Lee S. Helman

Managing Director at Financo LLC

Lee S. Helman

Lee S. Helman

Managing Director at Financo LLC

Overview
Career Highlights

Polo Jeans Co.

RelSci Relationships

995

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Relationships
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Chairman-Fashion Division at UJA-Federation of New York

Relationship likelihood: Strong

Co-Founder at Financo LLC

Relationship likelihood: Strong

Managing Director at Threadstone LP

Relationship likelihood: Strong

President-CFC at A-Mark Precious Metals, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Financo LLC

Relationship likelihood: Strong

Chief Financial Officer at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

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Lee S. Helman
Managing Director at Financo LLC
Education
Bachelor of Arts in English

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

Masters in Business Administration

The Boston University School of Management (SMG) is the business school at Boston University in Boston. Founded in 1913 as the College of Business Administration, the school offers undergraduate and graduate programs. The BU School of Management offers a Bachelor of Science in Business Administration (BSBA), Master of Business Administration (MBA) degree (full- and part-time programs), a Bachelor of Science (BS) in Mathematical Finance, a Master of Science in Investment Management, executive education programs, two Ph.D. programs. Both the undergraduate and graduate programs offer dual degree options with other schools and colleges at Boston University.

Career History
Managing Director
2006 - Current

Since 1971, Financo has been committed solely to the Retail & Consumer sectors. In this time, we have completed more transactions in the sector than any other investment bank or advisory firm. We’ve cultivated an invaluable network of relationships and we’ve built a successful roster of clients that seek our services, again and again. Many of our bankers have tenure in the industry as operators as well as advisors, holding senior executive positions in retail and consumer companies. Our highly focused specialization allows us to provide insights that would be missed by a traditional investment bank and to create greater value for our clients. And because we are a boutique firm, we have the agility to adapt quickly to the needs, style, and goals of each individual client. Financo was founded by Gilbert Harrison in 1971. Since selling the firm to Lehman Brothers/American Express in 1985 and buying it back in 1989, Financo has built a reputation for providing independent, unbiased and client-focused service. Today, with the addition of John Berg and his expertise in investment banking and private equity with a focus on retail and consumer sectors, together with Colin Welch’s global perspective with close to 20 years of experience in the retail and consumer sectors, both domestically, and in Europe, the Middle East and Africa, Financo’s financial expertise and global footprint has never been stronger. Each January, during the National Retail Federation’s Annual Convention & Expo, three hundred internationally-known executives join us in New York City for Financo’s CEO seminar and networking event. This is one of the most well-attended events in the industry, and is just one example of Financo’s prominent role as a leading investment bank in the retail and consumer sectors. Industry Sub-Sector Specialization Personal Care & Beauty • Retail • Direct-to-Consumer • Apparel & Accessories • Footwear • Hard Goods

Chief Financial Officer
Prior

Polo Jeans Co. manufactures clothing apparel. It also designs and distributes men's and women's apparel, accessories, fragrances, and skin care products. The company specializes in men's and women's mid-range-priced apparels and accessories. It was founded in 1999 and is headquartered in New York, NY.

Managing Director
Prior

Gruppo, Levey & Co. provides financial advisory services. The firm's products and services include strategic advisory and private capital markets. The company was founded by Evan H. Levey and Claire Gruppo in 1992 and is headquartered New York, NY.

Political Donations
$250
2005

Senator from Maryland

$1,000
2000

Minority Leader at Office of the Senate Minority Leader, Charles Schumer

Transactions
Details Hidden

YFC-BonEagle Electric Co., Ltd. purchases Monoprice, Inc. from Blucora, Inc.

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Foot Locker, Inc. purchases CCS, Inc. (United States) from dELiA*s, Inc.

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Charming Shoppes, Inc. purchases Crosstown Traders, Inc. from JPMorgan Chase & Co., J.P. Morgan Partners LLC

Other Affiliations
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