Steven Lebowitz Email & Phone Number

Irvington, New York, Us

Source new opportunities in seniors housing, healthcare services, digital health, and real estate. Leader of team that was responsible for the strategic direction and operating performance of existing portfolio companies as well as divesture of portfolio companies with a value more than $500MM. Evaluate opportunities to enhance the capital structures of the existing portfolio companies.Range of Investments includes healthcare operating companies, early-stage digital health and wellness companies, and real estate. Implemented annual business plan reviews and quarterly performance reviews of each portfolio company. Sample investments include Series A and Series B investment in a marketplace nurse staffing platform; Series A investment in HealthCare FinTech company–point of sale financing for health care procedures, focused in orthodontics space; multiple Seed investments in mental health platforms; and Seed and Series A investment in plant based food company led by a celebrity chef.Restructured a portfolio of 45 Skilled Nursing facilities. As part of the restructuring, took portfolio through Chapter 11 bankruptcy process which resulted in a $185MM recapitalization of 15 Skilled Nursing Facilities. Structured equity and debt. Led group that created and implemented strategy for launch of a physicians services group and home therapy company.

Stamford, Ct, Us

Managing Director – Head of Asset Management (2011-2016); Director (2007-2010); Vice President (2004-2007) Oversaw the firm’s complex opportunistic investments with a capitalization of more than $2.3 billion. Asset classes included office, residential, retail, hotel, land, industrial, senior living, and data centers. Generated and presented investment ideas, analyzed, structured, and executed transactions. Negotiated all deal documentation including purchase and sale agreements, leasing agreements, property management agreements and all debt related documents. Negotiated and completed over $2.0 billion of asset dispositions, from broker selection to closing.Participated in debt financing transactions exceeding $1.5 billion.Restructured approximately $600 million of debt.Participated in fundraising of two opportunistic real estate funds, including meeting with potential and existing investors, fund structuring, and preparation of offering memoranda.Asset Manager / Assistant Controller (1999-2004) – Handled investor reporting for two Opportunity Funds with asset types including office buildings (fully leased, partially leased and under development), land development, industrial, retail, and telecom. Responsible for year-end audits of over 20 partnerships and the review of over 75 tax returns. Aided in the marketing effort for the private placement of $110 million with institutional and private investors and assisted in the preparation of offering memoranda and financial analyses related thereto.

Gb

Executed year-end audits for clients within the real estate industry. Performed detailed analytical reviews to identify critical audit areas that assist in the planning and performing of audit engagements.

Performed year-end audits and reviews for clients in various business sectors.