Calder Associates is driven by its people. We are a diverse group of professionals with a few things that are always on our minds: passion for our work and continual service and concern for our clients. Select a member of the team from the list below to learn more about us.
- Stephen Wain
- Susan Rosner
Managing Partner (USA)
- Susan Wain
Partner, Professional Services (USA)
- Richard Stopa
- Adam SchatzmannDirector (USA)
- Joe Kerr
- Mark Cutinello
- Deborah Steinkohl
Director, Professional Services (USA)
- Andrea DewhurstExecutive Assistant (USA)
- Julia FarhatMarketing Assistant (USA)
- Jill KerrExecutive Assistant (USA)
- Krissa HutinFinancial Analysis Assistant (USA)
- Steven SewaldAdvisor (USA)
- Thomas KentAdvisor (USA)
- Robert Brown Principal Managing Director (Asia)
- Dragan Malesic Managing Director (Australia)
- John Gemmell Managing Director, (Australia)
- Dinesh BhatiaFinancial Director (Asia)
- John FitzGerald Business Agent (Australia)
- Gerard JosephBusiness Agent (Australia)
- Jerry ZhuBusiness Agent (Australia)
- Helen LiuDirector (Asia)
- Annette LenarzExecutive Assistant (Australia)
Stephen Wain, CBI, M&AMI, CBBPresident
Steve Wain is the founder and President of Calder Associates and brings more than 30 years of practical business experience to the company. Steve leads Calder with a passion for assisting business owners and buyers through a life changing event with professionalism and integrity. As a business owner himself, Steve understands first-hand the complexities of ownership, the financial and legal hurdles particular to a business owner, and the difficulties and uncertainties a buyer faces when trying to make an acquisition decision. Under Steve's direction, the company has continually grown as both business owners and buyers appreciate the unique dedication Calder Associates is known for.
Steve's previous business experience includes working for companies such as EDS, Deloitte & Touche, and Sharp Electronics. His experience in both start-up's and business sales has allowed him to sell two of his own companies to publicly listed organizations. Steve is also experienced in working with private equity and venture capital firms, and has raised over $20 million in venture funding.
Steve is a Certified Business Intermediary (CBI) and Certified Business Broker (CBB). He has also achieved the Merger & Acquisition Master Intermediary (M&AMI) designation, a certification held by less than 100 people worldwide, and issued only to M&A intermediaries and advisors who have reached high levels of success and distinction. Steve is also a licensed Securities representative.
Steve is a past Chairman of the Board of Directors of the International Business Brokers Association (IBBA), a professional organization for Intermediaries and Business Brokers that operates throughout the USA, Canada, Central and South America, Asia, Australia, and Europe. The IBBA provides high level education, legislative support, and professional certification to more than 1000 active members and other professionals including accountants, lawyers and bankers. Additionally, Steve is a past member of the Board of Directors of The M&A Source, a leading middle-market M&A professional association, as well as other private organizations. Steve is a Fellow of both the IBBA and M&A Source, and 2010 Chairman's Award Winner.
With experience in a wide range of business disciplines, Steve has spoken at numerous professional conferences including the IBBA, BBN National Conferences and Comdex.
Steve also holds certifications in information technology as a CDP, and CSP and has held leadership positions in industry groups such as BISAC (Book and Publishing industry). Additionally, he is a licensed real estate Broker in New Jersey and a private pilot.
Steve holds a Bachelor of Business Administration degree from Baruch College of the City University of New York, and currently resides in New Jersey with his wife, and enjoys sports (he still plays hockey), and time with his three grown children and their spouses, as well as other members of his family and friends.
Susan Rosner, MBAManaging Partner (PA-USA)
Susan Rosner is a managing partner and board member of Calder Associates and is in charge of Calder Associates’ Pennsylvania Operations. Susan also has responsibility for Calder's sales and marketing strategy. Susan brings 35 years of broad-based entrepreneurial and business experience to her role in helping business owners and acquirers navigate the complex process of a successful transaction. Susan manages intermediaries throughout the region, and acts as the primary broker for a variety of clients. Susan has completed transactions ranging in value from $1M to $35M in construction, retail, and distribution, manufacturing and service sectors.
Buying or selling a business is a huge decision. Before accepting an assignment, Susan and her team spend time understanding the goals of her prospective clients and educating potential clients about the M&A process. Only when Susan and her team are confident that the prospective client’s goals can be realized will they present a proposal for working together.
