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Nia Stefani

Nia Stefani

Chief Executive Officer

About Nia Stefani:

Biography:

Nia Stefani is the Chief Executive Officer and founder of the Xnergy companies. She brings nearly two decades of experience in mergers and acquisitions, investment banking, private equity, finance, and law to Xnergy. Her experience extends from startups to New York Stock Exchange-listed companies and over a diverse range of industries.

Ms. Stefani works with hundreds of institutional investors and has completed a wide variety of investment banking transactions for clients over a broad range of industries. She has managed or participated in dozens of acquisition, financing, and disposition transactions valued at more than a billion.

Ms. Stefani has held several senior management and board of director positions in both public and private companies. Prior to forming Xnergy, Ms. Stefani was a mergers and acquisitions, securities, and corporate attorney where she was responsible for negotiating, structuring, documenting, and closing acquisitions, restructurings, dispositions, public and private equity and debt financing’s, and franchising.

Community Service

Through her involvement with the Tech Coast Angels and the Keiretsu Forum, Ms. Stefani mentors many entrepreneurs and start-up businesses. She also has invested in several promising early-stage companies, and she provides business and financial guidance to them at no cost. She serves on the boards of directors of several private companies and nonprofit organizations.

Awards and Honors

Ms. Stefani was recognized nationally for her contribution to the American economy for emerging growth businesses and awarded the prestigious Keeping America Strong Award by Rear Admiral Kevin Delanney. She has also been featured in the 100 Most Successful Women in Southern California by the San Diego Business Journal, and awarded the Most Promising Up and Coming Women by the New York State Commerce Association. Her firm, Xnergy, has received the Certificate of Appreciation by the City of Los Angeles for its contribution to California businesses, been named one of the top 10 investment banking firms by the Business Journal, and nationally, has received the Los Angeles Award by the US Commerce Association for financial services from 2010 to 2016.

Education

Ms. Stefani earned a juris doctorate degree from Loyola University, and LLM in Taxation from the University of San Diego and is a published tax-planning author.

Ms. Stefani is a member of the California Bar Association, the Financial Industry Regulatory Authority, and many other professional organizations and holds the FINRA Series 79, 24 and 63 Securities licenses.

More Xnergy Team Members:

Ryan MillimanVP of Investment Banking
Jane WachiradejkulVP of Global Business Development
Arvind MehtaInvestment Banker
Kelly ThanVP of Investment Banking
Justin JonesVP of Investment Banking
Ross TiekenInvestment Banker
David SongInvestment Banker
Robert CalamunciChief Compliance Officer
Mark JacobsManaging Director
Michael HuiInvestment Banking Advisor
Ellen ZhangManaging Director
Donald G. JohnsonDirector
Donald J. HaskellManaging Director
Paul GoodsonVP, Head of Healthcare
Jon WuVP of Investment Banking
Johnney ZhangChairman of the Board
Damien JacksonVP of Investment Banking
Nathalyn JimenezInvestment Banker
Sami TuqanInvestment Banker
William TimmermanManaging Director
Ken HinesVP of Investment Banking
John SabaterVP of Investment Banking
Nicole SellersInvestment Banker
Mohak KapoorInvestment Banker
Zubair HassanVP of Investment Banking
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