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Successful exits Steve has been a part of:

   Steve has been a part of the management team, 

   or provided financial/advisory services for some

   of Cental Indiana's finest technology start ups,

   including:


  • ExactTarget
  • Compendium
  • Software Artistry
  • Emerging Threats
  • ClusterTruck
  • PolicyStat
  • Consona (formerly Made2Manage)
  • DemandJump
  • PERQ
  • SmartFile
  • Clear Software
  • Salesvue/Jesubi
  • Upper Hand
  • Sprinkbuk/Healthiest Employers
  • LeadJen
  • Tyner Pond
  • Pillow Rock Financial
  • Olympia Media Group
  • Remodel Health
  • Social Net Watcher
  • IBM/Tivoli
  • Mezzia
  • Sanders Contracting Resource and Management
  • NoInk Communications
  • ForensicID
  • Aprimo
  • Bindr
  • HUSK
  • PBS Builders
  • Reynolds Body
  • And others....

Other companies Steve has worked for or advised:


     Services offered and/or speaking discussion topics:


  • Business strategy and advice
  • Company valuations
  • Vetting/Screening potential equity investment opportunities
  • Pitch-deck and business plan presentation review/feedback
  • Budget/forecast model design and/or validity assessment
  • Readying your organization for exit
  • Establishing policies and procedures and key metrics for success measurement
  • Maximizing the efficiency of the due diligence process
  • Positioning the company to get the highest valuation upon exit
  • CFO oversight
  • Cash optimization
  • Preparing presentations for board meetings
  • Capital needs assessment and planning
  • Investor Relations
  • Compensation package design
  • Create and implement efficient and scalable business processes and controls
  • More...