneurship, Finance, Business Development, Private Equity, Corporate Finance, Tax, Business Valuation
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science, Business Administration - Finance, Accounting
El Instituto Internacional de Madrid 2009 — 2009
Microfinance, Women in Spain
Zachariah Stevens's CSG Partners, LLC Experience April 2014 - Present
Job
Industry Financial Services
Experience
CSG Partners, LLC April 2014 - Present
Skills
Marketing, Management, Start-ups, Strategy, Strategic Partnerships, Marketing Strategy, Business Development, Business Strategy, Digital Marketing, Online Advertising, Product Marketing, Market Research, Online Marketing, Product Management, Leadership, Strategic Planning, Digital Strategy, Digital Media, Email Marketing, Integrated Marketing, Entrepreneurship
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
BS, Business Administration
University of California, Berkeley 2004 — 2008
BS, Business Administration
CSG Partners, LLC April 2014 - Present
Skills
Marketing, Management, Start-ups, Strategy, Strategic Partnerships, Marketing Strategy, Business Development, Business Strategy, Digital Marketing, Online Advertising, Product Marketing, Market Research, Online Marketing, Product Management, Leadership, Strategic Planning, Digital Strategy, Digital Media, Email Marketing, Integrated Marketing, Entrepreneurship
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
BS, Business Administration
University of California, Berkeley 2004 — 2008
BS, Business Administration
Konain Qurban Konain Qurban's CSG Partners, LLC Experience September 2013 - October 2013
Job M&A Analyst at BDA Partners
Industry Financial Services
Experience
BDA Partners (“BDA”) October 2014 - Present
CSG Partners, LLC September 2013 - October 2013
Corinthian Partners L.L.C. June 2013 - August 2013
GuardHill Financial Corp. February 2013 - June 2013
Towers Watson August 2012 - January 2013
Bawa Securities (Pvt) Ltd. June 2010 - August 2010
EFU Life Assurance Ltd. July 2009 - August 2009
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Applied Math, Corporate Finance
Cass Business School 2008 — 2012
Bachelor of Science (BSc) with Honours, Actuarial Science, Mathematics and Statistics
BDA Partners (“BDA”) October 2014 - Present
CSG Partners, LLC September 2013 - October 2013
Corinthian Partners L.L.C. June 2013 - August 2013
GuardHill Financial Corp. February 2013 - June 2013
Towers Watson August 2012 - January 2013
Bawa Securities (Pvt) Ltd. June 2010 - August 2010
EFU Life Assurance Ltd. July 2009 - August 2009
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Applied Math, Corporate Finance
Cass Business School 2008 — 2012
Bachelor of Science (BSc) with Honours, Actuarial Science, Mathematics and Statistics
Martin Lynch's CSG Partners, LLC Experience October 2009 - August 2010
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
Churchill Capital USA December 2010 - July 2014
CSG Partners, LLC October 2009 - August 2010
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Investment Banking, Valuation, Fixed Income, Derivatives, Options, Equity Trading, Alternative Investments, Hedge Funds, Equity Derivatives, Equity Research, Trading
Education
Stony Brook University 2005 — 2009
BS, Business Management, Finance
Jefferies LLC July 2014 - Present
Churchill Capital USA December 2010 - July 2014
CSG Partners, LLC October 2009 - August 2010
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Investment Banking, Valuation, Fixed Income, Derivatives, Options, Equity Trading, Alternative Investments, Hedge Funds, Equity Derivatives, Equity Research, Trading
Education
Stony Brook University 2005 — 2009
BS, Business Management, Finance
Stephen J. Berman's CSG Partners, LLC Experience January 2002 - Present
Job Mng. Dir. of CSG Partners..Experienced advisor to private companies on corporate finance, M&A and leveraged ESOPs
