S T R E N G T H S

Steph L. Wagner

Accomplished financial consultant and private equity professional with 20+ years of experience shaping financial strategies, and mentoring individuals and business owners to achieve goals. Committed to employing high levels of professionalism and ethics in all areas of practice.

O V E R V I E W

• Strategic Thinking• Team Collaboration & Leadership• Exceptional Quantitative Abilities • Outstanding Communication Skills • Thought Leadership • Effective Client Management Skills • Investor Relations• Innovative Problem Solving• Entrepreneurial Spirit

STEPH L. WAGNER, LLC, San Diego, CA 2013 - Present

Financial Consultant - www.stephlwagner.comBuilt a national consulting practice that assists individuals with estates of at least $5 million to achieve equitable distribution in marital dissolutions. Deliver the highest level of individualized service as lead liaison between members of divorce team, financial strategist, financial advocate, educator and mentor.

• Create comprehensive settlement structures, which provide creative and efficient solutions from a tax and long-term wealth building perspective for both litigated and collaborative cases. • Offer an alternative to the traditional approach for highly amicable, yet financially complex, situations. • Assist parties in structuring transactions that compliment immediate and long-term financial and personal goals. • Facilitate all aspect of the process personally, or with the assistance of trusted advisors, to assess the value of assets, income for support, lifestyle cash flow requirements, important tax considerations, and optimal capital structure to rebuild asset base post-settlement. • Provide consulting services to family law attorneys throughout the country, including asset valuation, financial forensics, tracing, lifestyle analysis, and advisement on personal and corporate finance matters.• Cultivate deep relations with a network of trusted advisors (i.e., wealth advisors, certified public accountants, estate planning attorneys) throughout the county to collaborate and achieve optimal settlement structures, as well as support clients post-settlement. • Authored webinar curriculum and one-on-one instruction to support high net worth individuals in the area of financial literacy.• Delivered thought leadership on entrepreneurial and personal finance: • Monthly columnist for Entrepreneur Magazine. Reached over 16 million readers each month. • Over 30 articles featured in Yahoo Finance, Fox News, Business Insider, The Huffington Post, and DailyWorth. • Contributing expert to award-winning journalist Tamsen Fadal’s book, The New Single: New York, St. Martin’s Press, 2015. • Featured guest on Ali Brown’s Glamnation Radio (1/2015). • Speaker & Co-Producer of Finance Segment, California Women’s Conference, (5/2014)

GEMINI INVESTORS, Wellesley, MA & Austin, TX 1993 - Present

Private equity firm specializing in management buyouts, shareholder liquidity, acquisition financing, recapitalizations, mezzanine, Small Business Investment Company (SBIC), and growth capital transactions in lower middle market businesses. To date, Gemini has invested over $550 million in more than 125 companies across the U.S.

Limited Partner (2010 - Present)

• Current investor in GMN V and GMN VI

Vice President 2010

• Focused on business development for newly launched fund by working innovatively to expand the firm’s deal sourcing efforts throughout the country; Deepened relationships with investment banks, family offices, and other private equity funds looking to syndicate. • Assisted with investor relations and fund performance evaluation and reporting.• Member of Association of Corporate Growth and NASBIC.• Held portfolio company board seat.

Self-Directed Sabbatical (1999 - 2010)

P R O F E S S I O N A L E X P E R I E N C E

steph@stephlwagner.comLinkedin.com/in/stephlwagner

E D U C A T I O NUniversity Of Southern CaliforniaLos Angeles, CABachelor of Science Business Administration/Finance• Emphasis in Investments

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P U B L I S H E D I N

L E A D E R S H I PCenter For Community SolutionsBoard Member (2015 - Present)

Current Board President• A nonprofit agency that helps victims of domestic violence and relationship abuse.

• The organization operates the only rape crisis center in the city of San Diego, a countywide 24-hour bilingual crisis helpline, and provides emergency domestic violence shelters, hospital & court accompaniment, as well as legal and counseling services.

GEMINI INVESTORS (continued) 1993 - Present

Vice President (1995 - 1999)

• Opened Texas office in order to expand the fund’s geographic presence in the Southern half of the U.S.• Built pipeline of investment opportunities via diversified channels (investment banks, family offices, CPAs, attorneys, and other PE funds).• Contributed substantially to the launch of firm’s second $130 million fund. • Participated in all aspects of the investment process, including deal sourcing, target company due-diligence, business valuation/investment modeling and analysis, creation of transaction structure, and the monitoring of portfolio companies post-transaction.• Assisted in investor relations and fund performance evaluation and reporting.

Associate (1993 - 1995)

• Developed complex, robust financial model that incorporated SBA regulations on the SBIC Participating Securities Program (Per Title IV of the Small Business Equity Enhancement Act of 1992). • Played key role in the launch of firm’s inaugural fund. • Selected as firms first hire and collaborated closely with Fund’s founder to build the infrastructure of the firm. • Effectively managed multiple deals simultaneously as part of providing transaction support to Managing Partner.

ARTISAN BUILDING & DESIGN, Austin, TX 2002 - 2007

Residential Real Estate Developer and Investor • Partnered with investor to identify, acquire, and redevelop residential properties in the Austin metropolitan area. • Focused on maximizing ROI, assessed risk, prepared budgets, created design concepts and managed all aspects of construction process for 12 projects.

GFC CAPITAL CORP., Irvine, CA 1992 - 1993

Associate• Represented high growth, middle-market companies on all financial aspects, planning, and impact of mergers, acquisitions, divestitures, capital raising, recapitalizations, and corporate sales.

JEFFERIES & CO., Los Angeles, CA 1992

Analyst • Contributed to the execution of corporate finance and M&A transactions. Constructed complex financial models to analyze the pro forma effects of various types of transactions. Prepared marketing materials including pitch books and offering memorandums.

P R O F E S S I O N A L E X P E R I E N C E

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Steph L. Wagner Steph@stephlwagner.comLinkedin.com/in/stephlwagner