Stephen Potter
Managing Director
As a managing director, Stephen is responsible for advising clients on buy-side and sell-side financial due diligence.
Background
Stephen Potter’s more than 15 years of experience in accounting and financial leadership roles include transaction advisory services to private equity funds, portfolio companies, and public companies. Stephen has significant experience across a variety of industries including business services, consumer products, manufacturing, chemicals, distribution & logistics, and packaging. He has advised on hundreds of domestic and cross-border transactions.
Stephen has advised clients on buy-side and sell-side due diligence (quality of earnings and working capital), purchase agreement and loan agreement terms, financial statement analysis, carve-out transactions, and working capital disputes. He has also acted as a CFO and in interim FP&A roles.
Education and Certifications
- Master of Accountancy, Wake Forest University
- Bachelor of Arts in Classics, Davidson College
- Certified Public Accountant, North Carolina
- Chartered Financial Analyst Charterholder