In their work as M&A dealmakers, Susan and her team believe that the best deal is when both parties believe that the deal is a fair deal. Because of their confidential, competent and compassionate approach to M&A, Susan and the Calder Team has built a reputation as M&A advisors that are “a cut above” the rest.
Susan’s career has included several entrepreneurial ventures as well as executive positions in divisions of Rohm and Hass, Xerox, The Tribune, USA Networks, and The American Management Association. Her broad based experience in strategy development, finance, M&A, marketing, IT and negotiation and managing complex projects provide the needed expertise in the complexity of Lower Mid-Market M&A deals.
Susan has written two eBooks on buying and selling businesses which you can request by emailing her at email@example.com
Susan has been active in the business community for many years. She has conducted over seminars on leadership, entrepreneurship and business strategy. She is the past Chairman of the Board of Directors of the Lower Bucks County Chamber and remains an active member of the business community. She has led CEO think tanks and has been retained to coach executives and members of the USA Chamber of Commerce.
Susan has an MBA in Marketing from The George Washington University and undergraduate degree in Psychology. Susan is passionate about Business and Human Performance and is a Certified Coach through the Neuroscience Institute specializing in the science of leadership. Susan has continued her education and has over 200 hours of course work in M&A and business related topics.
Most importantly, Susan has built a reputation on her integrity, results orientation and a focus on achieving her client’s goal.
Finally, Susan lives in Newtown, Pa with her husband. She enjoys spending time with her married daughter and her grandkids.
Susan Wain, CBIPartner, Professional Services (NJ-USA)
Sue has been working in business brokerage since 2005 and has been active working on transactions with all of Calder's business sellers and buyers. She comes to us with a background in small business, working in close cooperation with CEOs and upper management. Her experience at Calder Associates has given her first-hand knowledge of the ins and outs of both selling and buying a business. Her attention to detail and thoroughness are major assets in a business where every detail, whether on a tax return or a contract, is important.
Sue sits on the Board of Directors of the International Business Brokers Association. Sue is a Certified Business Intermediary (CBI).
Prior to joining Calder Associates, Sue worked as an administrative manager in a software company. She was responsible for all human resources functions, including contracts and benefits. She was also responsible for customer contracts, all insurances and accounts receivable functions. Sue served as the operational liaison to the company's immigration lawyers and the accountants. Prior to this experience, Sue served as an accountant for a jewelry manufacturing business.
Sue has a Bachelor of Business Administration degree from Baruch College of the City University of New York, where she graduated Magna Cum Laude and as a member of Beta Gamma Sigma, National Business Honor Society. She currently resides in New Jersey with her husband and has three children.
Richard StopaPartner, (DC-USA)
Richard Stopa is a business intermediary specializing in information technology, business-to-business services and franchises. He has been involved in mergers and acquisitions work, as well as franchise sales since 1984. Because Richard believes so sincerely in entrepreneurship, he has a keen desire to match up buyers and sellers and see both parties meet their business goals.
Richard’s credentials include over 30 years of business ownership, as well as working in senior level management, sales and marketing positions in the IT industry. During that time, he has been involved in many entrepreneurial ventures, in addition to helping many others get a start in the business world. He is experienced in computer distribution, computer reselling, e-commerce and software.
As president of a major national computer franchise organization, Richard was instrumental in building a 600 unit franchise and reseller network across the United States. He served as a senior executive of the company and reported to the CEO. The company’s revenue growth during his eight year tenure went from $25 million to over $2 billion.
Richard has had computer reseller experience through opening and running a 20,000 square foot computer superstore and serving as a founding board member of one of the first computer superstore chains. He has also spent over six years as a CEO and COO of two Internet and e-commerce companies overseeing operations, sales, marketing and software development.
Richard has been an active member of CompTIA, the Computing Technology Industry Association. He currently serves as an ambassador for the association, as well as a member of the special interest group on cloud computing. He has the distinction of having served the association as its chairman of the board, as well as a board member for a number of years. CompTIA is the largest international computer trade association in the world.
Richard is a member of the IBBA, Washington Executives Association, and served as president of the Mid-Atlantic Business Intermediary Association. He has a BS in Management from Davenport University, and has taken courses and earned a certificate from Harvard Business School's Executive Training Program.
Richard lives and splits time between his homes in Shady Side, MD and Reston, VA with his wife Jill.
Adam Schatzman, CBIDreictor, Business Sales (NJ-USA)
Information on Adam will be posted soon!
