Stephen is a versatile finance executive with a 25-year track record in corporate finance, M&A, and strategic planning. He has parlayed his significant operating and investment banking experience into helping sellers of midsize businesses derive the greatest value for their companies. His business and financial acumen, combined with his presentation skills and public speaking experience, allow him to properly prepare, present and execute the complete sale process from beginning to end. Prior to working at Osage, Steve spent seven years as CFO, Rainwater Recovery, Inc., and 12 years as EVP, Corporate Finance for PDI, Inc. He’s also provided independent investment banking and consulting services to small cap companies.

He earned his BA in Finance from Fordham University.