Background
Stewart A. Feldman
has over thirty years experience in a variety of sophisticated
legal, tax and financial transactions involving a
wide range of industries.He is one of the foremost national experts on captive insurance/alternative risk planning, having headed up over 120 captive formations and operations. Mr. Feldman draws
upon a strong tax, financial, and accounting background
dating back to a career in public accounting (CPA
- Ohio, 1975 and Texas, 19801)
following his completion of graduate business school.
Mr. Feldman is able to draw upon years of experience
on the substantive business side of transactions from
both financial and the legal perspectives and as a
principal in various business transactions.
From 1975 - 1978, Mr. Feldman was a member of the
national technical group at Ernst & Ernst (now
Ernst & Young), Cleveland, Ohio, where he authored
eight articles for national and international accounting
journals.
From 1980 - 1982, Mr. Feldman served as a corporate
finance and securities lawyer (mergers and acquisitions)
at the Houston law firm of Vinson & Elkins LLP.
From 1982 - 1992, Mr. Feldman oversaw the legal,
financial, operational and administrative functions
of several dozen brother-sister investment entities
as principal and CFO at Wolff, Morgan & Company/Wolff
Companies, a Houston-based investment group that focused
on real estate (as the largest commercial land developer
in Houston) and automotive investments. These
brother-sister entities held assets in excess of $200
million, with Mr. Feldman managing $125 million in
credit facilities.
While CFO at Wolff, Mr. Feldman was an owner and
dealer-principal of several Houston-area automotive
dealerships (1986-1989), including two Jaguar franchises.
Mr. Feldman also co-owned and operated a direct importing
and distribution company that purchased automotive
parts from European and Asian suppliers for distribution
to franchised dealers throughout the U.S. and Canada.
When the franchised operations were sold in 1989,
revenues had doubled to $50 plus million over a three-year
period and employment exceeded 150 persons.
_______________________________________
For more than the last decade, Mr. Feldman has been
the chief executive officer or managing partner and
principal owner of several Houston-based businesses.
The Feldman Law Firm LLP specializes in sophisticated corporate and tax planning
for closely held businesses. The Firm is engaged
on behalf of Mr. Feldman’s affiliated business
interests as well as third-party clients. The
Firm also serves as litigation counsel for clients
in a variety of commercial and business litigation
matters. The Firm began in 1992 and Mr. Feldman continues to serve
as its managing partner. Mr. Feldman's practice focuses on being
counsel for various closely held
businesses, applying his legal, tax and financial
skills for the benefit of the Firm’s clients.
Capstone Associated Services, Ltd. is principally engaged in administering property and
casualty insurance companies for the benefit of third
parties. The insurers are affiliated with closely
held businesses operating in a variety of industries
located throughout the United States. Capstone
has formed in excess of 120 such companies and presently
operates 80-plus on a turnkey basis for its clients.
Capstone was formed in 1998.
RSL Funding, LLC acquires and packages long-term annuities issued by major life insurance companies to fund personal injury settlements. The company was formed in 2003 following the passage of enabling federal legislation. RSL Funding operates throughout the U.S.
Additionally, from 2005 –
2007, Mr. Feldman served as Chairman of Northstar
Healthcare (NHC:TO), which was a roll-up of Houston-area
ambulatory surgery centers, floated in what was the
largest IPO in Canada during 2007, raising $175 million. Serving as
chief architects of the Northstar transaction through
his Capstone affiliate, Mr. Feldman lead a team of
investment bankers, lawyers, and accountants from
Vancouver, Toronto, New York, Philadelphia, Houston
and San Francisco in completing this complex, groundbreaking
deal. The transaction was widely reported in the Canadian
financial press. The public offering financed the
acquisition of Mr. Feldman's interest in this venture,
at which time he passed Northstar's operations to
professional management.
Related Links:
Toronto
Star,
“Texas Surgery Clinics Get TSX Push”
Yahoo
Finance, “Capstone Announces Opening of
Trading of the Largest Canadian IPO of 2007”
Houston Chronicle,
“Listed in Toronto, Based in Houston”
1Note
that Mr. Feldman no longer practices as a CPA
and, as such, does not hold a current CPA license
in either Ohio or Texas.
|
THE FELDMAN LAW FIRM LLP
510 Bering Dr., Suite 500
Houston, TX 77057-1457
713/850-0700  Fax: 713/850-8530
info@feldlaw.com |
|
