BACKGROUND & EXPERIENCE
Immediately following graduate school, Steve started his career in the mergers and acquisitions group of a large industrial manufacturer. There he performed due diligence on acquisition targets and created financial models for the company’s executive leadership team. In this capacity, Steve evaluated confidential information memoranda (CIMs) for reasonableness, evaluated capital expenditure requirements and calculated working capital pegs for asset purchase agreements. Steve also led operational improvement initiatives focused on visual daily management and 5S.
Most recently, Steve worked for the Pittsburgh division of a national health care consulting firm, where he conducted due diligence on health care entities and performed a variety of business valuations for national and local health systems. Steve worked on entities ranging from physician practices and urgent care clinics to ambulatory surgery centers (ASCs) and ambulance companies. In addition to his valuation work, Steve also provided analytical support calculating clinical work relative value units (wRVUs) and Medicare reimbursement rates.
In his role at H2R CPA, Steve provides valuation services for closely held businesses, nonprofits and individuals, as well as assists attorneys and their clients with litigation support services.
In August 2020, the National Association of Certified Valuators and Analysts (NACVA) recognized Steve as one of its 40 Under Forty financial consulting professionals.
EDUCATION & LICENSES
- JD – University of Pittsburgh School of Law
- MBA – Carnegie Mellon University, Tepper School of Business
- Bachelor’s Degree in Accounting and Spanish – Baldwin-Wallace University
PROFESSIONAL & COMMUNITY INVOLVEMENT
- National Association of Certified Valuators and Analysts (NACVA)
- Estate Planning Council of Pittsburgh
Steve and his wife, Cara, reside in Moon Township. In June 2020, they celebrated the birth of their baby daughter, Luna.