Castle Harlan Partners III L P is based out of New York. Prior to that, Mr. Korsten was a Senior Analyst at a fund of funds, Dunbar Capital Management. Average salary for Castle Harlan Investment Associate in New York State: $225,776. CRI is the market leader and the most successful quick-service restaurant franchise on … Menu. © 2021 Statement of Acquisition of Beneficial Ownership by a Non-Passive Investor - Seq. CHI would raise new funds and manage their investments. The firm is most active in the consumer, industrial and energy sectors. Castle Harlan Partners III L P is a large advisory firm with 17 clients and discretionary assets under management (AUM) of … * Restaurant owner plans to close 65 locations * Plans to turn over ownership to creditors * Bankruptcy wipes out Castle Harlan investment (Rewrites throughout; Adds details on … Phone Number (212) 644-8600. 2 September, 2019. Castle Harlan, Inc., the New York private-equity investment firm, announced today it has signed a definitive agreement to acquire Caribbean Restaurants LLC (CRI), operator of 165 Burger King restaurants in Puerto Rico. Leader in a niche industry. In 2005, TRC was acquired by Castle Harlan, a New York-based private equity investment firm, for approximately US$245 million. Prior to joining Branford in 2011, he was a Vice President at the investment banking firm Jefferies & Co., Inc. Make a fun 5 minute video, you could get yourself $1,000 for school! Founded by John K. Castle, the Chairman & CEO of Castle Harlan, Inc., the multi-billion dollar global LBO firm. Castle Harlan General Information Description. Mr. Castle Harlan is an active investment manager, pursuing selected private equity acquisitions and controlling investments, together with a few large families and family offices, both US and foreign. Castle, Harlan, and the investor petitioners brought suit in the Court of Federal Claims, alleging that the Government, in applying FIRREA's new capital requirements to New Western Empire, had breached a contract to which they were parties or third-party beneficiaries. Castle Harlan has hired former Old City Investment Partners managing director Hemali Dassani as its director of investor relations, a new position according to a statement from the firm. Its team of senior investment professionals has completed over 50 acquisitions since its inception with a total value in excess of $11 billion. Diamond Castle Holdings Castle Harlan CIP Capital New York New York New York New York New York: 1985 1985 1985 1987 2010 na 2005 2004 1987 2010 Deutsche Bank: MidOcean Partners: New York: 2003 2003 First Chicago Bank ^ Madison Dearborn Partners GTCR: Chicago Chicago: 1992 1980 1992 1980 Goldman Sachs: Goldman Sachs Capital Partners: New York: 1986 na JPMorgan Chase & Co. … Castle Harlan was founded in … Operationally healthy. At that time DLJ used some of the first limited partnerships to bring institutional investors into private equity investing. Castle Harlan Partners III L P is a large advisory firm with 17 clients and discretionary assets under management (AUM) of $795,922,071 (Form ADV from 2020-03-27). In 2018, Castle Harlan, Inc., a private equity investment firm, acquired Exterran’s North American production equipment manufacturing assets and created Titan. New York, NY (November 14, 2006) -- KPS Special Situations Funds (“KPS”) announced today that it has entered into a definitive agreement to sell its portfolio company, AmeriCast Technologies, Inc. (“AmeriCast”), to a fund managed by Castle Harlan, Inc. (“Castle Harlan”). Prior to forming Castle Harlan in 1986 and Branford Castle Inc., he was President and Chief Executive Officer of Donaldson, Lufkin and Jenrette, Inc., one of Wall Street’s largest investment banks. Acquisition Criteria. This firm has 21 employees, of which 15 are employees in advisory roles. Castle Harlan currently manages investment funds with equity commitments of $2.5 billion. Mr. Korsten received a B.A. CHS Capital’s most common sectors for investment are distribution (22%) and packaging (8%).The Firm’s most common investment types include buyout (lbo, mbo, mbi) (48%) and secondary buyout (34%).In total, CHS Capital has invested in 19 US states. Any such offer or solicitation shall be made only pursuant to a confidential offering memorandum relating to such vehicles, which will qualify in its entirety any information set forth herein. Finance - The Ticker February 12, 2019 John K. Castle Fox Business - Maria Bartiromo’s Wall St. March 29, 2016 MandA.TV: John K. Castle - Castle Harlan July 08, 2015 John Castle ACG NY Interview September 02, 2013 Returns From 2008 Vintage Give Industry Shot In Arm May 10, 2013 John K. Castle - Taking Stock From the period between 1979 and 1986 Castle rose to become the president and chief executive officer at DLJ. Prior to joining Branford in 2002, he was a Director of