About Steven
Key Achievements
- Integrated 3 PE-sponsored restaurant brands (125 locations; $200M revenue) into a unified financial and operating platform, aligning systems, reporting, people, and processes—enabling cleaner performance visibility and supporting strategic recapitalizations.
- Reduced inventory days on hand, unlocking $2.5M in working capital and reducing waste by $0.8M annually; implemented pricing optimizations improving margins by 6% without impacting volumes.
- Directed diligence and financial modeling for $50M+ acquisition pipeline and supported full lifecycle of deals up to $1B, including valuation, IRR/ROIC analysis, synergy modeling, integration planning, and scenario forecasting.
- Led the financial modeling, diligence, and carve-out efforts for a major PE transaction, strengthening liquidity, reducing debt, and ensuring seamless reporting throughout the transition.
Technology Expertise
- NetSuite
- QuickBooks
- Xero
- Excel
- Power BI
Education
- University of Texas at Dallas — Bachelor of Science, Finance & Economics
Previous Companies
- Gather Holdings
- Bar Louie
- Conduent/Xerox
- J.P. Morgan Chase
- Adullam Capital Group