Stefan develops and implements repeatable solutions for private equity firms and companies looking to build in-house M&A integration expertise. In addition to his domestic client integration efforts, Stefan holds interest in cross-border delivery and has worked on strategic corporate development and integrations between the Americas, China and Europe. Stefan is an author and keynote speaker, most recently contributing to the book: Cross-border Mergers and Acquisitions, 2016, Wiley & Sons Publishers (due out in Chinese language for the asian market late 2017).
Integration Pre-Planning, Integration Management Office Mobilization & Execution, Business Process Integration & Optimization, Communication, Back Office Integration, Change Management, Technology Integration, Vendor Management, Resource Management
Industry & Sector Experience
Software / Technology, Healthcare & Life Sciences, Fast Moving Consumer Goods, Financial Services, Insurance, State, Local, and Federal Government, Energy & Utilities, Telecommunications.
M&A integration best practice development for a 150,000+ person firm acquiring global targets. Led buy-side Integration Management Office of Unilever business carve-out, standing up EMEA business. Developed and led lean service / continuous process improvement initiative post close for planned giving organization managing $3 Billion in Assets.
Alumnus of the Harvard Business School LPSF Program
Executive MBA, Graziadio School, Pepperdine University
BSE in Industrial Engineering, the University of Iowa
Stanford Certified Project Manager (SCPM)
Certified Project Management Professional (PMP)
A little more about Stefan
A native of Iowa, Stefan moved to California in the mid 1990s as an Accenture consultant and made the San Francisco Bay area his home. Stefan has worked with the US/ China Business Ambassador to The Office of President Xi Jinping and holds interest in business development across the United States, China, Europe and other regions. Stefan is currently co-authoring a cross border M&A integration book with his peers and is actively collaborating with professors and students at Pepperdine’s Graziadio Business School. In addition to truly enjoying the 24X7 cross border collaboration of Global PMI Partners, Stefan can be found sailing on San Francisco Bay with his wife Ada and daughter Anika.