Steven Weiner

Managing Director, Investment Banking

Steve is a seasoned and dynamic finance leader with over 15 years of experience in corporate finance and investment banking, specializing in buy-side and sell-side mergers and acquisitions advisory, SPAC advisory, and capital raising. Steve has extensive experience across several sectors, including, but not limited to, consumer internet, enterprise software and SaaS, financial technology, mobile gaming, online marketplaces, PropTech, MedTech, and other disruptive technologies. Leveraging deep industry relationships, Steve has led over 50 successful mergers and acquisitions transactions exceeding $200 billion in value.

Prior to CCM, Steve was at Morgan Stanley and J.P. Morgan, where he provided M&A advisory services to high-growth technology companies. Steve started his career at KPMG, conducting buy-side accounting diligence for private equity transactions.

Steve holds an MBA from The Wharton School at the University of Pennsylvania and received a B.S. in Accounting and Economics from the Pennsylvania State University. Originally from the East Coast, Steve now resides in the San Francisco Bay Area with his wife and three children.

Select Transactions

  • Announcement of Bitfarms acquisition of Stronghold Digital Mining, including financial details and advisory roles.

  • An announcement about Elon Musk acquiring Twitter for $44 billion, including M&A Advice and a Sole BuySide Advisor, with text indicating the transaction was completed at a prior firm.

  • A presentation slide with black text on a light gray background announcing the acquisition of Tradesy by Vestiaire Collective, including details about undisclosed price, M&A advisory, and sole buyside advisor, with a note that the transaction was completed at a prior firm.

  • A graphic advertisement for the merger of HomeAdvisor with Angie's List, valued at 3 billion dollars, including services like M&A advisory and Buyside advisory, with a note about transaction completion at prior firm.

  • Announcement of SmartRent's merger with Fifth Wall valued at $2.2 billion, including M&A and sellside advisory by prior firm.

  • A graphic announcing the merger of Offerpad with Supernova for $3 billion, involving M&A advisory and sole sellside advisory, with a note that the transaction was completed at a prior firm.

  • Logo of SPOT X with text announcing sale to Magnite for 1.2 billion dollars, with advisory notes and a disclaimer at the bottom.

  • A business announcement showing the sale of INGRAM MICRO to Platinum Equity for $7 billion, including details about M&A advisory and sole sellside advisor, with a note that the transaction was completed at a prior firm.

  • Graphic announcing the merger of a company represented by an orange shield logo with Acies Acquisition Corp for a $1.5 billion M&A advisory and sellside advisory transaction completed at a prior firm.

  • A business deal announcement showing Postmates selling to Uber for $2.6 billion, featuring a graphic of a person riding a bicycle with stars, and mentioning M&A advisory and sole sellside advisory services.

  • Giphy logo at the top, with text indicating sale of Giphy to Meta for $500 million. M&A advisory and sole sellside advisor services noted, with a disclaimer that the transaction was completed at a prior firm.

  • Announcement of a sale of Instructure to Thoma Bravo for 2 billion dollars, including M&A advisory and sole sellside advisor, with a note about prior transaction completion.

  • VMware announces the acquisition of Pivotal for $2.6 billion, including M&A and buy-side advisory, completed at a prior firm.

  • Image showing that VMware has acquired Carbon Black for $2.1 billion, with M&A and Buyside advisory services involved, transaction completed at the prior firm.

  • Announcement of Ring being sold to Amazon for $1.2 billion, with M&A advisory and sole sellside advisor, completed at prior firm.

  • An advertisement with a gray background showing the logo for 'eero' at the top, followed by 'Sale to amazon,' the Amazon logo with an orange arrow, and text indicating 'Undisclosed Price,' 'M&A Advisory,' and 'Sole Sellside Advisor.' There is small text at the bottom stating '*Transaction completed at prior firm.'

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