Steve Kirkpatrick

About Steve Kirkpatrick

Steve graduated in 2011 with a B.S. in Finance from Penn State University.While at Penn State, Steve was a team captain of the men\'s varsity basketball team and helped lead the Nittany Lions to an NIT Championship in 2009 and an NCAA Tournament birth in 2011.Steve began his career as a Financial Services Consultant at EY, where he helped banks\' management teams to manage risk, solve operational issues, improve performance, and implement change.Steve now works as a Technology Investment Banker for Cowen, based in San Francisco.

Experience

1. Investment Banking Director

   Cowen Inc

   Jan 2022 — Present · San Francisco, CA, US

   Select Transaction ExperienceM & A:Sale of Wiz Khalifa’s recorded music and publishing assets to HarbourView Equity PartnersReKTGlobal $470M sale to Infinite RealityGrindr $621M sale to San Vicente Capital LLCR & D Altanova sale to Advantest (ATEYY)Advantek sale to Cornell CapitalQinex, a division of Sensata Technologies (ST), carveout sale to Boyd CorporationQuantum Global Technologies $342M sale to Ultra Clean Holdings (UCTT)Exar (EXAR)$687M sale to MaxLinear (MXL)Pericom (PSEM)$413M sale to Diodes (DIOD)Livingsocial sale to Groupon (GRPN)Extreme Networks (EXTR) purchase of Zebra Technologies (ZBRA) WLAN assetsZhone Technologies (ZHNE) merger with DASAN Network Solutions (DZSI)DCG Systems $160M sale to FEI Company (FEIC)ePAK Resources sale to One Equity PartnersIPOs / Follow-Ons:Bumble (BMBL)Airbnb (ABNB)Spring Valley Acquisition Corp.(SVSVU)Corsair (CRSR)Peloton (PTON)The RealReal (REAL)Uber (UBER)Lyft (LYFT)Opera Limited (OPRA)Sea Limited (SE)Snap (SNAP)trivago (TRVG)Blue Coat (BLCT - Filed)- acquired by Symantec (SYMC)TrueCar (TRUE)Endurance International (EIGI)Wayfair (W)Other Financings:Uber (UBER)- Convertible debt offeringAngie’s List (ANGI)- Convertible debt offeringFuboTV (FUBO)- Debt capital raiseGlu Mobile (GLUU)-$126M Strategic Investment from Tencent (SEHK:700)Sito Mobile (SITO)-$12M CMPOAmyris (AMRS)- Convertible debt offeringAmerican Superconductor (AMSC)-$24M CMPO & $10M Registered Direct

Education

• Penn State University

  Bachelor of Science (BS), Finance, Concentration: Management

  2007 — 2011

Skills

• Financial Modeling
• Financial Analysis
• Portfolio Management
• Private Equity
• Project Management
• Valuation
• Microsoft Excel
• Mergers & Acquisitions
• Investment Banking
• Finance
• Fixed Income
• Microsoft Office