Steven J. Landzberg
Managing Partner, RockShelter Capital
Decades of Experience Across Finance, Investing, Restructuring & Transactions
Led by Founder and Managing Partner Steven J. Landzberg, RockShelter Capital combines principal-level attention with decades of investment, operating, restructuring, and advisory experience. The firm was founded in 2007, and Mr. Landzberg's career spans investment banking, distressed and special situations investing, portfolio management, restructuring, capital raising, M&A, fractional CFO services, financial advisory, and operating leadership.
Connect on LinkedIn
Investment banking, distressed investing, restructuring, capital raising, M&A, and operating leadership.
A Career Built Across Institutions, Markets & Roles
Senior leadership across investment banking, distressed investing, portfolio management, restructuring, and operating CFO roles.
RockShelter Capital
CurrentManaging Partner
2007 – Present
- Founded and built the financial, investment advisory, and private investment firm
- Fractional CFO and financial management services, serving dozens of clients across a wide range of industry sectors (client list and references upon request)
- Strategic and operational consulting
- Capital raising and restructuring
- Investment and portfolio advisory
- Owner transition and exit planning
The CEO's Right Hand
CFO & Financial Advisory Consultant
- Fractional CFO services
- Exit and transition advisory
- Business and financial planning
- Capital raising and M&A execution
- Stakeholder management
Downtown Capital
Director of Investments
- Sourced, evaluated, structured, and managed investments for a family office
XRoads Solutions
Principal
- Led financial management and capitalization plans for clients
- Developed business, value optimization, and turnaround plans
- Managed lender and investor relations
Advent Capital Management
Managing Director & Portfolio Manager
- Managed the Credit Opportunities Fund
- Focused on distressed, leveraged, fixed income, and special situation investments
Barclays Capital
Director & Portfolio Manager
- Founded and managed the U.S. Distressed / Special Situations Proprietary Portfolio
- Built and managed a global team of 20+
- Grew the portfolio to approximately $2 billion of invested capital
Bennett Management
Senior Vice President
- Evaluated and managed distressed and value-oriented investments
J.P. Morgan
Vice President, Special Loan Group
- Managed debt and equity exposure to troubled companies
- Led restructuring and workout negotiations
Lazard Frères
Financial Analyst, Investment Banking
- Worked on real estate M&A, financing, valuation, and transaction analysis
Founded and managed Barclays Capital's U.S. distressed and special situations proprietary portfolio, growing it to approximately $2 billion of invested capital.
Closed dozens of equity raises totaling over $100 million across middle-market companies.
Led debt raises, recapitalizations, and restructuring transactions totaling into the billions.
Bought or sold businesses with combined transaction value exceeding $1 billion.
Academic Foundation
Graduate and undergraduate training in finance, economics, and business at leading institutions.
Columbia Business School
MBA, Finance & International Business
University of Pennsylvania
BA in Economics
The Wharton School
Minor in Marketing Management
The Principles Behind Every Engagement
RockShelter Capital approaches every engagement through four core principles that guide its advice, relationships, and execution.
Value
Tangibly, materially, and sustainably increase enterprise value. RockShelter performs work that adds measurable value and proceeds with the client's direction and approval.
Integrity
Provide objective advice grounded in careful analysis of the facts and sound judgment, with the highest ethical standards. Apply analytical rigor and established best practices to identify the appropriate path forward.
Relationship
Value and honor each client relationship to earn and maintain trust. Carefully manage relationships with stakeholders to create the conditions required for successful outcomes.
Results
Deliver professional results through a deep understanding of each client's needs and objectives. Cut through complexity, collaborate closely, and execute the appropriate strategies required to optimize outcomes.
Experience Built Across Cycles, Markets and Transactions
RockShelter Capital clients benefit from experience built not only advising companies, but also investing capital, managing portfolios, restructuring businesses, raising financing, serving as CFO, negotiating transactions, and operating through complex financial situations. Each engagement receives premier attention and is supported, when appropriate, by an established network of legal, accounting, operational, capital, and industry specialists.