Steven has proven multi-industry financial leadership skills as an entrepreneur, advisor, senior executive and Board member. His EGI roles involve advising and leading M&A engagements, strategy and finance assignments. He has a successful background in both buy-side and sell-side M&A and capital raising transactions and significant senior leadership experience in manufacturing and financial services environments, including turnaround situations. His M&A experience includes over 50 transactions involving prospecting, negotiation, due diligence and integration planning. Clients have included founder/owners without sponsors as well as private equity funds and family offices. His prior roles include Portfolio Manager of ARCO’s pension fund’s $100 Million Alternative Investment Portfolio, Los Angeles, including venture capital, private equity and real estate investments; Northrup Sloan, Dallas, where he was responsible for over $45 Million in land acquisitions that later sold for $120 Million; and Co-founder and Chief Investment Officer of de novo Americity Bank, Dallas, grown to $1 billion assets before being sold. His entrepreneurial background includes U.S. Cotton where he served as shareholder/Board member/CFO and led the Company’s growth from $5.0 Million to $135 Million sales, including acquisition transactions, and its subsequent sale to Parkdale Mills and as shareholder/senior advisor of Academy Corporation where he led the growth strategy from $45 Million to $220 Million in sales, including acquisitions, and its successful sale to Brush-Wellman. (Dual B.S.E./M.B.A., Finance and Accounting, Wharton School of Business, University of Pennsylvania)
Steven has proven multi-industry financial leadership skills as an entrepreneur, advisor, senior executive and Board member. His EGI roles involve advising and leading M&A engagements, strategy and finance assignments. He has a successful background in both buy-side and sell-side M&A and capital raising transactions and significant senior leadership experience in manufacturing and financial services environments, including turnaround situations. His M&A experience includes over 50 transactions involving prospecting, negotiation, due diligence and integration planning. Clients have included founder/owners without sponsors as well as private equity funds and family offices. His prior roles include Portfolio Manager of ARCO’s pension fund’s $100 Million Alternative Investment Portfolio, Los Angeles, including venture capital, private equity and real estate investments; Northrup Sloan, Dallas, where he was responsible for over $45 Million in land acquisitions that later sold for $120 Million; and Co-founder and Chief Investment Officer of de novo Americity Bank, Dallas, grown to $1 billion assets before being sold. His entrepreneurial background includes U.S. Cotton where he served as shareholder/Board member/CFO and led the Company’s growth from $5.0 Million to $135 Million sales, including acquisition transactions, and its subsequent sale to Parkdale Mills and as shareholder/senior advisor of Academy Corporation where he led the growth strategy from $45 Million to $220 Million in sales, including acquisitions, and its successful sale to Brush-Wellman. (Dual B.S.E./M.B.A., Finance and Accounting, Wharton School of Business, University of Pennsylvania)