Completed · Jun 24 2026
RAS3 Communications Consulting
sold to
Amplix
M&A · Capital Raising · Fairness & Solvency · Restructurings · Valuations
We deal in results.
An independent investment banking firm assisting middle-market and emerging-growth companies across a broad spectrum of industries — objective, unbiased, results-focused advice from dealmakers who are personally involved at every stage of every engagement. Founded in Miami, June 8, 2010. Member FINRA / SIPC.
0
Years combined experience
0
Fairness, solvency & valuation opinions
0
Professionals · Apollo-verified
100s
Transactions & assignments nationwide
Completed · Jun 4 2026
Paramount Consulting Engineering
strategic partnership with
Certerra
Completed · Apr 2026
Westchester General Hospital
acquired by
Coral Terrace Hospital LLC · Keralty
§ 01 — The Firm
Fifteen years of the
Fifteen years of the
independent path
"A boutique much closer to our roots — better able to provide independent, unbiased advisory services." — James S. Cassel, June 8, 2010
On June 8, 2010, a team of seasoned investment bankers who had worked together at Ladenburg Thalmann & Co. launched their own firm — Cassel Salpeter & Co. — from One Brickell Square in downtown Miami. Chairman and Co-Founder James S. Cassel and President and Co-Founder Scott E. Salpeter, proven as a dynamic team at Capitalink and then as colleagues at Ladenburg Thalmann, kept the professional team and the depth of experience — and took the independence.
The premise has not changed: objective, unbiased, results-focused services for middle-market and emerging-growth companies, with senior partners personally involved at every stage of every engagement. Today the firm is a registered broker-dealer and member of FINRA, headquartered at Continental Plaza, 3250 Mary Street, Suite 410, Coconut Grove — its new long-term home effective February 2, 2026, after more than fifteen years in Brickell — and maintains a national practice with transactions and assignments completed nationwide.
"Between Jim and me there is a huge network of professional advisors, lawyers, accountants, private equity firms and fellow investment bankers who have seen us in action and respect the good work we do."
Scott E. Salpeter — President & Co-Founder · founding announcement, 2010
"We're dealing with lower middle-market, sub-$100M deals. People are being opportunistic — on the buy side, people are starting to pay multiples. We're starting to see a reset in valuations; it's going to take time."
James S. Cassel — Chairman & Co-Founder · market commentary
N° 01
Experienced
We combine decades of experience across hundreds of deals nationwide to help clients maximize their goals — more than 100 years of combined experience across the professional team, with each co-founder carrying 28–29+ years of investment banking personally, and a proven history of successfully executing challenging financial transactions.
N° 02
Informed
Knowledgeable, seasoned professionals leverage the power of information to help drive client success — a disciplined research franchise that publishes quarterly Aviation and Tech reports, the semi-annual Florida Sponsor Deal Report, and the Healthcare Investment Banking Report, all tracking deal flow and industry trends.
N° 03
Connected
An extensive big-league network of long-standing relationships — professional advisors, lawyers, accountants, private equity firms and fellow investment bankers — deployed to efficiently secure the desired client outcome, from limited auctions to nationwide buyer universes.
Founded
June 8, 2010
Miami, Florida
Miami, Florida
Headquarters
3250 Mary Street
Suite 410 · Miami, FL 33133-5173
Suite 410 · Miami, FL 33133-5173
Employees
18 — Apollo & RocketReach
17 Datanyze · 17 KonaEquity
17 Datanyze · 17 KonaEquity
Classification
SIC 6211
NAICS 523150 · Investment Banking
NAICS 523150 · Investment Banking
Registration
Member FINRA / SIPC
Broker-dealer · BrokerCheck listed
Broker-dealer · BrokerCheck listed
Main Line
(305) 438-7700
Fax (305) 438-7710
Fax (305) 438-7710
§ 02 — Services
Six disciplines.
Six disciplines.
One standard of care.
A broad spectrum of investment banking and financial advisory services for private and public companies — delivered personally, by senior professionals.
I.
Mergers & Acquisitions
Seller representation, exclusive sales and divestitures, buy-side acquisition programs, going-private transactions, leveraged management buyouts and joint ventures. We maximize competitive tension and drive scarcity value while continuously managing the process against an established timetable — so owners and management teams can keep running the business day-to-day.
