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Stephen O'Connell
Principal at SOC Capital
Stephen O'Connell, CFA, is the Principal and founder of SOC Capital, an operating partner and independent sponsor for lower middle market businesses.14 He established SOC Capital after accumulating over 10 years of experience in private equity, asset management, investment banking, and operational finance.1
SOC Capital focuses on businesses in sectors such as:
- Construction / Building Products
- Energy & Environmental Services
- Infrastructure & Utility Services
The firm seeks buy-out and recap opportunities, as well as situations where SOC can serve as a contracted operating partner to help grow companies with existing management or ownership.1
Stephen O'Connell is based in Houston, Texas, and received his education from Vanderbilt University.23 He has over 500 connections on LinkedIn, where his username is stephenoconnell1.2
Prior to founding SOC Capital, Stephen worked as a Manager of Financial Planning, demonstrating his expertise in financial analysis and strategic planning.3