About 50 words
Short bio
Ardi Shita is Managing Director of Investment Banking at Oberon Securities in New York, and co-founder and CEO of Rothswell. He advises middle-market companies on mergers and acquisitions, debt and private credit. He is a Forbes Business Council member and a New York licensed insurance producer.
About 150 words
Medium bio
Ardi Shita is Managing Director of Investment Banking at Oberon Securities in New York, where he advises middle-market companies and real asset owners on mergers and acquisitions, debt advisory, private credit and financial restructuring. He is the co-founder and CEO of Rothswell, a New York financial services business that includes an insurance agency and a planned asset management arm, and is behind Bobby, a new on-demand services project. Over about seventeen years in cross-border M&A and structured finance, he has worked on more than 40 transactions with a combined value above $3 billion across financial services, energy, technology and real assets. Earlier in his career he co-founded Eagle Capital, chaired the board of a commercial bank and served as managing partner of a law firm. He holds an Executive MBA from NYU Stern, writes for the Forbes Business Council and is a New York licensed insurance producer.
About 280 words
Full bio
Ardi Shita is Managing Director of Investment Banking at Oberon Securities in New York, where he advises middle-market companies and real asset owners on mergers and acquisitions, debt advisory, private credit and financial restructuring, with a focus on senior and mezzanine debt and asset-backed lending. He is also the co-founder and CEO of Rothswell, a New York financial services business that includes a licensed insurance agency, and a planned asset management arm. Ardi is also behind Bobby, a new on-demand services project for New York City.
Over about seventeen years in cross-border M&A and structured finance, Ardi has worked on more than 40 transactions with a combined value above $3 billion across financial services, energy, technology and real assets. His earlier career spans banking, investment management, law and governance. He co-founded Eagle Capital, chaired the board of a commercial bank, served as founding chief executive of a financial institution and as managing director of an investment management company, and was managing partner of a law firm.
Ardi holds an Executive MBA from NYU Stern School of Business and a master of laws in mergers and acquisitions from the Karl-Franzens University of Graz in Austria. He was named an Emerging Leader by The M&A Advisor in 2019, is listed as a notable practitioner by IFLR1000, and writes for the Forbes Business Council on wealth, succession and business ownership. He is a New York licensed insurance producer.
Outside business, Ardi serves on a board supporting the global campus of Rochester Institute of Technology, previously served as Secretary General of the Alternative Dispute Resolution Center of the American Chamber of Commerce, and founded the Shita Family Fund, a family philanthropic fund. He lives in New York.
