“We have had a successful relationship with Steve spanning over nine years, involving several successful assignments including the recent recapitalization of our company to better utilize our fixed and working capital assets.

As in the past, Steve was able to find the right funding sources that fit our company, and helped us to shepherd the successful completion of a transaction from “A to Z” including due diligence guidance and legal review. This process was of critical importance to the continued growth of our firm and there’s no question that we would not have been successful without Steve’s involvement.

Craig B.


“We had a great experience working with Steve. Steve worked with our firm to develop a specific investment thesis centered on a long-term growth objective through the strategic acquisition of an Automation and Controls company. With the assistance of specific acquisition criteria developed jointly with us, Steve developed a plan that resulted in several acquisition candidates that fit our strategic focus. As a result Steve identified and approached a company headquartered in Green Bay, WI, and assisted us in acquiring the business. While sharing some of the same cultural and operating philosophies, the acquisition achieved a variety of objectives for us including the addition of new capabilities and services, new customers and industry segments, and new engineering talent. Beyond investment thesis development and search activities, Steve managed the entire acquisition process — including negotiating the deal’s economic terms and conditions for our company and quarterbacking due diligence — leading to the successful closing of the transaction.”

Eric W.