Steve Vitale Email and Phone Number

As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a passionate team of professionals at Generational Equity. With a wealth of experience across a vast range of industries no one understands business owners like we do. Click Below to Register for Our Conference or Watch A Conference Highlight Video

Specializing in the identification, negotiation, and closing of “off-market" hotel opportunities throughout western and southwestern U.S. on behalf of our institutional and private buyer clients, investors, and operators. Principal – Denver, CO  Responsible the identification, negotiation, and closing of “off-market" hotel opportunities throughout Western and Southwestern U.S. on behalf of our institutional and private buyer clients, investors, and operators including CAMBRIA, Sage Hospitality, Stout Street Hospitality, Rockies Lodging Capital, Mercury Real Estate Partners (Flywheel Capital), Warwick Hotels, and Vesta Hospitality.  Developed pipeline currently in excess of $100M comprised of hospitality transactions representing public, industry-leading and private hospitality clients throughout the U.S.

Broad Street Realty is a market-leading commercial real estate services firm that delivers cost-effective solutions for office, industrial and retail clients. The company has extensive experience in tenant representation, landlord representation, property acquisition and disposition, real estate development, project/construction management, finance, strategic consulting, property management and asset management.Vice President – Denver, CO Responsible for heading-up the hospitality division finding, negotiating, and brokering "off-market" hotel transactions working through buyer and seller clients and capital partners in metro Denver and throughout the U.S. including CAMBRIA/Choice Hotels, Sage Hospitality, Warwick Resorts & Hotels Worldwide, Alliance Hospitality, Magnolia Hotels, Flywheel Capital, and Rockies Lodging Capital.  Developed pipeline currently in excess of $250M comprised of hospitality investment transactions representing local and national hospitality clients throughout the U.S.

Founded in 2001, HVS Capital Corp (“HVSCC”) is the investment banking arm of HVS Consulting for the Americas. The firm’s executives have an average of 20+ years experience through several real estate cycles, completing tens of billions in transactions. HVSCC is an innovative industry leader that delivers comprehensive hospitality investment banking solutions based on performance, collaboration and trust. HVSCC’s core areas of service are debt & equity placements, investment sales / brokerage, capital advisory projects and workouts for hotels, resorts, casinos, mixed-used developments and golf properties.Vice President. – Denver, CO Responsible for investment banking and brokerage transactions for full- and select-service hotels throughout the Western and Southwestern U.S. Team closed in excess of $100M in brokerage and investment banking transactions within a portfolio of select-service hotels in western and southwestern U.S.

American Data Corp (iLandMan) – HQ in Lafayette, LA June 2013 – June 2015Getting your hands on reliable land-lease information isn't easy. We know. But with iLandMan, you have the means to make land-management projects of all sizes more efficient, better organized, and ultimately, more profitable. iLandMan was designed exclusively for land professionals. Men and women who understand the bottom line, and who put success at the top of their priority list. Created by landmen, this simple-to-use system delivers accurate, real-time, tract-based data while making the workday more productive (eliminating redundancies such as keying data entries), and reducing wasteful spending. If you're not using iLandman, you're not making the most of your resources.Account Executive (Western U.S.) – Denver, CO  Responsible for selling industry-innovating landman solutions to small-to-medium Land Services Firms and Exploration & Production Companies in the Western U.S. Closed four annual subscription licensing deals in excess of $100K in annual software and services revenue including accounts: Hat Creek Energy, GMT Exploration, LLC, Vaquero Energy, and DCOR exceeding annual revenue target rate by 25% to date.

Tom Sawyer Software – HQ in Berkeley, CA October 2011 – June 2013Data relationships are everywhere, among employees in an organization, devices in a network, genes in a biochemical pathway, and vendors in a supply chain. Customers from a wide variety of industries rely on our data visualization, layout, and analysis expertise. We can help you gain new understanding from your data and increase the value and visual appeal of your applications. We offer market-proven products, comprehensive services, and excellent technical support to help you succeed.Sales Director – Austin, Texas  Responsible for managing a team selling data visualization and analysis solutions and social network analysis solutions in both an OEM capacity as well as direct to the Energy, Telecommunications, Networking, Financial, and High-Tech Verticals in the western part of the U.S. from Texas west to California and north to Washington. Team closed fifteen enterprise OEM and direct end-user deals in excess of $8.5M in annual software revenue (OEM: 5-year contracts) and consulting services to BMC Software, Avnet, HP, BP, and Halliburton attaining 150% of team’s annual revenue.

