HomeMy WebLinkAboutOSPB Resume_James S. CasselJames S. Cassel
801 Brickell Avenue, Suite 1900, Miami, FL 33131
)cassel@cs-ib.com
Experience
Jan 2010- CASSEL SALPETER & CO., LLC (SUCCESSOR TO J CASSEL & COMPANY, L.L.C.) MIAMI, FL
present Chairman & Co -Founder
• South Florida based Investment Bank specializing in independent financial advisory M&A advice,
Fairness Opinion, Valuation and Restructuring.
July 2018- 1 CC COLLECTONS CREDITORS' LIQUIDATING TRUST! LIQUIDATING TRUSTEE, FKA
present 1 GLOBAL CAPITAL, LLC, DEBTORS- IN- POSSESSION HOLLYWOOD, FLA
• Independent manager and oversaw liquidation of company
• Oversaw collection of over S 100,000,000 of merchant advances
• Distributed to creditors over S100,000,000
• Managed liquidation of company
Oct 2006-
Dec 2009
LADENBURG THALMANN & CO. INC, (AMEX: LTS) MIAMI, FL AND NEW YORK, NY
Vice Chairman, Senior Managing Director, Head of Investment Banking, Member of Executive Committee
and Commitment Committee
• Managed the Company's Investment Banking department.
• Took an active role with clients, lending his extensive transactional and corporate finance experience.
• Negotiated, structured, and executed various types of transactions including mergers, acquisitions and
divestitures; corporate and transactional financing, including venture capital, mezzanine and conventional
financing; and public offerings and private placements.
• Offered particular expertise in developing Financial restructuring plans, negotiating with creditors and
guiding debtors through bankruptcy proceedings.
Nov. 1998- CAPITALINK, L.C. (SOLD TO LADENBURG TIIALMANN IN OCT 2006) MIAMI, FL
Oct.2006 Founder and President
• Founded and built South Florida's premiere boutique investment bank.
• Built nationally ranked fairness opinion and M&A practice.
• Provided merger & acquisition, fairness opinion, solvency opinion, valuation, financial restructuring, and
capital raise advisory services.
Mar 1996-
Oct 1998
BARBER AND BRONSON, INCORPORATED iMIAMI, FL
Executive Vice President, Head of Investment Banking, President of Catalyst Financial (affiliate)
• Formalized and headed investment banking practice:
• Raised private capital for public companies (PIPE).
• Provided financial advisory services.
• Led primary and secondary public offerings (IPO).
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Nov 1985-BROAD & CASSEL, ATTORNEYS AT LAW I T, FL
Feb 1996 Managing Partner (Miami Office), Member of Executive Committee
• Headed Corporate & Securities department. ri
• Advised issuers and underwriters in connection with public offerings and private plactirtents.—
• Advised on mergers & acquisitions and general corporate issues.
• Advised on municipal offerings. c=5
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'MIAMI, FL
Sep 1983- BRITTON, COHEN, CASSEL:, KAUFMAN & SCHANTZ, PA
Oct 1985 Managing Shareholder
• Practiced law in the areas of corporate, securities, real estate, and restructuring.
Mar 1979- CASSEL & CASSEL, PA
Aug 1983 (AND PREDECESSOR FIRM THE LAW OFFICES OF MARWIN S. CASSEL)
Managing Attorney and Shareholder
• Practiced law in the areas of corporate, securities, and real estate:
• Examined title.
• Prepared condominium docutncnts.
MIAMI; FL
Additional
Experience
July 2011- MONTHLY COLUMNIST FOR THE MIAMI HERALD
Dec 2020
March 2010- CITY OF MIAMI BUDGET TASK FORCE
Dec 2010
Apr 2005- EQUITY ONE, INC. (NYSE:EQY) MIAMI, FL
May2014 Former Independent Member, Board of Directors; Member, Compensation Committee; Member, Audit
Committee: Member, Governance and Nominating Committee
Equity One, Inc. is a real estate investment trust that invests primarily in grocery -anchored shopping centers.
May 1986- THE RETREAT PSYCHIATRIC HOSPITAL, LTD. SUNRISE, FL
May 1996 ANCLOTE MANORS PSYCHIATRIC HOSPITAL, LTD. TARPON SPRINGS, FL
Chairman of the Board of Directors
The Retreat and Anclote Manors were private psychiatric hospitals.
Education
1976-1979 UNIVERSITY OF MIAMI SCHOOL OF LAW MIAMI, FL
J.D. January 1979.
1973-1976 AMERICAN UNIVERSITY WASHINGTON, DC
B.S. in Political Science and Economics.
License • Member of New York and Florida bars:
• FINRA Series 7, 24, 63, 79, 99,
Associations/ • Member of the City of Miami Parking Authority Advisory Board
Other Roles • Former Member of the Miami Sports & Exhibition Authority
• Member of the Association for Corporate Growth, former director and former President of South Florida Chapter.
• Former Member of the American Association of Arbitrators.
• Former Member of the NASD Board of Arbitrators.
• Former Member of the Board of Directors of the National Investment Banking Association.
• Former Member of the Board of Directors and Vice President, Americas of M&A International.
• 1-4as Addressed major conferences on mergers & acquisitions and corporate finance, in New York, Chicago,
Miami, Buenos Aires, London, and elsewhere.
• Serves as expert witness.
• Regularly quoted in national publications.
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