Mr. Steffens’ notable assignments include leading the post-close integration of a homecare software solution provider, helping achieve over 70% (about $25 million) of cost synergy targets within six months.  

He also led product-line profitability and contribution margin portfolio analyses for a global data and streaming rights business, identifying margin-expansive products/services and margin-dilutive investment products. Working with the management team, he oversaw development of a complex direct attribution and allocation revenue/cost model.  

Mr. Steffens also co-led the $2.5 billion merger of two retail and manufacturing data providers from signing to post-close integration, helping the combined organization realize over 50% of the $100 million synergy target in the first 12 months. 

In addition, Mr. Steffens helped a client explore a potential take private of a $5 billion+ media company, considering (a) the potential synergies and performance improvement opportunities from merging five in-perimeter business units, (b) the potential carve-out and standalone adjustments of five out-of-perimeter business units, and (c) the remaining stranded corporate costs previously supporting the full portfolio that would have to be resolved. During the engagement, he predominately owned the capital expenditure (CapEx) and the finance and accounting workstreams. 

Mr. Steffens has also assisted in the integration of three separate companies into a combined entity. He owned the development of synergy targets and the creation and monitoring of project plans. He worked with the Chief Financial Officer on the finance and accounting workstream and the client’s Integration Management Office (IMO) Lead for general integration activities. He presented at the quarterly board meeting with private equity sponsors. 

Mr. Steffens earned a bachelor’s degree in economics with a math focus (minor in religious studies) from Northwestern University. He is a Chartered Financial Analyst (CFA®) Charterholder.