Stephen M Kotran

Practice Areas

Corporate Governance, Financial Services, Fintech, Healthcare & Life Sciences, Insurance, Mergers & Acquisitions, M&A Financial Advisory and Valuation, Private Equity

Career

Steve Kotran represents buyers, sellers, special committees and other principals as well as financial advisers in M&A transactions in a wide range of industries, including negotiated and hostile acquisitions, negotiated sales of private companies, subsidiaries and divisions, transactions involving SPACs, private equity transactions, leveraged buy-outs, formation of joint ventures and asset sales. Steve is a partner in the Firm’s Mergers & Acquisitions and Financial Services Groups and is a member of the Firm’s FinTech, Healthcare & Life Sciences and Private Equity Practices. Among other current and former leadership positions at the Firm, Mr. Kotran is currently Co-Head of its Global M&A Financial Advisory and Valuation Group and Global Insurance Practice. S&C’s Global M&A Financial Advisory and Valuation Group has ranked #1 globally by deal volume in representing financial advisors on M&A transactions since 2015, having advised on more than 500 transactions with an aggregate value of more than $2.1 trillion since 2015.

For many years, he taught an M&A transactions course as a Lecturer in Law at Columbia Law School and has lectured at NYU, Stanford, UPenn, UVA, Fordham and others. He frequently speaks at programs sponsored by the ABA, PLI and numerous other organizations and he co-founded the Financial Advisory Task Force of the M&A Committee of the ABA.

Clients include: American Equity Life, Ardea Partners, Bank of America, Barclays, Centerview, Credit Suisse, Deutsche Bank, Duff & Phelps, Evercore, FT Partners, Goldman Sachs, Greenhill & Co., Guggenheim Securities, Houlihan Lokey, Insight Enterprises, JPMorgan, LionTree, Macquarie Capital, Morgan Stanley, Nomura Securities, PJT Partners, Rev Worldwide, Rothschild, Tudor, Pickering, Holt & Co., UBS Investment Bank and Wells Fargo Securities.

Professional Memberships

American Bar Foundation, Corporate and M&A Advisory Board of Practical Law, the National Council of the American Enterprise Institute, President’s Council of the National Constitution Center, Harvard Alumni For Free Speech and The Jefferson Council (UVA)

Personal

University of Virginia Law (JD, Order of the Coif, 1990); Harvard (BA, 1985). Law clerk, Honorable Edward R. Becker, US Court of Appeals Third Circuit, 1990-1991