Most recently Stephen was a senior partner in a private equity firm where he focused on the technology and healthcare IT sectors and sourced the investments made by the firm.
In leadership roles in the Global Technology Investment Banking groups at Goldman Sachs and Bear Stearns, Stephen led the execution of U.S. and cross border M&A (buy-side, sell-side, shareholder defense, carve-outs, spin-offs) and financing transactions for many of the world’s largest and leading technology and business services companies. At UBS Securities Stephen and Tim worked together to create and build the East Coast Technology Group.
During his career, Stephen has executed over 65 M&A and financing transactions with deal volume totaling nearly $22 billion. He has provided M&A advisory services to leading companies such as Cognos, CSC, EMC, FreeMarkets, Geac, IBM, Internet Security Systems, and Logica. He has also underwritten many equity (IPO and follow-on) and debt offerings for leading companies such as Accenture, Aspect Communications, Cognizant, CoStar Group, CSC, Infosys, Oracle, Patni, Sapient, SRA International, and VistaPrint.
Prior to a career in Investment Banking, Stephen lived in Chicago for 8 years working in corporate finance and accounting for companies in the advanced manufacturing and industrial sectors. He worked in the Treasury department of a Fortune 500 conglomerate (3 lines of business: Pepsi Bottling Group, Midas and Hussmann) and was an auditor at Deloitte & Touche conducting financial audits of companies like BorgWarner, Katy Industries, and John Deere.
Education:
BS from Indiana University’s Kelley School of Business with a concentration in Accounting; MBA from the University of Chicago’s Booth School of Business with a concentration in Finance & International Business.
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