Navigator Principal Investors LLC
Navigating Investors and enterprises through FINANCIAL markets
About Us
Navigator Principal Investors LLC is a New-York-based multi-family investment office focused on providing investment and capital market services to investor members and global enterprises.
Our investor members are primarily engaged in:
Transition from being family to investor owned
Efforts to gain additional investor base
Raising of growth capital, recapitalization/refinance of the current capital structure
Becoming public and seeking transitional guidance
Exploring alternative ways of becoming a public entity
Efforts to gain additional investor base
Raising of growth capital, recapitalization/refinance of the current capital structure
Becoming public and seeking transitional guidance
Exploring alternative ways of becoming a public entity
IPO preparations, currently considering different listing options
Restructuring current operations or spin-off of the non-core businesses
Exit from private equity investment arrangements
Diversifying their businesses cross-boarder. We specialize in emerging markets companies seeking entry into North America and European capital markets.
Restructuring current operations or spin-off of the non-core businesses
Exit from private equity investment arrangements
Diversifying their businesses cross-boarder. We specialize in emerging markets companies seeking entry into North America and European capital markets.
Investment Services
Diversified Portfolios and Single-Strategy Investments Across:
Special Situations Debt and Equity
Private Equity
Hedge Funds
Venture Capital
Pre-IPOs
Private Equity
Hedge Funds
Venture Capital
Pre-IPOs
PIPEs
Liquid Alternatives
Private Credit
Commodities
Asset-Backed (Shipping)
Liquid Alternatives
Private Credit
Commodities
Asset-Backed (Shipping)
Capital Market Services
Navigator Principal Investor leverages our global network to offer diverse resources for strategic gains.
There is no problem too big or small for us to undertake. We are fully committed to achieving our client's goals.
Navigator Principal Investor services span across General Advisory, Equity and Debt Financing.
There is no problem too big or small for us to undertake. We are fully committed to achieving our client's goals.
Navigator Principal Investor services span across General Advisory, Equity and Debt Financing.
General Advisory
Debt Financing
Equity Financing
Strategic advisory and market positioning
Business development assistance
Valuation modeling
Preparation and review of business plans, financial models, investment and marketing presentations
Business development assistance
Valuation modeling
Preparation and review of business plans, financial models, investment and marketing presentations
Structuring and managing non-banking credit facilities
Senior debt, asset-based loans
Revolving lines of credit and cash-flow based loans
Mezzanine/sub-debt
Bridge financing and special situation loans
Senior debt, asset-based loans
Revolving lines of credit and cash-flow based loans
Mezzanine/sub-debt
Bridge financing and special situation loans
Growth capital
M&A
Recapitalization
Buyouts
Increase of the regulatory capital
M&A
Recapitalization
Buyouts
Increase of the regulatory capital
Public Investment Vehicles
From time to time, Navigator sponsors and finances public special purpose acquisition companies, the sole intent of these is to seek a suitable acquisition target to take public at the vehicle's exchange. For current public capital pool vehicle, please refer to
www.navigatoracquisition.com
www.navigatoracquisition.com
Sectoral Coverage
Navigator dedicated itself to sectors where the team has hands-on experience spanning from developed to emerging markets. Our sector coverage is highly diverse. We focuse on companies with technological edge and innovative solutions.
We possess an expertise within:
FMCG / Consumer Retail
Smart Agriculture
IT/Communications
Shipping
Smart Agriculture
IT/Communications
Shipping
Alternative Energy
Natural Resources & Mining
FinTech/Blockchain
Natural Resources & Mining
FinTech/Blockchain
Team
Navigator Principal Investors is a diverse team of experienced, forward-thinking and creative advisers with deep understanding of capital markets. We combine knowledge and expertise in different market sectors and possess unique reach across the Americas, Europe and Asia.
Kyle Shostak, Director
Since 2011, the co-founder of Navigator Principal Investors LLC, an investor adviser and proprietary investment partnership focused on international debt and equity special situations.
In 2012-2014, a co-sponsor and Director/Chief Financial Officer of CIS Acquisition Ltd, a NASDAQ-listed special purpose acquisition company (SPAC). Executed a $80mm merger (equity and warrants) with Delta Technologies Ltd, a Hong-Kong specialty chemical producer
In 1995-2009, Mr. Shostak held origination, structuring and portfolio risk management positions in Leveraged Finance and Financial Sponsors desks at J.P. Morgan, GE Capital/Genworth Financial, Credit Suisse, Banca Intesa and Bank Austria/Creditanstalt. Mr. Shostak covered mezzanine, second lien, secured, LBO/MBO, asset-backed, special situations debt and private equity
In 1994-1995, Mr. Shostak servied as an ssociate at Covington & Burling in Washington, DC, specializing in corporate and securities
MBA in Finance from Stern School of Business at NYU (2000) and Master of Laws (LL.M.) from The American University, Washington, D.C. (1994).
In 2012-2014, a co-sponsor and Director/Chief Financial Officer of CIS Acquisition Ltd, a NASDAQ-listed special purpose acquisition company (SPAC). Executed a $80mm merger (equity and warrants) with Delta Technologies Ltd, a Hong-Kong specialty chemical producer
In 1995-2009, Mr. Shostak held origination, structuring and portfolio risk management positions in Leveraged Finance and Financial Sponsors desks at J.P. Morgan, GE Capital/Genworth Financial, Credit Suisse, Banca Intesa and Bank Austria/Creditanstalt. Mr. Shostak covered mezzanine, second lien, secured, LBO/MBO, asset-backed, special situations debt and private equity
In 1994-1995, Mr. Shostak servied as an ssociate at Covington & Burling in Washington, DC, specializing in corporate and securities
MBA in Finance from Stern School of Business at NYU (2000) and Master of Laws (LL.M.) from The American University, Washington, D.C. (1994).
