Broadhaven Capital Partners has appointed Joseph Zabik (pictured) as a Partner. Zabik has advised and run key divisions of financial services firms for the last twenty years, and will continue to grow Broadhaven's industry-leading financial technology advisory practice.
"Joe has a well-deserved reputation as one of the leading investment bankers specializing in financial institutions," says Broadhaven Co-Founder Jerry von Dohlen. "Having been involved with Joe on numerous transactions over the past twenty years, we’re very excited to have him join our partnership."
Zabik joins Broadhaven following the completion of the sale of Sterne Agee, where he served as a key member of the executive management team, including roles as Head of Corporate Development and Head of the Investment Banking Division. He was previously a Managing Director with Bank of America Merrill Lynch in their Financial Institutions Group and led numerous public and private financings and strategic advisory engagements for brokerage and wealth management firms, securities processing companies, trading platforms, clearing entities and financial outsourcing firms. Prior to joining Bank of America Merrill Lynch, Zabik held senior roles at TD Ameritrade’s Corporate Development Group and Salomon Smith Barney’s Investment Banking Division.
In addition, Lenny Leone has joined Broadhaven as a Principal. Leone has spent the last decade as an investment banker covering the financial services sector for Bank of America Merrill Lynch, Citigroup and Sterne Agee, and was previously a member of the Corporate Development groups of both TD Ameritrade and MF Global.
