Steve Egli

Steve Egli Email and Phone Number

Managing Partner and Portfolio Manager @ Diligence Capital Management, LLC
Mill Valley, CA, US
Steve Egli's Location
Mill Valley, California, United States, United States
About Steve Egli

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.

Steve Egli's Current Company Details
Diligence Capital Management, LLC

Diligence Capital Management, Llc

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Managing Partner and Portfolio Manager
Mill Valley, CA, US
Steve Egli Work Experience Details
  • Diligence Capital Management, Llc
    Managing Partner And Portfolio Manager
    Diligence Capital Management, Llc
    Mill Valley, Ca, Us
  • Stephens
    Managing Director
    Stephens Dec 2020 - Dec 2022
    San Francisco, California, United States
    Investment 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.
  • Raymond James
    Managing Director
    Raymond James May 2017 - Oct 2020
    San Francisco Bay Area
    Investment 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.
  • Sandler O'Neill & Partners, L.P.
    Managing Director
    Sandler O'Neill & Partners, L.P. Jan 2015 - May 2017
    San Francisco, Ca
    Investment 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.
  • Sandler O'Neill
    Associate Director
    Sandler O'Neill Dec 2009 - Dec 2014
    San Francisco, Ca
    Investment 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.
  • Sandler O'Neill & Partners
    Vice President
    Sandler O'Neill & Partners Jan 2006 - Jul 2010
    San Francisco, Ca
    Advise 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.
  • Sandler O'Neill & Partners, L.P.
    Associate
    Sandler O'Neill & Partners, L.P. Jun 2004 - Jan 2006
    San Francisco, Ca
    Perform 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
  • Office Of The Comptroller Of The Currency
    Research Analyst
    Office Of The Comptroller Of The Currency May 1999 - Aug 2002
    Provided 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

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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