Steve Egli Email and Phone Number
Advisor to financial services companies with 20+ years of experience providing market-enhancing growth strategies and M&A solutions, raising capital, and enhancing investor relations with publicly traded and privately held clients. A proven track record of exceptional presentation, communication, and interpersonal skills leveraged to build client relationships while successfully hiring, leading, and mentoring junior team members. A well-regarded, solutions-minded collaborator with meticulous attention to detail in providing quality advice and client deliverables. Seasoned professional displaying battle-tested negotiating skills, proven business acumen, and compelling strategic vision. Demonstrated ability to work independently or collaborate effectively with internal and external partners. Inspired to share new strategic perspectives with clients after taking a career break to spend extended time with my children.
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Managing Partner And Portfolio ManagerDiligence Capital Management, LlcMill Valley, Ca, Us -
Managing DirectorStephens Dec 2020 - Dec 2022San Francisco, California, United StatesInvestment banking professional responsible for business development and transaction execution for clients in the financial services sector. A primary focus is on mergers and acquisitions and capital raising for financial services companies in the Western United States. -
Managing DirectorRaymond James May 2017 - Oct 2020San Francisco Bay AreaInvestment banking professional responsible for business development and transaction execution for clients in the financial services sector. A primary focus is on mergers and acquisitions and capital raising for financial services companies in the Western United States. -
Managing DirectorSandler O'Neill & Partners, L.P. Jan 2015 - May 2017San Francisco, CaInvestment banking professinal responsible for transaction execution and business development focused on the financial services industry. Primary focus is on mergers and acquisitions and capital raising for financial services companies in the Western United States. -
Associate DirectorSandler O'Neill Dec 2009 - Dec 2014San Francisco, CaInvestment banking professinal responsible for transaction execution and business development focused on the financial services industry. Primary focus is on mergers and acquisitions and capital raising for financial services companies in the Western United States. -
Vice PresidentSandler O'Neill & Partners Jan 2006 - Jul 2010San Francisco, CaAdvise financial services companies on merits of mergers and acquisitions, capital offerings and related corporate finance matters. Assist clients in structuring and negotiating transaction terms, performing due diligence and identifying market opportunities. -
AssociateSandler O'Neill & Partners, L.P. Jun 2004 - Jan 2006San Francisco, CaPerform financial analysis of mergers and acquisitions, prepare offering memoranda,visit clients and prepare client presentations, perform discounted cash flow and comparable company analysis supporting valuation opinions and research industry transactions
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Research AnalystOffice Of The Comptroller Of The Currency May 1999 - Aug 2002Provided senior agency economists with detailed financial and statistical modeling of banking industry trends and performance. Helped prepare congressinal testimony for agency officials on banking matters. Developed internal future strategic plan for agency.
Steve Egli Education Details
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Finance And Economics
Frequently Asked Questions about Steve Egli
What company does Steve Egli work for?
Steve Egli works for Diligence Capital Management, Llc
What is Steve Egli's role at the current company?
Steve Egli's current role is Managing Partner and Portfolio Manager.
What schools did Steve Egli attend?
Steve Egli attended University Of California, Berkeley - Walter A. Haas School Of Business, Utah State University.
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Steve Egli
Scottsdale, Az2cox.net, ibm.com -
Steve Egli
San Jose, Ca6yahoo.com, hotmail.com, aol.com, lycos.com, alzeta.com, alzeta.com3 +140829XXXXX
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Steve Egli
Marketing Coordinator At Tropical Smoothie Cafe Franchise Development CorporationMiramar Beach, Fl2tropicalsmoothie.com, tropicalsmoothie.com -
2nationwide.com, brighthousefinancial.com
2 +161547XXXXX
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