Joseph Stein

Joe Stein is a Partner and leads Financing Advisory. In that capacity, Joe advises clients on financing transactions, including the placement of various loans with both banks and direct lenders.

Since joining Solomon Partners in 2001, Joe has arranged more than $20 billion of debt and equity capital for acquisitions, general corporate purposes and highly structured rescue financing. Loans or other securities are typically placed with an array of banks, BDCs, finance companies, hedge funds, specialty debt funds or other institutional investors.

Select transactions include:

• $500 million senior secured notes for CampusParc
• $550 million revolving credit facility and term loan for Steve Madden acquisition of Kurt Geiger
• $800 million revolving credit facility and term loan for Prime Therapeutics acquisition of Magellan Rx Management
• $375 million revolving credit facility for L.L.Bean
• $70 million term loan for AMI Entertainment
• $95 million credit facility for Earthrise Energy
• $815 million revolving credit facility, first lien term loan and second lien term loan for Northeast Grocery
• $80 million Debtor-in-Possession financing for Brooks Brothers
• $380 million senior secured debt for Perry Ellis International
• $200 million dividend recapitalization for Maurices Inc.
• $650 million debt recapitalization for Designer Brands
• $300 million asset-based revolving credit facility and first-in last-out term loan for Chico’s
• $835 million senior secured debt recapitalization for RadioShack Corporation
• $150 million senior secured debt with warrants for Zale Corporation
• $150 million senior secured debt with warrants for Quiksilver
• $445 million senior secured recapitalization for Media General, Inc. with Berkshire Hathaway
• $2.4 billion of debt and equity financing for Sony / ATV Music Publishing’s acquisition of EMI Music Publishing
• $165 million senior secured debt financing for take-private of Kenneth Cole Productions, Inc.

Joe was previously Executive Director and Head of the Private Placement Group at UBS Warburg LLC, responsible for the structure and placement of senior debt, subordinated debt and mezzanine securities for both domestic and foreign issuers. With more than 20 years of experience in investment banking, Joe began his career at Manufacturers Hanover Trust Company in asset-based finance. He held various corporate finance positions at Citicorp Securities.

Trustee, Hobart and William Smith Colleges