Problem Solvers

We don’t just offer a standard solution. We deploy a unique approach to each client’s set of challenges.

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Invested

Our clients are important to us. We commit more than just a deal team; our whole firm is committed and involved in your deal.

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Experienced

In addition to being experienced investment bankers, we’ve operated companies as CEOs and CFOs. We leverage this experience to ensure we get you the right deal at the best possible valuation.

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Tested

We’ve advised countless clients through a broad range of transactions and situations. We help our clients recognize opportunities and avoid pitfalls throughout the transaction process.

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Innovative

We’re not your typical investment bank. We are today’s investment bank. We are always looking for cross-platform solutions that will best meet your business or transaction objectives. For example, could your real estate management company benefit from an ESOP? We can help.

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Our Services

Capital Formation

Capital Formation Services including acquisition capital, growth capital, middle market capital, and project finance

Intellectual Property

Complete Intellectual Property service, strategy, commercialization, and funding.

Additional Capabilities

Restructuring, Merger and Acquisition, and Advisory Services tailored to meet the unique needs of middle market companies

The Candlewood Team

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Glenn Pollack
Founder

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Glenn Pollack, Founder

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Glenn has over 25 years of investment banking and restructuring experience. He has advised over 150 middle market companies in various corporate finance transactions and in that role has developed and implemented innovative capital structures and alternatives to traditional financing methodologies.  He was recently the CEO and Investment Banker for a $1.1 Billion troubled container terminal project in Damietta, Egypt, and has also served as CEO of a $180 million food distributor.   Glenn has been responsible for managing dozens of transactions, including: mergers & acquisitions leveraged capital transactions, restructurings, Chapter 11 reorganizations and bond exchange offers.

Prior to founding Candlewood Partners, Glenn was the Managing Director and Principal responsible for the Restructuring Practice at Brown, Gibbons, Lang & Co., a middle market investment banking firm. He was also the CEO of one of the country’s largest wholesale meat distributors, a turnaround consultant with a national practice, and a “Big Six” accounting and systems professional.  Glenn has served as a director for a number of public and private companies.

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Steve Latkovic
Managing Director

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Steve Latkovic, Managing Director

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Steve has a diverse background with over fifteen years of experience in finance, capital markets, accounting, law and real estate. As the Managing Director of Candlewood Partners LLC, a niche, middle market investment bank, Steve leverages this experience to lead a diverse advisory and investment platform that focuses on capital formation, real estate, intellectual property, and emerging food and beverage businesses.

He has advised his clients and invested across a broad spectrum of opportunities, from sourcing +$100 million in capital for mixed-use developments internationally, to the sale of Fortune 100 world-headquarter facilities, to the recapitalization of +$100 million manufacturing companies. Steve also enjoys investing on his own account in real estate opportunities and emerging growth companies.

Steve most recently co-led the capital markets group for CBRE in Cleveland. Before joining CBRE, he practiced commercial and real estate law for McDonald Hopkins, a Cleveland-based business law firm. He began his career with PwC providing public assurance and advisory services.

Steve received his B.A. from George Washington University, and obtained his J.D. from Cleveland-Marshall College of Law.

When he is not crunching deal metrics, he is usually training for some crazy athletic competition, like a Tough Mudder or triathlon, and enjoying the workout from keeping up with his 4 young boys and equally active wife Anna.

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Brian K. Lampl
Business Development, IP and Commercialization

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Brian K. Lampl, Business Development, IP and Commercialization

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Brian specializes in intellectual property (IP) monetization strategies, IP licensing, and commercialization. For over 14 years he has worked with both startup and established companies facilitating and negotiating their IP transactions through licensing, sales or acquisition in a variety of diverse industries in the United States, Asia, Africa and the Indian subcontinent.

Over the years, Brian has also been a principal in several startup companies where he had the opportunity to be involved with IP transactions as both the licensee and licensor. This provides him with a unique prospective in understanding the intricacies of IP transactions from the client’s perspective.

Prior to joining Candlewood, Brian held executive positions with several companies in the following industries: business consulting, wholesale, software development, motion picture, and retail.

