Our Team

Eric Klein

Managing Director, Xnergy Financial LLC

Mr. Kleinis a Managing Director at Xnergy Financial and serves in the firm's Corporate Finance, Mergers & Acquisitions and Advisory practice with middle-market companies in a variety of industries particularly technology.

Mr. Klein has over twenty years of investment banking and professional experience. Before becoming an investment banker, he pursued a more entrepreneurial path as a business manager and operator. Since the early 1990's, he has founded, managed or operated privately-held companies in a variety of industries including information technology services, energy/utilities services, import/export (durable and non-durable goods, including seafood importation from the Philippines and Indonesia), manufacturing, distribution, apparel, general merchandise and wholesale liquidations.

Mr. Klein has held positionsat Vantera Partners LLC and Alpha Industries Inc. as Director of in Operations. He has also advised Fortune 1000 corporations such as BCBG Max Azria and TRW.During Mr. Klein’s career was also a Vice President at two investment banks; Hunter Wise Securities LLC, and WestPark Capital, Inc., as well as several other boutique investment banks and corporate advisory firms. During his tenure at these firms he had the opportunity to originate, manage and execute as part of deal teams in a variety of transactions involving corporate finance, RTO’s (Reverse Take-Overs), M&A transactions for emerging growth and established middle-market privately-held companies in a variety of industries such as Manufacturing, Business Services, Medical Devices and e-Commerce.

Mr. Kleinhas a particular interest in information technology (including data centers, managed service providers), cleantech/renewable energy and energy storage. He actively maintains extensive domestic and international relationships with institutional and strategic investors in a variety of industries and transactions.

Mr. Kleinholds a Bachelor of Applied Sciences in Electronics Engineering/Manufacturing from ITT Technical Institute of Technology in Los Angeles. He has completed additional academic course work from UCLA in Business Management and Finance. He was a former member of the Los Angeles chapter of Association for Corporate Growth (ACG) and the National Investment Banking Association (NIBA). He maintains FINRA Series 7, 63 and 79securities registrations.

Mr. Kleinhas been involved in a variety of charitable organizations such as Make-A-Wish, The Los Angeles Food Bank, Los Angeles SOVA Food Pantry, Jewish Federation and other philanthropic activities. He is currently an advisory board member of Concerned Capital (www.concernedcapital.org). Their mission is to help private companies create and save jobs in Southern California urban communities through the creative use of government incentives.