Experience

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  Sellside Group, LLC

  • Paradise Valley, Arizona, United States

  • Managing Director

    • Mar 2023 - Present
    • Paradise Valley, Arizona, United States

    Sellside Group offers a unique M & A/Consulting model made up of ex C Level Executives who bring their collective talents and experience to advise their clients on a broad range of advisory services all focused on growing the value or exiting the business.

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  POM Corp.

  • Paradise Valley, Arizona, United States

  • President

    • Jun 2019 - Present
    • Paradise Valley, Arizona, United States

    POM Corp. offers a unique advisory for the entrepreneur of a middle market business reaching the inflection point to grow and/or exit their business. Leveraging 40+ years of business success as an entrepreneur, operator, private equity investor, banker and adviser, Stephen brings a real-world perspective to the deal process that is totally aligned with the interests of the seller. Issues like Investment Banker selection and other “Deal Team” members, fee structure, sales process, offer evaluations, wining bid, rollover commitment, ongoing operating role and post-closing matters all require a knowledgeable and independent adviser to guide the entrepreneur through the proceeding. Critical elements, often glossed over until the end of the transaction when the “deal dynamics” take control, are given an upfront laser focus allowing for an optimal outcome to occur. The Advisory continues beyond the transaction since many issues emerge post-closing.Other services offered: Business assessment and transaction readiness Personal assessment and transition planning

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  Valiant Solutions, Inc.

  • Woodbury New York

  • CEO

    • Jan 2019 - Jun 2019
    • Woodbury New York

    Valiant Solutions, Inc. is a leading provider of Human Capital Management SaaS based services to include Time/Labor Management, Scheduling, Billing, Compliance, HR and Payroll Processing to the security and hospitality verticals.

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  Sandata Technologies Inc

  • President, Chief Operating Officer and Principal

    • Jun 2002 - Nov 2010

    Leading healthcare computer service providerDramatically grew sales and profits for this market leading privately-held companyCompleted five acquisitions, several strategic partnership agreements and a privatization of SandataDeveloped management teamTransitioned company from a regional service provider with a limited product offering to a national market leader providing a "total solution"Increased shareholder value 22x in the last 5 years

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  Thompson Street Capital Partners

  • Co-founding General Partner

    • Jan 2000 - Jan 2001

    Co-founder of Thompson Street Capital Partners Fund I which invested in a wide range of middle market companies. Thompson Street Capital Partners is now in Fund III with over a billion dollars of capital under management.

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  Jerome L. Katz & Partners LLC

  • Co-founding Partner

    • Jan 1997 - Jan 1999

    Co-founder of a private equity investment firm for middle market sized companies

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  Bell Sports Corporation/American Recreation Company, Inc

  • President, Chief Executive Officer, Chief Operating Officer and Principal

    • Jan 1982 - Jan 1996

    Leading $350 million publicly-traded, worldwide manufacturer, marketer and distributor of bicycle helmets (Bell, Giro brands), parts and accessories and Mongoose bicyclesCompleted six acquisitionsLed management leveraged buyoutLed Initial Public OfferingGrew company from $10 million to $350 million, consistently profitableDeveloped management teamMerged company to achieve 7.4x increase in shareholder value in two yearsPrior to 1982 Financial experience in the banking industry