Business Development at Airwave Wireless (an Idealab! Strong barriers to entry. from Harvard College, where he was a John Harvard Scholar (top annual academic achievement) and Cum Laude graduate. Palico, the private equity fund marketplace Previously, he founded Rubicon Associates, an independent sponsor, where he invested in and took on senior operating roles in small, private companies. In addition, we have solutions involving owned real estate that is included with operating companies. The firm traces its roots to the start of the institutionalized private-equity business in the late 1960s. Operating Status Active. The plan was for the original Castle Harlan to manage the remaining assets in its fourth and fifth funds, raised in 2003 and 2010. Advisor Info; 13D/G; Insider (Form 4) Ownership/Private Fund Data; Mutual Funds/ETFs; Create Alert × Email Notification. Joined American Industrial Partners in 2017. Vacuum Reviews. Given the decades of experience that our team has, there are very few industries that our team has not invested into, with the exception of the fashion and high tech industries. Castle Harlan acquired Colyar, headquartered in Phoenix, AZ, in April 2016 and oversaw its expansion to become the largest provider of software facilitating the management of … Greater New York Area Venture Capital Companies, Northeastern US Venture Capital Companies, City of New York Venture Capital Companies, City of New York Private Equity Stage Investors. in accounting from Fairleigh Dickinson University. He is also a member of the Board of Trustees of the Riverdale Country School in New York City and a Trustee of the Catholic Charities of the Archdiocese of New York. Investment Criteria Our Team Portfolio ... business in 1992 with $4.5 million in sales which he grew to $230.0 million prior to selling controlling interest to Castle Harlan (a private equity firm) in 2010. The Castle Harlan … It is a DE Corporation. Based on 7 salaries posted anonymously by Castle Harlan Investment Associate employees in New York State. Before joining Castle Harlan in 2009, Schwartz was an investment banking professional at Citigroup. David Castle received a B.A. Cum Laude from Carleton College and an M.B.A. from the Harvard Business School. He is currently a board member of Earthlite Massage Tables, Vitrek and Fibrix Filtration, and was previously a board member of Drew Foam until the company was sold to Wynnchurch Capital. The firm has raised eight private equity funds – five in the United States and three in Australia – totaling more than $6 billion in capital commitments. In another example, CHAMP purchased a global education business, Study Group, from UK-based DMGT Information in 2006 and sold the business Castle Harlan Partners III is a liquidated private equity fund that was managed by Castle Harlan. Vacuums. Mr. companies employ more than 36,000 people. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Total number of current team members an organization has on Crunchbase, Descriptive keyword for an Organization (e.g. Now, Castle Harlan has sold it to Dallas buyout firm Haas, Wheat & Partners for $113 million, many times its $9.7 million equity investment. Prior to ACG, he was an investment banking Associate at Morgan Stanley and an Associate at Castle Harlan. Number of Exits 2. Our company’s legacy of leadership began more than 90 years ago with the establishing of Smith in 1927, followed by Smith becoming Hanover and then Exterran in 2007. $1.5 to $15.0 million of EBITDA. He has been a Co-Chairman of the Harvard Class of 1995 Fundraising Committee. He is a former member of the Board of Trustees of the Riverdale Country School in New York City and a former member of the Board of Trustees of the City Parks Foundation. Contact Email info@castleharlan.com. The transaction represents the sixth sale of a portfolio company … Our team of investment professionals, who have been with the firm for an average of over 10 years, and our current portfolio He received an M.B.A. from the Harvard Business School. Achievable growth opportunities. He also served as a director of the Equitable Life Assurance Society of the U.S. Investment Criteria Partner Companies Team Name Core Values Contact The Firefly Group. Since 1987, Mr. Castle has served as Chairman and Chief Executive Officer of Castle Harlan, Inc. Whalewisdom has at least 5 13D filings, and 1 Form 4 filings Summary; Inv. Cum Laude from Carleton College and an M.B.A. from the Harvard Business School. Prior to joining Castle Harlan, John worked as an investment banker at Merrill Lynch & Co., where he assisted clients with corporate finance and strategic mergers. Mr. Korsten received Top 40-Under-40 recognition from The M&A Advisor and has been a judge for the M&A Advisor Awards. John K. Castle is Chairman and Chief Executive Officer of Castle Harlan, Inc. and a Member of