Industry Investment Banking
Experience
CSG Partners, LLC January 2002 - Present
Synergy Capital I LLC January 1996 - Present
Seaport Capital Inc January 1992 - December 1995
Prudential-Bache Interfunding March 1987 - December 1991
Prudential Financial 1976 - 1987
Skills
Food & Beverage, Private Equity, Mergers, Corporate Finance, Valuation, Investment Banking, Due Diligence, Financial Modeling, Business Valuation, Venture Capital, Financial Analysis, Corporate Development, ESOPs, ESOP, LBO, Private Placements, M, Growth Capital, Capital Raising, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Investments, Equities, Alternative Investments, Entrepreneurship, Recapitalizations, Finance, Capital, Asset Management, Emerging Markets, Divestitures, M&A experience, Restructuring, Structured Finance, Acquisitions, Debt Restructuring, IPO, Capital Structure, Financial Advisory, Asset Based Lending, Investor Relations, Hedge Funds, Funding, Start-ups, Executive Management, Joint Ventures, Angel Investing
Education
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA
University of Rochester 1970 — 1974
BA
CSG Partners, LLC January 2002 - Present
Synergy Capital I LLC January 1996 - Present
Seaport Capital Inc January 1992 - December 1995
Prudential-Bache Interfunding March 1987 - December 1991
Prudential Financial 1976 - 1987
Skills
Food & Beverage, Private Equity, Mergers, Corporate Finance, Valuation, Investment Banking, Due Diligence, Financial Modeling, Business Valuation, Venture Capital, Financial Analysis, Corporate Development, ESOPs, ESOP, LBO, Private Placements, M, Growth Capital, Capital Raising, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Investments, Equities, Alternative Investments, Entrepreneurship, Recapitalizations, Finance, Capital, Asset Management, Emerging Markets, Divestitures, M&A experience, Restructuring, Structured Finance, Acquisitions, Debt Restructuring, IPO, Capital Structure, Financial Advisory, Asset Based Lending, Investor Relations, Hedge Funds, Funding, Start-ups, Executive Management, Joint Ventures, Angel Investing
Education
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA
University of Rochester 1970 — 1974
BA
Stephanie Lee Stephanie Lee's CSG Partners, LLC Experience February 2013 - July 2014
Job Marketing Manager at CSG Partners, LLC
Industry Marketing and Advertising
Experience
Self October 2011 - Present
CSG Partners, LLC February 2013 - July 2014
Evolving Doors Dance May 2011 - December 2012
House of Genius May 2011 - June 2012
Sparkrelief.org January 2011 - May 2011
Outturn CU January 2011 - May 2011
Push IO Inc. January 2011 - March 2011
Beyond Credentials 2009 - 2010
Astro All Asia Networks Plc April 2009 - September 2009
Skills
Digital Marketing, Event Management, Market Research, Social Media, Marketing Strategy, Web Analytics, Customer Relations, Dance, Email Marketing, Social Media Marketing, Customer Service, Integrated Marketing, Digital Strategy, Lead Generation, Online Advertising, SEO, Content Strategy, Google Analytics, SEM, Google Adwords, Blogging, Start-ups, Entrepreneurship, Marketing, Public Relations, Strategy, CRM, User Experience, Strategic Partnerships, Media Relations, B2B
Education
University of Colorado Boulder 2008 — 2012
BA & BS, Dance, Journalism
University of Massachusetts, Amherst 2007 — 2008
Journalism
SBU
Self October 2011 - Present
CSG Partners, LLC February 2013 - July 2014
Evolving Doors Dance May 2011 - December 2012
House of Genius May 2011 - June 2012
Sparkrelief.org January 2011 - May 2011
Outturn CU January 2011 - May 2011
Push IO Inc. January 2011 - March 2011
Beyond Credentials 2009 - 2010
Astro All Asia Networks Plc April 2009 - September 2009
Skills
