PRIOR EXPERIENCE:
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Co-Head of Technology & Services Investment Banking at Raymond James
(16 year tenure)
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Head of M&A at Wachovia Securities
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Cross-border M&A banker with Citibank in Frankfurt, Germany
EDUCATION:
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MBA from Duke University’s Fuqua School of Business (Fuqua Scholar)
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BS in Business Administration from College of Charleston (cum laude)
Stefan has completed over 100 transactions valued at more than $8 billion during his 23 year investment banking career. Most recently, he and his partners at Raymond James built one of the leading Technology & Services investment banking practices in the United States. Stefan has led M&A advisory teams across multiple industries and has significant cross-border experience ever since his time as a Vice President with Citibank in Germany. He is fluent in German and French.
PRIOR EXPERIENCE:
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12 years at Raymond James in the firm’s medical technology and healthcare investment banking practice
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8 years in the healthcare investment banking group at A.G. Edwards
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2 years at Coopers & Lybrand (now PWC)
EDUCATION:
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MBA with high distinction from the University of Michigan
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Graduated summa cum laude from Brigham Young University
Kurtis has completed over 80 healthcare industry transactions and has advised on numerous transactions with strategic and/or cross-border parties, including the medical services & materials deal of the year – middle market, as recognized by M&A Atlas Awards.
PRIOR EXPERIENCE:
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10 years with the Technology & Services Investment Banking group at Raymond James
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Nuclear submarine officer with the U.S. Navy
EDUCATION:
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Master of Engineering Management from Old Dominion University
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BS in Engineering Physics from Cornell University
Neal has advised on more than 40 completed M&A transactions for both public and private companies. His specialties include executing complex M&A transactions, as well as strategic planning and execution. Neal has also advised on a number of cross-border M&A transactions.