the Investment Committee of CHAMP III Management Pty Ltd., the former Australian affiliate of CHI. John previously spent seven years with Castle Harlan, where he worked in a diverse group of industries including packaging, consumer products, plastics, metals and restaurants, and served on the boards of a number of Castle Harlan portfolio companies. Mr. Francis received his B.A. (b) Annual Fees. Prior to joining Branford in 2010, he was CFO of Synergy Workplaces, a provider of flexible workplaces. Prior to that, he was a Principal at ACG Capital, where he sourced, evaluated, structured, and executed private equity investments in the industrial and business services sectors for a family office. During the 60s John Castle headed all of the private equity activities, including the Sprout Capital Group, at Donaldson Lufkin & Jenrette (DLJ). When factoring in bonuses and additional compensation, a Senior Investment Associate at Castle Harlan can expect to make an average total … ... and executing over 30 M&A transactions since 2002. At the end of 2010, Norcast S.ar.l ("Norcast") and Pala Investments Ltd. ("Pala" and collectively with Norcast "plaintiffs"), considered selling 1 Castle Harlan states in its motion papers that there have been two previous complaints Mr. Francis is responsible for sourcing, evaluating and executing new... * Returns are for portfolio company managers and include investments and incentives. Enter to win the $1,000 Modern Castle scholarship. More important than any one industry, we are looking for the below acquisition criteria for the companies we invest into: John S. Castle is responsible for managing Branford, including all activities of the Branford funds. John S. Castle is responsible for managing Branford, including all... Mr. Castle’s primary responsibilities are deal execution, post-acquisition oversight and fund administration. Mr. Lederer received a B.A. Castle Harlan Partners IV is a closed private equity fund managed by Castle Harlan. Working with CHAMP, we spearheaded Asian growth and ran the investment exit process in the Aussie markets. 1 - McCormick & Schmick's Seafood Restaurants Inc. - Accession Number 0000902664-04-001127 - Filing - SEC from the University of Pennsylvania and an M.B.A. from the Leonard N. Stern School of Business at New York University. Mr. Castle is also Chairman of Castle Connolly Medical Ltd., and is Chairman and Chief Executive Officer of Branford Castle, Inc., a holding company. We have a proven track record of closing investments and partnering with leadership teams to build companies of lasting value. Skip to content. He is a member of the Big Apple Gold Chapter of the Young Presidents’ Organization. Ltd ("BC"), an entity created by private equity firm Castle Harlan for the purpose of acquiring NWS. Castle Harlan is a private equity firm with investments in the restaurant, manufacturing, distribution, and other industries in the US and Australia. Branford Castle Partners, LP, Proprietary and sustainable competitive advantages. 0913034 B.C. This estimate is based upon 7 Castle Harlan Senior Investment Associate salary report(s) provided by employees or estimated based upon statistical methods. He graduated cum laude from Duke University with a B.S.E. Based on 7 salaries posted anonymously by Castle Harlan Investment Associate employees in Maseru. Castle Harlan, Inc., the New York merchant bank, and Advanced Accessory Systems, LLC, (AAS) the leading manufacturer of automotive roof racks and towing systems in North America and Europe, announced today that a private-equity investment fund organized and managed by Castle Harlan has acquired AAS with management in a transaction valued at approximately $260 million. Mr. Castle has been a member of the Board of Trustees of Skidmore College and a member of its Alumni Association Board of Directors, as well as an officer and member of the Board of Trustees of the Caedmon School in New York City. He also started at running back on the Harvard football team. in Biomedical and Electrical Engineering. Castle Harlan's domestic funds have purchased over 50 businesses, totaling over $11 billion of enterprise value, primarily in North America, but also throughout the world, spanning a wide range of industries. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. Mr. Korsten is heavily involved in the sourcing, acquisition and... Mr. Lederer is heavily involved in the sourcing, acquisition and oversight of new and existing investments. He is currently a board member of ABC Industries and Pulse Veterinary Technologies. Green Thumb Industries Inc. a leading national cannabis consumer packaged goods company and owner of Rise™ Dispensaries, today announced it … Helping people and companies reach their full potential. McDermott Will & Emery LLP served as legal counsel to Castle Harlan in connection with this transaction. