Steve has more than 25 years of experience in corporate finance, buy and sell-side equity research, operations, marketing, consulting and has been a founder, advisor, agent, banker, and investor in dozens of companies over the years. This breadth and depth of experience gives him a uniquely integrated perspective on the issues and challenges — as well as the opportunities — affecting his investment banking and advisory clients. Steve has held senior positions with multiple investment banks.
Steve is a recognized expert in microcap stocks. He has been interviewed by the Los Angeles Times, the Washington Times, the Washington Business Journal, and Equities.com and has served on and moderated multiple conference panels. His experience includes $300 million in microcap corporate finance transactions, including private placements, PIPEs, reverse mergers, IPOs, and M&A.
He is a published author and analyst and was the co-founder and Editor of BullMarket.com’s Bull Market Microcap Review, a subscription investment newsletter that provided commentary and analysis on under-followed microcap stocks. Subsequently, he was the microcap equity analyst for Think20/20, an independent equities research firm. Steve is also the author of the Amazon #1 Best Selling book, Microcap Magic: Why the biggest returns are in the stocks you’ve never heard of, published in 2015.
Steve has provided clients with top-tier advisory work, and some of his joint-venture partners have included America Online, Metrocall (now USA Mobility), Ralph Edwards Productions (creator of classic TV shows Truth or Consequences and This Is Your Life), and many others.
Steve loves the entertainment business and served as Executive Producer of the feature film, Moving Target, in 1994 and advisor on the feature film, Checkout, in 2002. He also is part of a songwriting team with Justin Sheehy, and the two have a catalog of 50 songs under their Jamsmack label. You can listen to some of the songs here: broadjam.com/jamsmack.
Steve holds a B.A. from George Mason University in Virginia, which he attended on a baseball scholarship.