About 

Steven Willis

Steven is a Partner at AGC Partners in Denver, where he focuses on advising high-growth Software companies. Recent engagements include technologies focused on Education, HR, GRC and Real Estate. Steven’s experience spans the M&A universe, including acquisitions, divestitures, hostile and activist defense, strategic investments, and joint ventures, having advised on transactions with an aggregate value nearing $50 billion.Prior to joining AGC, Steven held numerous sell-side roles, most recently as a senior M&A banker at Citi, and in equity research at BMO Capital Markets and Casimir Capital, where he was a publishing Analyst.Steven holds a M.B.A. from UC Berkeley’s Haas School of Business, and a B.A.Sc in Chemical Engineering and Master of Engineering from Queen’s University in Canada. He is also a CFA Charterholder.

Hobbies & Interests

Steven enjoys skiing, hiking, cooking, and playing with his two dogs. He was also an award-winning collegiate volleyball player. Steven and his wife Kelly recently welcomed their first child.

Featured Transactions

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Featured Transactions

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Featured Testimonials

“AGC served as our trusted advisor every step of the way, where their deep experience, strong network and unparalleled commitment lead to this successful transaction.”
- Hollie Haynes, Founder & Managing Director, Luminate

"Jon, Doug and the AGC team were simply extraordinary. They dig in, roll up their sleeves, and work hard. They sweat the details and listen well."
- Jim Quagliaroli, Co-Founder & Managing Partner, Silversmith

"... their execution is A+ and their integrity is even higher... they provide great advice to both sides of every deal at critical, tense moments"
- A.J. Rhode, Senior Partner / Hudson Smith Partner, Thoma Bravo

"This was a unique and complex transaction, where Jon and Doug helped craft a deal that we are exceptionally excited about.”
- Ben Levin, Co-CEO, Level Equity

“…world-class advisors who put their clients first.  We’ve worked with them on numerous transactions … incredibly straight forward, intellectually honest and reliable.”

- Hiren Mankodi, Senior Partner
Mayur Desai, Partner
Charlesbank

“Jon and Doug know how to find the best possible combinations and are always clear and transparent in their advising.”

- Bob Nye, General Partner
JMI
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