FacultyFaculty/Author Profile

Marshall Heinberg

Oppenheimer & Co. Inc.
Former Head of Investment Banking and Senior Managing Director
New York, NY, USA


Marshall Heinberg served until July 2012 as Head of Oppenheimer's Investment Banking Department and as a Senior Managing Director of the firm. Mr. Heinberg began his investment banking career in the Corporate Finance Division of Oppenheimer& Company which was acquired by the Canadian Imperial Bank of Commerce (CIBC) in 1997. Over the course of his career, Mr. Heinberg has held responsibility for various industry sectors including environmental, industrial growth, technology and telecommunications. Mr. Heinberg has also been responsible for managing CIBC's mergers and acquisitions, leverage finance, financial sponsor and merchant banking activity in the United States. His transaction experience includes a significant number of equity and debt financings as well as numerous merger and acquisition assignments. Mr. Heinberg was named Head of CIBC's U.S. Investment Banking Department in 2001. Upon the acquisition of CIBC's U.S. wholesale business in 2008, Mr. Heinberg was named head of Oppenheimer's Investment Banking Department. Mr. Heinberg has extensive experience working with both leading growth companies as well as financial sponsors. Since leaving Oppenheimer, Mr. Heinberg formed MAH Associates LLC., a strategic advisory firm.

Mr. Heinberg serves as a member of the Board of Directors and on the Audit Committee of National Financial Partners (NYSE: NFP), a leading provider of benefits, insurance and wealth management services. Mr. Heinberg also serves on the Board of Directors of Universal Biosensors Ltd., a specialist medical diagnostics company which is public in Australia.

Prior to joining Oppenheimer, Mr. Heinberg practiced corporate law for approximately four years.

Mr. Heinberg graduated from the University of Pennsylvania, the Wharton School with honors with a degree in economics and received his law degree from Fordham Law School.

Marshall Heinberg is associated with the following items:
CHB Chapters  CHB Chapters General Business Considerations - Acquiring or Selling the Privately Held Company 2012 , Tuesday, May 08, 2012
M&A for the Privately Held Company (PowerPoint Slides) - Acquiring or Selling the Privately Held Company 2012 , Tuesday, May 08, 2012
M&A for the Privately Held Company (PowerPoint slides) - Acquiring or Selling the Privately Held Company 2013 , Tuesday, April 30, 2013
General Business Considerations (March 2013) - Acquiring or Selling the Privately Held Company 2013 , Tuesday, April 30, 2013
Web Segment  Web Segment General Business Considerations - Acquiring or Selling the Privately Held Company 2012 , Tuesday, June 12, 2012
Transcripts  Transcripts General Business Considerations - General Business Considerations , Tuesday, June 12, 2012
MP3 Audio  MP3 Audio Acquiring or Selling the Privately Held Company 2012: General Business Considerations - General Business Considerations , Wednesday, June 13, 2012
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Acquiring or Selling the Privately Held Company 2012: General Business Considerations - General Business Considerations , Wednesday, June 13, 2012
On-Demand Web Programs  On-Demand Web Programs Acquiring or Selling the Privately Held Company 2012 , Friday, June 22, 2012 , New York, NY
Audio CD  Audio CD Acquiring or Selling the Privately Held Company 2012 , Friday, July 06, 2012 , New York, NY
DVD Video  DVD Video Acquiring or Selling the Privately Held Company 2012 , Friday, July 20, 2012 , New York, NY
Live Seminar  Live Seminar Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , New York, NY
Acquiring or Selling the Privately Held Company 2012 , Thursday, June 07, 2012 , New York, NY
Live Webcast  Live Webcast Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , New York, NY
PLI Grpcast-Live Web  PLI Grpcast-Live Web Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , Philadelphia, PA
Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , Pittsburgh, PA
Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , Mechanicsburg, PA
Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , New Brunswick , NJ
Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , Cleveland, OH
Acquiring or Selling the Privately Held Company 2013 , Thursday, June 06, 2013 , Boston, MA
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