STE Advisors
We help founders, family-led businesses, private equity-backed companies, and growth-oriented organizations achieve value creation through strategic planning, merger & acquisition preparation and execution, partnership development, and cross-functional “work on the business” projects. We combine high-level strategy with hands-on execution to move businesses forward.
Value Creation Services
ASSESSMENT Industry/Mapping and Analysis
Who are the players in your industry? Existing, new and potential. What do they do, what share do they have, where can they expand and are they a risk or potential opportunity for you. Potential companies to buy or partner with? Who would acquire your business?
GO TO MARKET Product/Service Gaps and Opportunities
How does your existing offering compare to your competition? What are all the products and services you can offer? Which ones have the largest opportunity? Which ones are the easiest for you to execute against and drive growth?
PLANNING Strategic / Operating Plans, KPIs and Accountability
Strategic plan: Have you recently collected and consolidated the key internal/external data points and perspectives to formulate a prioritized, long-term view? Have you built consensus, are the themes clear and can the plan be simply communicated?
Execution: Is the strategy actionable? What steps need to be taken? Who is responsible? What investment needs to be made? How will you measure success?
EXECUTION Internal Initiatives, M&A, Integration, Partnerships and Company Transformations
Is there a known specific list of actions to take, but you/your Team doesn’t have the skill set or can’t find the time to execute? Do you need someone to drive the strategy and execution plan or other large growth or operational initiatives?
Continuously growing and transforming your business isn’t easy. You and your Team
have to be willing to accurately assess where you are, change how you operate and
invest in your future. If you are ready, STE Advisors can help.
STE Advisor Experience
Past Roles
EVP & Chief Growth Officer of a founder-led, data-as-a-service business; sold to a Stone Point Capital portfolio company in January 2020
Chief Corporate Development and Strategy Officer of KKR and TPG backed online marketplace and B2B software and services company; doubled value from $525M to > $1.2B
GM of a public online marketplace and B2B software and services company with an organization of 100+ people driving demand, product development, and fulfillment
Interim CFO and COO at a seed stage start-up developing purpose-driven tech. I was able to help influencers raise money for charity and also work with family.
Corporate Development and Strategy for UPS, who had just recently went public
I-banking for a technology/business services venture capital firm and investment bank during the first dot-com bubble
Mentored by the founder of a family-owned money management and private equity firm focused on value investing in manufacturing and distribution companies during the Internet boom while undertaking a leadership transition
Company Size and Ownership Teams
My experience includes over 25 years of leading, operating and consulting with public and private companies with revenue ranging from $1M to $50B. Types include:
Public – Micro cap to Fortune 50
Founder-Led
Private Equity (KKR, TPG and Providence Equity) and Venture Capital Backed
Family-Owned
Start-Ups
Accomplishments
Scaled and positioned a founder-led, data as a service business increasing the value by > 60% with very limited additional investment. Here I created and implemented the strategic plan, transformed and/or led the sales, product, operations, and marketing functions and evaluated and implemented new processes and systems which improved scalability.
Developed strategic plan to transform a KKR/TPG backed print business to an online marketplace. I was an initial change agent driving not only the strategy, but the communication and execution of the plan throughout the organization. This reduced costs by $80M, doubled revenue growth, and was accomplished with executive and employee resistance during the Financial Crisis. The result was a cohesive, focused team and an increase in valuation from $525M to > $1.2B.
Bought and sold over 20 companies from valuations of ~ $500k to > $1B
Launched and operationalized a multi-channel sales team growing to > $25M in revenue
Led the digital marketing function for various consumer-facing websites (~15M visits monthly) which included a $10M+ investment in content
Incubated and managed $30M+ in revenue driven by a data product, advertising software and the monetization of the consumer move process
About Us
STE Advisors helps founders, family-led businesses, private equity-backed companies, and growth-oriented organizations achieve value creation through strategic planning, merger & acquisition preparation and execution, partnership development, and cross-functional “work on the business” projects. We combine high-level strategy with hands-on execution to move businesses forward.