Joe Kerr, CBI, CMEA, SBADirector of Sales, (NJ-USA)
Joe heads up Calder’s South Jersey operations, as well as Machinery and Equipment Valuation services. He brings many years of experience not only in M&A, business brokerage and valuation, but additionally in corporate operations. Joe has been working as a business intermediary since 1999 and joined Calder because: "I found Calder Associates’ business philosophy to be completely aligned with mine. We deal with good business clients that want rational transactions, allowing us to build strong relationships.” Joe is always complimented for employing Calder Associates’ primary objective of creating a win-win situation for our sellers and buyers by placing our energy, experience and professionalism into every transaction.
Joe is a Certified Business Intermediary (CBI), a Certified Machinery and Equipment Appraiser (CMEA), and a Senior Business Analyst (SBA). Over the years, Joe has sold and consulted with hundreds of businesses from retail to multi-million dollar manufacturing organizations. Additionally, he has completed many equipment valuations for business owners, attorneys and accountants. Joe is the area representative for one of the premier business appraisal companies in the United States.
Joe’s past experience includes 30 years of management with Prudential Financial Services and HealthAmerica. His areas of expertise include claims processing, quality assurance and contract bids, and he has been involved in three successful start-up ventures managing 100+ people. Joe attended Atlantic Community College and Glassboro State College (now Rowan University), and completed a rigorous management training course at the American College. He is a Fellow of the Life Office Management Association and holds a New Jersey Real Estate License.
Joe lives in Galloway Township with his wife and has two children.
Mark Cutinello, CBIDirector of Sales (NJ-USA)
Mark is currently a member of the IBBA, and also a Certified Business Intermediary (CBI).
Mark currently resides in New Jersey with his wife.
Deborah SteinkohlDirector, Professional Services (NJ-USA)
Debbie has been working as a business broker since 2005. Her hands-on experience at Calder Associates has given way to an understanding of the intricacies of buying and selling a business. She is familiar with the inner workings of small to medium-sized businesses.
Debbie has worked closely with CEOs and business owners in different arenas assisting in the marketing, insurance, research and operations departments within closely-held companies. Debbie has experience working for such companies as Western Union and Insurance Sales Support Systems. Prior to her work in the private sector, she taught nursery school for several years.
Debbie is currently a member of the IBBA.
She graduated from SUNY Oneonta where she earned a Bachelor of Science in Education with a minor in Educational Psychology. Debbie currently resides in New Jersey with her husband and has two children.
Andrea DewhurstExecutive Assistant (PA-USA)
Information on Andrea will be posted soon!
Julia FarhatMarketing Assistant (USA)
Information on Julia will be posted soon!
Jill KerrExecutive Assistant, Professional Services (DC-USA)
Information on Jill will be posted soon!
Krissa HutinFinancial Analysis Assistant (USA)
Information on Krissa will be posted soon!
Steven Sewald, CPA
Steven Sewald is a tax and accounting advisor to Calder Associates and the Managing Partner of Steven Sewald & Company, an accountaing and tax advisory professional corporation with offices in New Jersey. Mr. Sewald has been involved in public accounting with various New York City Certified Public Accounting firms since 1981. In 1991, he founded his own CPA firm of which he is a senior partner. Mr. Sewald provides provides adisory services to many companies in the area of financial reviews, tax advisory services, as well as providing quasi chief financial officer services to small and medium-sized companies in the New York, New Jersey and Connecticut regional area.
Thomas Kent, JD
Thomas Kent is a business advisor to Calder Associates. Tom is a Partner at Giannascoli & Kent, a leading law firm specializing in commercial and franchise law. Previously, Mr. Kent served as Chair of the Franchise practice at Sorin Rand, as well as the head of the Licensing and Distribution practice at Fox Rothschild, and has also been served as in-house counsel for an international franchise corporation. Mr. Kent received his Bachelor of Arts Degree from Villanova University in 1992 and graduated from Widener University School of Law in 1995. Tom is involved in complex commercial litigation matters and financing transactions. Mr. Kent concentrates his practice in the area of commercial law, specializing in mergers and acquisitions, real estate transactions, franchising, and corporate and partnership matters.
Robert Brown, PhDPrincipal Managing Director, (Austrlia and Asia)
Robert Brown is the Managing Director for Calder's Asia operations.
Robert has a been a practicing business broker and adviser for many years, and has been instrumental in transactions primarily around Australia. He is a past Chairman and Director of the Australian Institute of Business Brokers (AIBB).
Robert has a PhD and Masters Degree in Human Resource Management. Additionally, a postgraduate Diploma in Business & Administration. Robert’s has experience on International Business, lecturing on International Business Planning to Masters Students at a university level, and teaching future Business Brokers at REIWA.
