Boris Katsnelson

Boris Katsnelson Email and Phone Number

M&A Services for the Lower Middle Market | Former CEO Franchising, Trades, Consumer Products, Real Estate | Helping to Abolish Poverty | Serving Others @ Black Iron Advisers
About Boris Katsnelson

Boris blends serving entrepreneurs as an investment banker for Black Iron Advisers with reaching employers for CrossPurpose, an outcomes-based workforce development non-profit focused on abolishing poverty on a pro-bono basis. My philosophy is to serve others selflessly.BLACK IRON ADVISERS:We are a boutique investment bank dedicated to maximizing value for entrepreneurs in small and medium-sized companies specializing in Sell-Side M&A and Capital Advisory (Recapitalizations, Growth Equity, Debt Advisory).We focus on a select group of clients, customizing our approach to meet YOUR needs and maximize outcomes with complete alignment of interests. Our dedication is to serve entrepreneurs by providing market insights and strategic guidance for a successful exit, even if it's years down the road.▶️ Industries: Automotive, Business Services, Consumer, Energy Services, Franchisor/Franchisee, Hospitality, Industrials, and Transportation▶️ Lower/middle market privately held businesses with $2+ Million EBITDA CROSSPURPOSEOur mission is to help our neighbors exit poverty with a comprehensive workforce and personal development program. We have 892 graduates with $3,308 average monthly wages post-program (up from $244 pre-program with 62% unemployed) with 82% of alumni employed at 6 months (as of Feb 24). ▶️ 3 campuses open across the Denver metro. Aurora campus opens July 2025. We will graduate 600+ per year at run-rate with all 4 campuses.▶️ $1 invested yields $6.45 return based on earned income, reduced government benefits and taxes paidMBA from The Wharton School at the University of Pennsylvania BBA from the Roberto C. Goizueta Business School at Emory UniversityStrengthsFinder: Competition, Strategic, Achiever, Futuristic, Woo

