Capital Formation Services including acquisition capital, growth capital, middle market capital, and project finance
Real Estate Equity Capital Sourcing, Structuring, and Sale-leaseback Financing- JV equity, preferred equity, mezzanine
Complete Intellectual Property service, strategy, commercialization, and funding.
Restructuring, Merger and Acquisition, and Advisory Services tailored to meet the unique needs of middle market companies
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.
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.
Michael has been in the financial services industry since 1999 serving high net worth and institutional clients throughout North America. Prior to his role at Candlewood Partners, he managed his own hedge fund. For the 22 years prior to 1999 Michael managed his family machine company serving as CFO and President. Michael’s years as an independent advisor gives him the ability to create the best, unbiased, unrestricted solutions for his client’s financial success.
In addition to Michael’s depth of experience, his extensive education gives him the ability to assist his clients. He graduated from the University of Akron with a Bachelor of Science in Business Administration and furthered his post-graduate education in the Graduate School of Business Administration at the University of Akron. Michael has earned: his Certified Financial Manager™ designation, Series 7 and 66 and is a Candidate for the Certified Financial Planner™ (CFP®) designation.
Michael’s level of community involvement is unrelenting. He is deeply involved in fund raising for such organizations as: University of Akron Scholarship Program, U of A Foundation, U of A Business College, Diocese of Cleveland, United Way, the first Distinguished Chair in C.O.B. at the U of A. In addition to fund raising, Michael is the Founding Chairman for Summit County CRIMESTOPPERS™, has sat on the Investment Committee for U of A Foundation, and on the boards for: Boy Scouts of America, First Tee of Akron, Ohio Ballet, Akron Civic Theater, ARC and many other charitable boards. Michael is an accomplished snow skier and billiards player. Michael and his wife, Cathy-Ann enjoy spending time together with their dog, extensive travel, and their community involvement.
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.
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.
Marissa is the Office/Executive Assistant at Candlewood Partners. She makes sure the office and entire team has everything available in order to run smoothly. Some of her daily responsibilities include running daily reports, keeping the most up-to-date contact information on hand, project tracking, ordering supplies, and overall supporting everyone in the office to make their job easier.
Prior to joining Candlewood Partners, Marissa was on the International Marketing and Communications team at The Toro Company in Bloomington, Minnesota. At Toro, she ensured all the international product lineups (16 total) were up to date, collaborated to create seasonal product and marketing communication promotions, completed strategic benchmarking, and processed requests to post essential information on the employee intranet. She also spent almost four years coaching and training all age groups at the Dakota Rev Soccer Club in her hometown.
Marissa graduated with her Bachelor of Science in Business and Marketing Education and Minor in Management from the University of Minnesota, Twin Cities. During her four years at “The U”, she also played on the Gopher women’s soccer team. When she’s not at work you can find her training for a marathon, listening to live music (preferably country), attending a sporting event or even trying out a new recipe in the kitchen.
Candlewood Partners served as exclusive advisor for AVC Partners in its acquisition and recapitalization of D&T Trucking, Rowdy Farms, and Gila Hotshot to create the leading Proppant Logistics company in North America; subsequently rebranded as 1845 Oil Field Services.
Gautier Steel, Ltd.
Shareholders of Gautier Steel Ltd. recapitalized the company to facilitate a dividend payment to the owners.
Oak Street Real Estate Capital, LLC
Oak Street Real Estate Capital, LLC acquired a single tenant net leased headquarters facility.
P.T. Services Rehabilitation
P.T. Services Rehabilitation has sold 100% of the common stock to an Employee Stock Ownership Plan.