Stephen Testa Email & Phone Number

Private equity professional, operating executive, and advisor, Steve Testa, has spent more than twenty-five years helping $10M to $1.2B companies create value through rigorous financial analytics, novel structuring, and risk mitigation—holding leadership roles ranging from deal-maker and M&A advisor, to investor, in-house CFO, and private company board director.As a PE investment executive, Steve has sourced and negotiated more than twenty private equity transactions, collectively positioning eight companies for growth and exit. He has also recruited, advised, and guided executive management teams, including the initiation of complete leadership changes across multiple situations. As a finance-focused operating executive, Steve has worked with boards and companies to design and execute growth and expansion plans for PE- and family-owned companies, ranging from lower-middle-market concerns to billion-dollar enterprises. Along the way, Steve has devised and structured growth and sustainability strategies including joint ventures and debt restructuring, profitability-based compensation and consideration plans, and organic growth through market expansions.Working mostly with founder and entrepreneur-led companies, Steve has also helped companies develop messaging clarity; redesigned corporate cultures and employee engagement around accountability and trust; professionalized entrepreneurial organizations, systems, and controls; and streamlined operations, administration, and management and reporting systems.INDUSTRY FOCUS: Healthcare, Distribution, Manufacturing, Leisure & Hospitality, Commercial Services, and Retail / Ecommerce Companies. BUY- & SALE-SIDE EXPERTISE: M&A, Acquisition Integrations, Financial Performance & Operational Restructuring, Executive Team Optimization, Corporate Rebranding, Market Expansion & Revenue Growth, Finance Operations & Risk Management, Workplace & Culture Development, Field Team Professionalization & Training, Union / Labor Relations, Technology Transitions, Turnaround & Crisis Management.

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  University Of Southern California

  Business / Finance