Team

Scott Stepanik

Leads every FNDRS sale: the preparation, the confidential process, the negotiation, and the close.

Role
Director of M&A
Focus
Sell-side M&A
Works in
Analysis, Go to market, LOI, Due diligence, Definitive agreement, Exit
Scott Stepanik

About Scott

Director of M&A at FNDRS

Scott Stepanik leads M&A at FNDRS. He is an entrepreneurial-minded mergers and acquisitions advisor with experience advising founder-led and middle-market businesses across the United States, Europe, Latin America, and the MENA region.

Earlier, Scott served as an M&A advisor at another firm, where he advised business owners throughout the full transaction lifecycle, from preparation and positioning through execution and closing. His work included sell-side advisory, financial analysis, buyer outreach, and transaction management across a range of industries, with a particular focus on privately held businesses.

Previously, Scott was a co-founder of Valtari, Ltd., a research and deal-origination firm serving middle-market M&A advisors and private equity investors globally. Under his leadership, Valtari contributed to more than 750 transactions and acquisition mandates worldwide, providing Scott with deep exposure to deal structuring, buyer behavior, and transaction dynamics across multiple markets. Earlier in his career, Scott worked with a boutique M&A firm in Tallinn, Estonia, where he managed buy-side mandates throughout the Baltic and Scandinavian regions.

Scott holds an MSc in Finance from Universitat Pompeu Fabra and a BS in Business Administration from Pepperdine University. He is a Certified Merger & Acquisition Advisor (CM&AA) and a member of the Alliance of Merger & Acquisition Advisors (AM&AA).

Based between New York and Europe, Scott is actively engaged in philanthropic initiatives focused on human rights and environmental stewardship. Outside of work, his interests include music, fitness, foreign affairs, photography, baseball, ice hockey, and astronomy.

Deals the FNDRS M&A team has advised on

What positioning, process, and structure did for eight founders

Each went to market with a story built for it and more than one buyer at the table. The companies are not named.

Advised by members of the FNDRS M&A team, including at prior firms

  • Medical device manufacturing

    A precision medtech manufacturer in New York

    Founder-owned and FDA-registered, with about $11.5 million of EBITDA

    100%cash at close: a full founder exit, with no earn-out and no financing condition

    • Strategic buyer
    • 100% buyout
    • Medtech
    • New York

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Consumer products

    A premium personal-care brand in California

    Founder-built and omnichannel, with about $8 million of EBITDA

    20%equity rolled into the acquiring platform, with cash at close for the balance

    • PE-backed strategic
    • Platform add-on
    • Consumer products
    • California

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Roofing

    A roofing company in Texas

    A technology-enabled operator with about $6 million of EBITDA

    Sold at9.5xEBITDA

    • Private equity
    • Platform formation
    • Residential roofing
    • Texas

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Farm equipment distribution

    An equipment distributor in Minnesota

    Four locations, an authorized OEM dealer, about $26 million of EBITDA

    30%equity rolled by the two continuing shareholders; the other two exited in full at close

    • Private equity
    • Platform formation
    • Farm equipment
    • Minnesota

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Water infrastructure technology

    A water technology company, sold across borders

    A founder-led European company, sold to a platform in the Gulf

    $700Mapproximate transaction value, coordinated across three jurisdictions

    • Sovereign-wealth-backed buyer
    • Cross-border
    • Water infrastructure
    • Europe to the Gulf

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Specialty food ingredients

    A family food-ingredients company, sold across borders

    Family-owned in Latin America, with about $18 million of EBITDA

    100%family exit at close, after the ownership was prepared for sale

    • Strategic buyer
    • Family succession
    • Food ingredients
    • Latin America to the US

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Roofing

    A roofing company in Missouri

    80 percent residential, 20 percent commercial

    Sold at7.2xEBITDA

    • Private equity platform
    • Add-on
    • Roofing
    • Missouri

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal
  • Roofing

    A roofing company in Minnesota

    About $4.0M in EBITDA, after storm years of $5.5M to $6.5M

    Sold at6.5xEBITDA

    • Private equity
    • Equity rolled
    • Roofing
    • Minnesota

    Advised by members of the FNDRS M&A team, including at prior firms

    Read the deal

The four levers behind every one

  1. Answer every question firstWeeks of quantitative and qualitative analysis before anything goes to market, so the materials answer every question a buyer or investor will ask. Leverage at the letter of intent starts here: a factual, compelling story that leaves a buyer no risk to price.
  2. Tell the right storyOperational maturity, technology that sets the business apart, and the quality of its revenue, put in the terms a buyer underwrites.
  3. Run a competitive processA disciplined process with several qualified buyers at the table at once, so the tension between them sets the price.
  4. Structure to close the gapWhere buyer and seller see different numbers, the structure bridges them, so the total value to the shareholders is the number that counts, not the headline.

Start with a conversation

Scott is one call away. Or take fifteen minutes and get your exit score first, so the conversation starts from a number.