Morgan Stanley Smith Barney – HQ in New York City, NY June 2009 – October 2011Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors.Financial Advisor – Austin, Texas  Responsible for providing wealth management services to high-net worth clients addressing such important needs as retirement, education, wealth preservation and growth, and philanthropy. Obtained Series 7 and Series 63 licensing along with a General Lines Insurance license, in one quarter of production acquired eleven households totaling $1.5M in managed assets.

McDade, Smith, Gould, Johnston, Mason & Co – HQ in Houston, TX December 2006 – June 2009Our brokers comprise the largest team of experts in the marketing and acquisition of sites for retail, multi & single-family development and investment in the Greater Houston area. This team will serve you with 100+ years of collective experience in the acquisition and disposition of properties for investment in office, retail, and multi-family and unimproved land. Broker – Houston, Texas  Brokered six (6) commercial real estate transactions (e.g. land sales for residential development) totaling in excess of $25,000,000 for development of land for higher and better use - apartment developments in inner core of Houston.  Consulted and represented 50+ clients in the areas of real estate investments, market conditions, market analysis, research, disposition and acquisition of properties including taxation strategy.

PTC (Arbortext) – HQ in Needham, MA (Ann Arbor, MI) April 2005 – December 2006PTC is helping the world’s best companies to optimize product development. As a leading supplier of Product Lifecycle Management and Enterprise Content Management solutions for over 40,000 companies of all sizes, PTC enables manufacturing, services, publishing, and government organizations to optimize the development of physical and information products. District Sales Manager – Houston, Texas  Responsible for selling enterprise PLM and ECM enterprise software solutions into Fortune 1000. Closed eighteen (18) enterprise deals in excess of $9M in enterprise licensing sales and services into High-Tech, Energy, Financial Services, and Telecommunications Verticals (Fortune 1000: Dell, HP, BMC Software, Schlumberger, Vetco Gray, National Oilwell Varco, Halliburton, USAA, AT&T/SBC, Clear Channel Communications) attaining 175% of annual revenue target.  Provided first penetration into Oil & Gas Market in twenty years of PTC sales. Developed network of large global consultant partners (IBM), specialized consulting firms (Oil & Gas – SPX Valley Forge, Michael Baker Company) to adapt and sell leading edge PLM and ECM solutions into Energy markets.

Siemens Enterprise Communications – HQ in Munich, Bavaria March 2003 – April 2005Siemens Communications, a division of Siemens AG headquartered in Munich, Germany, is one of the largest players in the global telecommunications industry. Siemens is the only provider in the market that offers its customers a full-range portfolio, from devices for end users to complex network infrastructures for enterprises and carriers as well as related services. Siemens Communications is the world’s innovation leader in convergent technologies, products and services for wireless, fixed and enterprise networks. Major Account Executive – Austin, Texas Responsible for selling enterprise-wide telecommunications solutions into Fortune 500 Companies in the south central region of the United States. Closed 5 enterprise deals in excess of $3M in enterprise licensing sales into high-tech, financial, and telecommunications verticals (Fortune 1000: Broadwing Communications, National Instruments, Temple Inland, Applied Materials, Southwestern University), attaining 150% of annual revenue target.  Closed 4 new customer enterprise accounts displacing existing enterprise solutions, and sold new productivity software (Mobility™) applications (internal voice applications and partner data solutions – Microsoft, Enterasys, NetScaler) leveraging partner co-selling and business case ROI scenarios.

Troux Technologies – HQ in Austin, Texas April 2001 – March 2003Troux Technologies provides high-performing organizations with a strategic advantage: a business system for IT. Troux’s products and solutions for IT Governance helps organizations align IT strategies and technologies with business. With Troux, you can more easily anticipate and manage change, comply with regulatory policies and standards, deliver immediate incremental revenue and high ROI, and substantially reduce IT expenses. Senior Account Executive –- Austin, Texas  Responsible for selling enterprise-wide software solutions and account development into Fortune 500 Companies in the south central and western regions of the United States. Closed eight (8) enterprise deals in excess of $4M in enterprise licensing sales into high-tech, financial, and telecommunications verticals (Fortune 1000: Qualcomm, Cisco, Motorola, SAIC, SBC, Countrywide, Washington Mutual, and Downey Financial) attaining 150% of annual revenue target.  Developed the groundwork for sales into Federal Government accounts through partnering opportunities with SAIC, EDS, and Lockheed Martin for sales into Department of Defense (Homeland Security) and the IRS.

