With nearly 10 years of consulting experience, Mr. Steffens has spent his time working across software/technology/services, media, retail and healthcare, focusing on mergers and acquisitions (pre-merger operational due diligence, synergy assessment, post-merger integration planning and execution) and carve-outs (standalone assessment and operational due diligence), with a focus on finance, strategy and operations. 

Most recently, Mr. Steffens led a project developing product line profitability and contribution margin portfolio analyses for a global data and streaming rights business, providing the client greater insight into which products/services were margin expansive and where the investment products were margin dilutive. He oversaw the development of a complex direct attribution and allocation revenue/cost model, working directly with the management team. He ultimately presented the findings to leadership and sponsors. 

Mr. Steffens also co-led the $2.5 billion merger of two retail and manufacturing data providers from signing through post-close integration, helping the combined organization realize over 50% of the $100 million synergy target within the first 12 months, exceeding the initial target. He worked directly with the company’s second-in-command, sponsor’s ops partner and strategy team to manage over 10 functional workstreams and presented directly to the NewCo executive leadership team. Mr. Steffens left the project with both sponsor’s and management’s high confidence in realizing the remaining synergies within the one-time investment budget over the next 24 months.

Additionally, Mr. Steffens has helped a client explore a potential take private of a $5+ billion media company, which considered the potential synergies and performance improvement opportunities from merging five in-perimeter business units; the potential carve-out and standalone adjustments of five out-of-perimeter business units; and the remaining stranded corporate costs previously supporting the full portfolio that would have to be resolved. On the engagement, he predominately owned the finance and accounting and CapEx workstreams.

Mr. Steffens earned a bachelor’s degree in economics (concentration in mathematics) (minor in religious studies) from Northwestern University. He is a CFA charterholder.