Steve Landzberg Managing Partner
Steve Landzberg Managing Partner
About Us
Value Driven
RockShelter Capital offers a wide array of professional corporate advisory services, delivering a compelling value proposition and differentiated solutions. RockShelter’sfocus is delivering meaningful and sustainable economically optimized outcomes.
Experience You Can Count On
•Seasoned Financial and Strategic Advisory :
Closed dozens of equity raises worth over $100mm)Closed dozens of debt raises and recaps worth well into the $-Billions
Provided expert Exit and Transition services to dozens of small and mid-size companies
Bought or Sold dozens of firms with combined value of $1B+
Invested in thousands of firms with a total invested amount of well into the Billions of dollars
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•Seasoned Financial Professional with numerous advisory, banking and capital-raising engagements:
a)Value assessment, debt capacity and capital structure optimization engagements for numerous businesses
b)CFO/Financial management engagements across industries
c)Valuation and capital structure optimization engagements for several logistics and hospitality businesses
RockShelter’s combination of services provides value to the Client
§Strategic business and financial plan development; messaging, drivers, KPIs and modeling
§Special situation/crisis management; opportunity optimization, and realization
§Management Consulting services directed to accelerating sales/customer growth, optimizing the supply chain, improving business processes, and eliminating inefficiencies/waste.
§Assistance in developing and executing revenue enhancements and other operational improvements that drive franchise value
§Meaningful, high ROI, and durable business, marketing, and PR development and execution
§Creating and executing on business plans that expand the competitive “moat” and perpetuate operational performance improvement
§Managing for cash flow while the overall strategy is being developed and implemented
§Ensure that operational, working capital, and other details are appropriately analyzed and documented
§Credible and independent valuation advice; pro-active management of due diligence
Details Matter
RockShelter’s focus on the details in advance of deadlines avoids mistakes, minimizes surprises, and delivers value to the Client
Pre-due diligence to ensure that the detailed information that is presented supports Client’s objectives
Full understanding of contractual and other obligations before structuring the transaction
Expertise in financial and operational transaction closings captures opportunities while mitigating risks
Detailed understanding of working capital issues and requirements necessary to smoothly operate a business whilst avoiding financial distress
Assessment of the terms and conditions of any sale or financing transaction to mitigate risks
Unlock Your Financial Potential with RockShelter Capital; Empowering Your Financial Future.
RockShelter understands that financial flexibility is crucial for growth and success. That's why we offer a comprehensive suite of debt funding solutions tailored to meet your unique needs.§Why choose RockShelter Capital and what debt funding solutions are offered?
- Diverse Funding Options. Whether you're looking to expand your business, manage cash flow, or consolidate debt, RockShelter is your trusted partner to achieve financial success. Let us help you unlock your full potential today.
- Customized Solutions: We create be-spoke funding packages that align with your goals. From traditional loans to innovative funding solutions, we've got you covered.
- Expert Guidance: Our team of financial experts is here to provide you with the support and advice you need to make informed and optimal decisions.
- Fast and Efficient: Our streamlined processes ensure quick approvals and timely disbursements, so you can focus on what matters most: managing your business.
- Asset-Based Loans (ABL): These loans are secured by a company's assets such as accounts receivable, inventory, equipment, or real estate. The loan is supported by the value of these assets.
- Revolving Lines of Credit/Working Capital Loans: These lines of credit allow businesses to draw funds as needed to support investment, seasonality, and changes in working capital.
- Invoice and Purchase Order Financing: Businesses can borrow money against their unpaid invoices or contracted orders. Accelerated funding is provided based on the value of outstanding invoices and orders.
- Equipment Financing: Loans are secured by existing or newly purchased equipment.
- Cash Flow Loans: These loans are based on a company's projected future cash flows rather than tangible assets. They are ideal for businesses with durable revenue and cash flow streams.
