More information about Stephen D.

2023-24: Catalyst Strategic Advisors, Mergers and Acquisitions Director, Colorado 2022-22: Crosstree Capital Securities, LLC, M&A Talent Acquisition & Development, Florida 2010-22: Oppenheimer & Co. Inc., Managing Director - Mergers & Acquisitions / Financial Sponsor Coverage, New York 2006-09: UBS, Director, Chicago

I am a seasoned investment banker with over 20 years of experience on Wall Street: Mergers & Acquisitions / Equity / Debt / Financial Sponsors / Private Equity. I've worked at both bulge bracket banks such as UBS and Deutsche Bank as well as top middle market banks like Oppenheimer, where I served as a Managing Director in the M&A group and also headed the Financial Sponsors Group. I have completed over 100 transactions over two decades in banking and have had responsibility for recruiting, training, and mentoring junior bankers in each of my roles. Many of my analysts and associates have gone on to prestigious firms such as KKR, Jefferies, Moelis, and JPMorgan and achieved Managing Director status. Former CPA, starting career at KPMG