Stephen Raymond is a Managing Director at DAK and heads the Philadelphia office. He brings more than 25 years’ experience working directly with middle market, closely held business owners, as they explore the sale of their companies, consider an acquisition or need overall M&A Advisory assistance.
Steve has successfully guided clients through the full range of advisory services including mergers, acquisitions, divestitures, financings, strategic assessments, board advisory assignments, restructurings, valuations, and dispute services.
His experience spans a wide spectrum of industries such as: manufacturing, distribution, health care, and technology, providing clients with strategic advisory services and transactional proficiency. He is a skilled negotiator, and works closely with his clients to obtain the maximum value for their companies.
Prior to joining DAK, Steve was a Managing Director at The Benchmark Group, an investment bank and business transition planning firm where he focused on providing investment banking services throughout the Mid-Atlantic region. Previously he held Senior Vice President positions at Boenning & Scattergood, Inc. and First Union Securities.
Steve holds a Masters of Business Administration, with an Accounting concentration from Drexel University and a BA degree in Economics and Japanese Studies from Bucknell University. In addition he is registered with FINRA for both Series 79 and Series 63.
Steve has recently been appointed President of the Bucks County Chapter of Legatus International, a catholic business organization of which he is a founding chapter member, a member of The Union League of Philadelphia and The Knights of Columbus. Steve and his family live in Moorestown, NJ.