Stephen Lee Email & Phone Number

Stamford, Ct, Us

Led the acquisition of 200MW nameplate capacity wind farms portfolio in Texas and Oklahoma Panhandle region. Was responsible for the repositioning of the assets. Following the stabilization of the assets, led recapitalization and restructuring of the portfolio, including the dispositions. The company continues to acquire additional capacities with 40 MW additional capacity in Q2 2022 and 54 MW in Q4 2022 pipeline. The company is broadening its renewable portfolio by adding solar capacities in 2022.

Stamford, Connecticut, United States

Waterstone Partners, LLC, with its sponsor Olympia Capital Corporation of Los Angeles, is acquiring 200Mwh wind farm facility ("project") located in Texas and Oklahoma from a consortium of Korean conglomerates, utility, engineering company, and the banks. Waterstone Partners will act as an operating partner with a minority strategic interest in the project and Olympia served as a primary sponsor capital of the project with an equity commitment of up to US$25 million. The project, which consists of 80 turbines in Panhandle region, was completed in 2013 by DeWind GmbH at the cost of approximately US$315 million. Waterstone is focused in growing its existing environmental/renewable technology portfolio, through strategic acquisitions.

Greater Boston Area

QUOVAS offers suite of innovative products supporting three major critical areas of security. Initial focus is in preventing intrusions with patented finger-vein biometrics in conjunction with the deployment of the UAF (Universal Authentication Framework) as defined by the FIDO Alliance, The FIDO (Fast IDentity Online) Alliance is an industry consortium addressing interoperability issues among biometric and other authentication technologies, and to be adopted in the mobile payments arena. Adopting the UAF, QUOVAS is able to effectively integrate its technology with other vertical applications utilizing UAF to assure the highest level of security in the marketplace today.QUOVAS suite of products—which integrates patented, advanced finger-vein biometric technology—are in the leading edge of the solutions in demand by all kinds of enterprises now. Well publicized breaches, intrusions and hacking of data have dominated the headlines frequently over the recent years and months, and QUOVAS offers one of the most comprehensive and innovative suite of solutions products to minimize, protect/protect, and mitigate such risks to help avoid costly hacking intrusions, and the tremendous costs to the companies from such a hacking.

Beverly Hills, Ca

Working with its principals and partners, including Stephen Norris (Carlyle Group Co-founder), advised the firm on its private equity transactions in biometric sector as well as strategic plan and capitalization structures for SCO acquisition.

Greater Los Angeles Area

SIP specializes in value-add, opportunistic real estate investment. Its main role included investment strategy formation, sourcing, analysis, structuring, and management of assets. Advised and oversaw the acquisition of more than $800MM in transactions. Sponsored by largely Asian investment clients/firms and co-sponsored by local private equity funds and family offices. Portfolio succesfully disposed to Mapleton Investments.

Greater Los Angeles Area And Germany

Co-founded the predecessor company (American Waterless International Corp.) to Falcon Waterfree Technologies, LLC, the World's largest purveyor of waterfree urinal/water conservation solutions company that help save more than 2 billion gallons of water annually. As its senior executive, cultivated and developed an expansive business channels including joint-venture/strategic partners such as American Standard, Sloan, Inax, Ideal Standard and Waxie, and several other companies.

Los Angeles/Frankfurt/Fukuoka

As a consortium of smaller, select family offices that were interested in innovative technologies in Asia and Europe and USA, this office consummated 20+ transactions valued at $50MM+, with the main focus in environmental ---water and energy conservation technologies, including American Waterless, the predecessor to wildly successful Falcon Waterfree Technologies.Following the sale of Falcon Waterfree Technologies ownership stake for $25MM and other environmental technology portfolio companies for additional $30MM, Inova, Inc. and Inova, LP were restructured and sold to as a platform company to a prominent Japanese family.

Torrance, Ca

Responsible for Southwest region that included 1,400 unique accounts and 31 dedicated sales representatives. At approx. $32MM in sales, this region accounted for about 65% of national sales volume.

Greater Los Angeles Area

Wealth Management and Investment Services