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Brian Steffens

Managing Director
310-266-5147

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BRIAN STEFFENS, Managing Director at Caber Hill Advisors, is an accomplished middle market transaction advisor with over 10 years of M&A executional experience covering a range of transactions from buy-side and sell-side to strategic development for large corporate, middle-market, and private equity clients. He has led all facets of a strategic transaction from investment thesis and target identification to deal structuring, negotiation, and integration. His industry experience includes: Building Services / Facility Management, Business Services, Manufacturing & Distribution, Industrial, Transportation & Logistics, Digital Marketing, Telecom, Healthcare, Live Entertainment & Events, Animal Healthcare, Fuel Distribution, and Insurance Brokerages.

Previously, he led buy-side M&A advisory for G2 Capital Advisors, and he held financial, operational, business development and corporate development roles for the portfolio companies of a family office. He also has led his own consulting firm, which focused on value enhancement and growth pre-liquidity event for privately held business owners. He began his career working with the Big 4 accounting firms of PriceWaterhouseCoopers, LLP and Deloitte, LLP.

Brian has a B.A. in Accounting and Finance from Indiana University and is a Certified M&A Advisor (CM&AA) through Pepperdine University.

He resides in Chicago and enjoys spending time with his family, coaching his kids in youth sports, traveling, and cooking.

CLIENT TESTIMONIALS

Dr. Larry Scarborough, James River Orthodontics

“Working with the Caber Hill team was one of the best decisions I made. Their depth of knowledge and experience permeated every aspect of this transaction and provided me with great comfort throughout the process. Their services were invaluable to me as they delivered on everything I asked for and then some.” – Dr. Larry Scarborough,…

Dr. Shane Fisher, The Kids Dentist

“We are very happy with the outcome. The Caber Hill Advisor team was essential to our success and we could not have done it without them. Craig and Maria understood our mission and found the best partner for us.” – Dr. Shane Fisher, The Kids Dentist

Dr. Eric J. Roman, Carolinas Dentist

“A great advisor like Maria Melone would first want to get to know you, get to know why this is the right time for you to be proceeding with a transaction, what the things are that you want to assure are accomplished, like in other words, maybe the absolute guarantees that must occur for this…

Jeff Richards and Jim Bozzelli
Gavel International

“Experiencing a sale for the first time requires a broker to show patience and often some ‘tough love.’ Jordan, Sam, and the [Caber Hill Advisors] team did this the entire time. Their willingness to instruct and explain all the steps throughout the process from go-to-market, due diligence, and closing was greatly appreciated.”

Mike Gilmore
The 4100 Group

“Our whole team is grateful for the work Jordan and his team did to help us with the successful sale of Dewpoint. From the initial meeting until the close and through the ups and downs of the process the Caber Hill team were professionals and did what they said they would do at every turn.”

Jeff Schneider
Advance Switchboard Distribution

“Jordan and his entire team at Caber Hill were a tremendous asset throughout the deal process. I relied heavily on their expertise, which affirmed I was making the right decision to sell my business. Jordan and his team were always available to address my numerous questions and concerns. I can’t recommend them highly enough.”

Experience

  • Began his career working with the Big 4 accounting firms of PriceWaterhouseCoopers, LLP and Deloitte, LLP.

Interests

  • Enjoys coaching his children’s youth sports teams.