Steven Mortensen

About Steven Mortensen

An experienced senior executive with 25+ years of success in the development and implementation of investment strategies at the financial sponsor and portfolio company level. Operating experience includes posts as Chairman, Director, Advisor, President, CEO, COO, CFO, CRO, CAO and GC for a diverse portfolio of companies across a broad range of industries. Instrumental in the acquisition, management and disposition of various Yucaipa portfolio companies including Pathmark Stores, TDS Logistics, Alliance Entertainment, Kroger, Fred Meyer, Ralphs, Food 4 Less, and Falley’s. Member of the Board of Trustees for several multi-employer benefit funds including the Southern California UFCW Pension Fund. Industries: Retail Consumer Products Manufacturing Logistics E-Commerce Real Estate Entertainment Media Private Equity Venture Capital Fashion Construction Disciplines: Crisis Management Interim Management Services Enterprise Management Change Agent Services Carve-out Management Project/Initiative Management Finance Function Management Litigation Management Mergers & Acquisitions Strategic Partnerships Customer Acquisition/Marketing Business Strategy Contract Negotiation Liquidity Management Operational Restructuring Distressed M&A Business Development Brand Management Team Building Labor Relations Asset Preservation and Realization Advantages: Transparency Independence Change Agent Short-term Capacity Need

Experience

1. Advisory Board Member

   Swiftly

   Jan 2018 — Present · San Francisco, CA, US

   The Technology Platform for Brick and Mortar. An e-commerce system bridging the needs of consumers and traditional retailers through the enabling of e-commerce solutions for both

Education

• Brigham Young University

  Masters of Accountancy, Management Accounting

  1987 — 1988

• Brigham Young University

  Bachelors of Science, Accounting

  1982 — 1986