Steve is the founder of Periscope Equity and oversees the day-to-day activities of the firm. He focuses on sourcing and execution of transactions and collaborating with management teams. Steve has spent his entire career working with tech-enabled business services companies, serving as an investor and board member after working in investment banking and holding operational roles. Steve currently serves on the boards of CyberMaxx, MAS, WPAS, brighfin, Power Digital, Sentrics and Uprise Health.
Prior to Periscope Equity, Steve was a Principal at Bridge Investments, where he originated, negotiated and led the firm’s business services investments. He was the Chairman of the Board of Prime Visibility Media Group through its ultimate sale to blinkx plc (LSE: BLNX) in November 2011. In addition, he was a board member and the lead preferred director of FreightWatch International through its ultimate sale to United Technologies Corp. (NYSE: UTX) in June 2012. Prior to Bridge, Steve was a Director at Lake Capital, a middle-market private equity firm focused on business services firms where he executed several transactions.
Earlier in his career, he was an investment banker, first at ABN Amro and then at Donaldson, Lufkin & Jenrette (later Credit Suisse First Boston through acquisition), where he was a member of the Mergers and Acquisitions group. At DLJ/CSFB, Steve worked extensively with Information Resources, Inc. (IRI), a Chicago-based market research company, which he later joined in an operational capacity.
Steve holds an MBA from the University of Chicago Booth School of Business and a BSM from Tulane University. He is a member of the Tulane Fund Advisory Board and The Economic Club of Chicago.