Steven is an M&A Advisor with extensive experience in Manufacturing, Distribution and Service Companies. Over the course of his career, Steven has provided Board Level advice regarding strategic options and the value potential associated with professional management throughout the transaction process.

Steven’s primary focus is to engage Private Equity and Strategic prospects in sale transactions. He has advised owners seeking full retirement and complete separation from the business, as well as arranged partial sales and the associated contract negotiations for owners. This latter option has been especially appealing for owners seeking to remain with the business but mitigate the risks, while still participating in the rewards associated with potential growth opportunities. .

After obtaining an MBA, he spent time with an international consulting company where he directed engagements in Financial and Organizational improvement, presenting owners with valuation enhancement options.


University of Southern California – Bachelor of Science (BA) – Business Administration – Concentration in Venture Management & Entrepreneurial Studies
University of Southern California –  Master of Business Administration (MBA) –   Exectuive Program


FINRA Series 7, 79, 63
Registered Representative of JCC Advisors, Member FINRA/SIPC