Sell-sideBuy-side programsGoing privateLeveraged MBOsJoint venturesDivestitures
+
II.
Capital Raising
Equity and debt capital raises tailored to middle-market and emerging-growth companies — whether funding growth, transforming the business, acquiring newly available assets, or executing a strategic restructuring. Structured, negotiated and executed with the firm's long-standing relationships among banks, investors and sponsors.
Equity raisesDebt raisesGrowth capitalRecapitalizationsAcquisition financing
+
III.
Fairness & Solvency
Fairness opinions and solvency opinions grounded in rigorous, transaction-specific analysis. President & Co-Founder Scott Salpeter — a Certified Valuation Analyst — has personally handled more than 350 fairness opinions, solvency opinions, valuations and related assignments across a multitude of transactions and industries. Recognized as Fairness Opinion Advisor of the Year — Small Market (2021, Global M&A Network).
Fairness opinionsSolvency opinions350+ assignmentsCVA-credentialed2021 Advisor of the Year
+
IV.
Restructurings
Section 363 sales, plans of reorganization, and debtor and creditor representations. Chairman James Cassel's particular experience with distressed companies — developing financial restructuring plans, negotiating with creditors, and guiding debtors through bankruptcy proceedings — anchors a practice built for situations where judgment is everything.
§363 salesPlans of reorganizationDebtor representationCreditor representation
+
V.
Advisory Services
Financial advisory for owners and boards of directors across the full life of the company — strategic alternatives reviews, transaction readiness, and independent counsel delivered with a commitment to objectivity and high-level partner involvement at every engagement.
Strategic alternativesBoard advisoryTransaction readinessIndependent counsel
+
VI.
Valuations
Valuations, purchase price allocations and impairment tests for transactions and reporting — from ASC 805 purchase accounting to fairness-value work for securities. Legacy assignments include Heat Biologics, Flagler Construction Equipment, Dermcare Management, Computer Aided Technology, MRO Holdings, Tullis Healthcare Investors and Insigneo.
Business valuationsPurchase price allocationImpairment testsASC 805Fair value — securities
+
§ 03 — The Deal Board
Ten instruments.
Ten instruments.
Zero decoration.
A working board of interactive instruments — the same questions the firm asks, the same disciplines it applies, wired to live inputs.
"Ours is not a one-size-fits-all, commoditized process. The entire team takes a personalized, hands-on approach with every client."
Every instrument below is functional: move the inputs, filter the vault, walk the timeline, stress the outcome. Each one encodes a discipline the firm actually practices — competitive tension and scarcity value in a sale process, limited-auction orchestration in buyer engagement, rigorous valuation methodology behind 350+ opinions, and senior-led involvement from first call to closing.
Figures produced here are illustrative modeling for discussion purposes — the instrument methodology is transparent in each panel, and any real engagement begins with a consultation.
Instrument I · Valuation Desk
EV basis: EBITDA × sector multiple
Deal Value Realizer
Quantify what a middle-market company is worth to the market — and what disciplined process, information advantage and competitive tension can realize. Transparent methodology, real-time brass gauge.
METHODOLOGY — Baseline EV = TTM EBITDA × sector median multiple (illustrative middle-market benchmarks, sub-$100M deal band). Cassel-adjusted EV applies the firm's disciplines: competitive tension (+0.6×), information advantage (+0.3×), network-driven bidder depth (+0.2×), senior execution (+0.1×), growth premium up to +0.3×. Illustrative only; not a valuation opinion.
TTM EBITDA$6.40M
Market baseline multiple9.5×
Current market value$60.8M
Cassel-optimized multiple11.0×
Cassel-optimized value$70.4M
▲ Value unlocked: +$9.6M · +15.8%
Proof — 350+ fairness · solvency · valuation assignments · hundreds of deals nationwide · 100+ yrs combined
Request Value Assessment →
Instrument II · Selected Transactions
Showing 40 of 40
The Tombstone Vault
Completed engagements rendered as they deserve — in tombstone form. Filter by service line and sector, search the record, and open any stone for the deal story.
Record — PitchBook + casselsalpeter.com/experience/recent-transactions + firm announcements · senior partners on every engagement
Discuss Your Transaction →
Instrument III · Process Engineering
Buyer Strategy Architect
Walk the six-phase sell-side architecture: define the buyer strategy, engage the universe, navigate diligence, close — and keep the business running while it happens. Toggle the timetable; inspect each phase.
