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J.S. Held Strengthens Forensic Accounting and Financial Investigations Expertise and Expands Suite of Services in Canada with Acquisition of ADS Forensics
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+1 646 490 5064 (Office)
+1 917 494 6018 (Mobile)
535 5th Ave, Ste. 1006
New York, NY 10017
Steven Warsaw joined J.S. Held in October of 2023 as part of J.S. Held's acquisition of Phoenix Management Services.
Steven Warsaw brings over 20 years of investment banking experience managing and advising clients on complex transactions and situations. His expertise spans a wide range of investment banking services including buy-side and sell-side M&A transactions, balance sheet restructurings, new financings, refinancings, recapitalizations, corporate restructurings, and divestitures as well as public and private equity raises.
Steven has an extensive background working with public and private companies globally, focusing on transactions that involve a distinct complexity such as tight funding or sale deadlines, enhanced leverage requirements, unusual structuring challenges, or niche businesses.
Steven has led and executed more than 70 transactions across a wide variety of industry segments, including but not limited to, manufacturing, energy, transportation, consumer products, services, technologies, and entertainment. Steven is an expert problem-solver with the ability to rapidly assess a situation, develop a holistic solution, and rapidly execute an approach to add unique and measurable value in complex transactions and situations for all of his clients.
Prior to joining Phoenix Management Services, Steven was a senior investment banker at Oberon Securities and Miller Tabak + Co. where he originated, executed, and marketed over $10BN of M&A and financings ranging from $5-$250 million. Steven began his career working in the asset management groups of both Advest and Citigroup.
Mr. Warsaw obtained his B.S. in Finance and Economics from the University of Delaware. He is also a founding graduate of the University’s Corporate Governance Program and Financial Management Association.
Professional Affiliations/Memberships/Licenses/Training