Hal Katz

Managing Director

Hal is a Managing Director responsible for leading Pursant’s capital markets advisory practice and additionally takes on interim CFO assignments for the Firm’s clientele.  He leverages nearly three decades of diverse finance experience gained both in the US and overseas as an advisor and an operator.

Hal began his career as a commercial banker at Chemical Bank (Chase) followed by time in investment banking with Donaldson, Lufkin & Jenrette, Credit Suisse First Boston and Chilmark Partners.  More recently, he focused on capital raises for middle and lower middle market companies at Ablum, Brown & Co and Lancaster Gate Advisors, which he founded.  He has worked with businesses across a wide variety of industries including consumer products, textiles, for-profit education, energy, professional services, equipment leasing and commercial recycling.

In addition to his advisory experience,  Hal served nearly a decade as the CFO of two private equity backed businesses in the tech enabled services industry.  One of those, Mindcrest, was successfully sold to a publicly traded UK law firm in 2020.  In these roles, he was responsible for accounting, budgeting, financial reporting, lender compliance, treasury and investor relations, among other areas.

Hal earned an MBA in Finance and Accounting from the University of Chicago Booth School of Business and his BA in Economics from Indiana University.