Digital Marketing, Event Management, Market Research, Social Media, Marketing Strategy, Web Analytics, Customer Relations, Dance, Email Marketing, Social Media Marketing, Customer Service, Integrated Marketing, Digital Strategy, Lead Generation, Online Advertising, SEO, Content Strategy, Google Analytics, SEM, Google Adwords, Blogging, Start-ups, Entrepreneurship, Marketing, Public Relations, Strategy, CRM, User Experience, Strategic Partnerships, Media Relations, B2B
Education
University of Colorado Boulder 2008 — 2012
BA & BS, Dance, Journalism
University of Massachusetts, Amherst 2007 — 2008
Journalism
SBU
Arthur Petropoulos's CSG Partners, LLC Experience 2010 - 2011
Job Director Corporate Development at Sentinel Data Centers
Industry Venture Capital & Private Equity
Experience
Sentinel Data Centers 2015 - Present
Lampert Advisors, LLC 2013 - 2015
Richland, Gordon & Company 2013 - 2015
Cantor Fitzgerald and BGC Partners, Inc. (Nasdaq: BGCP) 2011 - 2013
CSG Partners, LLC 2010 - 2011
Education
Roger Williams University School of Law 2008 — 2010
J.D., Corporate Transactions, Debt, and Finance
Providence College 2004 — 2008
B.S., Business Management
Sentinel Data Centers 2015 - Present
Lampert Advisors, LLC 2013 - 2015
Richland, Gordon & Company 2013 - 2015
Cantor Fitzgerald and BGC Partners, Inc. (Nasdaq: BGCP) 2011 - 2013
CSG Partners, LLC 2010 - 2011
Education
Roger Williams University School of Law 2008 — 2010
J.D., Corporate Transactions, Debt, and Finance
Providence College 2004 — 2008
B.S., Business Management
Samuel Larn Samuel Larn's CSG Partners, LLC Experience September 2011 - November 2011
Job Community Outreach Professional, Localization Professional and aspiring Web Designer
Industry Nonprofit Organization Management
Experience
The Fresh Air Fund October 2014 - Present
Freelance June 2010 - Present
LingPerfect Translations February 2014 - August 2014
TransPerfect April 2012 - January 2014
RR Donnelley November 2011 - April 2012
CSG Partners, LLC September 2011 - November 2011
UNDP August 2011 - November 2011
Skills
Translation, Localization, Multilingual, Foreign Languages, Trados, Technical Translation, French, Spanish, Proofreading, Machine Translation, Project Management, Linguistics, Russian, SDL Trados, Globalization, Subtitling, Website Localization, Localization Testing, Internationalization, English
Education
Imperial College London 2010 — 2011
MSc., Scientific, Technical and Medical Translation with Translation Technology
University of Bristol 2006 — 2010
BSc. (Hons.), Physics with a year of study in Continental Europe
Universidad de Salamanca 2008 — 2009
Erasmus Program, Physics
The Fresh Air Fund October 2014 - Present
Freelance June 2010 - Present
LingPerfect Translations February 2014 - August 2014
TransPerfect April 2012 - January 2014
RR Donnelley November 2011 - April 2012
CSG Partners, LLC September 2011 - November 2011
UNDP August 2011 - November 2011
Skills
Translation, Localization, Multilingual, Foreign Languages, Trados, Technical Translation, French, Spanish, Proofreading, Machine Translation, Project Management, Linguistics, Russian, SDL Trados, Globalization, Subtitling, Website Localization, Localization Testing, Internationalization, English
Education
Imperial College London 2010 — 2011
MSc., Scientific, Technical and Medical Translation with Translation Technology
University of Bristol 2006 — 2010
BSc. (Hons.), Physics with a year of study in Continental Europe
Universidad de Salamanca 2008 — 2009
Erasmus Program, Physics
Patrick Freise, CPA, CFE Patrick Freise, CPA, CFE's CSG Partners, LLC Experience May 2011 - August 2011
Job Senior Audit Associate
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
CSG Partners, LLC May 2011 - August 2011
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, US GAAP, PowerPoint, Financial Analysis, Financial Statements, Excel, Word, Microsoft Office, Market Research, Teamwork, CPA, Financial Reporting, QuickBooks, Due Diligence, Access, Outlook, Research, Problem Solving, External Audit, Assurance, Financial Audits, Pivot Tables, GAAP, Internal Controls, Caseware Idea, General Ledger
