Profil
Steve Rockwell joined Exeter Street Capital Partners in 2017.
He is also a Managing Director of Bengur Bryan & Co. Inc. Prior to Bengur Bryan, Mr. Rockwell was a Managing Director in BTIG’s Investment Banking Group, where he focused on the restaurant industry.
He also served as a Managing Director at Janney Montgomery Scott, responsible for the firm’s restaurant investment banking practice.
During his career, he has worked with a number of well-known restaurant companies, including Good Times Restaurants, Kona Grill, Brinker International, Outback Steakhouse, Papa John’s, Cracker Barrel Old Country Stores, O’Charley’s, CKE Enterprises, Souplantation, Smith & Wollensky, and Jamba Juice.
Mr. Rockwell’s operating experience was with Ruby Tuesday, where he served as Vice President of Finance and headed the company’s corporate planning, franchise finance, and lender and investor relations functions.
From 1999 through 2006, Mr. Rockwell worked at Brown Advisory as a Co-Manager and Analyst for a billion-dollar small cap growth fund investing in public companies.
Earlier in his career as an Equity Research Analyst at Alex.
Brown, he was recognized as an “All-Star” restaurant analyst multiple times by Institutional Investor magazine.
Mr. Rockwell is a frequent columnist for Nation’s Restaurant News and is regularly featured as a presenter at industry conferences and events.
He is currently on the boards of Eat Here Brands and Harvest Seasonal Grill & Wine Bar and is a Chartered Financial Analyst®.
Postes actifs de Steven A. Rockwell
| Sociétés | Poste | Début |
|---|---|---|
Bengur Bryan & Co., Inc.
Bengur Bryan & Co., Inc. Investment ManagersFinance Alternative investment manager | Directeur/Membre du Conseil | 01/10/2017 |
Exeter Street Capital Partners LLC
Exeter Street Capital Partners LLC Investment ManagersFinance Exeter Street Capital invests in lower middle market companies located in North America with a revenue of USD 10 million and an EBITDA of USD 2 - 5 million. The firm targets companies operating in the fields of industrial growth & technologies, business & consumer services and healthcare services sectors. It provides financing for growth initiatives and add-on acquisitions. It makes controlling, structured equity investments and also makes co-investments. | Consultant / Advisor | - |
Anciens postes connus de Steven A. Rockwell
| Sociétés | Poste | Fin |
|---|---|---|
BTIG LLC
BTIG LLC Investment Banks/BrokersFinance Provides brokerage services | Directeur/Membre du Conseil | 01/06/2016 |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Directeur/Membre du Conseil | 01/06/2015 |
Results Thru Strategy, Inc.
Results Thru Strategy, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services in the restaurant, technology, investment firms and public speaking & event planning | Private Equity Investor | 01/10/2013 |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Analyst-Equity | 31/12/2006 |
Ferris, Baker Watts, Inc.
Ferris, Baker Watts, Inc. Investment Banks/BrokersFinance Provides brokerage services | Private Equity Investor | 01/09/1999 |
Formation de Steven A. Rockwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Ruby Tuesday, Inc.
Ruby Tuesday, Inc. RestaurantsConsumer Services Operates and owns restaurants | Consumer Services |
Bengur Bryan & Co., Inc.
Bengur Bryan & Co., Inc. Investment ManagersFinance Alternative investment manager | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ferris, Baker Watts, Inc.
Ferris, Baker Watts, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Alex. Brown & Sons, Inc.
Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Finance |
BTIG LLC
BTIG LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Management CV, Inc.
Management CV, Inc. Investment ManagersFinance Provides investment research | Finance |
Exeter Street Capital Partners LLC
Exeter Street Capital Partners LLC Investment ManagersFinance Exeter Street Capital invests in lower middle market companies located in North America with a revenue of USD 10 million and an EBITDA of USD 2 - 5 million. The firm targets companies operating in the fields of industrial growth & technologies, business & consumer services and healthcare services sectors. It provides financing for growth initiatives and add-on acquisitions. It makes controlling, structured equity investments and also makes co-investments. | Finance |
Results Thru Strategy, Inc.
Results Thru Strategy, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services in the restaurant, technology, investment firms and public speaking & event planning | Commercial Services |
