Steven J. Landzberg Managing Partner
Background
Steven J. Landzberg, Managing Partner of RockShelter Capital and Contract CFO for the CEO’s Right Hand is a highly experienced, successful, results-oriented executive, with over 25 years of investment and advisory experience. He founded and built RockShelter Capital, the management, investment and financial services firm focused on providing:
•Executive management and business plan development and execution services•Strategic, Financial and M&A Advisory•Capital structure optimization and capital raising services•Financial management services including cash and liquidity management as well as process and recordkeeping/reporting services•Structured investing, merchant banking capabilities•Development of investing/portfolio management strategies
Since RockShelter’s inception in 2007, Landzberg has also take on positions including Board Advisory of a major coal producer, CIO of the family office Downtown Capital, CFO of Global Energy Efficiency, a deal-team Member of Blue Equity, a Principal of XRoads Solutions Group and the CEO of Covenant Dentistry.
Prior to 2007, Mr. Landzberg’s direct institutional financial advisory, capital raising and investing experience has been extensive. He was a Managing Director and Portfolio Manager of the Credit Opportunities fund at Advent Capital Management with $3B of AUM and CIO of Downtown Capital with $300mm+. Previously, Mr. Landzberg founded and was business head of the Barclays Capital special situations business with AUM of $1.5B+. Mr. Landzberg evaluated and capitalized, executed, managed and traded in the market for distressed and special situation debt and equity investments with the objective of realizing attractive risk-adjusted returns. He focused on the fixed income and distressed markets, where he was actively involved in investment evaluation, monitoring, and trading. Preceding Barclays, Mr. Landzberg was a work-out officer at JPMorgan and a real estate mergers & acquisition specialist at Lazard Freres.
Among the CFO, advisory, capital raising, restructuring and investment involvements of Mr. Landzberg are:
CFO/CRO for a major financial services and apparel Company
Angel investor and CFO of Global Energy Efficiency. Successfully developed a business and capital raising plan resulting in the quadrupling of sales in 2 years and the raising of $10mm of capital.
Advisor to the Board of a major thermal coal producer. Successfully arranged over $50mm in new financing and advised on the restructuring of $300mm+ recapitalization
Successfully raised equity capital 8-figure capital for: Evans and Paul, Shale Support services, Evologie, Planet Hollywood, RockResorts Hotels and Steiner Sports
Facilitated the Exit and/or re-cap Transactions for numerous clients including GLDShop.com, Sayre Healthcare and All Year Real Estate, a $1b+ owner of world-class hotels and buildings in the NYC Tri-State area
Restructuring advisor to major private-label apparel manufacturer
CIO for the family office, Downtown Capital and PE firm, Blue Equity
Advisor to the Board of a major sand producer for the shale industry
CFO of ReserveBar.com. Developed business, financial and capital raising plan, positioning the company for growth from a $1mm start-up to a major player in the online-spirits delivery business. Oversaw the raise of $5mm and an Exit
Led mandates/engagements for XRoads Solutions to optimize operations and raise capital for the Ambassador Cruise Company
Led bank group of Metallurg and Eljer Manufacturing when at JPMorgan as work-out officer where he was involved in bank lender work-out negotiations involving over $100mm of debt.
Chairman of Creditor Committee and lead investor at Pueblo Supermarkets, where he led the restructuring of the balance sheet and the exchange of debt for equity involving over $100mm of debt
Led bank group of Olympia & York USA when at JPMorgan as work-out officer where he was involved in bank lender work-out negotiations. Capitalization was well into the $-Billions
Education and Affiliations
Steve has a Masters of Business with Dean’s Honors from Columbia Business School with concentrations in finance and international business. He completed his undergraduate studies at University of Pennsylvania, where he was awarded a Bachelor of Arts in Economics with Honors.
Steve has been previously FINRA registered: Series 24,7 and 63, previously licensed NY Real Estate Salesperson and serves on numerous non-profit Boards and investment management oversite committees