Jeffrey Stello Email and Phone Number
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Jeff Stello brings more than 25 years of financial and operational leadership experience to client engagements. He has been a CEO, CFO and General Manager in multiple public and private companies leading to several successful exits. He has raised more than $500 million in various equity and debt transactions and executed/ integrated multiple M&A transactions. Jeff has diverse operational experience across multiple industries including software development, healthcare IT, medical device manufacturing, IT services and energy – products and services.Recent engagements serving private equity firms and their portfolio companies included interim-CEO with a custom manufacturer in the automotive industry, interim-CFO of a $225 million fabricator and distributor of home construction materials and interim-CFO of a $200 air conditioning manufacturer and distributor. Outsourced Operating Partner for industrial cleaning company.Specialties: Leadership & Vision, Strategic Planning & Execution, P&L Management, Operational Excellence, Change Management, Strategic Alliances, M&A Integration, Capital Fundraising, IPO/ SEC Compliance and Crisis Management.
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President And FounderAst, Llc Nov 2019 - PresentMalvern, Pennsylvania, UsAST, LLC is a full-service provider of sales & use tax (SUT) advisory and compliance services. Provides vision and overall management to a team of professionals committed to serving clients dealing with complex sales & use tax regulations. We combine subject matter expertise with best-of-breed technology tools to provide an automated and seamless solution for companies, in a post-Wayfair world. -
Chairman Of The BoardMetaphase Technologies Inc. Jan 2019 - PresentBristol, Pennsylvania, Us -
Managing PartnerCharlestown Capital Partners, Llc Jan 2008 - PresentPhiladelphia, Pennsylvania, UsCharlestown Capital Partners is a transaction advisory firm founded in 2007 that provides financial due diligence and CFO advisory services to an array of mid-market clients including private equity firms (and their portfolio companies), public and private companies, lenders and owner/ entrepreneurs. These services may be provided during the due diligence period of a pending transaction (buy-side or sell-side) or as part of a post-transaction integration process. -
President And CeoMatcor, Inc. Jan 2010 - Jun 2013Chalfont, Pa, UsTransformed this declining lifestyle business into a high growth technology company. Provided strategic and operational leadership to this specialty engineering/ manufacturing firm that designs, manufacturers, installs and maintains cathodic protection and corrosion control systems to the energy and water industries. Assembled team to accelerate growth, redirected strategic focus and developed culture of accountability. Resulted in triple revenues and dramatic increases in profitability and shareholder value in 3 years. Named to the Inc. 500/5000 list for 3 straight years. -
Global Chief Financial OfficerPrecimed Sa Jul 2005 - Jan 2008Provide global leadership for all finance, accounting, human resources and information technology initiatives for this strategic medical device supplier to the largest orthopedic companies worldwide including Johnson & Johnson DePuy, Stryker, Medtronic, Zimmer and Synthes. Active participant in process that resulted in the successful sale to a NYSE company. Developed strategy for global ERP system in an FDA-regulated environment resulting in the implementation of SAP. Coordinated cross-cultural stakeholders to a common strategy to implement a single global ERP solution. Negotiated software license, hosting and systems implementation contracts with multiple service providers. Completed implementation project on-time and on-budget.Executed mergers & acquisition strategy including identification of target companies, due diligence, financial analysis, negotiations and financing requirements for acquisitions in Europe and the United States.
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Chief Financial Officer/ General Manager - Managed Services PracticeVisalign Apr 1999 - Dec 2004Garden City, Ny, UsProvided financial leadership during Company’s 40% annual organic growth period and strategic acquisitions. Established financial objectives, operating policies and procedures to ensure attainment of corporate objectives. Managed implementation, upgrades and conversion of ERP systems. Led acquisition of 3 companies accelerating growth to $50 million in revenue, expanding service offerings, and improving profitability. Acquisition valuation and due diligence; negotiated transaction terms; formulated integration strategies.Led IT outsourcing practice serving clients including Pfizer, AstraZeneca, Comcast and Conectiv with full accountability for sales, customer support and P & L performance. Attained 100% revenue and profit objectives accounting for 65% of Company revenues and 75% of gross profits. Highest performing practice in the company. Realized 100% client renewal and personally negotiated several multi-million dollar contracts. -
Ceo And FounderIt Financial Inc. May 1994 - Apr 1999Developed strategic vision for financial management consulting and business process outsourcing firm providing services to venture-backed technology companies. Business subsequently sold to regional CPA firm and joined executive team of client, Vis.align, Inc. Implemented sales and marketing plan resulting in $1 million revenue run rate and Company being named to the Philadelphia 100, recognizing fastest growing companies in Delaware Valley. Served diverse client base across life sciences, software development, IT services and healthcare services industries.• Identified and developed all service offerings including interim CFO services, systems implementation, capital fundraising and outsourced accounting services. Recognized for unique business strategies in Entrepreneur, Business Week and Philadelphia Business Journal.
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Chief Financial OfficerGmis, Inc. Jan 1988 - May 1994• Raised more than $35 million in IPO and secondary public offerings for this $40 million software development and services firm. Created reporting systems for SEC disclosure and reporting compliance. • Headed acquisition of 2 companies accelerating growth to $40 million in revenue, adding complimentary software products, and improving profitability. Created formulas and criteria for acquisition valuation and due diligence; formulated integration strategies including standardized, post-integration processes. • Implemented tax planning and compliance strategies that eliminated potential state sales tax liability exposure and reduced income tax liability by several hundred thousand dollars per year.• Instituted and managed investor relations program communicating quarterly performance and financial guidance to 14 research analysts, institutional shareholders and investor conference attendees.
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Manager, Contract Pricing & Analysis - Manager, Finance & AdministrationSms Nov 1981 - Nov 1987• Supported acquisition of 3 physician practice management companies accelerating growth, extending geographic reach, and improving profitability. Performed due diligence; formulated integration strategies, standardized post-integration processes and coordinated communications to branch offices.• Developed methodology to analyze Company’s remote computing service offerings and to calculate cost and profitability for each application resulting in modified pricing and improved gross margins. • Eliminated three month review backlog of enterprise software license agreements by streamlining review process and specialization by product line.
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Senior Audit SupervisorKpmg Audit Jan 1979 - Nov 1981New York, Ny, Us• Effectively managed audit engagements on-time and on-budget with high client satisfaction.• Trained new colleagues utilizing generally accepted auditing standards.• Prepared audited financial reports for diverse client base.
Jeffrey Stello Skills
Jeffrey Stello Education Details
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Villanova School Of BusinessMaster Of Business Administration - Mba -
Bloomsburg University Of PennsylvaniaBusiness Administration/ Accounting
Frequently Asked Questions about Jeffrey Stello
What company does Jeffrey Stello work for?
Jeffrey Stello works for Ast, Llc
What is Jeffrey Stello's role at the current company?
Jeffrey Stello's current role is C-Level Executive, Board Member, Operating Partner.
What is Jeffrey Stello's email address?
Jeffrey Stello's email address is js****@****ast.net
What is Jeffrey Stello's direct phone number?
Jeffrey Stello's direct phone number is +161069*****
What schools did Jeffrey Stello attend?
Jeffrey Stello attended Villanova School Of Business, Bloomsburg University Of Pennsylvania.
What are some of Jeffrey Stello's interests?
Jeffrey Stello has interest in Golf, Travel, History, New Gadgets.
What skills is Jeffrey Stello known for?
Jeffrey Stello has skills like Strategy, Strategic Planning, Mergers And Acquisitions, Leadership, Business Strategy, Management, Contract Negotiation, P&l Management, Management Consulting, Financial Analysis, Start Ups, Change Management.
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