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.
also is acting CEO and board member at ProBalance Inc.
and founder and chairman of Broad Reach LLC. He is an
author and keynote speaker, most recently contributing
to the book Cross-border Mergers and Acquisitions,
2016, Wiley & Sons Publishers, now out in Chinese
language for the asian market.
(Abridged list of consultant and full
time company experience)
Accenture, ADP, Agilent Technologies,
Airbus, Arrowhead Electrical Products, AT&T,
Blackstone Technology Group, BroadVision, Cadence Design
Systems, Drone USA, Citibank, EQT, Fireman's Fund
Insurance, Goto.com, Infosys, IFS, Ingram Micro, Inventa
Technologies, McKesson, Motorola, Pacific Gas &
Electric, Jack Link's, The Riverside Company, Siemens,
Silicon Valley Bank, TIAA-CREF, WageWorks, Wells Fargo
M&A Integration / Divestitures |
Program Delivery | Corporate Development | Process
Optimization | Change Management | Resource Management |
PMO / IMO Leadership | Partnership Management | Quality
Assurance | Communications Management | International
Development | 3rd Party Vendor Management
August 2017 Presenting in Hangzhou,
China and learning about applications of
blockchain in Asia, hosted by Hangzhou based company, IP
Stefan is married to Dr. Ada Wells, DPT,
creator and host of ProBalanceTV.
Together they have one daughter, Anika.
Cross-Border Mergers and Acquisitions is now
available in Chinese language.
(Click Image to Purchase)
Ramping Up an Integration
Office and Day One in Cross-Border Deals
The IMO is used as an effective
for complex cross-border M&A integration
success. This chapter provides comprehensive
understanding of the IMO and describes activity to
set up an IMO and to execute a successful Day One.
Integration Decision Making
Process Strategy in Cross-Border Deals
This chapter begins with a
discussion of important factors that drive
cross-border M&A success. The chapter then
discusses leadership styles and related
decision-making approaches, goes through tools for
decision making, and addresses process development