Stephens Group
Miles McGeorge assists the team’s investment efforts by conducting financial analysis, due diligence, and industry research to evaluate new investment opportunities and manage existing portfolio companies. Prior to joining The Stephens Group in 2025, Miles was an Investment Banking Analyst in the Technology Group at Lincoln International, where he worked on various M&A and financing […]
James Ciquera assists the team’s investment efforts by conducting financial analysis, due diligence, and industry research to evaluate new investment opportunities and manage existing portfolio companies. Prior to joining The Stephens Group in 2025, James spent three years at Imperial Capital as an Investment Banking Analyst and Associate. While at Imperial Capital, James worked on […]
Marco Schooley advises the firm’s portfolio companies to improve performance. He utilizes his experience across strategy, operations, software, big data, and analytics to drive value across the firm’s investments. Prior to joining The Stephens Group in 2024, Marco spent three years at McKinsey & Co., where he specialized in commercial and operational transformations for clients […]
Nicholas AmRhein assists the team’s investment efforts by conducting financial analysis, due diligence, and industry research to evaluate new investment opportunities and manage existing portfolio companies. Prior to joining The Stephens Group in 2024, Nicholas spent two years as an investment banking analyst at D.A. Davidson. While at D.A. Davidson, he worked on various M&A […]
Jacob Ham assists the team’s investment efforts by conducting financial analysis, due diligence, and industry research to evaluate new investment opportunities and manage existing portfolio companies. Prior to joining The Stephens Group in 2024, Jacob was the Manager of M&A and Finance at Premier Biotech, a portfolio company of Align Capital Partners, where he supported […]
Bradley Ong assists the team’s investment efforts by conducting financial analysis, due diligence, and industry research to evaluate new investment opportunities and manage existing portfolio companies. Prior to joining The Stephens Group in 2022, Bradley spent two years as an investment banking analyst at Rothschild & Co. While at Rothschild & Co., Bradley worked on […]
Knox Kiernan assists the team’s investment efforts by conducting financial analysis, due diligence, and industry research to evaluate new investment opportunities and manage existing portfolio companies. Prior to joining The Stephens Group in 2023, Knox spent two years as an Investment Banking Analyst at Croft & Bender. While at Croft & Bender, Knox worked on […]