Meet The Team
Steve has over 30 years of sell-side M&A, capital sourcing, private equity, investment management, and executive management experience.
He has worked extensively with middle-market companies as an investment banker, executive, and investor. Steve’s significant investment banking experience has always been focused on mergers and acquisitions, private placements of equity, and debt financings, and value enhancement strategies for privately owned companies.
His transactional experience is complemented by operational roles as Chief Financial Officer for a healthcare services company, a fintech company, a family office, a real estate development and management company, a distribution company, and numerous CFO consulting clients.
Steve’s 30+ year career highlights include:
Advisor on over 100 M&A and capital sourcing transactions with over $1.0bn in value
Private equity investor with two firms focusing on lower middle market acquisitions
C-suite leadership roles in numerous industries
Former board member of several companies
Registered Broker Dealer, Member FINRA l SIPC
Check out Steve's articles and videos in our Insights section.
Construction & Engineering
Consumer Products & Services
Distribution & Logistics
Food & Beverage
Home & Commercial Services
Manufacturing & Industrials
Software & Technology
Master of Business Administration (MBA), University of Chicago Booth School of Business
Bachelor of Business Administration (BBA), Finance, University of Wisconsin - Madison
Chartered Financial Analyst (CFA) designation
Principal and Registered Representative with FINRA through Waypoint Private Capital's affiliate, Waypoint Securities, having passed Series 24, 63, 79, and 82 securities examinations
Sell My Business Series Videos