Since beginning his career at The Blackstone Group, Mr. Katzeff has developed a successful 20+ year career predominantly focused upon Mergers & Acquisitions advisory, Fairness Opinions, Private Equity sourcing and execution, Valuation and Real Estate across a board array of industry sectors, sizes and corporate situations, including public and private entities, family-owned situations, joint ventures, corporate partnerships, real estate and defense from hostile acquisitions. Since his tenure at Blackstone, Mr. Katzeff was a member of the M&A teams at SBC Warburg Dillon Read (currently UBS), Credit Suisse First Boston and Peter J. Solomon Company. Mr. Katzeff then became a Vice President with North Atlantic Trading Company, focusing on the sourcing and execution of both stand-alone and “bolt-on” private equity investments, primarily within the consumer products sector. He was also responsible for the financing and refinancing of a number of the company’s investments and acquisitions, including the arrangement of senior debt facilities and high-yield offerings, as well as the ongoing valuations of existing portfolio companies, the evaluation of future strategic initiatives from both an operational as well as a tax perspective, and the valuation and evaluation of potential new investments and acquisitions.
Mr. Katzeff then became a Managing Director with J Giordano Securities Group, an investment banking boutique in which he focused upon the development, strategy and execution of debt and equity capital transactions as well as M&A across a number of industry sectors. Mr. Katzeff was then appointed the Head of M&A and Managing Director at Ashir Group, a boutique investment bank predominantly focused upon real estate and Chinese companies who wish to access the American capital markets or require other US investment banking services, such as M&A. Prior to joining Stratiqa, Mr. Katzeff originated, directed and led the New York office of GBQ Consulting, a global M&A advisory and valuation practice, in which he predominantly focused upon the execution of strategic advisory assignments and fairness opinions. Mr. Katzeff’s experience at both bulge-bracket institutions as well as boutique investment firms have provided him with a unique and very well-rounded perspective enabling him to be truly value-added with respect to valuation, investment, and corporate strategy and development, while maintaining a very strong sense of creativity and objectivity.
To date, Mr. Katzeff has closed transactions amounting to an aggregate value of over $22 billion and possesses a deep rolodex of both corporate as well as private equity contacts across a wide breadth of industries and sizes. Sectors in which Mr. Katzeff has operated include technology, media, telecommunications, consumer products, retail, green technology, business process outsourcing (“BPO”), teleservices, IT services, aerospace & defense, healthcare, building materials, gaming, enterprise software, financial institutions, natural resources, alternative fuels, real estate, lodging, and general industrial & manufacturing. Furthermore, in addition to his substantial domestic and global experience, he has developed significant experience with Chinese companies who wish to access the American capital markets or require other US investment banking, valuation or advisory services, such as M&A. His strengths include highly sophisticated valuation, strategic and financial advisory capabilities, deal origination and business development, transaction execution, analysis and exceedingly strong technical capabilities.
Throughout his career, Mr. Katzeff has conducted valuations of public and private corporations, other legal entities, and real estate across a broad scope of sizes and situations, as well as their respective securities and intangible assets for various purposes including fairness opinions, mergers & acquisitions, strategic combinations, divestitures, spin-offs, joint ventures, reorganizations, recapitalizations, leveraged buyouts, management buyouts, ESOP valuation and implementation, estate planning, goodwill impairment, purchase price allocation, 409A valuations, valuations of complex equity, debt, convertible and derivative securities, and regulatory compliance. To date, he has issued fairness opinions for transactions with an aggregate value in excess of $10 billion.
Mr. Katzeff graduated from Cornell University, earning a BS in Economics with a concentration in International Finance. He is Series 7, 63 and 79 licensed and is also proficient in Spanish and Japanese and learning Mandarin. He has been written up in a number of publications, including Forbes as well as Crain’s New York Business.
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