Stephen’s role at Ascentage is to provide his extensive experience to clients which includes M&A due diligence, M&A transactions, financial audits, Soc2 audits, financial modeling, operational improvement, growth initiatives, financial statements, GAAP compliance, ASC 606 compliance, Sarbanes-Oxley compliance, contract management, financial systems set up and integration, and managing financial staff.
When advising Ascentage clients on transactions involving investment banking and securities, Stephen performs this role in his capacity as a registered associate with Pickwick Capital Partners – member of FINRA and SIPC.
Stephen is a strategic-minded entrepreneur and hands-on finance/accounting/operations leader with 25+ years of CEO, CFO, and COO management experience. During his career he has been involved with 8 M&A transactions and been charged with integrating companies acquired. His skills include forging and maintaining progressive investor and banking relationships. He has structured and raised over one billion dollars of debt and equity funding for companies.
An overview of Stephen’s work experience:
- Price Waterhouse Coopers- Audit experience
- Principal of Stratographix, Inc.- acquired by American Reprographic (NYSE: ARC)
- Principal of Cazenovia Creek Investment Management, LLC- acquired by The Hunt Companies Family Office
- SaaS CFO/COO with SilverCloud, Inc.- acquired by a SaaS focused PE firm in 2020
- SaaS CEO/CFO with GoContractor, Inc.-acquired by a SaaS focused PE firm in 2023
- SaaS CFO with Facility Grid, LLC, – acquired by a SaaS focused PE firm in 2025
- Proven fractional CFO experience with successful engagements at over fifteen privately held companies.
He has demonstrated expertise in the SaaS business model, high tech firms, consulting practices, manufacturing, construction, and service businesses.
He has an active CPA license –Certified Public Accountant in Massachusetts
Stephen has an MBA from the University of Massachusetts and a BS in Accounting from Boston College.
Additionally, he has extensive teaching experience with the University of Massachusetts- Lowell MBA program.
Mobile: +1.781.454.9866
schunias@ascentageadvisors.com