WK 0WK 6WK 12WK 18WK 26+
Why the architecture holds
We work closely with clients and their key professionals to ensure the process is handled efficiently — while simultaneously maximizing competitive tension and driving scarcity value. We continuously manage the process to ensure adherence to the established timetable, keeping all parties focused on closing. And one of the most valuable benefits we offer: devotion to the client's process, which in turn enables clients' operations teams to continue running their businesses day-to-day.
"James, Laura, Julian and the rest of the team at Cassel Salpeter worked tirelessly to find viable opportunities and were crucial throughout every stage of the deal." — Dr. Gregory Fox, President, Westchester General Hospital
Discipline — competitive tension · scarcity value · timetable adherence · operational continuity
Architect My Sale →
Instrument IV · Buyer Network
Limited auction · orchestration view
Global Investor Universe Map
Headquartered in Miami, practicing nationwide. The universe behind recent closings — sponsor-backed strategics and private buyers connected by the firm's long-standing network. Select a node; the arcs show the routes deals traveled.
Network node
Miami — Headquarters
3250 Mary Street, Suite 410 · Continental Plaza, Coconut Grove. Every universe starts here — evaluate many candidates, proceed with a select few, customize the approach to each.
100+
Candidates evaluated
12–18
Proceeded with
1
Customized outcome
The limited-auction discipline — extensive big-league network deployed to efficiently secure the desired client outcome, with long-standing relationships among professional advisors, lawyers, accountants, private equity firms and fellow investment bankers.
Network — Gemspring · OceanSound · Apex · Serent · Sanitas and other sponsor-backed buyers on the record
Map My Buyer Universe →
Instrument V · Results Desk
Generic process vs. senior-led process
Outcome Simulator
We deal in results. Stress the same company through a commoditized process and through the Cassel Salpeter architecture — and compare the multiple, the calendar, and the depth of the bidder pool.
MODEL — Generic boutique: commodity marketing, 3–5 bidders, single-round pressure, timetable slippage. Cassel Salpeter: defined buyer strategy → engaged universe → disciplined diligence → managed close. Multiple uplift is scenario-dependent (sale scenarios shown in full; other objectives model process efficiency).
Qualified bidders
4
9–12
Time to close
210+ days
165 days
Senior banker involvement
Handed to juniors
Co-founder-led, every stage
On a $60M revenue / $9M EBITDA aerospace sale at standard tempo, the disciplined process shows an indicative +$12.6M of realized value versus the commoditized run — before negotiating the final turn.
Mandate — WE DEAL IN RESULTS · experienced dealmakers · expert advice · winning outcomes
Request Results Assessment →
Instrument VI · Industry Coverage
Advises owners & boards · private & public
Sector Deep Dive
Generalists by design, deep where it counts — select a coverage vertical to inspect the thesis, the transaction record, and the research franchise behind it.
Coverage — family-owned businesses · PE portfolio companies · public companies · cross-vertical breadth
Explore My Sector →
Instrument VII · Capital Structure
Middle-market & emerging growth
Capital Raise Architect
Equity and debt capital raises, tailored. Set the raise and the purpose — the architect proposes a capital stack, an indicative cost of capital, and the path through the firm's network of banks, investors and sponsors.
MODEL — Stack heuristics for the sub-$100M band: senior debt priced off cash-flow coverage; mezzanine when leverage exceeds bank appetite; equity reserved for transformational uses. Greater equity has been required to get middle-market deals done since Q3 2022, with increasing costs across the capital stack — the architect leans equity-light where coverage allows.
Recommended capital stack — $15.0M total
Senior debt
Mezzanine / sub-debt
Equity / sponsor
Indicative blend cost
10.8%
Weighted across stack
Target lenders / investors
25–35
From the firm's network
Process timeline
10–14 wks
Marketing to close
Founder / sponsor equity retained
60%
Indicative, post-raise
A $15M lower middle-market healthcare growth raise: bank term loan against recurring cash flows, a mezzanine layer for covenant headroom, equity minimized to protect ownership — marketed to 25–35 relationship lenders and investors.
