Stephen Spencer
Managing Director at ACT Capital Advisors LLC
- Role
- Managing Director at Act Consultants
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Stephen Spencer
Stephen Q. Spencer, CFA, Managing Director of ACT Capital Advisors, brings 37 years of experience in analyzing business models and valuing businesses for investment purposes. He has the unique experience of being involved as an industry analyst in all economic sectors during 24 years on the buy-side of Wall Street. This background has allowed him to successfully advise a multitude of business owners from diverse industries in exit planning and merger/acquisition transactions.Prior to joining ACT Capital Advisors, Mr. Spencer was Head of Equities, Director of Research, and Senior Portfolio Manager at a large family of mutual funds. He oversaw all investment operations for $12 billion of investment assets, as well as personally researching and analyzing companies and making investment decisions for mutual fund assets totaling more than $7 billion. Prior to working in the mutual fund industry, Mr. Spencer was a principal in a private investment management company which managed ERISA, Taft-Hartley, Institutional, and other high net worth portfolios. Impressive investment track record with over 23 years of investment experience managing equity mutual funds, large institutional portfolios, and high net worth individual portfolios. Specialties: Mergers & Acquisitions, Exit Planning, Equity investments, portfolio management, investment research - fundamental/technical/quantitative, investment strategy, business model analysis, corporate and business unit adminisitration, team building, public speaking
Experience
Managing Director
Jun 2010 — Present
ACT Capital Advisors is a leading Mergers and Acquisitions company providing intermediary and advisory services for privately owned mid-market companies across the United States. With offices in Seattle, Salt Lake City, Portland, San Francisco, Denver, Houston, Pittsburg, Nashville, Detroit, and Spokane, ACT Capital Advisors represents companies across a broad spectrum of industries. Our ratio for successful transactions has been consistently high due to our outstanding resources and skilled, experienced principals, all with previous business ownership experience.
Education
Brigham Young University
B.S., Business Administration - Finance
1976 — 1982
Brigham Young University - Marriott School of Management
MBA, Finance/Capital Markets
1983 — 1985
Skills
- Financial Advisory
- Investment Strategies
- Alternative Investments
- Valuation
- Analysis
- Asset Management
- Portfolio Management
- Mergers
- Start-Ups
- Management
- Business Modeling
- Mutual Funds
- Investments
- Financial Modeling
- Equities
- Due Diligence
- Financial Analysis
- Financial Services
- Crm
- Business Strategy
- Mergers & Acquisitions
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