Adam Lefkowitz

Adam Lefkowitz Email and Phone Number

Investment Director @ Private Family Office | Real Estate Investing @ Private Family Office
Adam Lefkowitz's Location
Lafayette, Colorado, United States, United States
Adam Lefkowitz's Contact Details

Adam Lefkowitz personal email

About Adam Lefkowitz

With over 20 years of experience in the real estate and real assets industry, I am a passionate and results-oriented investment director at a private family office. My mission is to identify, evaluate, and execute diverse and impactful investment opportunities for the family office, ranging from direct acquisitions and joint ventures to venture capital and funds.As a former CFO of a national self-storage company and a consultant for strategic transactions, I have a proven track record of leading and managing complex financial and operational projects, as well as delivering value-added solutions to clients and stakeholders. I have also been involved in over $5 billion of equity capital raising transactions and have led FP&A and treasury for a $10 billion publicly-traded company. I am a team-player, a leader, and a mentor, who thrives in dynamic and collaborative environments. I hold an MBA from Virginia Tech University with a focus on corporate financial management.

Adam Lefkowitz's Current Company Details
Private Family Office

Private Family Office

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Investment Director @ Private Family Office | Real Estate Investing
Adam Lefkowitz Work Experience Details
  • Private Family Office
    Investment Director
    Private Family Office Jul 2020 - Present
    London, Gb
    Lead real estate and real assets investing for a family office. Investments include direct acquisitions, joint ventures, venture capital and funds. Diverse real estate and real assets industry focus, including ESG/impact investments and includes development, redevelopment and stable property acquisitions and investments. Experience includes both US domestic, as well as international emerging markets.
  • Left Hand Advisors Llc
    Owner / Consultant
    Left Hand Advisors Llc Jan 2019 - Jul 2020
    Formed the practice to advise companies on strategic financial or strategic transactions. Services include: acquisitions, capital raising strategies, FP&A, as well as general CFO duties. • Advised self-storage company on a portfolio acquisition• Led the wind-down of a public company• Advised a family office focused on oil and gas on capital raising strategies• Retained to raise JV capital for a real estate project
  • Red Dot Storage
    Chief Financial Officer
    Red Dot Storage Feb 2017 - Dec 2018
    Louisville, Colorado, Us
    Company executive overseeing finance, accounting, human resources and corporate legal. Helped this private equity backed company double in size over a two-year period. This pioneering self-storage company built an automated operating model to manage its facilities.
  • Robert W. Baird & Co.
    Director - Real Estate Investment Banking
    Robert W. Baird & Co. Aug 2012 - Dec 2016
    Milwaukee, Wi, Us
    Senior-level relationship account executive for this middle market investment banking firm. In this position, I covered real estate clients nationwide and sourced and executed on financial transactions. I developed relationships with senior-level executives and regularly pitched ideas to optimize their businesses through strategic transactions including capital raising and M&A. This required superior business development skills, as well as the ability to manage complex transactions involving many stakeholders (law firms, accountants and investors).
  • Fbr
    Senior Vice President
    Fbr Mar 2007 - Sep 2012
    Arlington, Va, Us
    Joined as an Associate and grew to a Senior Vice President covering the real estate industry. I was responsible for sourcing and executing on capital raising and M&A transactions. I had a heavy focus on hospitality and gaming with some emerging markets experience.
  • The Mills Corporation
    Director Of Capital Planning
    The Mills Corporation Sep 2003 - Mar 2007
    Us
    I began as a property accountant with this publicly-traded real estate investment trust (REIT) and progressed to leading treasury and FP&A. This company underwent an M&A process resulting in it being sold. Participating in this transaction allowed me to gain insight into how these complex transactions can impact an organization first-hand.
  • Marriott International
    Senior Assistant Controller
    Marriott International Jan 2000 - Sep 2003
    Bethesda, Md, Us
    Began my career with Marriott as a member of the management team for various hotels across the southeast. In this position, I led accounting teams, performed financial reporting functions and participated in crafting and monitoring the strategic direction for the hotels at which I worked.

Adam Lefkowitz Skills

Valuation Financial Modeling Capital Markets Investment Banking Financial Analysis Strategy Ipo Mergers And Acquisitions Real Estate Real Estate Financing Equities Budgeting Real Estate Transactions Due Diligence Management Corporate Real Estate Investments Strategic Planning Business Development Real Estate Economics Asset Management Finance Corporate Finance Acquisitions Commercial Real Estate Business Strategy Forecasting Negotiation Financial Reporting M&a Experience Private Placements Banking Portfolio Management Accounting Private Equity Investment Properties Real Estate Development Capital Leadership Team Leadership C Suite Executive Management Investor Relations Contract Negotiation Treasury Management Cash Management Real Estate Acquisitions

Adam Lefkowitz Education Details

  • Penn State University
    Penn State University
    Finance
  • Virginia Tech University
    Virginia Tech University
    Business Administration; Corporate Financial Management
  • Central High School
    Central High School

Frequently Asked Questions about Adam Lefkowitz

What company does Adam Lefkowitz work for?

Adam Lefkowitz works for Private Family Office

What is Adam Lefkowitz's role at the current company?

Adam Lefkowitz's current role is Investment Director @ Private Family Office | Real Estate Investing.

What is Adam Lefkowitz's email address?

Adam Lefkowitz's email address is am****@****ail.com

What schools did Adam Lefkowitz attend?

Adam Lefkowitz attended Penn State University, Virginia Tech University, Central High School.

What skills is Adam Lefkowitz known for?

Adam Lefkowitz has skills like Valuation, Financial Modeling, Capital Markets, Investment Banking, Financial Analysis, Strategy, Ipo, Mergers And Acquisitions, Real Estate, Real Estate Financing, Equities, Budgeting.

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