Steve is a Managing Director with Evergreen Advisors Capital. He has nearly two decades of strategic advisory and operational experience in the technology, aerospace, defense, and government services industry and extensive transactional expertise in middle-market mergers and acquisitions. Prior to Evergreen, he was a Partner at Vicour Holdings where he helped acquire, manage, and operate middle-market companies. Steve was a Principal with Stifel Nicolaus/Legg Mason for eight years where he provided investment banking services primarily to IT service companies and federal government contractors. His executed deal value is over $2.3 billion through a range of transactions including representing buyers and sellers, raising private capital and raising public equity.
Prior to earning his MBA at Duke University’s Fuqua School of Business, Steve worked as an economic development consultant with the International Finance Corporation and the Soros Foundation in several locations, including Mongolia and Belarus.
Steve holds the Series 79, Investment Banking Representative license; and Series 63, Uniform Securities Agent license.
Steve holds an MBA at Duke University’s Fuqua School of Business, an MA in International Relations from Johns Hopkins’ School of Advanced International Studies and a BA from Drew University where he graduated Phi Beta Kappa.
As an avid traveler and runner, Steve embraces new cultures and territories with the same zeal he does with his new clients. With travel to places like Mongolia, Kyrgyzstan, Kazakhstan, & Belarus - Steve is always ready to face the unexpected and tackle new challenges.