Alumni Resume Book
Stephen Stagg · MBA · Masters '00
Corporate Contact Information
8135031116 (phone)
smcsstagg@gmail.com
www.erocadv.com
Managing Partner
EROC Advisors
3401 W Cypress St
Ste 209
Tampa, FL 33607
United States
Education
The Wharton School, University of Pennsylvania
Philadelphia, PA · May 2000
MBA · Finance
- Palmer Scholar (Top 5% of Class)
University of Florida
Gainesville, FL · December 1990
BSBA · Finance
Experience
EROC Advisors
Tampa, FL · June 2021-Present
Managing Partner
- Restructuring advisory
Capital structure advisory
Debt placement and purchase
Beach Bank
Tampa, FL · 2018-2021
Tampa Bay Market President
- Led Tampa Bay de novo expansion for recapitalized $600MM bank headquartered in Ft Walton Beach, FL
Recruited and led a team of commercial and retail bankers
Generated over $175MM of loan commitments and $125MM of core deposits in less than 3 years
Regions Bank
Tampa, FL · 2013-2018
Commercial Bank Executive - W FL
- Balance sheet and P&L responsibility for approximately $1BB in loan commitments, $1BB in deposits
Criticized assets reduced from over 28% of portfolio to below 2%
Harrod Properties
Tampa, FL · 2006-2009; 2011-2012
CFO
- Negotiated and closed over $250 million of senior debt financings and private equity investments
Led financial analysis and due diligence process for distressed asset purchases
Florida Bank
Tampa, FL · 2009-2011
President/Consultant
- Recruited to lead turnaround of $800MM+ community bank headquartered in Tampa
ALCO Chair; Special Asset Committee Member; OREO and loan sale negotiations and executions
Active in M&A and capital raising due diligence and presentations
Led discussions with regulators, including Federal Reserve and State of Florida Office of Financial Regulation
Professional Specialties
- Real Estate Finance
- Investment Banking
- Development
- Banking
- Advisory/Consulting
- Acquisitions
Regions of Interest
Other Information
Deep knowledge and connectivity in real estate markets in Florida, particularly Tampa Bay
Broad experience in performing and nonperforming real estate assets
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