Steven F.

Kluger
Home: (201) 825-3671
13 Stoney Ridge Road
Work: (212) 624-9500
Allendale, NJ 07401
Cell: (203) 561-0149
skc61044@westpost.net
Senior executive with broad based financial services background in both the mult
inational/corporate environment and in the entrepreneurial, private equity marke
tplace. Global leadership experience as a business builder, operator, strategic
partner, and private equity investor; seasoned transaction execution and project
management expertise.
EMPLOYMENT
AQUILINE CAPITAL/
2007-2010
PRIVATE EQUITY CONSORTIUM-Tygris Commercial Finance, Inc.
(TPG, New Mountain, Aquiline
, Diamond Castle, Hamilton Lane, DLJ,
Michael Dell Capital, etc.)
? Founding member of team which raised $2.1 Billion of equity to establish Tygri
s, a newly formed entity created to take advantage of disruption in c
redit markets and support financing needs of US middle-market companie
s
? Joined Aquiline, as Senior Advisor (Sept. 2007), to conceive concept and joine
d Tygris, as EVP & CFO (May 2008), to lead Finance, Corporate Development/Acquis
itions, and Funding
? Identified market opportunity, developed business plan, recruited management
? Led acquisitions (USXL-$100MM), small ticket leasing company purchased from DL
J Merchant Banking; MarCap-$400MM of healthcare loan/lease assets purchased from
Pritzker Group)
? Raised $1.2B of debt funding for the acquisitions and for organic growth
? Assisted PE Consortium in recent sale of Tygris to Everbank
GENERAL ELECTRIC COMPANY
1988-2007
President & CEO, GE Capital Markets Services
1997- 2007
? Reported to GE CFO; assisted in Company-wide strategic planning/business budge
ting
? Supported all GE Businesses in meeting financial/operating metrics (improve wo
rking capital/cash flow, pull-through fees, sales/revenue and financial investme
nts, transfer risk, optimize regulatory capital, and enhance ROEs, margins, gai
ns/net income, etc.)
? Underwrote/distributed into the capital markets all financial asset classes gl
obally: leveraged, project, aircraft/equipment financings; mid-market leases/loa
ns (franchise, SBA, vendor, trade receivables programs, etc.); consumer mortgage
s/credit cards/personal loans; insurance instruments (life, long-term care, P&C,
reinsurance, etc.); and public/marketable securities. Managed approx. 250 pers
onnel globally
? Examples: executed GE Capital ROE/risk enhancement programs using loan syndica
tion/high yield/securitization/CLO markets (GE Commercial Finance for private eq
uity/Sponsor customers and GE Consumer Finance for global bank platforms); struc
tured NBCU TV/film partnerships to transfer risk/monetize value; developed emerg
ing market infrastructure projects to pull-through sales (GE Energy, GE Aircraft
Engines, GE Water)
? Designed/assisted in strategies and financial engineering for major acquisiti
ons (Vivendi/Universal, Amersham, Transamerica, etc.) and operated special-purpo
se vehicles
? Drove efficiencies on $100MM operating cost base through 6 Sigma, automation,
outsourcing (India/China), etc. New issue volume: approx. $35Billion per annum
? Adapted transactions/products to evolving market standards, responding to pub
lic investors/analysts, SEC scrutiny, FASB/SOX and Audit Committee rules
? Direct report functions, in addition to market-based/industry specialized exe
cutives, included: CFO/Tax/Controller, financial planning and analysis, legal/se
curities law counsel, treasury/debt/equity experts, and 6 Sigma/operations/IT of
ficers
Executive VP & Director, Capital Markets ? GE Structured Finance Group 1992 ? 19
97
? Arranged infrastructure project finance in emerging markets; drove growth in C
ommercial Aviation/Leasing business (GPA acquisition)
? Led team of 45 personnel located globally
? Supported GE Energy, GE Aircraft Engines and GE Medical Systems customer/expor
t finance; established funds/partnerships; linked sourcing with financing
Senior VP and Manager, Syndications ? GE Transportation & Industrial Funding 199
0 ? 1992
? Built syndications capability and teams for mid-market companies; established
credit function for market liquidity
? Executed corporate finance transactions for leveraged/sponsor clients includin
g corporations, buyout funds, etc.
Vice President, Commercial Aviation ? GE Transportation & Industrial Funding 19
88 ? 1990
? Led investment teams for commercial aviation customers globally
? Designed new products (financial) for airlines
CREDITANSTALT ? NEW YORK, NY 1986 ? 1988
Manager, Capital Markets
IRVING TRUST COMPANY ? NEW YORK, NY 1981 ? 1986
Assistant Vice President, Syndications
? Completed credit training program 1983
EDUCATION
New York University, New York, NY MBA Finance 1987
Vassar College, Poughkeepsie, NY MA, French Language & Literature 1981
Vassar College, Poughkeepsie, NY BA, French Language & Literature 1980
OTHER
Member of International Monetary Fund (IMF) Capital Markets Advisory Committee
NASD Registered Representative/Principal: Series 7, 63, 24
Fluent in French
REFERENCES UPON REQUEST