Team
Navigator Principal Investors is a diverse team of experienced, forward-thinking and creative advisers with deep understanding of capital markets. We combine knowledge and expertise in different market sectors and possess unique reach across the Americas, Europe and Asia.
Basil M Karatzas, Director
Basil M. Karatzas is the Founder and CEO of Karatzas Marine Advisors & Co., a shipping finance, advisory and ship-brokerage firm based in New York.
Basil has diverse maritime industry expertise in the fields of shipping finance, marine asset valuations and ship brokerage. Basil has provided vessel appraisals and marine asset valuations and strategy analysis in the tanker, gas, offshore, dry bulk and containership markets for both international registry and the Jones Act markets; has executed finance-oriented arrangements such as sale & leaseback and structured finance transactions. Most recently, Basil acted as Liquidation Trustee for the judicial sale of two pelagic purse-seiner tuna fishing vessels under the authority of the High Court of the Republic of the Marshall Islands.
Basil has been educated at Rice University and Harvard Business School, and holds several professional accreditations, affiliations and memberships; among them, he is a Fellow of the Institute of Chartered Shipbrokers (FICS) in the UK, an Accredited Senior Appraiser (ASA) with the American Society of Appraisers in the US for vessel valuations and marine appraisals, and a member of the Baltic Exchange in the UK and BIMCO in Copenhagen. Basil is Certified Marine Surveyor (CMS) and Accredited in Business Valuations (ABV).
Basil has diverse maritime industry expertise in the fields of shipping finance, marine asset valuations and ship brokerage. Basil has provided vessel appraisals and marine asset valuations and strategy analysis in the tanker, gas, offshore, dry bulk and containership markets for both international registry and the Jones Act markets; has executed finance-oriented arrangements such as sale & leaseback and structured finance transactions. Most recently, Basil acted as Liquidation Trustee for the judicial sale of two pelagic purse-seiner tuna fishing vessels under the authority of the High Court of the Republic of the Marshall Islands.
Basil has been educated at Rice University and Harvard Business School, and holds several professional accreditations, affiliations and memberships; among them, he is a Fellow of the Institute of Chartered Shipbrokers (FICS) in the UK, an Accredited Senior Appraiser (ASA) with the American Society of Appraisers in the US for vessel valuations and marine appraisals, and a member of the Baltic Exchange in the UK and BIMCO in Copenhagen. Basil is Certified Marine Surveyor (CMS) and Accredited in Business Valuations (ABV).
Team
Navigator Principal Investors is a diverse team of experienced, forward-thinking and creative advisers with deep understanding of capital markets. We combine knowledge and expertise in different market sectors and possess unique reach across the Americas, Europe and Asia.
Roman Gambourg, Director
Since 2016, Director of Legal Strategy at Navigator Principal Investors, focused on
analysis of legal structures for financial models, due diligence, compliance and legal scenario-building for private equity markets.
Negotiation for Lawyers
from Harvard Law School
Juris Doctorate from Hofstra University
Bachelor of Arts from Boston University
analysis of legal structures for financial models, due diligence, compliance and legal scenario-building for private equity markets.
Negotiation for Lawyers
from Harvard Law School
Juris Doctorate from Hofstra University
Bachelor of Arts from Boston University
Team
Navigator Principal Investors is a diverse team of experienced, forward-thinking and creative advisers with deep understanding of capital markets. We combine knowledge and expertise in different market sectors and possess unique reach across the Americas, Europe and Asia.
Dmytro Grygoryev, Senior Associate
Since 2017, an analyst at Navigator Principal Investors, focused on analysis of financial models and targets' materials, due diligence and scenario-building
Master in International Business with a focus on Finance from HULT International Business School, Boston, 2018
B.A. in Economics and Business Administration from University College of London (UCL), 2016
Master in International Business with a focus on Finance from HULT International Business School, Boston, 2018
B.A. in Economics and Business Administration from University College of London (UCL), 2016
Team
Navigator Principal Investors is a diverse team of experienced, forward-thinking and creative advisers with deep understanding of capital markets. We combine knowledge and expertise in different market sectors and possess unique reach across the Americas, Europe and Asia.
Serhii Ivanus, Analyst
Since 2016, worked at Navigator Principal Investors, analyzed investment opportunities, built financial models, worked through financial statements, audits, presentations and operating documents
B.A. in Business Administration from European University Business School, Barcelona, Spain
B.A. in Business Administration from European University Business School, Barcelona, Spain
Contact Us
One World Financial Center
200 Liberty Street, 8th Floor
New York, NY 10281
Tel: 212.909.5870
Email: kshostak@navigatorprincipalinvestors.com
200 Liberty Street, 8th Floor
New York, NY 10281
Tel: 212.909.5870
Email: kshostak@navigatorprincipalinvestors.com
Navigator Principal Investors LLC
For public capital markets services and current public vehicle profile, please refer to the Public Finance site here
www.navigatoracquisition.com
www.navigatoracquisition.com