The SES Team: Transaction Planning & Finance

The SES Advisors’ Transaction Planning & Finance team provides in-depth analyses of how the ESOP will be structured, and can raise the necessary financing for the transaction.

Chairman & CEO

James G. Steiker

 

James G. Steiker is Chairman and CEO of SES Advisors, Inc. and Founding Partner and Chairman of its sister law firm, Steiker, Fischer, Edwards & Greenapple, P.C. Read more...


Steven R. Allison – Senior Vice President

Senior Vice President

Steven R. Allison


 

Steve Allison, CEPA is a Senior Vice President with SES Advisors and manages the SES Texas office in Fort Worth. Steve has more than 15 years of experience working with leading providers in the business succession planning and ESOP markets. Read more...


Brendan C. Bayer – Vice President

Vice President

Brendan C. Bayer

 

Brendan C. Bayer is responsible for consulting services and support for Employee Stock Ownership Plan (ESOP) leveraged buyouts. Read more...


Tom Skutca – Vice President

Vice President

Tom Skutca


 

Tom Skutca has more than eight years of experience in the financial services industry working with business owners on retirement and succession issues. As a Vice President in SES Advisors’ Consulting group, Tom is responsible for new business development. Read more...


James V. Capone – Controller

Controller

James V. Capone

 

James V. Capone joined SES Advisors, Inc. as Controller/Firm Administrator in March 2004. Jim is responsible for managing the firm’s daily financial and administrative activities. Read more...


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