Daniel Lerner

Private Equity Investor at

Crossregional Management LLC

Finance

Consumer Services

Profile

Mr. Daniel A. Lerner is a Portfolio Manager at CrossRegional Management LLC.
Mr. Lerner was previously employed as a Managing Director by AB CarVal Investors LP (Private Equity), a Research Analyst by Lehman Brothers, Inc., and a Managing Director by Bear, Stearns & Co., Inc. He also served on the board at AB CarVal Investors LP.
He received his undergraduate degree from Syracuse University.

Daniel Lerner active positions

Companies	Position	Start
Crossregional Management LLC Crossregional Management LLC Investment ManagersFinance CrossRegional Management invests in small and mid sized companies located in the United States. The firm focuses on sectors such as fintech and consumer finance. It provides financing in the form of equity and debt for buyout transactions.	Private Equity Investor	31/07/2024

All active positions of Daniel Lerner

Former positions of Daniel Lerner

Companies	Position	End
AB CarVal Investors LP (Private Equity) AB CarVal Investors LP (Private Equity) Investment ManagersFinance AB CarVal Investors invests in companies located globally. The firm focuses on a broad range of sectors. It participates in debt and equity capital requirements, mezzanine deals, and distressed situations.	Private Equity Investor	30/06/2022
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Analyst-Fixed Income	29/06/2006
AB CarVal Investors LP AB CarVal Investors LP Investment ManagersFinance AB CarVal focuses on investment strategies that fall within its core competencies in both developed and emerging markets. The firm primarily invests their Funds in one or more of four principal asset classes: Loan Portfolio Investments, Corporate Securities Investments, Structured Credit and Hard Assets, as well as Special Opportunities Investments. They employ a rigorous investment selection and investment decision process which combines a top-down perspective and portfolio construction discipline with a bottom-up fundamental analytical approach.	Portfolio Manager-Fixed Income	-
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Analyst-Fixed Income	-

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Linked companies

Private companies	6
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Finance
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Syracuse University Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AB CarVal Investors LP AB CarVal Investors LP Investment ManagersFinance AB CarVal focuses on investment strategies that fall within its core competencies in both developed and emerging markets. The firm primarily invests their Funds in one or more of four principal asset classes: Loan Portfolio Investments, Corporate Securities Investments, Structured Credit and Hard Assets, as well as Special Opportunities Investments. They employ a rigorous investment selection and investment decision process which combines a top-down perspective and portfolio construction discipline with a bottom-up fundamental analytical approach.	Finance
AB CarVal Investors LP (Private Equity) AB CarVal Investors LP (Private Equity) Investment ManagersFinance AB CarVal Investors invests in companies located globally. The firm focuses on a broad range of sectors. It participates in debt and equity capital requirements, mezzanine deals, and distressed situations.	Finance
Crossregional Management LLC Crossregional Management LLC Investment ManagersFinance CrossRegional Management invests in small and mid sized companies located in the United States. The firm focuses on sectors such as fintech and consumer finance. It provides financing in the form of equity and debt for buyout transactions.	Finance