Readiness — versatility to guide clients through risks and rewards of shifting market dynamics, sell-side and buy-side alike
Request Capital Raise Advisory →
Instrument VIII · Advisor Fit
10 factors · 1–10 importance
Long-Term Partnership Score
Rate what matters to you across ten advisory factors — the radar overlays your priorities against the Cassel Salpeter profile and drafts a prioritized engagement plan from the gaps.
Your importance weighting
Cassel Salpeter profile (dashed)
92%
Partnership fit — weighted alignment
Your weighting aligns strongly with a senior-led, independent advisory model — co-founder involvement and network depth score at the ceiling.
Prioritized engagement plan — drafted from your lowest-weighted factors
Profile — 100+ yrs combined · 350+ opinions · hundreds of transactions nationwide · no balance sheet, fully independent
Free Consultation · (305) 438-7700
Instrument IX · Footprint
National Practice Map
One headquarters — Coconut Grove, Miami — and a national practice. Pins mark engagements across the country; filter by region to see the reach behind "headquartered in Miami, maintaining a national practice."
National practice · 26 engagements mapped
Miami HQ → Nationwide
Headquartered in Miami with a national practice — transactions and assignments completed for clients nationwide. Hover a pin; filter by region.
Footprint — FL · NY · MA · TX · CA · MI · WA · CO and beyond · completed nationwide since 2010
Engage the National Practice →
Instrument X · Provenance
2010 → Present
The Senior-Led Timeline
Sixteen years, three addresses, one standard: senior professionals personally involved at every stage. Walk the record from One Brickell Square to Continental Plaza.
June 8, 2010 · Founding
A team leaves Ladenburg Thalmann — and keeps its roots
Seasoned bankers who worked together at Ladenburg Thalmann & Co. launch Cassel Salpeter & Co. at One Brickell Square, downtown Miami. James S. Cassel (Chairman) and Scott E. Salpeter (President) co-found the firm with Marcus Wai as Vice President and Chris Mansueto as Associate — a broad range of investment banking services with special emphasis on M&A, fairness opinions, valuations, corporate restructuring and financial advisory for middle-market and privately-held companies.
"We had a great run at Ladenburg leading a boutique investment banking firm — but being much closer to our roots better allows us to provide independent, unbiased advisory services." — James S. Cassel
August 4, 2011 · Talent
Laura Salpeter joins the professional staff
The firm adds analyst Laura Salpeter, drawing on a legal-sector background to contribute to M&A, restructuring and financial advisory services. "Like me, Laura's experience in the legal sector taught her how to analyze even the most complex transactions." — James Cassel, Chairman & Co-Founder
2010s · The Brickell Years
801 Brickell Avenue, Suite 1900 — fifteen-plus years in Brickell
The firm builds its record from Brickell Avenue: hundreds of transactions and assignments nationwide across aerospace, healthcare, technology, real estate, consumer products & services, business services, manufacturing, industrials, biotech, retail and energy — and establishes itself as a registered broker-dealer, member FINRA / SIPC.
March 15, 2018 · Closing
Systems 2000 (Sys2k) sold to Serent Capital
Team led by President & Co-Founder Scott Salpeter, with Vice President Marcus Wai, supports Sys2k to closing — broadening Serent Capital's portfolio of system-of-record software businesses. "It was a pleasure working with the Sys2k team to find the best fit to take the company to its next level." — Scott E. Salpeter
2021 · Recognition
Fairness Opinion Advisor of the Year — Small Market
The Global M&A Network honors the firm with Fairness Opinion Advisor of the Year (Small Market) and Corporate Deal of the Year. Thought leadership reaches Bloomberg News, Forbes, Washington Post, Miami Herald, Sun Sentinel and dozens of national outlets; Scott Salpeter's personal tally passes 350 fairness, solvency and valuation assignments.
2021 – Present · Research Franchise
Four standing publications, one information advantage
The Aviation Deal Report (quarterly, for the aerospace & defense community), the Florida Sponsor Deal Report (semi-annual recap of sponsor deal flow), the Healthcare Investment Banking Report (deal flow plus trend deep-dives), and the Tech Review (quarterly emerging-technology trends) — an informed-dealmaking engine clients can read on casselsalpeter.com.