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS), Accounting
SUNY Binghamton 2006 — 2010
Bachelor of Science (BS), Financial Economics
CBIZ MHM, LLC January 2013 - Present
CSG Partners, LLC May 2011 - August 2011
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, US GAAP, PowerPoint, Financial Analysis, Financial Statements, Excel, Word, Microsoft Office, Market Research, Teamwork, CPA, Financial Reporting, QuickBooks, Due Diligence, Access, Outlook, Research, Problem Solving, External Audit, Assurance, Financial Audits, Pivot Tables, GAAP, Internal Controls, Caseware Idea, General Ledger
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS), Accounting
SUNY Binghamton 2006 — 2010
Bachelor of Science (BS), Financial Economics
Andrew Barone's CSG Partners, LLC Experience May 2012 - July 2012
Job Equity Finance & Delta 1 Sales at Société Générale
Industry Financial Services
Experience
Société Générale May 2015 - Present
Société Générale January 2014 - May 2015
Merrill Lynch September 2013 - December 2013
CSG Partners, LLC May 2012 - July 2012
Ironworkers Local 40 May 2011 - July 2011
Rosenthal & Rosenthal June 2010 - July 2010
Skills
Financial Modeling, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Time Management, Sales, Credit, Accounts Receivable, Bloomberg, Business Development, Series 7, Series 63
Education
Adelphi University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, GPA 3.5
Société Générale May 2015 - Present
Société Générale January 2014 - May 2015
Merrill Lynch September 2013 - December 2013
CSG Partners, LLC May 2012 - July 2012
Ironworkers Local 40 May 2011 - July 2011
Rosenthal & Rosenthal June 2010 - July 2010
Skills
Financial Modeling, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Time Management, Sales, Credit, Accounts Receivable, Bloomberg, Business Development, Series 7, Series 63
Education
Adelphi University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, GPA 3.5
Ed O'Brien Ed O'Brien's CSG Partners, LLC Experience 2009 - Present
Job Managing Director at CSG Partners, LLC
Industry Investment Banking
Experience
CSG Partners, LLC 2009 - Present
Skills
Mergers, Investment Banking, ESOP, Mergers & Acquisitions, Food, Capital, Middle Market, Private Equity, Food Industry, Corporate Finance, LBO, Leveraged Finance, Business Strategy, Financial Modeling, Financial Analysis, Recapitalizations, Venture Capital, Business Planning, Business Valuation, Corporate Development, Strategic Planning, Management, New Business Development, Marketing Strategy
Education
New York University 1990 — 1991
University of Miami 1985 — 1989
BBA, Finance
CSG Partners, LLC 2009 - Present
Skills
Mergers, Investment Banking, ESOP, Mergers & Acquisitions, Food, Capital, Middle Market, Private Equity, Food Industry, Corporate Finance, LBO, Leveraged Finance, Business Strategy, Financial Modeling, Financial Analysis, Recapitalizations, Venture Capital, Business Planning, Business Valuation, Corporate Development, Strategic Planning, Management, New Business Development, Marketing Strategy
Education
New York University 1990 — 1991
University of Miami 1985 — 1989
BBA, Finance
Alex Mumblat's CSG Partners, LLC Experience October 2005 - Present
Job Managing Director at CSG Partners, LLC
Industry Investment Banking
Experience
CSG Partners, LLC October 2005 - Present
David N. Deutsch & Company LLC May 2000 - September 2005
Skills
Private Equity, Mergers, Investment Banking, LBO, Recapitalizations, Corporate Finance, M&A execution, ESOP, Financial Analysis, Financial Modeling, Private Placements, Leveraged Finance, Mergers & Acquisitions, Divestitures, Equity Valuation, Finance, M&A experience, Strategy, Capital Raising, Valuation, Venture Capital, Capital Markets, Corporate Development, Financial Structuring, Due Diligence, Business Valuation, Restructuring, DCF, Debt Restructuring, Equities, Structured Finance, Buyouts, Capital, Capital Structure, Deal Sourcing, Bloomberg, Asset Management, Emerging Markets, Acquisitions, Alternative Investments, IPO, Investments, Hedge Funds, Growth Capital, Asset Based Lending, Fixed Income, Exit Strategies, Securities, Equity Research, Joint Ventures
