Stephen advises private equity investors and corporate acquirers across the deal lifecycle — diligence, carve-out, post-merger integration, and value creation — with a focus on aerospace, defense, and advanced mobility.
He pairs an engineering background with hands-on operating experience inside live transactions, and leads AI Transformation efforts for the Aerospace & Defense practice.
Career highlights:
- Led sell-side carve-out execution on the largest supplier acquisition in commercial
aerospace OEM history of a $8B+ billion separation of a global Tier 1 aerostructures
business across two competing aircraft manufacturers and perimeters, authoring the sign-to-close methodology and running multiple separation workstreams. - Led the buy-side OEM's PMO and site separation workstream on the same transaction --
supply base transfer, transfer-of-work demand, production handover, and TSA exit --
enabling a clean stand-up of the acquired business. - Led diligence and carve-out of a PE-owned engine MRO business, reducing weekly cash
burn by ~40% and accounts payable by ~60% from initial offer through close, while
managing separation SLAs through a Chapter 11 emergence. - Supported post-merger integration and a value creation program for a satellite and
telecommunications provider, contributing to a $300M EBITDA improvement. - Deployed proprietary AI/ML tools to improve deal economics and contract analysis on
live transactions, including leading A&D practice transformation efforts. - Supported interim leadership through a charter airline's financial distress,
including bridge financing and a credit-bid sale process. - Led a private-to-public transition for an urban air mobility operator at a $1B+
valuation.