2026 · Momentum
A closing cadence: Paramount → Certerra, RAS3 → Amplix, Keralty, El Latino
June 4: Paramount Consulting Engineering into strategic partnership with Certerra (OceanSound Partners). June 24: RAS3 Communications Consulting sold to Amplix (Gemspring Capital). April: Coral Terrace Hospital LLC's acquisition of Westchester General Hospital from Sanitas USA / Keralty, and El Latino Foods' strategic partnership with Intermark Foods (Apex Capital) — led by Chairman Cassel and Director Laura Salpeter, preserving a South Florida legacy brand's leadership, culture and customer relationships. Plus Nicklaus Companies, Westward Whiskey, IAG Aero Group, PLANTA Restaurants and more.
February 2, 2026 · New Home
Continental Plaza, Coconut Grove — after 15+ years in Brickell
The firm moves to its new long-term home at 3250 Mary Street, Suite 410, Miami, FL 33133. As reported by the South Florida Business Journal, the move supports future growth and eases commutes. "Coconut Grove has evolved into a true extension of Miami's core business districts, alongside Brickell and Coral Gables." — James S. Cassel
Today · The Firm
18 professionals · 100+ combined years · independent by design
Led by co-founders Cassel and Salpeter with Managing Directors Philip Cassel, Ira Z. Leiderman (Healthcare), Margery Fischbein (Healthcare) and Deborah F. Aghib, PhD (Healthcare); Directors Joseph "Joey" Smith (Aviation Services), Laura Salpeter and Brian Valik; Vice Presidents Marcus Wai, Chris Mansueto and Leyla Herrera Delgado; and a full bench of associates, analysts and operations. As independent advisors with no balance sheet, the firm takes the long-term view — bespoke advice, objective counsel, successful outcomes.
Provenance — Capitalink → Ladenburg Thalmann → independent since June 8, 2010
Meet the Senior Team →
§ 04 — Informed Dealmaking
The research franchise
The research franchise
behind the mandates
Quarterly aviation and tech coverage, semi-annual Florida sponsor flow, standing healthcare deal tracking — the information advantage, published.
Headlines & commentary
Sep 4, 2026
Aircraft engine shortages reshape the aviation supply chain
A global shortage of aircraft engines and spare parts is reshaping the industry — airlines are extending the life of existing fleets and redirecting investment toward MRO rather than new aircraft, per the firm's latest aviation report.
AviationAug 31, 2026
Grounded Growth: how supply-chain constraints are redefining aviation
Long-form analysis of constraint-driven value creation across the aerospace sector.
Aviation Deal ReportJul 16, 2026
Miami approves revamp of the historic Coconut Grove Playhouse
A milestone for the Grove — the firm's new home district — and its evolution into an extension of Miami's core business districts.
CommunityJun 24, 2026
Cassel Salpeter advises RAS3 Communications Consulting on its sale to Amplix
Amplix, a Gemspring Capital portfolio company and national provider of technology advisory services, acquires RAS3.
Firm AnnouncementJun 4, 2026
Cassel Salpeter advises Paramount Consulting Engineering on strategic partnership with Certerra
The transaction positions Paramount to expand operations nationwide while strengthening Certerra's (OceanSound Partners) presence in the South Florida market.
Firm AnnouncementMay 13, 2026
How the Spirit collapse changed the economics — and the lives — around it
"Back to ramen noodles": the downstream effects of a network carrier's failure on middle-market aviation businesses.
AviationApr 23, 2026
Aviation sector hit by war-driven fuel shock and network disruption
Fuel-cost transmission and network rerouting — what owners and boards should model now.
AviationOngoing
Market commentary: the sub-$100M reset
"We're dealing with lower middle-market, sub-$100M deals… people are starting to pay multiples. We're starting to see a reset in valuations — it's going to take time." — James S. Cassel, via CB Insights.
