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Speaking Engagements

Steven is Passionate About Sharing His Experiences And Advice With Audiences That Are…

Insurance

Explore industry trends, M&A strategies, and growth opportunities in the evolving insurance market.

Private Equity

Gain insights on sourcing, structuring, and closing financial services transactions for portfolio growth.

Family Office

Learn how to identify, evaluate, and invest in middle-market financial services companies.

Subject Matter Expertise

Steven is an Expert Speaker On

Mergers & Acquisitions Strategy

Steven shares his insights from closing over 600 transactions, guiding audiences through the full M&A lifecycle. From sourcing deals and conducting due diligence to negotiating terms and executing successful integrations, Steven helps companies maximize value and minimize risk while navigating complex financial services transactions.

Corporate Governance & Board Leadership

With extensive experience as Vice Chairman and Lead Independent Director of public companies, Steven offers practical guidance on building high-performing boards, enhancing corporate governance, and driving strategic decision-making. He helps board members and executives understand how effective oversight and governance lead to stronger, more sustainable organizations.

Operational Turnarounds & Growth

Drawing from decades of experience leading financial and operational transformations, Steven teaches how to revitalize underperforming businesses. He covers strategies for streamlining operations, optimizing financial performance, and creating scalable processes that drive sustainable growth, profitability, and shareholder value.