FP&A, Corporate Finance, and Private Equity Advisor


Bachelor of Science (BS) in Economics from The University of Pennsylvania – Wharton
Focus: Concentrations in Finance & Accounting

Work Experience

Founder at First Water Advisor
2010  – Present

First Water connects teams with data and companies with capital through Relational Finance.

Investment Officer, Special Opportunities at CapitalSource 
2009  – 2010

Associate, Private Equity at Fortress Investment Group 
2006  – 2009

Analyst, Fixed Income Capital Markets at Citigroup
2004  – 2006

About Me

Ben Lehrer is the Founder & CEO of First Water. With nearly two decades of experience spanning private equity, financial planning and analysis (FP&A), investment banking, consulting, and small business leadership, Ben launched First Water and the Relational Finance model to create more flexible and efficient access to FP&A and Corporate Development capabilities and expertise. Trusted by small and midsize businesses (SMBs) and portfolio companies of prominent private equity firms, Ben has proven to be a valued resource to leadership teams and capital partners across a variety of finance disciplines.


Project Categories

  • FP&A
  • Demand Forecasting
  • Financial Modeling
  • Finance Project Management
  • Data Visualization
  • Business Impact Analysis
  • Value Creation Strategy


  • Healthcare
  • Education
  • Financial Services
  • Consumer Goods
  • Retail
  • Manufacturing
  • Energy & Utilities

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