Middle Market
The report shelf
Standing Publicationscasselsalpeter.com
Aviation Deal Report — M&A, private placements & public-markets overview for aerospace & defenseQuarterly
Florida Sponsor Deal Report — recap of sponsor deal flow across FloridaSemi-Annual
Healthcare Investment Banking Report — deal flow tracking plus trend deep-divesQuarterly
Tech Review — emerging trends and developments in the technology marketplaceQuarterly
End-of-Year Round-Ups — 2021 · 2022 · 2023 · 2024 market retrospectivesAnnual
Healthcare Spotlight & Industry Spotlights — featured sector analysisRolling
Recent Editions on RecordSitemap-verified
Q4 2025 Aviation · Tech · Healthcare ReportsQ4 '25
Q3 2025 Healthcare · Tech · Aviation ReportsQ3 '25
2024 Florida Sponsor Report + Q1–Q4 2024 Aviation, Healthcare, 1H TechFY '24
2023 Florida Sponsor Report + quarterly Aviation · Tech · Healthcare all yearFY '23
2022 Florida Sponsor Report + Q3–Q4 Healthcare, Q3 Tech, Q1 AviationFY '22
2021 Florida PE Deal Report + Q1–Q4 Aviation · Tech · Healthcare IB ReportsFY '21
2020 Florida PE Deal Report + quarterly Aviation · Tech · Healthcare IB ReportsFY '20
2019 Florida PE Deal Report — the franchise's first vintagesFY '19
As Featured InSelected outlets
National press — Washington Post · Forbes · Bloomberg News · Yahoo Finance · USA Today · Le Monde · Chief Executive Magazine
Trade & markets — Mergers & Acquisitions · Markets Insider · Wealth Management · Nasdaq Trade Talks · BioSpace · Transacted · GlobeSt · MarketScale
Florida — Miami Herald · Sun Sentinel · South Florida Business Journal · CBS News Miami
We are thankful for the help Cassel Salpeter gave in working with us to find a suitable buyer to continue the hospital's mission of providing invaluable services to the community our family has done for over 50 years. James, Laura, Julian and the rest of the team worked tirelessly to find viable opportunities and were crucial throughout every stage of the deal.
Dr. Gregory Fox — President, Westchester General Hospital
Transaction: Coral Terrace Hospital LLC acquisition of Westchester General Hospital · April 2026 · Miami, FL
§ 05 — The Professionals
Eighteen people.
Eighteen people.
No leverage model.
Apollo-verified headcount of 18, a management team of 19 on RocketReach — senior-led from the co-founders down to the analyst bench.
JC
James S. Cassel
Chairman & Co-Founder
Investment banker, dealmaker and attorney with 29+ years in the business. Co-founder and chairman of Capitalink (acquired by Ladenburg Thalmann, where he served as Vice Chairman and head of investment banking). Honorary Consul of the Grand Duchy of Luxembourg in Miami; former independent director of Equity One (NYSE: EQY); liquidating trustee who oversaw $140M+ distributed to creditors; Finance Chair, Miami Parking Authority; longtime Miami Herald columnist.
jcassel@cs-ib.com
Direct: (305) 438-7701
SS
Scott E. Salpeter
President & Co-Founder · Primary · Verified
Background in finance and accounting with a meticulous, pragmatic, straightforward style; 28+ years in investment banking. Credentialed valuation professional and Certified Valuation Analyst with more than 350 fairness opinions, solvency opinions, valuations and related assignments. Former CFO of three public corporations; co-founder and MD of Capitalink; B.Com. Washington & Lee '81, MBA Rice University.
ssalpeter@cs-ib.com
Direct: (305) 438-7702
PC
Philip Cassel
Managing Director
A decade-plus guiding M&A, capital raises and advisory assignments across healthcare, business services, manufacturing, technology and consumer — healthy and distressed. Turnaround-consulting and private-equity background; solution-driven, relationship-focused, proven ability to drive processes to closing.
pcassel@cs-ib.com
Direct: (305) 438-7708
IL
Ira Z. Leiderman
Managing Director · Healthcare
Founder and MD of Long Trail Advisors; former Co-Head of the Healthcare Group at Ladenburg Thalmann; former Head of IB at Punk Ziegel. Board experience including Apthera (Executive Chairman), Collplant and Margin Surgical. BA, CUNY Brooklyn. Featured in USA Today, Transacted, Nasdaq Trade Talks, BioSpace and CBS News Miami.
ileiderman@cs-ib.com
Direct: (305) 438-7813
MF
Margery Fischbein
Managing Director · Healthcare
MBA Harvard Business School; BA Harvard University. Board involvement with Elvinix and Levicure; Harvard Business School Club of New York. Dedicated Healthcare Team and Healthcare Investment Banking Report contributor.
mfischbein@cs-ib.com
Direct: (305) 438-7816
DA
Deborah F. Aghib, PhD
Managing Director · Healthcare
Dedicated Healthcare Team managing director bringing doctoral-level depth to healthcare and life-sciences advisory, transactions and the firm's healthcare research franchise.
daghib@cs-ib.com
Direct: (305) 438-7817
JS
Joseph "Joey" Smith
Director · Aviation Services
Leads the firm's aviation practice and authors the quarterly Aviation Deal Report — the standing resource for the aerospace & defense community, from MRO supply-chain shifts to network-disruption economics.
