CORPORATE MANAGEMENT AND FAMILY OFFICE COMPANY
Steven Insalaco has over 30 years of Executive Management, Financial (corporate finance), and Family Office experience. For both growth and distressed companies, his Thought Leadership discipline is that of a profit focused, problem solving and solution implementing, C-Suite management executive. His experience is focused on a company’s operating and capital structure utilizing M&A and other business modalities to improve operating efficiencies that increase growth, valuations and returns for existing or potential capital sources/investors.
Within the management and finance umbrella, he managed a $3.5 billion healthcare finance division and provided financial and management services to Fortune 500 and other public and private companies including ExxonMobil, Northrop Grumman, and Griffon Corporation. His experience includes developing and implementing marketing plans for different bank divisions and addressing the investment objectives of institutional bond clients improving term, yield, and portfolio quality. He identified and structured over a billion dollars of financings/deals, closing over 50 diverse leasing, asset based, real estate and other structured finance debt and equity transactions. Steven Insalaco has held other diverse management positions and was a member of the New York Society of Security Analysts/Investment Strategy Committee.
Additional management positions and business functions that reflect the utilization and focus of his diverse experience to achieve specific business management objectives include:
- Provided initial due diligence services to the CEO of a company with $1.2 billion revenue in relation to a potential investment/acquisition target and recently served as interim President for an early-stage company in the Aerospace industry preparing company for raising capital.
- Advised and represented startup/early-stage companies to venture capital/private equity, strategic investors, and other equity capital sources.
- Involved with alternative asset investment/capital transactions/funds including: Life Settlement, Litigation Finance Fund, Venture Capital, Opportunity Zone and Asset based combined with an equity enhancement that improves return; a hydro-electric plant in the Philippines and other real estate, fixed income, and equity models.
- Advised and identified capital sources for a Shopping Center Refinancing (CMBS basis) and other commercial real estate financing and refinancing to fund acquisitions. Managed corporate and other real estate assets focused on operational and financial restructuring that incorporated Section 1031 Tax Deferred Exchange Transactions to maximized available re-investment of capital proceeds.
Currently, Steven Insalaco is President/Managing Partner of Calgary Enterprises, Inc., a strategic operating business, financial management, and Family Office company he formed in 1988. Andrew Lester joined the company in 2019 as Chief Investment Officer and Managing Partner. Calgary is industry agnostic, and utilizes a joint venture and partnership business model to address the operating management and capital structure of early stage, emerging growth, and middle market companies in diverse industries to improve valuations/returns. Calgary’s methodology correlates to the investment criteria of Family Offices and other capital sources identified, partnered with, or that have a business relationship with Calgary. Individually, Calgary’s management team and partnered companies/executives have prior senior management experience including but not limited to Private Equity, Venture Capital, Corporate Consulting, Investment and Family Offices.
Steven Insalaco/Calgary’s past and current business relationships include but are not limited to a business alliance with a Private Equity Capital and Advisory Firm with whom Steven Insalaco formally had a staff position as Managing Director. Currently, he is also a Managing Director with a firm that operates as a single-family office with responsibilities as a Board Member of the Family Office Investment Committee with functions that include Strategic Operating Business, Investment and Risk Management. Representing Calgary, Steven Insalaco has participated in forums (as a panelist) addressing the Aerospace Industry and other business sectors/investor groups focusing on the respective business models and interrelationship between the operating management and capital raising/investment functions.
Previous positions include three “money center” banks (Chemical Bank, Manufacturers Hanover Trust Co., both now part of JP Morgan Chase & Company), and two investment banks (Merrill Lynch, acquired by Bank of America and Wood Gundy Inc., acquired by Canadian Imperial Bank of Commerce). The positions/functions were in the capital markets, corporate finance, and trust, and investment banking areas and respectively included but were not limited to: Business Development, Investment Management and Trust Advisor; Corporate Finance Group, District Manager; Capital Markets Group, Eastern Region Vice President.
Steven Insalaco holds a BA in Social Science/Economics and MBA in Financial Management and held a Graduate Assistantship in the Management/Marketing Department. He served in Army Intelligence, 197th ASA (Army Security Agency), SOD, (Special Operations Detachment) and was at the Strategic Studies Institute, Army War College, held a Top-Secret Security Clearance and was Honorably Discharged. He is married, a member of the New York Athletic Club and has diverse sports interests.