James Cassel

Chairman & Co-Founder

Bio

James Cassel, chairman and co-founder of Cassel Salpeter & Co., is an investment banker who uses his unique experience as a dealmaker and attorney to guide clients and help them achieve their goals.

Focused on representing middle-market companies, Jim has successfully negotiated, structured, and executed a broad spectrum of transactions including mergers, acquisitions, and divestitures, corporate and transactional financings, and public offerings for clients nationwide and worldwide. Having developed a keen understanding of the issues faced and alternatives available for distressed companies, he has particular experience in developing financial restructuring plans, negotiating with creditors, and guiding debtors through bankruptcy proceedings.

Nationally recognized for his investment banking expertise, Jim frequently lectures on timely issues related to middle-market investment banking.

Before founding Cassel Salpeter & Co., Jim was co-founder and chairman of Capitalink, an investment banking firm that was acquired by Ladenburg Thalmann & Co., a New York Stock Exchange member firm where Jim continued and served as vice chairman, senior managing director, and head of investment banking. He also was chairman of a significant company that owned hospitals.

Jim is a former board member and president of the South Florida Chapter of the Association for Corporate Growth. He is also a former advisory board member of the University of Miami’s “The Launch Pad” business incubator program for entrepreneurs. He has served on the executive committee of Broad and Cassel, one of Florida’s largest law firms, and also served on the board of Equity One (NYSE:EQY). He has been a member of the American Association of Arbitrators, National Investment Banking Association and the NASD Board of Arbitrators. He also writes a column for The Miami Herald about emerging trends and strategies and tactics for middle-market business owners.

Jim received a bachelor’s degree in 1976 from American University, in Washington, D.C., and a law degree in 1979 from the University of Miami School of Law, in Miami. He is a member of the New York and Florida Bar Associations.

Contact

office: 305.438.7701

fax: 305.438.7710

email: jcassel@cs-ib.com

James Cassel

Chairman & Co-Founder

“We may not have seen it all, but we have seen a lot, and anything new that comes up is usually a variation of something we’ve already handled. I particularly enjoy the challenges of investment banking—when we have to roll up our sleeves and apply our creativity and common sense to achieve our clients’ goals.”

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