Steve Halloran

About Steve Halloran

Steve is an accomplished leader with extensive experience leading technology businesses and driving large-scale transformation and growth. He is currently advising VC and PE backed companies on shifting operating model to support scale and profitability (restructuring, M&A playbook, location strategy), executing on large scale strategic initiatives (AI, payments, private markets GTM), and developing new revenue streams. Most recently, Steve was the General Manager and Head of Carrier Solutions business at Zinnia (formerly SE2), responsible for $160M of revenue,~1400 employees and 35+ leading life & annuity insurance carriers. In 2.5 years, he led a significant transformation resulting in $46M of EBITDA growth through a balance of top and bottom line initiatives. Prior to Zinnia, Steve led global strategy and business operations for a $2B+ revenue and person data, software and services firm. In this role, Steve led two large scale merger integrations ($46B combined deal sizes, both private and public), 10+ strategic initiatives ($600M+ of value creation), and a division-wide reorganization.Prior to operating roles, Steve ran a boutique advisory firm working directly with over 15 CEOs to implement large scale growth, turnaround and change programs - companies such as Grant Thornton, Jackson Hewitt, Bank of America, RoyalSunAlliance, AMWINS, Six Flags, LendingTree, TXU Energy, and Aquarion Water. Before this, he worked at a Big 5 consulting firm, ran a global consulting practice and launched an idea management software company. Steve earned his BA in History from Middlebury College and completed extensive graduate work in Technology from George Washington University.Specialties: executive leadership, business planning, strategy execution, operations, large P&L and people management, go-to-market, client and professional services, digital and technology solutions, product development, portfolio management, program delivery, best practice and capability development, fintech, business development, innovation, change management, merger planning and integration, and turnaround and restructuring,

Experience

1. Strategic Advisor

   Crisp

   May 2025 — Present

   Working with CEO, CFO and board on building Strategy & Operations function, and driving critical growth and transformation initiatives (AI, M&A, GTM, Operating Model, etc.).

Education

• Middlebury College

  BA, History

  1990 — 1994

Skills

• Business Process
• Erp
• Business Process Improvement
• IT Strategy
• Business Strategy
• Business Transformation
• Start-Ups
• Strategic Planning
• Cross-Functional Team Leadership
• Marketing Strategy
• Consulting
• Sap
• Change Management
• New Business Development
• Entrepreneurship
• Business Analysis
• Strategy
• E-Commerce
• Management
• Project Management
• Business Intelligence
• Management Consulting
• Program Management
• Leadership
• Organizational Change
• Strategic Partnerships
• New Venture Development
• Business Development