Meet Our Team
steve stein headshot

Senior Advisor Steve Stein

A native of Dayton, Ohio and graduate of the University of Cincinnati, Steve moved to the Charlotte area in 1997 to start a business distributing and installing warehouse storage and handling equipment.  After 20 years of building and running the business, Steve successfully sold the company in 2018.  Not ready to retire just yet, Steve has worked in lower middle market M&A since 2019, helping buyers and sellers navigate the process of transferring ownership.  As a former business owner, Steve understands that selling a business is one of the most important decisions an owner will ever make.  It is much more than a financial transaction and can often be an emotional and life-changing experience.  Buyers and Sellers deserve “Valued Representation” from someone who has been in their situation, and that is exactly what Steve provides.

Steve lives in the Ballantyne area with his wife of 22 years and three children.  Outside of work, Steve enjoys playing golf, tennis, pickleball, and any other activity that concludes with an adult beverage.  Steve is a licensed Real Estate Broker and licensed General Contractor.

Contact 704-296-1162