Meet Our Team

Steven N. Schweitzer - Founder

Steven is an experienced financial executive with a 25+ year background in leveraged finance, capital markets, M&A, transaction execution consulting, and business development.  Throughout his career, he has conducted extensive due diligence on companies across a panoply of industries and has supported private equity owned businesses on sell-side readiness, carveouts, merger integration planning, post-merger integration execution, and corporate development initiatives.  Steven has also managed multi-billion-dollar fixed income portfolios of leveraged loans and high yield bonds for clients including pension funds, endowments, foundations, pension funds, insurance companies, and mutual funds.

Prior Experience

  • Accordion

  • The Swarthmore Group

  • Cohen-Esrey

  • Shenkman Capital Management

  • Education

    • Zicklin School of Business, MBA

    • Binghampton University, B.A. Political Science & Philosophy

    Prior to founding North Castle, Steven was a Managing Director at Accordion, a financial consulting firm that works exclusively in the office of the CFO of private equity owned businesses.  Before Accordion, Steven was a Senior Fixed Income Portfolio Manager at The Swarthmore Group, Inc. managing Investment Grade, ABS, MBS, Treasury, core-plus, and long duration portfolios.  Prior to The Swarthmore Group, he was a Managing Director at Cohen-Esrey Capital Partners, LLC and was responsible for helping to launch a Class-B, multi-family, value add co-investment fund.  Prior to Cohen-Esrey, he was a Principal and Portfolio Manager at Shenkman Capital Management, Inc. in New York City. Steven joined Shenkman in 1996, became a portfolio manager in 2004, and sat on the firm’s Investment Committee for over 20 years. He oversaw the firm’s debt capital markets effort and managed or co-managed multiple Fixed Income portfolios of US high yield and bank loan portfolios for institutional and retail investors for fifteen years. Prior to his promotion to portfolio manager, Mr. Schweitzer was a Vice President and Senior Credit Analyst at Shenkman Capital for eight years. Steven holds an MBA in Finance & Investments from the Zicklin School of Business at Bernard Baruch College and a BA from Binghamton University.

Nicholas Citrin - Founder

Nicholas has nearly two decades of finance experience spanning investment banking, private equity, hedge funds, and equity research. He specializes in understanding key business drivers and performing valuations to guide critical decision-making for clients and stakeholders. Leveraging a deep skill set in financial modeling and analytics, Nicholas provides actionable insights that help organizations optimize their capital structures and identify growth opportunities. Over the course of his career, Nicholas has led multiple consulting engagements that required building and managing outsourced teams focused on finance and data analytics.

Prior Experience

  • Accordion

  • 8C Partners

  • Wedbush Securities

  • Valo Group

  • Barclays Capital

  • Lehman Brothers

  • Education

    • University of Pennsylvania, B.A. Economics

    Prior to founding North Castle, Nicholas was a consultant at Accordion in the Transaction Execution Services group focused on sell side readiness and corporate development projects. Prior to Accordion, Nicholas consulted private equity and hedge fund clients on investment analysis and buy-side engagements, conducting extensive due diligence and modeling support for investments across diverse industries. He has worked on capital raising, corporate development, and investment analysis. He is skilled at leveraging tools such as Excel, Power Query, and Power BI to create dynamic, data-driven dashboards and analyses. Nicholas has analyzed companies in the technology, software, media, retail, service, and real estate sectors,

    Nicholas began his career at Lehman Brothers in the Technology & Media M&A Investment Banking group, where he was involved in evaluating strategic and financial sponsor transactions. Nicholas graduated cum laude from the University of Pennsylvania with a degree in Economics.

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