Boris Katsnelson's Current Company Details
Black Iron Advisers

Black Iron Advisers

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M&A Services for the Lower Middle Market | Former CEO Franchising, Trades, Consumer Products, Real Estate | Helping to Abolish Poverty | Serving Others
Boris Katsnelson Work Experience Details
  • Black Iron Advisers
    Managing Director
    Black Iron Advisers Dec 2023 - Present
    Black Iron Advisers is a boutique investment bank dedicated to maximizing value for entrepreneurs in small and medium-sized companies. Our conflict-free, high-touch approach is deeply rooted in industry expertise, focusing on sectors such as Automotive, Business Services, Consumer, Energy Services, Franchisor/Franchisee, Hospitality, Industrials, and Transportation.Specializing in Sell-Side M&A and Capital Advisory (Recapitalizations, Growth Equity, Debt Advisory), we tailor our services to your unique goals. With over 5 decades of cumulative experience and a transaction volume exceeding $2 billion, our team of senior bankers is committed to providing personalized, informed, and unbiased advice. We focus on a select group of clients, ensuring a customized approach to meet your specific needs and maximize your outcome.At Black Iron Advisers, our unwavering dedication is to serve entrepreneurs by not only providing valuable market education but also by strategically positioning you for a successful exit, even if it's years down the road.
  • Crosspurpose
    Partnerships
    Crosspurpose Jan 2024 - Present
    Denver, Colorado, Us
    As part of the Partnerships team, I recognize that the fight against poverty requires a collaborative effort. That's why we work closely with Business Leaders and Corporate Partners to expand our operations and increase our impact on the communities we serve. Through our comprehensive personal and professional career training programs, we are committed to lifting our Leaders out of poverty and creating a brighter future for generations to come. Only through scale can we ensure the long term depth, breadth and economic impact of CrossPurpose.
  • Katalyst Partners
    Managing Partner
    Katalyst Partners Dec 2016 - Present
    Denver, Co, Us
    Katalyst Partners invests and operates businesses the consumer goods and franchising industries. We typically $1-4mm EBITDA that can benefit from our hands-on approach. Our sector focus is entirely based on direct operating experience of our Principals.
  • Cedar
    Chief Executive Officer
    Cedar Jan 2023 - Jan 2024
    Cedar’s mission was to transform the distressed home buying and selling process bringing peace to sellers and abundant opportunity to investors. From a cold-start, we grew to a team of 7 people that did 22 total transactions (15 wholesale and 7 fix & flips) in 6 months. I decided to wind down the business due to market conditions and serving my true calling.
  • Entrepreneurs'​ Organization
    Member
    Entrepreneurs'​ Organization Apr 2018 - Jun 2022
    Alexandria, Va, Us
    The Entrepreneurs' Organization (EO) is a global business network of 14,000+ entrepreneurs in over 200 chapters and 60 countries. EO helps its members learn and grow through peer-to-peer learning, once-in-a-lifetime experiences, and connections to experts. Direct message, email, if you'd like to learn more about joining the Colorado chapter. Served as part of the board recruiting new members.
  • Ultra Cuisine
    Owner
    Ultra Cuisine Oct 2019 - Aug 2021
    Acquired Ultra Cuisine from the founder. We benefited from consumers staying home and baking during COVID-19. Our team successfully reduced COGS, expanded the product line, entered new distribution channels which led to more than doubling the EBITDA to $1.0mm. We successfully exited the business to an aggregator in the space after running a full investment banking process ourselves.
  • College H.U.N.K.S. Hauling Junk And Moving
    Owner
    College H.U.N.K.S. Hauling Junk And Moving Jun 2017 - Dec 2018
    Tampa, Fl, Us
    Successful exit after less than 18 months. We acquired an underperforming business in June 2017, transformed operations and scaled the business significantly (over 400% revenue growth). College Hunks provides full service moving and hauling services to commercial and residential clients throughout the Greater Denver area.
  • Primrose Schools
    Co-Owner
    Primrose Schools Aug 2017 - Jun 2018
    Atlanta, Georgia, Us
    Acquired Primrose School of Briargate, a top performing school, with partners in August 2017. Primrose offers a highly acclaimed early childhood education curriculum that provides parents with comfort that their children are receiving an unmatched program.
  • Speedpro Imaging
    President And Ceo
    Speedpro Imaging Apr 2014 - Oct 2017
    Centennial, Colorado, Us
    SpeedPro Imaging is the premier large format printing company in the United States with over 130 locations.Acquisition from founder-led company, implemented complete overhaul of systems, processes and go to market strategy. Leadership of corporate team and over 130 franchises and over 250 employees (indirectly).Grew systemwide sales over 50% from under $38mm to over $58mm.Increased number of franchised units from 109 to 132.
  • Mountain Ridge Capital
    Managing Partner
    Mountain Ridge Capital Jun 2013 - Apr 2014
    Mountain Ridge Capital is an entrepreneurial investment firm focused entirely on investing in and operating one business. In April 2014 Mountain Ridge Capital invested in SpeedPro Imaging, the leading large format printing specialist in the U.S. with 109 locations. Katsnelson has assumed a full-time role as President and CEO.
  • Sleep Innovations
    Vice President, Specialty Products And Strategic Planning
    Sleep Innovations Jan 2010 - Jun 2013
    Sleep Innovations is a $500mm manufacturer and marketer of memory foam sleep (mattress toppers, mattresses and pillows) and specialty comfort products company for retail and OEM markets. • Key member of leadership team involved in business transformation, resulting in successful sale to Sun Capital Partners in November 2012.Vice President, Specialty Products• Launched specialty products business unit; achieved first year revenue of $30+MM accounting for 50% of growth for retail division.• Develop and launch over 20 new product in new categories expanding company’s reach beyond core sleep products, including bath mats and rugs, kitchen mats, home floor coverings, furniture, pet beds and mattress pads.• Manage 19 person US and China-based product development, marketing, design, quality and supply chain team to ensure delivery market leading product offering to retailers.Vice President, Strategic Planning• Assessed strategic growth areas and recommended leveraging retail relationships to develop products in adjacent categories to the core memory foam sleep products, resulting in launching the Specialty Products business unit.• Instituted OEM division selling process contributing to the business doubling in 3 years; launched Salesforce.com CRM solution, segmented customers and instituted service levels based on segmentation to increase efficiencies.• Developed partnership with leading provider of sleep diagnostics for in-home sleep studies enabling measurement of product effectiveness, a first in the sleep products industry.
  • American Capital
    Senior Associate, Special Situations Group
    American Capital Jun 2007 - Oct 2009
    • Analyzed senior debt, mezzanine and equity investment opportunities of underperforming middle-market companies.• Responsible for identifying and evaluating potential investment opportunities, leading extensive business and financial due diligence, developing comprehensive financial models, determining appropriate valuation and capital structure, directing third-party advisors, negotiating contract terms, drafting legal agreements and authoring internal investment memoranda.
  • Insight Equity
    Summer Associate
    Insight Equity Jun 2006 - Aug 2006
    Southlake, Texas, Us
    Operationally focused private equity fund specializing in control investments of underperforming companies• Assessed investment merit of acquisition candidates, developed value creation plans, built complex financial models, performed due diligence, managed third-party advisors, negotiated investment terms and authored investment presentations.
  • Aeg
    Vice President, Strategic Planning
    Aeg Oct 2004 - May 2005
    Los Angeles, Ca, Us
    • Evaluated strategic opportunities, including potential acquisitions and joint ventures for sports/live entertainment company.• Examined alternatives for venue ticketing, involving evaluation of in-house ticketing and investment in software provider. Analysis culminated in restructured deal with existing provider realizing over $30mm NPV improvement in economics.
  • Walden Media
    Vice President, Strategic Planning
    Walden Media Oct 2003 - Oct 2004
    • Guided the strategic direction of an educationally-focused family entertainment company. Evaluated prospective ventures in live theater, animation, video games, television, home entertainment, publishing and professional teacher training.• Managed restructuring of live theater division. Extracted cost savings, closed the single venue, reduced headcount and reestablished the division at a prominent venue with touring capabilities.
  • Anschutz Investment Company
    Associate
    Anschutz Investment Company Mar 2002 - Oct 2003
    Family office for diversified high net worth investor• Performed industry research, generated investment ideas, developed complex financial models and negotiated deal terms. • Conducted due diligence on acquisition candidates coordinating with senior management, accountants and legal counsel.• Served as board observer on three portfolio companies. Advised management on operational improvements to enhance performance and maximize returns.• Regal Entertainment Group – Initial Public Offering, initiated first-ever quarterly dividend, acquisition of selected Hoyts theaters, leveraged recapitalization returning 25% of the market value to shareholders.
  • Credit Suisse (Formerly Csfb)
    Analyst - Investment Banking (Media/Telecom)
    Credit Suisse (Formerly Csfb) Jun 2000 - Feb 2002
    Zurich, Ch
    • Built comprehensive financial models for mergers, acquisitions, financings, restructurings and liquidity analyses.• Performed company valuations through discounted cash flow, comparable company and transaction analyses.• AT&T Corp. – Lead analyst on corporate restructuring that separated AT&T into four units: business services, consumer services, broadband and wireless that unlocked shareholder value. Transactions included $1.6bn debt-for-equity exchange, $7.9bn exchange offer, $9.8bn investment in wireless division by NTT DoCoMo and $25bn credit facility.
  • Wells Fargo (Formerly Wachovia Securities)
    Analyst - Investment Banking
    Wells Fargo (Formerly Wachovia Securities) Jul 1999 - Jun 2000
    San Francisco, California, Us