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 30, 2012. Proprietary and sustainable competitive advantages. North America-based. Branford Castle Partners, a leading Micro-Cap private equity investor, worked together with Castle Harlan to structure the transaction and made a substantial equity investment in the deal. Castle Harlan was founded in 1987 by John K. Castle, but its history goes back to the 1960s. Mr. Castle has served as chairman of Castle Connolly Medical Ltd. since 1991 until its sale in December 2018, and has served as Chairman and Chief Executive Officer of Branford Castle, Inc., a holding company, since 1986. The firm has participated in eight private equity funds, five domestically and three in Australia, totaling over $5.5 billion in capital commitments. KPS SPECIAL SITUATIONS FUNDS TO SELL AMERICAST TECHNOLOGIES TO CASTLE HARLAN New York, NY (November 14, 2006) -- KPS Special Situations Funds (“KPS”) announced today that it has entered into a definitive agreement to sell its portfolio company, AmeriCast Technologies, Inc. (“AmeriCast”), to a fund managed by Castle Harlan, Inc. (“Castle Harlan”). Currently, he is a member of the CHAMP III Investment Committee. from Skidmore College (Phi Beta Kappa) and a J.D. Colyar has been a highly successful investment for Castle Harlan and its limited partners, and we wish the company and management team the best on its next phase of growth." Mr. Lederer is heavily involved in the sourcing, acquisition and... Mr. Reddington manages the financial, administrative and accounting operations of a global portfolio of companies. and which Castle Harlan identified via its US-based parent, Cargill, is a good example. Prior to forming Castle Harlan in 1986 and Branford Castle Inc., he was President and Chief Executive Officer of Donaldson, Lufkin and Jenrette, Inc., one of Wall Street’s largest investment banks. Current and former portfolio companies have been in such industries as energy services, industrial manufacturing, specialty chemicals and certain consumer segments, among many others. Prior to ACG, he was an investment banking Associate at Morgan Stanley and an Associate at Castle Harlan. Terms of the sale were not disclosed. Prior to that, he was a Risk Management Specialist with GE Capital/Monogram Bank. John received his BS from the University of Virginia and holds an MBA from The Wharton School of The University of Pennsylvania. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. The firm has participated in eight private equity funds, five domestically and three in Australia, totaling over … Prior to joining Branford in 1996, he was a Regional Director for Santa Fe Steakhouse, a casual themed restaurant chain headquartered in Ohio. Prior to that, he was a Principal at ACG Capital, where he sourced, evaluated, structured, and executed private equity investments in the industrial and business services sectors for a family office. Castle Harlan… Investor Type Private Equity Firm. Another private equity firm, Castle Harlan Inc., “initiated and spearhead-ed” the transaction, Castle Harlan said in a Thursday, Aug. 11, statement. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to purchase any investments or securities of any investment vehicles. Company Type For Profit. He is a former member of the Board of Trustees of the Riverdale Country School in New York City and a former member of the Board of Trustees of the City Parks Foundation. The transaction represents the sixth sale of a portfolio company … The New York firm did not disclose the terms of the deal. Founded in 1987, Castle Harlan is a private equity firm based in New York, New York. While at Jefferies, he worked on over $30 billion of advisory mandates and completed over $7 billion of financings. It was the largest domestic buyout fund in Australia at the time. 2. Previously, he was a Principal at ACG Capital, where he sourced, evaluated, structured, and executed private equity investments in the business services and education sectors for a family office. In the same year, an AUD$500 million group of funds, known as CHAMP I, was raised. Prior to that, he was a Principal at ACG Capital, where he sourced, evaluated, structured, and executed private equity investments in the industrial and business services sectors for a family office. Its team of senior investment professionals has completed 55 platform acquisitions since its inception with a total value in excess of $11 billion and has supported them with over 50 add-on acquisitions. Prior to ACG, he was an investment banking Associate at Morgan Stanley and an Associate at Castle Harlan. Company, the leading Internet incubator in the early 2000’s). A Castle Harlan spokesman said the firm acted as an “investment man-ager” in the transaction but did not invest funds. 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