Sterling Smith

Sterling Smith Email and Phone Number

Director - Private Equity @ Baker Tilly US
Dallas, TX, US
Sterling Smith's Location
Dallas, Texas, United States, United States
Sterling Smith's Contact Details

Sterling Smith personal email

n/a
About Sterling Smith

Proven business leader with over 20 years of business development, professional services and senior management experience derived from working in the investment banking, public accounting and consulting industries. Demonstrated buyside and sell side mergers & acquisitions skills and transaction experience as well as corporate development strategy and execution know-how, which has included the formation of many commercial partnerships and deployment of strategic venture capital.

Sterling Smith's Current Company Details
Baker Tilly US

Baker Tilly Us

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Director - Private Equity
Dallas, TX, US
Website:
bakertilly.com
Employees:
10391
Sterling Smith Work Experience Details
  • Baker Tilly Us
    Director - Private Equity
    Baker Tilly Us
    Dallas, Tx, Us
  • Moss Adams
    Director - Private Equity
    Moss Adams Jan 2021 - Present
    Seattle, Wa, Us
  • Kletos Consulting Llc
    Founder & Ceo
    Kletos Consulting Llc Aug 2018 - Present
    Kletos provides business consulting, corporate development and financial advisory services for lower middle market enterprises.
  • Founders Advisors, Llc
    Managing Director
    Founders Advisors, Llc Sep 2019 - Jun 2020
    Led Founders’ business services practice, focusing on select industry sector coverage, including human resource technology and tech-enabled services, information technology and enterprise-level, automation and BI solutions. Advised founders of and investors in middle market companies on strategic alternatives and managed the execution of sell side, recapitalization and private equity capital raise transactions to support growth and/or provide investor liquidity.
  • Acap Health Consulting, Llc
    Director Of Distribution & Ventures
    Acap Health Consulting, Llc Aug 2016 - Aug 2018
    Led ACAP Health's business development and distribution activities for select, employee benefit programs- Represented tech-enabled, solution providers that improve individual's health through chronic disease prevention and management programs- Directly promoted programs to self-funded employers as well as facilitated vendor program distribution through third party, employee benefit brokers and consultantsLed ACAP Health's venture investing operations- ACAP Ventures evaluated and invested in technology and services-based programs designed to minimize the financial impacts of chronic disease conditions on a company's P&L - Strategic investment capital deployed to support the validation and commercialization of innovative, benefit offerings and implementation of go-to-market strategies
  • Cura Wellness, Llc
    Founder & Managing Member
    Cura Wellness, Llc Jun 2015 - Aug 2016
    Cura Wellness, LLC promoted and distributed tech-enabled, services offerings utilized by hospital systems, multi-specialty physician practices and primary care clinics to deliver better care for Medicare patients.
  • Stephens Inc.
    Senior Vice President - Technology Investment Banking
    Stephens Inc. Jan 2006 - Feb 2015
    Little Rock, Arkansas, Us
    Senior Vice President (February 2010-February 2015), Vice President (February 2007-January 2010) and Associate (January 2006-January 2007)Led the Information Technology and Services, Financial Technology and Digital Marketing Technology Practice (April 2011-February 2015)- Developed the industry coverage thesis and go-to-market strategy to establish a middle market, technology investment banking franchise- Counseled founders, management teams and boards on business strategy, capital structure and industry, M&A and capital markets dynamics to optimize competitive position, valuation and liquidity and strategic alternatives- Financial advisory services included: buyside and sell side M&A, growth equity private placements, public equity capital raises and board advisoryCo-founded and managed the Financial Sponsors Coverage Group (January 2008-March 2011)- Established relationships with private equity groups, family offices and venture capital firms, strengthening Stephens’ brand and platform capabilities awareness- Forged senior-level relationships with over 300 investor groups
  • Houlihan Lokey
    Associate Investment Banking
    Houlihan Lokey Jul 2003 - Jan 2006
    Los Angeles, Ca, Us
    Provided M&A, restructuring and valuation advisory services to E&P, mid-stream, oil field services and refining companiesAdvised boards and management teams on public to private, public merger of equals, management-led and sponsor-backed buyout and spin-off transactions as well as minority private placements
  • Jpmorgan Chase & Co.
    Summer Associate Investment Banking
    Jpmorgan Chase & Co. Jun 2002 - Aug 2002
    New York, Ny, Us
    Financial Institutions Group
  • Deloitte & Touche
    Tax Manager
    Deloitte & Touche Jan 1997 - Jul 2001
    Manager (July 2000–July 2001), Senior Consultant (January 1999-June 2000) and Staff Consultant (January 1997-December 1998)

Sterling Smith Skills

Mergers And Acquisitions Investment Banking Valuation Private Placements Financial Advisory Financial Modeling Due Diligence Venture Capital Financial Accounting Analytical Skills Leadership Business Development Business Strategy Corporate Finance Corporate Development Joint Ventures Private Equity Healthcare Accounting Marketing Private Equity Funding Buy Side Sell Side Equities Capital Markets

Sterling Smith Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Master Of Business Administration (M.B.A.)
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Taxation
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Accounting

Frequently Asked Questions about Sterling Smith

What company does Sterling Smith work for?

Sterling Smith works for Baker Tilly Us

What is Sterling Smith's role at the current company?

Sterling Smith's current role is Director - Private Equity.

What is Sterling Smith's email address?

Sterling Smith's email address is st****@****ams.com

What is Sterling Smith's direct phone number?

Sterling Smith's direct phone number is +150137*****

What schools did Sterling Smith attend?

Sterling Smith attended The University Of Texas At Austin, The University Of Texas At Austin, The University Of Texas At Austin.

What skills is Sterling Smith known for?

Sterling Smith has skills like Mergers And Acquisitions, Investment Banking, Valuation, Private Placements, Financial Advisory, Financial Modeling, Due Diligence, Venture Capital, Financial Accounting, Analytical Skills, Leadership, Business Development.

Who are Sterling Smith's colleagues?

Sterling Smith's colleagues are Austin Sorenson, Allison Fischer, Becky Roth, Mohammed Ahmad Farooqui, Jessica Adger, William Pelletier, Cfa, Cory Gertz.

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