Jeff Stephens
Partner, Finance

Jeff Stephens is a seasoned finance and operations executive with over 15 years of experience driving growth, operational excellence, and strategic transformation across startups and mid-sized enterprises. He has a proven track record in both private and public companies across diverse industries, including ecommerce, retail, manufacturing, direct selling, publishing, financial services, energy, real estate, technology, and merchant services.

As a trusted CFO, controller, and finance leader, Jeff brings deep expertise in finance, accounting, FP&A, treasury management, and business intelligence. He has extensive experience on both the buy and sell sides of mergers and acquisitions, having led or assisted multiple high-value transactions exceeding nine figures. His ability to structure and negotiate deals, optimize financial operations, and drive investor confidence has made him a key partner for organizations navigating complex capital events.

Jeff has worked extensively with private equity firms, venture capital investors, and corporate stakeholders, managing financial due diligence, post-acquisition integration, and capital allocation strategies. He is skilled at optimizing capital structures, improving financial transparency, and positioning companies for growth, exits, or liquidity events. His ability to bridge the gap between finance and strategy allows him to effectively communicate financial performance, risks, and opportunities to investors, board members, and executive teams.

With a global perspective, Jeff has successfully managed and scaled businesses across North and South America, Australia and New Zealand, Europe, and the Asia-Pacific region. His leadership approach is rooted in servant leadership, fostering a culture of collaboration, respect, and continuous improvement. He is highly regarded for his ability to build and lead high-performing teams, drive profitability, and deliver sustainable business success.


Fun Facts/Hobbies

  • Enjoys spending time with his family outdoors and traveling as often as possible
  • Passionate about exploring new places
  • Loves developing long-term quality relationships

Education/Certificates

  • Degree in business management and finance from Brigham Young University, with a minor in Portuguese
  • Master of Business Administration from the University of Utah