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Investment Bank Results - Investors


Stefan Shaffer New York, New York, United States

Position: Managing Partner

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $12,000,000

Assets Under Management: $80,000,000

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization

Stephen Foutch Boston, Massachusetts, United States

Position: Principal and Managing Director

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $15,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO, Recapitalization, Consolidation, Corporate Divestiture

Stephen Graham Greenwood Village, Colorado, United States

Position: Principal

Specialties: Investment Bank, Instiutional Investors

Stephen Harris Chicago, Illinois, United States

Position: Managing Principal

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $20,000,000

Maximum Investment: $75,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO, Recapitalization, Secondary Purchase

Stephen Lister Toronto, Ontario, Canada

Position: Managing Partner

Specialties: Investment Bank, Private Equity Fund, Instiutional Investors

Minimum Investment: C$20,500,000

Maximum Investment: N/A

Assets Under Management: C$1,000,000,000

Stage Preference: MBO/LBO, Acquisition

Steve Heinen La Jolla, California, United States

Position: Managing Director

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $8,000,000

Assets Under Management: $121,000,000

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization, Ownership Transition

Steve Lee Old Greenwich, Connecticut, United States

Position: Managing Director

Specialties: Investment Bank, Instiutional Investors

Steve Reesing Chicago, Illinois, United States

Position: Director

Specialties: Investment Bank, Instiutional Investors

Sundeep Rana New York, New York, United States

Position: Principal

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: $1,900,000,000

Stage Preference: MBO/LBO, Acquisition, Recapitalization



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