Stephen is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions including company sales, corporate carve-outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and assisting clients with acquisitions of target companies. Prior to joining Matrix in 2011, Stephen was a member of Deloitte & Touche LLP’s audit practice, where he gained substantial experience performing financial statement audits and internal control attestations across a broad range of companies. In addition, he has experience with limited partner investments in private equity and venture capital funds.
Stephen received both a B.S. in Finance and a B.S. in Accounting & Information Systems from Virginia Tech. He holds the Certified Public Accountant designation and is a CFA Charterholder and member of the CFA Institute. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
INSIGHTS:
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- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part I: Gaining a Better Understanding of the Current EV Market Share
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part II: What is Important to Consumers?
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part III: A Survey of the Current EV Charging Infrastructure in the United States
- The Tax Cuts & Jobs Act: Evaluating Its Potential Impact on M&A Transaction Investment Returns
- Valuing Synergies in M&A Transactions
- Demystifying the Master Limited Partnership
- Key Industry Graphs, Correlations and Insight – Resources & Tools to Better Understand Trends & Relationships Occurring in the Downstream Energy Industry
- A Period of Rapid Consolidation; the Effects of a Maturing Petroleum Industry and Other Major Factors Driving Consolidation