Professionally, Robert has a Diploma Business (Business Agent), Diploma of Auditing, and is Certified Trainer & Assessor, and Licensed Auctioneer.
Robert's prior experience was a licensed airframe engineer.
Robert has been associated with the Australian Institute of Business Brokers (AIBB) and International Business Brokers Association (IBBA) for industry growth and advocacy.
Robert is married, and currently resides in Perth, Australia.
Dragan MalesicManaging Technical Director (Australia)
Dragan Malesic has 20 years of practical business experience. As a successful business owner Dragan understands firsthand the requirements of how to successfully manage, develop and grow business for succession success.
Dragan's previous business experience includes; developing and facilitating M&A transactions on the sell/buy side on business structure, asset protection, offshore strategy, capital raising, organizational behavior, change management with local and multinational, national organizations. Industry sectors; hospitality, tourism, import/export, manufacturing, strategic business advisory services, strategic marketing, IT and technology businesses
John Gemmell, MBAManaging Director (Australia and Asia)
John is a business agent with 20 years’ commercial experience in the British, European and Australian markets. He has experience across the building & construction, private health, public health, vocational training and higher education sectors.
In addition to a science degree and trade qualification, John holds a Graduate Certificate in Management, a Graduate Diploma of Management and a Master of Business Administration. John has an incisive business style with solid commercial nous, specialising in entrepreneurship and succession planning. He is a recognised international expert in the field of people process, and strategic alignment.
John's entrepreneurial start-ups have included the scaling of health sector and training sector services. In these managing director roles, he has focused on developing corporate strategy to support the building of high performance teams, engaging key stakeholders, identifying key points of leverage for joint venture partners, ensuring financial liquidity and equity while expanding the commercial pie for all involved parties. These businesses and joint ventures have involved everything from large scale multinational private enterprise to street level partnerships.
John has a strong professional focus on corporate strategy, corporate governance and fiduciary responsibility. In his advisory roles, he has supported the executive teams of local, state and national governments in Australia and the United Kingdom. In private enterprise he has worked with various boards and executive teams in national and multinational private firms.
Dinesh BhatiaChief Financial Officer (Australia and Asia)
Information on Dinesh will be posted soon!
John FitzGerald, MBABusiness Agent (NSW-Australia)
John has spent over 30 years in a business career that is both extensive and diverse. He has been involved at all levels of business—for both industry and government—understands the conflicting priorities of business management, and is an experienced project manager. John has been involved with all manner of commercial procedures including the practical realities of developing, growing and sustaining a business.
In his role as a certified exit planning advisor, John is dedicated to cultivating the most advantageous solutions for business succession and exit strategies, thereby increasing business value and generating opportunities for personal and financial prosperity. His exceptional personal and interpersonal skills guide his clients through the passage of succession and sale ensuring clarity, peace of mind and an ease of transition.
Serving his clients with their best interests at heart he is in a crucial positon to liaise in a mutually supportive way with their other professional advisors, thus creating additional opportunities to identify further needs, choices and concerns.
Exit planning is a very delicate procedure with no ‘one-size-fits-all’ solution but John’s expertise and previous experience enables him to maneuver through a maze of options in a logical and methodical fashion. His systems are comprehensible, transparent and easily scrutinized. His down-to-earth approach effects sound conclusions based on conscientious analysis.
A trustworthy and steadfast advisor, John knows how to deliver significant, successful and life-changing results for Business Owners.
Gerard JospehBusiness Agent (WA-Australia)
Information on Gerard will be posted soon!
Jerry ZhuBusiness Agent (NSW-Australia)
Information on Jerry will be posted soon!
Helen LiuDirector China Desk (Asia)
Helen’s knowledge and expertise are the core platform on developing and servicing business in Calder Associates Asia. Helens tireless energy, creative flair and enthusiasm is infectious, coupled with her knowledge and understanding of the traditions, culture, Mandarin, language and business process throughout China and Asia are our and her point of difference.
Helen is well respected at all levels of the Chinese business community. Her experience of China couple with the depth of expertise and experience at Calder Associates, has given both here, Calder Associates and our clients, fare greater understanding and knowledge on the ins and outs of M&A both on the sell & buy side with & fore doing business in China.
Prior to joining Calder Associates, work in foreign trade, import export, logistics, marketing, HRM, hospitality industry and is a member and VP of a number of Chinese trade association.
Helen has a Bachelor Degree Business, Post Graduate Diploma Human Resource Management, from Murdoch University Western Australia
Annette LenarzExecutive Assistant, Professional Services (Australia)
Information on Annette will be posted soon!