Dr. Ari Axelrod, a Partner at Banyan Family Business Advisors, works with leading family companies to strengthen both their businesses and their families. He has supported business families in a wide range of areas, such as executive teaming of family members, next generation development, business unit and portfolio strategy, financial policies, and incentive compensation systems. Ari leads Banyan’s Family Business financial practice. Over the course of his consulting career, he has worked with clients in North America, South America, Europe, Australia, and Asia.
In his earlier role as Senior Vice President, Head of Financial Planning and Analysis with Lehman Brothers, Ari was responsible for the firm’s short- and long-term financial planning, capital management strategy, dividend policy, and stock buyback program. He has hands-on experience with mergers and acquisitions, risk management, and valuation of sophisticated financial instruments.
Before joining Lehman Brothers, Ari was a Principal with The Boston Consulting Group. As a senior member of the Corporate Finance and Strategy practice, he led over 20 assignments across industries such as automotive, power, metals, financial services, and the life sciences in the United States, Canada, Germany, France, Australia, and Russia.
Ari holds an MBA with Distinction from Harvard University and a Ph.D. and a M.S. in Mechanical Engineering from the Institute of Mechanics and Optics and The National Research Center for Power Generation, both in St. Petersburg, Russia. He is a Chartered Financial Analyst and a Registered Professional Engineer. Since May 2008, Ari has been affiliated with the Council on Emerging Market Enterprises at The Fletcher School as Senior Fellow.