Profile
R.
Lee Priest, Jr. is a partner with Chart national, L.P., having joined in 2018 after a 28-year career focused exclusively in the targeted Sector.
He focuses on identification of prospective Sector portfolio companies, transaction execution and accounting / financial oversight of portfolio companies.
Lee has extensive industry investment banking experience having advised on over 50 transactions representing over $5 billion in transaction value.
Industry experience includes transactions for clients in the following sectors: Satellite Communications, Signals Intelligence, Commercial Aerospace, Defense Electronics, Intelligence Community, Transportation, Homeland Security, Government Services and Communications.
Over a 20-year investment banking career, Lee has advised on some of the more complex middle market transactions, to include ”going private” transactions, takeover defense and taking clients public through Special Purpose Acquisition Corporation (SPAC) transactions.
Other transactions include sell side and buy side M&A, Lead and sole managed IPOs and follow on offerings.
He has advised many leading industry participants, having represented clients in transactions with buyers such as Boeing, TPG, Veritas Capital, ManTech International, QinetiQ PLC, Arlington Capital, Chart Capital, SRA International and DC Capital, among others.
In addition to his investment banking career, Lee served eight years active duty as a commissioned officer and naval aviator in the U.S Navy and also served two years as a public company CFO.
He holds an Aerospace Engineering degree from the U.S.
Naval Academy and an MBA from the University of Maryland.
Robert Lee Priest active positions
| Companies | Position | Start |
|---|---|---|
| TEMPUS APPLIED SOLUTIONS HOLDINGS, INC. | Corporate Officer/Principal | 19/08/2016 |
Chart National Investment Management LLC
Chart National Investment Management LLC Investment ManagersFinance Chart National invests in middle market companies located in the United States with an EBITDA of at least USD 2 million. The firm focuses on the defense, security and intelligence sector. It participates in buyouts, recapitalizations, and growth equity transactions. The firm acquires controlling interest and it takes a seat on the board of directors. | Private Equity Investor | 01/01/2018 |
Southwind Capital LLC | Private Equity Investor | 01/08/2016 |
Former positions of Robert Lee Priest
| Companies | Position | End |
|---|---|---|
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Corporate Officer/Principal | 31/07/2014 |
| FBR & CO | Corporate Officer/Principal | 31/12/2004 |
Training of Robert Lee Priest
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Tempus Applied Solutions Holdings, Inc.
Tempus Applied Solutions Holdings, Inc. MiscellaneousMiscellaneous Provides aircraft design, modification, and operation services | Miscellaneous |
United States Naval Academy
United States Naval Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FBR & Co.
FBR & Co. Investment Banks/BrokersFinance Provides investment banking services | Finance |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Finance |
Chart National Investment Management LLC
Chart National Investment Management LLC Investment ManagersFinance Chart National invests in middle market companies located in the United States with an EBITDA of at least USD 2 million. The firm focuses on the defense, security and intelligence sector. It participates in buyouts, recapitalizations, and growth equity transactions. The firm acquires controlling interest and it takes a seat on the board of directors. | Finance |
Southwind Capital LLC |
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