Nia Stefany - Managing Partner
Xnergy LLC; Xnergy Capital LLC; Xnergy Financial; and Xnergy Capital Fund I
Professional Experience:
Nia Stefany is the Managing Partner and founder of Xnergy LLC, Xnergy Capital LLC, Xnergy Financial, and Xnergy Capital Fund I. She brings to Xnergy a distinguished career of over 12 years of accomplished experience in mergers and acquisitions, investment banking, venture capital, finance, business management, and law. Her experience extends from startups to New York Stock Exchange-listed companies and over a diverse range of industries.
Ms. Stefany advises and assists clients in going public transactions, acquisitions and sales of businesses, in obtaining private equity and venture capital, and in corporate structuring, planning and transactions. She also provides business and financial advisory services, including evaluating investment opportunities, developing business models, and improving business operations. She also manages the Xnergy Capital Fund I bridge fund.
Ms. Stefany has completed a wide variety of investment banking transactions for clients over a broad range of industries. She has managed or participated in over 50 acquisition, merger and disposition transactions valued at more than $200 million.
Throughout her career, Ms. Stefany has successfully formed, acquired, managed, developed and sold several companies in the consumer products, technology, and specialty services industries and a national franchise business. As chief executive officer and director of these companies, she has been responsible for management of all aspects of businesses, including strategic planning, structuring, finance, operations, product development, and marketing.
Ms. Stefany has held several senior management and board of director positions in both public and private companies and was a senior executive in the mergers and acquisitions department of a New York Stock Exchange listed company.
Prior to forming Xnergy, Ms. Stefany was a mergers and acquisitions, securities, and corporate attorney with a major Beverly Hills, California law firm, where she was responsible for negotiating, structuring, documenting, and closing mergers, acquisitions, restructurings, dispositions, public and private equity and debt financings, and franchising. She also worked on numerous public and private offerings.
Ms. Stefany has been an adjunct professor at Santa Monica College and at Loyola University, where she taught classes on business and legal subjects.
Education:
Nia Stefany attended Loyola University School of Law where she received a J.D. degree in 1994. Subsequently, she attended the University Of San Diego School Of Law where she received a Masters of Laws in Taxation, with a specialty in complex corporate transactions.
Organized Affiliations:
Ms. Stefany is a member of the California State Bar, and the Beverly Hills and Los Angeles County Bar Associations. She is a member and sponsor of the National Investment Bankers Association, the Association for Corporate Growth, the Los Angeles Venture Association. She is also a member of the Chamber of Commerce, the Pasadena Angels, the Tech Coast Venture Group, the Small Cap Investors Association, the Keiretsu Forum and many other professional, charitable and civic organizations.
Panels and Speaking Engagements:
Ms. Stefany is a panelist and speaker at the Annual Harvard Business School Conferences, the Entrepreneur Conference, the Growth Capital Conferences, the Continuing Education of the Bar and she is a popular speaker at many other professional conferences, conventions and seminars on investment banking, IPOs, angel investing and venture capital.
Community Service:
Through her involvement with the Pasadena Angels and the Keiretsu Forum, Ms. Stefany mentors many entrepreneurs and start-up businesses. She also has invested in several promising early-stage companies, and she provides business and financial guidance to them at no cost. She serves on the boards of directors of several private companies and nonprofit organizations.
Awards and Honors:
Ms. Stefany was recognized nationally for her contribution to the American economy and to small and medium size businesses and awarded the prestigious Keeping America Strong Award by Rear Admiral Kevin Delanney and featured on the show Heatbeat of America , hosted by William Shatner. Her firm, Xnergy, has been named one of the top 10 investment banking firms by the San Fernando Valley Business Journal. Ms. Stefany is also a published tax-planning author.
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