Boris Katsnelson Skills

Strategy Mergers And Acquisitions Strategic Planning Executive Management Leadership Due Diligence Private Equity Management New Business Development Start Ups Entrepreneurship P&l Management Financial Modeling Business Development Competitive Analysis Product Development Valuation Finance Consumer Products Analysis Cross Functional Team Leadership Retail Restructuring Change Management Business Process Improvement Portfolio Management Investment Banking Mergers Marketing Strategy Development Acquisition Integration Marketing Strategy

Boris Katsnelson Education Details

  • The Wharton School
    The Wharton School
    Finance
  • Emory University - Goizueta Business School
    Emory University - Goizueta Business School
    Business: Finance And Accounting

Frequently Asked Questions about Boris Katsnelson

What company does Boris Katsnelson work for?

Boris Katsnelson works for Black Iron Advisers

What is Boris Katsnelson's role at the current company?

Boris Katsnelson's current role is M&A Services for the Lower Middle Market | Former CEO Franchising, Trades, Consumer Products, Real Estate | Helping to Abolish Poverty | Serving Others.

What is Boris Katsnelson's email address?

Boris Katsnelson's email address is bo****@****ers.com

What is Boris Katsnelson's direct phone number?

Boris Katsnelson's direct phone number is +130138*****

What schools did Boris Katsnelson attend?

Boris Katsnelson attended The Wharton School, Emory University - Goizueta Business School.

What are some of Boris Katsnelson's interests?

Boris Katsnelson has interest in Children, Economic Empowerment, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Boris Katsnelson known for?

Boris Katsnelson has skills like Strategy, Mergers And Acquisitions, Strategic Planning, Executive Management, Leadership, Due Diligence, Private Equity, Management, New Business Development, Start Ups, Entrepreneurship, P&l Management.

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