LS
Laura Salpeter
Director
Joined the firm in 2011; draws on legal-sector experience to analyze complex transactions across M&A, capital raising, restructuring and financial advisory. Co-led the El Latino Foods / Intermark–Apex partnership and the Westchester General Hospital / Keralty transaction. "After 15+ years in Brickell, bringing Cassel Salpeter to Coconut Grove felt like the right next move."
BV
Brian Valik
Director
Director on the transaction team, contributing to M&A execution and financial advisory assignments across the firm's industry verticals.
MW
Marcus Wai
Vice President
Founding team member — joined at launch in 2010 from Ladenburg Thalmann and Capitalink. Supported the Sys2k sale to Serent Capital alongside co-founder Scott Salpeter.
CM
Chris Mansueto
Vice President
Founding team member — joined in 2010 as an associate from Ladenburg Thalmann and Kaufman Rossin; has since progressed through the firm's transaction ranks.
LH
Leyla Herrera Delgado
Vice President · Finance
Vice President of Finance, stewarding the firm's internal financial operations.
EK
Edward "Eddie" Kropf
Senior Associate · Investment Banking
Senior associate supporting sell-side M&A, capital raises and advisory engagements.
CD
Charles Davis
Senior Associate · Investment Banking
Senior associate on the transaction team, working across the firm's vertical coverage.
TR
Tahz Rashid
Investment Banking Associate
Associate supporting transaction execution, diligence and valuation work product.
FB
Francisco Belliard
Investment Banking Analyst
Analyst supporting financial modeling, marketing materials and transaction analytics.
JT
Jeremy Toledano
Analyst
Analyst on the professional staff contributing to M&A and advisory assignments.
MW
Mason Waldron
Investment Banking Analyst
BBA Finance, University of Miami Herbert Business School. Prior: assurance intern on the Private Equity & Capital Markets team at CBIZ (formerly Marcum); Financial Analyst at Orange Umbrella Consultancy. Supports sell-side M&A, valuations and restructuring transactions.
CE
Cody Evans
Investment Banking Analyst
Analyst supporting transaction execution and research across the firm's coverage sectors.
AS
Aaron Schiff
Analyst · Healthcare Team
Analyst contributing to the dedicated healthcare practice and the Healthcare Investment Banking Report.
MM
Marina Mendelson
Office Manager
Runs the Continental Plaza office — the operational backbone behind the deal flow.
§ 06 — Contact Directory
Verified email ledger
Cross-referenced across Apollo, Equilar, ContactOut and the firm's own site — the @cs-ib.com pattern, noted down properly, ready for a disciplined outreach sequence.
| Priority | Name | Role | Verified Email | Direct Line | Source Chain | |
|---|---|---|---|---|---|---|
| Primary | Scott E. Salpeter | President & Co-Founder | ssalpeter@cs-ib.com | (305) 438-7702 | Apollo (Sep 16 2026 · 12:31 PM) + Equilar + ContactOut (scott@casselsalpeter.com) + site footer | |
| Chairman | James S. Cassel | Chairman & Co-Founder | jcassel@cs-ib.com | (305) 438-7701 | Site overview/team + Equilar + Mergr + LinkedIn (8K followers) | |
| — | Philip Cassel | Managing Director | pcassel@cs-ib.com | (305) 438-7708 | Site + Equilar + Mergr + Datanyze + ContactOut + RocketReach | |
| — | Ira Z. Leiderman | Managing Director · Healthcare | ileiderman@cs-ib.com | (305) 438-7813 | Site + Equilar + Mergr + RocketReach + Datanyze + ContactOut | |
| — | Margery Fischbein | Managing Director · Healthcare | mfischbein@cs-ib.com | (305) 438-7816 | Site + Equilar + Mergr + Datanyze + ContactOut + RocketReach | |
| — | Deborah F. Aghib, PhD | Managing Director · Healthcare | daghib@cs-ib.com | (305) 438-7817 | Healthcare Report dedicated team listing | |
| General | Cassel Salpeter & Co. | Firm contact | info@casselsalpeter.com | (305) 438-7700 | Site contact + footer · Fax (305) 438-7710 |
OUTREACH PROTOCOL — every message carries the firm's physical address (3250 Mary Street, Suite 410, Miami, FL 33133) and a working opt-out ("Reply STOP"), per CAN-SPAM; subject lines kept to 2–4 words to survive mobile truncation. The founders-only tracker lives off-page; non-essential contacts are removed, never re-added.
