Steven Carboni
Managing Director OFS Capital Management ⇒ Sponsor Finance ⁃ Cash Flow Lending ⁃ Origination ⁃ Underwriting ⁃ Transaction Execution ⁃ Portfolio Management
New York, New York, United States
1K followers
500+ connections
About
As a Managing Director, my responsibilities include middle market sponsor loan origination, structuring, underwriting, negotiation of legal documentation, and portfolio management on first and second lien loans provided to sponsor-backed businesses. My underwritten investments span various sectors including, business services, software, e-commerce, technology services, manufacturing, specialty chemical, franchise, and healthcare.
Born and raised in the Bronx, my original plan was to become a firefighter; however, my career took a different path. I've always been naturally curious with a unique blend of qualitative and quantitative ability. When I earned a scholarship to Baruch College, I pursued a Bachelor of Business Administration, minored in English, and graduated with honors. I later pursued an MBA in Finance at UCONN while working full time.
As a teenager, I became fascinated with investing - my passion for it continues to this day. While at Jarden, a consumer product roll-up led by a private equity focused management team, I loved learning about different businesses, admiring the entrepreneurs behind the scenes. I began as an Associate and advanced within two years to Manager, making positive impacts in acquisitions (participating in 13 consumer products businesses) and portfolio management.
Following Jarden and completion of my MBA, I joined GE Capital (later spun off as Antares Capital), where I spent 12 years advancing from Associate to Vice President of Sponsor Cash Flow Lending. My experience in underwriting loans, span virtually all sectors and billions of dollars of invested capital including more than $50MM in pre-tax gains in distressed debt.
My ability to connect with others has contributed to my successes. From the warehouse employees at the portfolio companies to the c-level executives, I know how to adapt, find common ground, and build consensus. I also find great satisfaction in mentoring and training junior associates. I am grateful to all those who mentored me along the way.
When I am not working, I enjoy all things fitness and sports. I love to travel and dedicate time to animal foster and rescue. I also love to read.
Activity
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How much do you know about bank-issued regulatory capital relief securities? As it happens, Dana Staggs, President of ArrowMark Financial Corp…
How much do you know about bank-issued regulatory capital relief securities? As it happens, Dana Staggs, President of ArrowMark Financial Corp…
Liked by Steven Carboni
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James Frank, Justin Goldberg, Steve Lurito, Britt Henderson, Michael Miller, Gerrity Lansing, Mitchell Kosches, BTG Pactual Asset Management
James Frank, Justin Goldberg, Steve Lurito, Britt Henderson, Michael Miller, Gerrity Lansing, Mitchell Kosches, BTG Pactual Asset Management
Liked by Steven Carboni
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Another great weekend of fun and learning at the Berkshire Hathaway shareholder meeting. We even bumped into Berkshire’s next CEO, Greg Abel, on…
Another great weekend of fun and learning at the Berkshire Hathaway shareholder meeting. We even bumped into Berkshire’s next CEO, Greg Abel, on…
Liked by Steven Carboni
Experience
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Managing Director, Sponsor Cash Flow Direct Lending
OFS Capital Management
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Medley Management Inc.
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Managing Director, Sponsor Cash Flow Direct Lending
Medley Management Inc.
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Principal, Sponsor Cash Flow Direct Lending
Medley Management Inc.
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Antares Capital LP
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Jarden Corporation
Education
Volunteer Experience
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Community Volunteer
Lucky Dog Refuge - Stamford CT
- Present 3 years 2 months
Animal Welfare
Not just a rescue. A refuge, a safe haven for dogs most in need. They focus on the dogs most in need of saving - those who have been abandoned by their families, the strays, the starving, the injured, the sick, and those in dire need of help. If you are interested in adopting and changing the life of a dog and your own, please reach out to me.
More activity by Steven
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I had the pleasure of speaking with Jane King about regulatory capital relief securities ("Reg Cap") issued by banks. Reg cap potentially offers…
I had the pleasure of speaking with Jane King about regulatory capital relief securities ("Reg Cap") issued by banks. Reg cap potentially offers…
Liked by Steven Carboni
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We’d like to welcome Jack McDonough as an analyst at Alpine Operations Group (AOG). Joining our team after interning with Alpine last summer, Jack…
We’d like to welcome Jack McDonough as an analyst at Alpine Operations Group (AOG). Joining our team after interning with Alpine last summer, Jack…
Liked by Steven Carboni
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Interval fund market leader, Cliffwater, moves into private equity with a fund acquisition. Thanks to Tom Stabile for his continued coverage of…
Interval fund market leader, Cliffwater, moves into private equity with a fund acquisition. Thanks to Tom Stabile for his continued coverage of…
Liked by Steven Carboni
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Level up your legal career and discover the earning potential of a Pace Law JD. Flexible classes on your schedule.
Level up your legal career and discover the earning potential of a Pace Law JD. Flexible classes on your schedule.
Liked by Steven Carboni
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Victory Park Capital is pleased to announce that it has closed a $100 million credit facility with Setanta Development Capital, a Charlotte-based…
Victory Park Capital is pleased to announce that it has closed a $100 million credit facility with Setanta Development Capital, a Charlotte-based…
Liked by Steven Carboni
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"I am delighted to speak at the Private Credit Industry Conference on Direct Lending and Middle Market Finance in Fort Lauderdale on May 9th – 10th…
"I am delighted to speak at the Private Credit Industry Conference on Direct Lending and Middle Market Finance in Fort Lauderdale on May 9th – 10th…
Liked by Steven Carboni
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We are pleased to announce the sale of Ballymore Safety Products to One Equity Partners. Since our acquisition of Ballymore in 2021, the company…
We are pleased to announce the sale of Ballymore Safety Products to One Equity Partners. Since our acquisition of Ballymore in 2021, the company…
Liked by Steven Carboni
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It was great to be part of the mid-market dynamics panel at SuperReturn US West last week alongside Peter Tsang, Michelle Jacobi, and Jon…
It was great to be part of the mid-market dynamics panel at SuperReturn US West last week alongside Peter Tsang, Michelle Jacobi, and Jon…
Liked by Steven Carboni
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Invesco Private Credit is pleased to announce that it acted as Lead Left Arranger and Administrative Agent on a senior credit facility to support the…
Invesco Private Credit is pleased to announce that it acted as Lead Left Arranger and Administrative Agent on a senior credit facility to support the…
Liked by Steven Carboni
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Donald Brooks and I are heading to Las Vegas for ACG’s DealMAX from April 29 - May 1! Excited to dive into three days of dealmaking, idea-sharing…
Donald Brooks and I are heading to Las Vegas for ACG’s DealMAX from April 29 - May 1! Excited to dive into three days of dealmaking, idea-sharing…
Liked by Steven Carboni
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