Brian Lessig Email & Phone Number

New York, Ny, Us

New York

Senior executive driving development and execution of synergistic referral initiatives between investment banking and wealth management, leading to increased deal flow and firmwide revenue growth from that initiative year over year. Developed trusted relationships with scores of financial advisors and hundreds of their clients and/or prospects to identify, evaluate, select, and execute M&A and capital raising/investment opportunities across all industry verticals. Completed investment banking deals in financial institutions, technology, healthcare/medical devices, consumer, auto, and professional sports industries.

Camp Hill, Pa

NFP is a top five Planet Fitness franchisee operating 120 clubs across eight Mid-Atlantic states. Participate in quarterly board meetings and provide ongoing strategic advice based on relevant experience.

New York, Ny

Grace Bay Ventures operated in an entrepreneurial capacity as a principal/advisor for the founding and development of new businesses, M&A and capital raising deals, private investments, and strategic advisory consulting services. • Miami Marlins - M&A advisor to Derek Jeter, and eventually the entire buyer group, in the purchase of the baseball club. One of three individuals instrumental in raising the equity for the acquisition. Provided strategic and capital structure advice to executive management and the Board of Directors post transaction.• SkyBridge Capital - M&A advisor in the contemplated sale to HNA Capital (U.S.) Holding.• Financial and strategic advisor to a medical device firm developing high performance ventilation therapy products. Sellside advisor on the sale to Inogen Inc.• Sol-Wind, LLC - Co-founded a financing company to aggregate a portfolio of renewable energy assets and IPO a growth-oriented master limited partnership that would acquire, own, invest in, and manage operating solar and wind power generation assets in the middle market. Led SEC documentation and registration process in a CFO-equivalent capacity. President and member of Board of Directors, 2013-2015.• Senior advisor on strategy, capital markets and capital raising efforts to a blockchain company in the Fintech industry.• Successfully established a feeder fund focused on purchasing and actively managing controlling class subordinated certificates issued under the Freddie Mac K-Series Multifamily Mortgage Securitization Program.• Capital structure and strategic advisory consultant services to multiple middle market insurance firms.• Identified, acquired, and successfully exited a foreign bank private equity investment.

New York, Ny

Built a start-up technology/medical device portfolio company initially focused on identification and prevention of attention-related brain issues, specifically concussion.

New York, Ny

Developed trusted senior executive strategic and financial advisor relationships with both public and private financial institution firms in asset management, insurance/wholesale brokerage, specialty finance and infrastructure sectors. Identified, initiated, coordinated and led client dialogue in core product areas including strategic advisory, equity capital markets, fixed income capital markets, and leveraged finance.

New York, Ny

Formulated audit strategy, managed fieldwork, and financial statement review in multi-level teams on concurrent audit engagements for domestic and international financial institution, media and entertainment and retail clients.

Master Of Business Administration (Mba), Finance, Management & Strategy, And Marketing

Bba, Accounting, Finance