Professional experience
Stephen is a highly experienced Corporate Advisory specialist with more than 30 years of M&A and commercial expertise developed in both professional and financial services. This has provided Stephen with insights as to the importance of both organic and inorganic growth options and how these can be combined to fulfil the growth agenda of the organisation whilst appropriately managing all significant risk aspects.
Stephen has developed a keen insight into the importance of both organic and inorganic growth options and how these can be combined to fulfil the growth agenda of the organisation whilst appropriately managing all significant risk aspects.
Stephen spent more than 25 years with one of the largest professional services firms in the world focusing on strategy & business plan assessment, understanding the competitive landscape, target identification, due diligence, negotiation, valuation, assessment of synergies and risks, project management and execution and is an acknowledged expert in the fields of corporate valuation & IERs, due diligence, IPOs and financial modelling.
In the 5 years prior to joining Nexia, Stephen utilised these skills and expanded them in the financial services space as a senior executive in 2 organisations, namely as CEO of a multi-family office working with families, foundations and other UHNW investors and then as COO of a global asset management firm. As a result, Stephen views problems and challenges as the client sees them and brings to the table commercial as well as technical solutions.
Expertise
- Valuations for M&A transactions, taxation & financial reporting purposes
- Due diligence (buy side & vendor)
- Advisory & modelling
- Former committee member for the Business Valuation
Qualifications
Graduate of the Australian Institute of Company Directors
Fellow of Chartered Accountants Australia and New Zealand (CAANZ)
Fellow of FINSIA (F Fin)
Graduate Diploma of Applied Finance (Grad. Dip. App. Fin.) – FINSIA
Diploma of Financial Planning (DFP) – Kaplan
Bachelor of Economics
