M.D. Sass Investors Services Overview

  • Service
  • Lender

  • Year Founded
  • 1972

Year Founded

  • Professionals
  • 56

Professionals

  • Financed Companies
  • 4

  • Financings
  • 3

  • Serviced Investors
  • 5

M.D. Sass Investors Services General Information

Description

M.D Sass Investors Services is an investment management firm based in New York, New York. The firm provides its services to financial institutions, state and local governments, endowment funds, foundations, investment companies, Taft-Hartley funds, pension, and profit-sharing plans, and high-net-worth individuals. M.D. Sass manages separate client-focused equity and fixed-income portfolios along with mutual funds, hedge funds, private equity funds, and funds of funds. Founded in 1972, the firm invests in the public equity, fixed-income, and alternative investment markets of the United States.

Contact Information

Website
www.mdsass.com
Year Founded
1972
Service Provider Type
Lender
Corporate Office
  • 55 West 46th Street
  • 28th Floor
  • New York, NY 10036
  • United States
+1 (212) 000-0000

M.D. Sass Investors Services Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Taurus Funds Management Nov 2023 00000 0000000
Quelsys Aug 2002 00000 0000000
Washington Group International May 2001 00000 0000000
To view M.D. Sass Investors Services’s complete services to companies history, request access »

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M.D. Sass Investors Services Co-Lenders (8)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Bank of America Commercial Bank Charlotte, NC 1
BMO Financial Group Commercial Bank Toronto, Canada 0
Cerberus Capital Management Lender New York, NY 0
Credit Suisse First Boston Investment Bank London, United Kingdom 0
Franklin Templeton Financing Advisory San Mateo, CA 0
Heller Financial Lender Chicago, IL 0
Lehman Brothers Investment Bank New York, NY 1
Tyler Cooper & Alcorn Law Firm New Haven, CT 1 00.00
To view M.D. Sass Investors Services’s complete co-lenders history, request access »

M.D. Sass Investors Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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M.D. Sass Investors Services Team (10)

Name Title Related Financings Office Contact
Info
Ari Sass President, Senior Portfolio Manager & Member of the Executive Committee New York, NY
Sam Friedman Senior Vice President, Chief Financial Officer and Member of the Executive Committee New York, NY
Bobby Liu JD Senior Vice President, General Counsel, Chief Operating Officer, Chief Compliance Officer & Member of the Executive Committee New York, NY
Martin Sass Founder, Chairman of the Board, Chief Executive Officer, Chief Investment Officer & Member Executive Committee 0 New York, NY
You’re viewing 4 of 10 team members. Get the full list »

M.D. Sass Investors Services Board Members (1)

Name Representing Role Since
Martin Sass M.D. Sass Investors Services Founder, Chairman of the Board, Chief Executive Officer, Chief Investment Officer & Member Executive Committee 000 0000
To view M.D. Sass Investors Services’s complete board members history, request access »

M.D. Sass Investors Services Subsidiaries (2)

Company Name Industry Location Founded
M.D. Sass-Macquarie Financial Strategies Investment Advisor New York, NY 2004
M.D. Sass Associates Employees Profit Sharing Plan Corporate Pension New York, NY 0000
To view M.D. Sass Investors Services’s complete subsidiaries history, request access »

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