Open Text (Vignette) – HQ in Waterloo, Ontario (Austin, Texas) July 1997 – April 2001 Vignette provides comprehensive applications that give customers the ability to deliver enterprise Web applications consisting of integrated information, composite applications and business processes to effectively meet business objectives. Major Account Executive – Los Angeles, California  Responsible for sales into high-tech, entertainment, media, and new media major accounts (Fortune 500) in southern California.  Member of Vignette’s 100% Quota Club “Circle of Excellence” for 10 consecutive quarters as a quota-carrying sales representative (e.g. Enterprise Account Manager, Major Account Executive).  Closed five (5) major accounts in excess of $3M in enterprise licensing sales into accounts including Qualcomm, Pioneer, Ingram Micro, DirectTV, and Disney Online. Sales Manager – Inside Sales/Account Managers - Austin, Texas Developed and led the first Western and North Central Inside Sales Teams supporting field Account Executives.  Successfully met goals in revenue attainment, major account development, recruitment, sales and technical training. Hired, trained, and developed 20 Sales Reps exceeding 150% of quota.  Hired, trained, and managed Vignette’s first Account Manager Team which was responsible for managing over 1,000 (expanded to 2,000 customers) Vignette customers identifying additional licensing opportunities resulting in a 40% increase in account penetration and customer satisfaction, and maintenance renewals increased by 25%. Enterprise Account Manager – San Francisco, California  Developed sales and business development process into targeted Fortune 500 install-base accounts. Closed nine (9) enterprise licensing deals in excess of $4M in enterprise licensing sales into targeted accounts in the western and central regions including Siemens Communications, Seagate Technologies, Sun Microsystems, Sybase, and Charles Schwab.

NAI Commercial (Lewis Companies) – Houston, Texas September 1995 – July 1997When it comes to commercial real estate, NAI Commercial has the local insight and global resources your business requires. Our deep roots are enhanced by our connection to NAI Global, a managed network of 8,000 professionals in over 55 countries worldwide. Local experts working together with global management, shared processes and technology to produce consistent, quality results. We provide a full range of services to meet your needs, including retail, office, industrial sales and leasing, apartment and land sales.Broker Associate – Houston, Texas  Assisted in nine (9) team tenant rep office leasing transactions (e.g. class A/B space in Houston) for clients including law firms and financial brokerages).  Consulted and represented nine private clients in the areas of office space supply, market conditions, market analysis, comps, research, lease negotiations, and closings.

BBVA Compass Bank (The Texas National Bank of Waco) – Waco, Texas July 1994 – September 1995The leading independent bank in central Texas headquartered in Waco, Texas TNB specializes in providing the best of 21st Century technology backed by an unyielding commitment to the highest standards of personal service. TNB merged without assistance into Compass Bank in July, 1997.Management Associate – Waco, Texas  Went through a one year management training program working in all departments of the bank including commercial loans, trust and investments. Attended Baylor University to supplement M.B.A. in Finance with a concentration of upper-level Accounting courses.

Dell, Inc. – HQ in Round Rock, Texas June 1992 – July 1994Dell is the world’s No. 1 computer systems company, based on global-market share estimates, and is a premier provider products and services required for customers to build their information technology and Internet infrastructures. Account Executive – Large Corporation (Platinum) Accounts – Austin, Texas  Responsible for account development and new account sales into five Fortune 500 accounts including UPS, AT&T, Lucent Technologies, Merck, and Bellcore.  Guided successful sales campaigns and proposals resulting in $25M+ award from United Parcel Service and $5M+ from AT&T.  Key contributor to AT&T awarding Dell an AVL (Approved Vendor List) license, resulting in over $10M revenue in 1996 and $15M in 1997, which resulted in AT&T upgrade to LCA Platinum Accounts. Account Representative – Small and Medium Business Accounts – Austin, Texas  Responsible for account development and new account sales of desktops, laptops, servers, peripherals, and services to small and medium-size business (<$100M revenue)  Developed and maintained 40+ accounts generating revenue in excess of $10M.  Achieved an average of 165% of quota. Named top leasing rep two consecutive quarters.