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Steven C. Warsaw

Steven C. Warsaw

Managing Director

Bio

Steven Warsaw is a Managing Director in Phoenix’s Investment Banking group. He brings 20 years of investment banking experience managing and advising clients on complex transactions and situations.

Steven’s expertise spans a wide range of investment banking services including buy-side and sell-side M&A transactions, balance sheet restructurings, refinancing, recapitalizations, corporate restructurings, and divestitures as well as public and private equity raises.

He has an extensive background working with both middle market private and public companies focusing on transactions that involve a distinct complexity such as tight funding or sale deadlines, enhanced leverage requirements, unusual structuring challenges, niche or multi-generational businesses.

Steven has led and executed more than 50 transactions across a wide variety of industry segments, including but not limited to, automotive, consumer products, services, technologies, and entertainment. Steven is an expert problem-solver with the ability to rapidly assess a situation, develop a holistic solution and rapidly execute, an approach he leverages to add unique and measurable value in complex transactions and situations for our clients.

Life Before Phoenix

Prior to joining Phoenix Investment Banking, Steven was a senior investment banker at Oberon Securities and Miller Tabak + Co. where he originated, executed, and marketed over $10BN of M&A and recapitalizations ranging from $5-$250 million. Steven began his career working in the asset management groups of both Advest and Citigroup.

Education & Affiliations

Mr. Warsaw obtained his B.S. in Finance and Economics from the University of Delaware. He is also a founding graduate of the University’s Corporate Governance Program and Financial Management Association. Mr. Warsaw is a registered representative with FINRA and holds his Series 3, 7, 63, 66, and 79 licenses.

Mobile: (917) 494-6018

Office Location: New York

Years with Phoenix: 1

Years of Experience: 19

Service Specialties:

Mergers & Acquisitions

Balance Sheet Restrucuturing

Refinancings

Recapitalizations

Expansion/Growth Financing

Strategic Advisory

Bankruptcy Advisory

Sell-Side Preparation

Buy-Side Diligence

Financial Forecasting

Operational Diligence

Asset Valuations

Investment Portfolio Reviews & Valuation

Industry Specialties:

Aircrafts & Parts

Apparel

Automotive

Business Services

Consumer Products

Financial Services/Leasing

Food & Beverage

Healthcare

Manufacturing

Metal Products

Oil/Petroleum

Paper Products

Real Estate

Restaurants/Hospitality

Retail

Technology

Transportation

Utilities

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