As the former chair of our firm’s Mergers & Acquisitions Team of 16 transactional attorneys and tax specialists, I have assisted our firm’s clients with regard to achieving their business planning and transitioning objectives. Having more than 40 years’ experience as an M&A attorney and corporate advisor, combined with being a CPA and having a master’s degree in taxation, provides me with a unique background and perspective to advise our firm’s business clients in achieving their goals in the most timely and tax-efficient manner.
As a trusted business advisor, I oversee matters for companies of all sizes and in numerous industries and professions. Our Team is industry agnostic, but we have hands-on experience in a number of industries. I am a detail-oriented person who puts client objectives first and have the experience to identify and solve complex transactional issues that mitigate risks for our clients. Clients know that they can count on our Team and me to get the deal done. Our Team oversees all aspects of M&A transactions starting with confidentiality and non-disclosure agreements, preparing and negotiating all documentation from the letter of intent stage to all of the definitive documentation and required closing documents, as well as following through with post-closing adjustments, true-ups and the collection of any deferred or escrowed payments.
I am an accomplished upland game and duck hunter and enjoy golfing, bird hunting, fly fishing, boating, and kayaking with clients and referral sources. Community involvement is important to me, and I am active in numerous charitable organizations including the New Hampshire Charitable Foundation, The Mayhew Program for Boys and Children’s Hospital at Dartmouth-Hitchcock (CHaD).
Representative Matters
- Sale of in vivo antibody manufacturer
- Sale of numerous plastic extrusion and fabrication companies
- Sale of industry leading manufacturer of firefighter turnout gear
- Sale of national equipment financing company
- Sale of regional auto parts company
- Sale of regional ambulance service company
- Sale of machine tool shop for gun industry
- Purchase of aluminum cast molding company
- Sale of several retail and wholesale lumber distribution businesses
- Various ESOP transactions and numerous private equity financings
- Sale of several employee staffing companies
- Purchase and sale of numerous defense industry companies
- Purchase, sale and merger of numerous investment management and financial planning businesses
- Purchase of candle manufacturing business
- Various financing, recapitalization and restructuring transactions
- Purchase of regional materials recycling facility
- Sale of numerous regional home heating oil and propane companies
- Sale of numerous plumbing, HVAC, fire suppression, and mechanical and electrical contracting companies
- Sale of regional beauty supply distribution business
- Purchase, sale and mergers of numerous accounting firms, physician group practices, dental practices and law firms
- Purchase, sale and mergers of several insurance brokerage and real estate brokerage companies
- Service on several Boards of Advisors
Publications and Presentations
- “Maine, New Hampshire, Rhode Island and Vermont Limited Liability Company Forms and Practice Manual,” Co-author
- “Stock Options and Stock Appreciation,” M&A Today, Volume 12, No. 10
- “Merger Mania: The Nuts & Bolts of Selling Your Business,” SBANE, Portsmouth, NH “Buying and Selling New Hampshire Businesses – A Nuts & Bolts Review,” Manchester, NH
- “Your Client’s Business: Keep It or Sell It,” Devine Millimet, Manchester, NH
- “Selecting the Right Advisory Team,” Alliance of Mergers & Acquisition Advisors, Newton, MA
- “Employee Stock Ownership Plans,” NH Society of CPAs, Manchester, NH
- “The Nuts and Bolts of Estate Planning: Pitfalls for Accountants,” NH Society of CPAs, Manchester, NH
- “Nuts and Bolts of Buying and Selling New Hampshire Businesses,” Devine Millimet, Manchester, NH
- “Nuts and Bolts of Estate Planning,” NH Society of CPAs, Manchester, NH
- “Nuts and Bolts of Mergers & Acquisitions,” NH Society of CPAs, Manchester, NH
Community Involvement
- Board of Trustees, Jewish Federation of New Hampshire Foundation
- Granite State Baseball Dinner (2004 – present), Chairman (2006 – 2009), Sponsorship Committee
- Graduate of Leadership New Hampshire (2006) a year-long program to identify emerging leaders and develop a network for effective leadership
- Incorporator of Manchester Regional Community Foundation
- Active with New Hampshire Charitable Foundation
- Former Coach and Director of Goffstown Junior Baseball
- The Mayhew Program for Boys – Charitable Fundraising and Golf Committee
- The Heart Association- NH Chapter – Charitable Fundraising and Golf Committee
Steve is a frequent speaker at industry seminars and before business groups including speaking engagements in front of lawyers, accountants, bankers, intermediaries and business appraisers.
Personal Peek
