Stephen Potts Email & Phone Number
Director @ J.S. Held LLC
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Stephen Potts Location
- Boston, MA, US
Stephen Potts Work
- Director @ (February 2026 - Present)
- Director - Financial Advisory @ (August 2023 - Present)
- Restructuring and Turnaround Advisor @ (March 2022 - June 2023)
- Restructuring and Turnaround Advisor @ (January 2017 - July 2018)
- Restructuring and Distressed M and A Advisor @ Capstone Partners LLC (June 2015 - January 2017)
- Restructuring and Turnaround Advisor @ (August 2012 - March 2014)
Stephen Potts Education
- Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) (Finance; Economics; Management & Strategy)
2010-2012 - Bentley University
B.S. (Finance)
2001-2005
Stephen Potts Skills
- Financial Modeling
- Investment Banking
- Financial Analysis
- Capital Markets
- Investments
- Finance
- Due Diligence
- Corporate Finance
- Hedge Funds
- Private Equity
- Portfolio Management
- Equities
- Alternative Investments
- Securities
- Fixed Income
- Asset Managment
- Bankruptcy Law
- Bloomberg
- Leadership
- Turnaround Experience
- Business Process Improvement
- Cash Flow Forecasting
- Chapter 11
- Company Valuation
- Debt
- Financial Forecasting
- Financial Services
- Key Performance Indicators
- M&A Due Diligence
- Mergers & Acquisitions (M&A)
- Microsoft Access
- Microsoft Excel
- Microsoft PowerPoint
- Operational Turnaround
- Performance Improvement
- Strategic Planning
- Tableau
- Team Management
- Turnaround Specialist
- Returns
- Capital Structure
- Pools
- Strict Deadlines
- Brokerage
- Cost
- Business Administration
- Road
- Parking Management
- Stress
- Scholarships
- Management
- Science
- Bentley
- Technology Solutions
- Steering
- MW
- Technology
- Covenants
- Debtors
- Incident Response
- Valuation
- Foundation
- System
- Tests
- Trading Desk
- Strategy
- Organizational Restructuring
- Managerial Economics
- Sold
- Kellogg
- Strategies
- Capitalization
- Nyiso
- Tables
- 24 Hours
- Ranges
- Characteristics
- Bankruptcy
- Conferences
- Research
- Chicago
- Portland
- Advertising Agency
- Majors
- C
- DCF
- RFP
- Space
- Precedent Transactions
- Negotiation
- Project Bidding
- Solutions
- Maturity
- Turn Around Management
- Myriad
- Liquidity
- Pitch Books
- Rolling
- Scotland
- IPO
- Hedging
- Sales Process
- Stalking
- LBO
- New York
- Mortgage Lending
- Mutual Funds
- Rate
- Cash
- Asset
- Financial Transactions
- Risk
- Trading
- Conceptual Modeling
- Mergers and Acquisitions
- Power Plants
- Garage
Stephen Potts Summary
- Stephen Potts, based in Boston, MA, US, is currently a Director at J.S. Held LLC. Stephen Potts brings experience from previous roles at Stapleton Group, Inc., Carl Marks Advisors, AlixPartners and Capstone Partners LLC. Stephen Potts holds a 2010 - 2012 Master of Business Administration (MBA) in Finance; Economics; Management & Strategy @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Investments and more. Stephen Potts has 3 emails and 1 mobile phone numbers on RocketReach.
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