Stephen Scales

Senior Associate

Mr. Scales serves as a Senior Associate for Merger & Acquisition Services.  He has worked on over twenty M&A advisory assignments since joining the firm in the beginning of 2018 with aggregate deal value in excess of $1 billion.

Notable transactions include: assisting First American Financial Corporation (NYSE:FAF) in the sale of its property and casualty business to Safeco Insurance and Heritage Insurance Holdings; represented Global Indemnity Group, LLC (NYSE:GBLI) in the sale of its manufactured home & dwelling admitted property business to K2 Insurance and the sale of American Reliable Insurance Company and its farm, ranch & equine business to Everett Cash Mutual; represented Group One Thousand One in its acquisition of Lackawanna Insurance Group and R.V.I. Guaranty Company and its subsidiaries.

Mr. Scales is responsible for financial modeling and valuation, industry and company specific research, building comprehensive information memorandums, managing information flows and due diligences processes.

Mr. Scales is a CFA® charterholder and has been an active member of the CFA Society New York since 2019.  He currently holds the Investment Banking Representative (Series 79) and the Uniform Securities State Agent (Series 63) FINRA licenses.

Mr. Scales ranked 1st place globally in the 2019 CFI Financial Modeling Competition.


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