Co-Founder & Managing Directpr
Steve is a Managing Director of Waypoint Private Capital, Inc. with over 25 years of financial advisory, private equity, investment management, and executive management experience. He has worked extensively with middle-market and early-stage companies as an executive, investor, and intermediary. Steve’s significant investment banking experience has always been focused on mergers and acquisitions, private placements of equity, and debt financings for privately owned companies. His transactional experience is complemented by operational roles as Chief Financial Officer for the Noel Group, Compass Properties, Merchant Direct, and numerous CFO consulting clients.
Steve’s 25+ year career highlights include:
Advanced degrees in Accounting and Finance
Backgrounds in Investment Banking, Private Equity, C-Level Operations
Chartered Financial Analyst (CFA) designation
Series 24, 63, 79, and 82 securities exams passed
Registered Broker Dealer, Member FINRA | SIPC
100+ transactions and $1.0bn in value
Steve earned an MBA from the University of Chicago, a BBA degree in Finance from the University of Wisconsin, and the CFA designation. Steve is a member of the CFA Institute and is on the leadership team for the Wisconsin Chapter of the Exit Planning Institute.