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January 20, 2025 45 mins

Boris Katsnelson is a Managing Director at Black Iron Advisers, returning to his roots in client advisory. He has over 20 years of investment banking, private equity, operating, and transformational leadership experience that span the media, telecom, consumer products, e-commerce, franchising, home services, and real estate industries. 

Boris began his career in investment banking for Wachovia Securities and Credit Suisse First Boston. His first stint in private equity was for the Denver-based family office, the Anschutz Investment Company. Boris understands the entrepreneurial journey well as he has acquired, operated, and exited the following companies: a 100+ unit printing franchisor, a moving and junk removal franchise, a pre-school franchise, an e-commerce bakeware brand, and more than 20 single-family investment properties.

Boris owns Katalyst Partners, an investment vehicle to acquire and provide growth capital to businesses. He is also actively involved in partnerships and strategic initiatives for CrossPurpose, a non-profit focused on abolishing poverty through career and community development. Boris is a first-generation American born in the former Soviet Union. You won’t hear an accent as he immigrated to the US under 2 years of age.

Here, Boris shares his insights into the world of investment banking and private equity and his outlook for business over the next several years. Boris dives into his background, including stories from childhood and how his experiences impact him today. He also shares his career journey, advice for those looking to get into franchising, and some of the most important lessons he’s learned in life and business. 

Boris Katsnelson is a registered representative of Independent Investment Bankers Corp.("IIB"), a FINRA member broker-dealer.  Investment banking services and securities are offered exclusively through IIB. Boris also serves as Managing Director at Black Iron Advisers. Black Iron Advisers is not affiliated with Independent Investment Bankers Corp. 

Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7492144.1 Exp. 1/27

What’s Inside:

  • Insights into private equity and investment banking
  • How Boris’ background shaped who he is today
  • Advice for new business owners and those interested in franchising

Mentioned in this episode:
Boris Katsnelson on LinkedIn

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