Brian holds a Bachelor of Science in Management with a Major in Entrepreneurial Studies and a Concentration in Management Information Systems from Babson College in Wellesley, Massachusetts. He is an active member of the Licensing Executives Society (LES) and has served on the Advisory Board of various start-up and online companies. In his free time he enjoys playing golf and tennis.

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Deborah Lipstreu
Office Manager

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Deborah Lipstreu, Office Manager

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Deborah has been with Candlewood Partners since the beginning. She wears many hats, so the best way to describe her is, Office Manager. However, she is also the Accounting Manager, HR Manager, and Bookkeeper for not only Candlewood Partners, but three of its entities as well. With all of these jobs, Deborah has many responsibilities, including: management of accounts payable, accounts receivable, financials, banking transactions, account reconciliation, payroll, benefit administration, and vendor contacts. She also manages billable time and expense tracking as well as being the point of contact and quarterly reporting to the SBA and NASD.

Prior to joining Candlewood Partners, Deborah was responsible for the general bookkeeping and payroll taxes for Thomas Wilkens CPA, J.W. Sales and Marketing, and Sherwood Food Distributors.

When she’s not at Candlewood, Deborah enjoys hiking, white water rafting, and kayaking.

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Natan Milgrom
Associate

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Natan Milgrom, Associate

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As an Associate at Candlewood Partners, Natan is primarily responsible for the creation and distribution of transaction materials, and for running processes to market opportunities to investors and lenders.

Natan joined Candlewood after spending seven years in commercial banking at Fifth Third Bank. Most recently Natan was a Relationship Manager, responsible for client engagement, new business development, and risk management across a portfolio of middle market companies in Northeast Ohio. He has put together financing for acquisitions, equipment, working capital, and real estate.

Natan is actively involved in the Cleveland community.  He is a recent graduate of Cleveland Bridge Builders class of 2015, and serves on the boards of Gross Schechter Day School and the Cleveland Jewish Federation’s Young Leadership Division.  Natan received his B.S. from The Ohio State University, majoring in Finance and Real Estate & Urban Analysis. Natan subsequently completed his MBA at John Carroll University, with a concentration in Management.

When out of the office, Natan enjoys spending time with his wife Kate and daughter Ellie.  He is a huge Ohio State and Cleveland sports fan and enjoys being active, participating in biking, running, and Tough Mudder events.

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Rishi Agarwal
Associate

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Rishi Agarwal, Associate

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As an Associate at Candlewood Partners, Rishi is responsible for building scenario-driven operational and financial valuation models to evaluate the accounting, cash flow and leverage effects of bespoke capital markets transactions. His responsibilities include data modeling and analysis of special situations and VC investment opportunities, as well as conducting business and financial due diligence in collaboration with senior management teams and legal advisors.

 Prior to joining Candlewood, Rishi worked as a high yield credit research analyst with a focus on the healthcare sector at a diversified multi-strategy asset management fund in New York. He also worked as an investment banker specializing in M&A and restructuring at Moelis & Company where he completed transactions collectively valued at over $10 billion.

 Rishi holds a B.S. in Economics and B.A. in Political Science from Duke University in Durham, North Carolina.

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Sarah Kormushoff
Executive/Office Assistant

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Sarah Kormushoff, Executive/Office Assistant

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As an Executive/Office Assistant at Candlewood Partners, Sarah is primarily responsible for managing the much of the day-to-day operations of the office. This includes managing Candlewood’s CRM database, international correspondence, website management, onboarding new employees, as well as organizing and executing the firm’s marketing and communications efforts. She proudly grew up in Akron, Ohio, where she attended the University of Akron and graduated with a B.A. in History. Sarah has had a hand in a variety of roles in administration throughout her career, most notably working for a well-respected sitting Common Pleas Judge. She is an avid outdoors enthusiast and theater goer. She loves to hike the Cuyahoga Valley National Park, travel to Stratford, Canada to see Shakespeare performances, kayak on Lake Erie, and, most of all, spend time with her family.

Accomplishments