Experienced businessman who has joined Sunbelt Wisconsin as a certified business broker.
Steve comes to Valens M&A with 20 years of Mergers & Acquisitions experience working in a variety of industries. He founded Beacon Business Group in 2006, where he served as managing director of investment banking prior to joining Valens M&A. He has earned the Lifetime Certified Business Intermediary (CBI) and multiple Chairman’s Circle Award designations from the International Business Brokers Association (IBBA) and is also an Accredited Business Intermediary with the American Business Brokers Association (ABBA); he has served on the IBBA’s Education Committee and is currently a member of the IBBA Ethics Committee. A founding member of the Wisconsin chapter of the Midwest Business Brokers & Intermediaries and the ABBA Best Practices Forum, Steve is passionate about his work, helping business owners to plan strategically when deciding to sell or exit their businesses. His goal is to confidentially and professionally help business owners start retirement or begin a new chapter, leaving a business legacy that takes care of employees and preserves the critical relationship with customers.
In his spare time he enjoys life with his wife, Catherine Cassidy, their four children and three grandchildren. Steve has coached multiple Wisconsin Special Olympics teams as well his children’s sport teams.
Association Memberships: Midwest Business Brokers & Intermediaries (MBBI), International Business Brokers Association (IBBA), American Business Brokers Association (ABBA), Independent Business Association of Wisconsin (IBAW), Wisconsin Veterans Chamber of Commerce, the Wisconsin Manufacturers & Commerce (WMC) Small Business Committee.