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance
Tel Aviv University 1991 — 1994
BA, Economics, Political Science
CSG Partners, LLC October 2005 - Present
David N. Deutsch & Company LLC May 2000 - September 2005
Skills
Private Equity, Mergers, Investment Banking, LBO, Recapitalizations, Corporate Finance, M&A execution, ESOP, Financial Analysis, Financial Modeling, Private Placements, Leveraged Finance, Mergers & Acquisitions, Divestitures, Equity Valuation, Finance, M&A experience, Strategy, Capital Raising, Valuation, Venture Capital, Capital Markets, Corporate Development, Financial Structuring, Due Diligence, Business Valuation, Restructuring, DCF, Debt Restructuring, Equities, Structured Finance, Buyouts, Capital, Capital Structure, Deal Sourcing, Bloomberg, Asset Management, Emerging Markets, Acquisitions, Alternative Investments, IPO, Investments, Hedge Funds, Growth Capital, Asset Based Lending, Fixed Income, Exit Strategies, Securities, Equity Research, Joint Ventures
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance
Tel Aviv University 1991 — 1994
BA, Economics, Political Science
Maria Pencheva's CSG Partners, LLC Experience February 2009 - June 2012
Job Managing Director
Industry Investment Banking
Experience
Innovative Shareholder Strategies, LLC July 2012 - Present
CSG Partners, LLC February 2009 - June 2012
Barclays Capital September 2006 - December 2008
Barclays Capital June 2005 - August 2005
Merrill Lynch June 2004 - July 2004
Skills
Valuation, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Mergers & Acquisitions, Fixed Income, Capital Markets, Private Equity, Leveraged Finance, Financial Structuring, Finance, LBO, Investments, Capital Structure, Equities
Education
Mount Holyoke College 2002 — 2006
Bachelor of Arts, Economics, Statistics
Universidad de Salamanca 2004 — 2005
Semester Abroad, IES Study Abroad Program
American College of Sofia 1997 — 2002
High School Diploma
Innovative Shareholder Strategies, LLC July 2012 - Present
CSG Partners, LLC February 2009 - June 2012
Barclays Capital September 2006 - December 2008
Barclays Capital June 2005 - August 2005
Merrill Lynch June 2004 - July 2004
Skills
Valuation, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Mergers & Acquisitions, Fixed Income, Capital Markets, Private Equity, Leveraged Finance, Financial Structuring, Finance, LBO, Investments, Capital Structure, Equities
Education
Mount Holyoke College 2002 — 2006
Bachelor of Arts, Economics, Statistics
Universidad de Salamanca 2004 — 2005
Semester Abroad, IES Study Abroad Program
American College of Sofia 1997 — 2002
High School Diploma
Neil Fridman's CSG Partners, LLC Experience 2013 - 2014
Job Associate at Wachtel Missry LLP
Industry Law Practice
Experience
Wachtel Missry LLP March 2014 - Present
CSG Partners, LLC 2013 - 2014
Rabobank 2011 - 2013
Konsortium Capital Partners, LLC November 2010 - April 2011
Investment Banking Institute 2010 - 2011
KARBONE June 2009 - June 2010
RNK Capital June 2007 - August 2007
Skills
Corporate Law, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Modeling, Hedge Funds, Structured Finance, Renewable Energy, Trading, Bloomberg Terminal, Equities, Investments, Finance, Credit Analysis, Due Diligence, Portfolio Management, Leveraged Finance, Public Speaking, Equity Trading, Private Placements, Asset Management, Capital Markets, Valuation, M&A experience, Financial Accounting, Alternative Investments, Economics, LBO, DCF, Commodity, Accounting, Alternative Energy, M&A due diligence, Visual Basic, Statistical Modeling, Multivariate Statistics, Tax Law, Bloomberg, Venture Capital, Emerging Markets, Financial Structuring, Project Finance, Real Estate, Commercial Real Estate, Strategy, Analysis, Financial Analysis
