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Stephen Stephano

Stephen Stephano

Vice President
New York, NY

Stephen is actively involved in all of Berkshire’s sector practices.

Stephen joined Berkshire in 2017. He has extensive M&A and valuation experience across the wealth management, investment management, securities and financial technology sectors. Stephen assists with transaction execution on a number of global Berkshire assignments and also co-leads the Firm’s junior banker development program.

Notable Transaction Experience:
Hightower / GMS Surgent (2023)
TMI Holdings / Argent Financial Group (2023)
Mercer Advisors / Regis Management Group (2022)
Eighteen Ninety Partners / Moors & Cabot (2022)
Sunlife Financial / AAM (2022)
Hightower Advisors / 6 Meridian (2021)
Mariner Wealth / Savant Investment Group (2021)
WPCG & HGGC / Warren Averett Asset Management (2021)
Kudu Investment Management / Douglass Winthrop Advisors (2021)
Connectus Wealth Advisors (Focus Financial) / NorthCoast (2021)
CI Financial / Portola Partners (2021)
Vanguard / JustInvest (2021)
Wealth Enhancement Group / Pillar Pacific (2021)
Sammons / Beacon Capital (2021)
Azimut Group / Sanctuary Wealth (2020)

Prior Work Experience:
Cambridge International Partners, Analyst

Education & Affiliations:
University of North Carolina, BS in Business Administration and a BA in Economics