043: Ben Lehrer on Relational Finance

Upside: The Business Growth Podcast

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Ben is a seasoned finance and investment professional with 15 years of experience ranging from start-ups to Fortune 50 companies. He is the founder of First Water, a Relational Finance firm providing finance function transformation and capital solutions to small and midsize businesses (SMBs) and private equity portfolio companies. Since inception, First Water has partnered with dozens of companies, private equity firms, credit funds, and family offices to drive better business visibility, accelerated growth, improved profitability, and efficient execution on capital and transaction initiatives.

Prior to First Water, Ben served in multiple institutional investment roles in New York City. He was a member of the Private Equity team at Fortress Investment Group, part of the Global Structured Solutions Group within the Fixed Income Capital Markets division of Citigroup, and an Investment Officer for credit opportunities and internal M&A for CapitalSource Finance. Over the course of his career, Ben has played an integral role in the execution of over $5B in debt and equity transactions.

Ben graduated from The Wharton School at the University of Pennsylvania with a B.S. in Economics and concentrations in Finance and Accounting. He is a Chartered Financial Analyst, a holder of the FINRA Series 79 and 63 securities licenses, an Eagle Scout, a former competitive chess player, and the author of the upcoming book Relational Finance: Better Teams. Better Growth. Better Deals.

78 episodes