Education
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Psychology
Saint John's University - Peter J. Tobin College of Business 2006 — 2009
MBA, Finance
Saint John's University School of Law 2005 — 2008
Juris Doctor, Law
Jericho High School 1998 — 2001
Wachtel Missry LLP March 2014 - Present
CSG Partners, LLC 2013 - 2014
Rabobank 2011 - 2013
Konsortium Capital Partners, LLC November 2010 - April 2011
Investment Banking Institute 2010 - 2011
KARBONE June 2009 - June 2010
RNK Capital June 2007 - August 2007
Skills
Corporate Law, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Modeling, Hedge Funds, Structured Finance, Renewable Energy, Trading, Bloomberg Terminal, Equities, Investments, Finance, Credit Analysis, Due Diligence, Portfolio Management, Leveraged Finance, Public Speaking, Equity Trading, Private Placements, Asset Management, Capital Markets, Valuation, M&A experience, Financial Accounting, Alternative Investments, Economics, LBO, DCF, Commodity, Accounting, Alternative Energy, M&A due diligence, Visual Basic, Statistical Modeling, Multivariate Statistics, Tax Law, Bloomberg, Venture Capital, Emerging Markets, Financial Structuring, Project Finance, Real Estate, Commercial Real Estate, Strategy, Analysis, Financial Analysis
Education
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Psychology
Saint John's University - Peter J. Tobin College of Business 2006 — 2009
MBA, Finance
Saint John's University School of Law 2005 — 2008
Juris Doctor, Law
Jericho High School 1998 — 2001
Lee Nussbaum's CSG Partners, LLC Experience June 2009 - November 2009
Job Senior Associate at Trilantic Capital Partners
Industry Venture Capital & Private Equity
Experience
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Matthew Steinmeier's CSG Partners, LLC Experience August 2006 - Present
Job CFO & General Counsel at CSG Partners LLC
Industry Real Estate
Experience
CSG Partners LLC August 2006 - Present
Skills
Joint Ventures
Education
UCLA School of Law 2000 — 2003
Doctor of Law (J.D.), Law
CSG Partners LLC August 2006 - Present
Skills
Joint Ventures
Education
UCLA School of Law 2000 — 2003
Doctor of Law (J.D.), Law
Alberto Tani's CSG Partners, LLC Experience August 2012 - March 2014
Job Investment Professional at Tennenbaum Capital Partners, LLC
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC August 2015 - Present
J.P. Morgan April 2014 - August 2015
CSG Partners, LLC August 2012 - March 2014
Education
Curtin University of Technology
Bachelor of Commerce (B.Com.), Marketing
Tennenbaum Capital Partners, LLC August 2015 - Present
J.P. Morgan April 2014 - August 2015
CSG Partners, LLC August 2012 - March 2014
Education
Curtin University of Technology
Bachelor of Commerce (B.Com.), Marketing
Daniel Potash's CSG Partners, LLC Experience October 2013 - Present
Job Director of Business Development at CSG Partners, LLC / CSG RE Partners
Industry Investment Banking
Experience
CSG Partners, LLC October 2013 - Present
John Thomas Financial 2008 - 2013
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, LBO, Business Valuation, Leveraged Finance, Capital Raising, Capital Markets, Start-ups, Acquisitions, Private Placements, Financial Structuring
Education
New York Institute of Technology 2001 — 2005
CSG Partners, LLC October 2013 - Present
John Thomas Financial 2008 - 2013
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, LBO, Business Valuation, Leveraged Finance, Capital Raising, Capital Markets, Start-ups, Acquisitions, Private Placements, Financial Structuring
Education
New York Institute of Technology 2001 — 2005
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY