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Stuart Kovensky

Director at Aldel Financial II
Board

About Stuart Kovensky

Independent Class II director at Aldel Financial II Inc. (ALDF), age 58, serving since October 21, 2024; current term expires at the 2026 annual meeting. Kovensky is a seasoned C-suite executive and investor with 25+ years in investment management, business development, fund-raising, and corporate governance; he qualifies as an “audit committee financial expert.”

Past Roles

OrganizationRoleTenureCommittees/Impact
Onex Credit PartnersCo-CEO, CIO, and Board Member (co-founded; subsequently sold to Onex Corp.)2006–2022Multi-strategy credit investor with >$25B AUM; co-led investment management, marketing, and strategic expansion via organic growth and acquisitions
John A. Levin & Co.Portfolio Manager and Co-Head, Opportunistic Credit Strategy2001–2005Managed opportunistic credit portfolios
Murray Capital ManagementPartner and Head of Research1995–2000Led research for high-yield/credit strategies
Chase Manhattan BankHigh Yield Finance, Structured Finance, International Trade FinanceBegan 1989Early training across finance verticals

External Roles

OrganizationRoleTenureCommittees/Impact
Cogent Advisory LLCManaging Member (founder)Since 2023Corporate advisory and director services
The Guitar CenterDirectorRecent (dates not disclosed)Board experience; retail/music industry exposure
Multi-Tech HoldingsDirectorRecent (dates not disclosed)Board experience; industrial/tech exposure
Artera ServicesDirectorRecent (dates not disclosed)Board experience; infrastructure/services exposure
At Home Cayman, IncDirectorRecent (dates not disclosed)Board experience; consumer/retail exposure
CWT Travel ServicesDirectorRecent (dates not disclosed)Board experience; travel sector exposure
meetperry, inc.Advisory Board MemberRecent (dates not disclosed)Advisory role; startup/technology exposure

Board Governance

  • Independence: Board determined Kovensky is independent under Nasdaq standards; independent directors hold regular sessions.
  • Committees: Audit (Chair); Compensation (Member); Nominating & Corporate Governance (Member).
  • Expertise: Designated “audit committee financial expert”; financially literate with accounting/financial management expertise.
  • Attendance: In FY 2024, he attended ≥75% of board and audit committee meetings; board met once, audit once, compensation did not meet.
  • Tenure/Structure: Class II director since Oct 21, 2024; term expires 2026; board is classified into three classes.
  • Risk oversight: Audit committee oversees legal/compliance and internal controls; committee charters in place.

Fixed Compensation

ComponentAmountNotes
Annual Retainer (Cash)$0Company discloses no cash compensation paid to directors or executive officers to date
Committee Membership Fees$0No director cash compensation disclosed
Committee Chair Fees$0No director cash compensation disclosed
Meeting Fees$0No director cash compensation disclosed

Company pays the Sponsor $20,000 per month for office space and administrative support; this is for Company benefit, not director compensation.

Performance Compensation

MetricDetails
Stock awards (RSUs/PSUs)None disclosed for directors
Option awardsNone disclosed for directors
Performance metrics tied to compensationNone disclosed for directors
Vesting schedulesNot applicable
Clawback provisionsNot disclosed

After a business combination, directors/executives who remain may receive consulting or management fees from the combined company; specifics to be disclosed at the time of the merger.

Other Directorships & Interlocks

OrganizationPublic/Private StatusRolePotential Interlock with ALDF
The Guitar CenterNot disclosedDirectorNone disclosed
Multi-Tech HoldingsNot disclosedDirectorNone disclosed
Artera ServicesNot disclosedDirectorNone disclosed
At Home Cayman, IncNot disclosedDirectorNone disclosed
CWT Travel ServicesNot disclosedDirectorNone disclosed
meetperry, inc.Not disclosedAdvisory Board MemberNone disclosed

Expertise & Qualifications

  • 25+ years across investment management, opportunistic credit, and research; co-founded and led a >$25B AUM credit platform (Onex Credit Partners).
  • Financial literacy and “audit committee financial expert” designation; deep experience in fund-raising, business development, and governance.
  • Current advisory/director work via Cogent Advisory LLC since 2023.

Equity Ownership

MetricClass A SharesClass B (Founder) Shares% of Class B% of Ordinary Shares
Beneficial Ownership (Stuart Kovensky)25,000 * (less than 1%) * (less than 1%)
  • Founder shares convert 1-for-1 into Class A upon or after the business combination and are subject to lock-up: generally one year post-business combination or earlier upon share-price or transaction triggers ($12.00/share for 20/30 trading days ≥150 days after business combination, or upon certain liquidity events).
  • Initial shareholders (including Sponsor) collectively hold a significant block and are expected to vote their shares in favor of board proposals; Sponsor ownership may influence outcomes.

Governance Assessment

  • Strengths:

    • Independent director; chairs audit committee and is the board’s designated audit financial expert, enhancing oversight of controls, audit independence, and related-party reviews.
    • Committee infrastructure and charters established (audit, compensation, nom/gov); independent composition of key committees.
    • Attendance meets ≥75% threshold in FY 2024 across board and audit.
    • No director cash compensation, reducing near-term pay-related misalignment risk pre-business combination.
  • Risks and potential conflicts:

    • Founder share ownership and Sponsor arrangements (monthly $20,000 admin fee; potential consulting/success/finder fees; convertible loans up to $1.5M into private units) may create incentives to consummate a business combination irrespective of long-term value, typical of SPAC structures.
    • Initial shareholders’ significant voting block expected to support management proposals, potentially dampening minority investor influence.
    • Post-combination compensation to directors/executives (consulting/management fees) to be determined later, limiting current visibility on pay-for-performance alignment.
  • RED FLAGS:

    • Founder shares and contingent fee pathways (consulting/success fees) for insiders tied to deal completion.
    • Convertible insider loans into private units ($10.00/unit) up to $1.5M.
    • Sponsor influence via ownership block over shareholder votes.

Mitigants: Audit committee (chaired by Kovensky) pre-approves audit/non-audit services, reviews payments to Sponsor/affiliates, and oversees related-party transactions under formal policy—helpful, but execution quality and transparency around any deal-related fees will be critical.