Vice President

Experience

Steve joined Falcon in 2020. Prior to joining Falcon, Steve was a Senior Associate at KPMG in their Deal Advisory Practice where he performed buy-side and sell-side M&A advisory services to clients primarily in the commercial and industrial space. Steve started his career at Deloitte & Touché in the Audit and Assurance practice and is a licensed certified public accountant (CPA).

Education

Steve holds a BS in Accounting with a Minor in Finance and an MBA from the University of Scranton’s Kania School of Management, as well as FINRA 79 and 63 licenses.

Outside of Work

Steve enjoys spending his free time with his wife and two kids, traveling, golfing, home improvement projects, and rooting for the Phillies and Eagles.

SELECT TRANSACTIONS

Aprio logo
- Recapitalized by -
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Falcon served as the exclusive financial advisor to Aprio, an international business advisory and accounting firm.
- Acquired By -
Falcon served as the sell-side advisor to iThreat Cyber Group, a New Jersey based information security and managed security services provider.
- Acquired By -
Falcon served as the exclusive sell-side advisor to CPa Medical Billing, an East Haven, Connecticut based revenue cycle management company with a particular niche in serving the Federally Qualified Health Center (FQHC) market.