§ 07 — Anti-Hallucination Ledger
Every claim,
Every claim,
a source of record
This preview is heavily edited against verified firmographics. Below, the evidentiary base — scoured to the deepest mega-core depths.
| Source | Verified Data Points | Captured |
|---|---|---|
| Apollo.io | 18 employees · revenue estimate $35M · 3250 Mary St, Miami FL 33133-5173 · SIC 6211 / NAICS 523150 · ssalpeter@cs-ib.com primary business email · Cody Evans (Analyst) · Tahz Rashid (Associate) | Sep 16, 2026 · 12:31 PM |
| RocketReach | 18 employees (16 on platform) · 19 management profiles · revenue est. $8M · technology stack (JavaScript, HTML, PHP +24) | Cross-reference |
| Datanyze | 17 employees · revenue est. $4.4M · role listings (Phillip Cassel MD; directors, VPs, analysts) | Cross-reference |
| KonaEquity | 17 employees · revenue est. $4.358M | Cross-reference |
| ContactOut | 16 contacts · scott@casselsalpeter.com (alternate for President) | Cross-reference |
| Equilar | Leadership roster + @cs-ib.com email pattern: jcassel · ssalpeter · pcassel · ileiderman · mfischbein | Cross-reference |
| casselsalpeter.com | Homepage ("We Deal In Results") · overview/team · services (6 lines) · experience/recent-transactions · industries · firm-announcements · contact · sitemap · Q1 2025 Aviation Deal Report · Q2 2024 Tech Review · Q4 2024 Aviation Update · EOY Round-Ups 2022–2024 · Florida Sponsor Report · Healthcare IB Report | Site-wide review |
| PitchBook · Mergr | Recent transaction record: Legato Merger III, RAS3, Paramount, Keralty, El Latino, Nicklaus (×2), Westward Whiskey, IAG Aero, PLANTA — Advisor, General | Deal-level |
| South Florida Business Journal | Move to Continental Plaza, Coconut Grove — effective Feb 2, after 15+ years in Brickell | As reported |
| Global M&A Network | Fairness Opinion Advisor of the Year — Small Market · Corporate Deal of the Year (2021) | EOY Round-Up 2021 |
| FINRA BrokerCheck | Registered broker-dealer · member FINRA / SIPC · background check available for firm and professionals | Regulatory |
§ 08 — Request Consultation
Put us to the test
Experienced dealmakers · expert advice · winning outcomes. One conversation, senior-led, no obligation.
Headquarters
Cassel Salpeter & Co.
3250 Mary Street, Suite 410
Miami, FL 33133-5173 · Continental Plaza, Coconut GroveFormerly: 801 Brickell Avenue, Suite 1900 · originally One Brickell Square (2010)
3250 Mary Street, Suite 410
Miami, FL 33133-5173 · Continental Plaza, Coconut GroveFormerly: 801 Brickell Avenue, Suite 1900 · originally One Brickell Square (2010)
Telephone
(305) 438-7700Fax (305) 438-7710
Email
info@casselsalpeter.comjcassel@cs-ib.com · ssalpeter@cs-ib.com
Regulation
Member FINRA / SIPC — registered broker-dealerCheck the background of the firm and its professionals at FINRA BrokerCheck
Web
www.casselsalpeter.comFounded June 8, 2010 · Miami, Florida · national practice
✓
Received — concept acknowledged
In the live environment, this inquiry routes to the senior team at 3250 Mary Street, Suite 410. For the real firm, call (305) 438-7700 or write info@casselsalpeter.com.