Steven Lee

Managing Director
Global Practice Leader for A&M’s Global Transaction Analytics service offering
Leads A&M’s Global TAG AI Task Force
20+ years of experience analyzing financial and operational data
New York
@alvarezmarsal
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Steven Lee is a Managing Director with Alvarez & Marsal’s Global Transaction Advisory Group in New York. As the Global Practice Leader for the firm’s Global Transaction Analytics service offering, he focuses on applying advanced data analytics in buy- and sell-side transactions, capital market activities and performance improvement. He also leads the Global TAG AI Task Force at A&M, overseeing the charge to adopt Gen AI into the core strategy.

Mr. Lee brings more than 20 years of specialist experience helping clients effectively analyze and draw decision insights from financial and operational business data. He brings significant international experience throughout Europe, the Middle East, Latin America and Asia. Mr. Lee has worked with clients across various industries, including consumer products, distribution, retail, healthcare, software, financial services and business services.

Mr. Lee advises clients across the lifecycle of private equity investments and corporate transactions. He assists private equity firms and other strategic buyers to obtain financial and operational transparency in companies to make informed investment decisions and drive growth. 

Most recently at A&M, Mr. Lee advised a private equity firm contemplating investment into a home furnishing company by developing dynamic analytics models to review historical trends in sales, customer retention, new and lost products, SKU margin and year-over-year pricing trends. He also analyzed actual versus forecasted financials to provide insight into future potential earnings. Prior to joining A&M’s Global Transaction Advisory Group, Mr. Lee led the Applied Data Analytics service offering for the firm’s Disputes and Investigations practice. 

Prior to joining A&M, Mr. Lee worked at global consulting firms, including a Big Four accounting firm, performing investigative data analytics in the context of fraud, risk management and regulatory compliance. 

Mr. Lee earned a bachelor's degree in science and engineering (concentration in computer and telecommunication engineering) from the University of Pennsylvania. He is fluent in English and Korean and proficient in Spanish.

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