- Raising Capital
- M&A – Acquisitions and Divestitures
- M&A – Sale of a Company
- Restructuring Advisory
- Shareholder Relations / Hostile Defense / Unsolicited Acquisitions
- Strategic Financial Advice
FEATURED STRATEGIC NETWORK EXPERT
Lugen Family Office has formed a stratetgic relationship with the professionals at DelMorgan & Co. to provide world-class financial advice and assistance to companies, institutions, governments and individuals around the world.
Because of DelMorgan’s unique approach, Lugen Family Office clients can be assured that they will have access to the very best boutique Investment Bankers in the pursuit of their objectives.
Senior Managing Director
He has over 39 years in executive positions, including those of Chairman, President, CEO and CFO in a wide range of industries, including commercial and mortgage lending, banking, consulting, proprietary post-secondary education, software, longevity-risk/life insurance (secondary market) and real estate development. Prior to DelMorgan, Steve was the Chairman and CEO of Charles M. Edwards Company, Inc. (CharlesEdwards) from 2005 to 2014, a firm representing multinational clients with respect to their business and investment acquisitions in the United States.
Mr. Tartaglini executed hundreds of transactions with companies—profitable and marginal, public and private—ranging from start-up to Fortune 500 in the financial, retail, education, technology, professional services, manufacturing, health and apparel industries. These transactions have also involved his key participation in M&A transactions involving nine depository institutions with an aggregate value of $2.4 billion, assisting in the pre-acquisition strategy, transition and roll-up of these entities, and responsibility for the preparation of private placement and public debt/equity issuances exceeding $400 million. He has served as an advisor to government leaders, CEOs and other senior executives of companies including Wal-Mart, Barnes & Noble, Walt Disney, Nordstrom, Starbucks, Remedy Temp, Home Depot and Harrods Ltd.
Prior to founding CharlesEdwards in 2005, Mr. Tartaglini served in a transitional leadership position for four years as President of American InterContinental University – Los Angeles, a regionally accredited for-profit university owned by Career Education Corporation (NASDAQ: CECO). From 1993 to 2001, he was Chairman, President and Chief Executive Officer of THE NEWPORT GROUP, Inc., a professional services firm providing corporate governance, advisory and executive management services to Fortune 100 and mid-market chief executives and companies in the technology, education, government, not-for-profit and financial services industries. While there, Mr. Tartaglini served for two years as Managing Director of an internationally renowned organization working with the White House, the U.S. Senate, and major government and national trade associations on business continuity and technology issues.
During his 20-year career in banking, Mr. Tartaglini has held the positions of Chairman, President, CEO and CFO of privately and publicly held institutions, where he developed his expertise in balance sheet restructuring, crisis management, recapitalizations, distressed sales, litigation, real estate development, and special situation transactions. While a senior executive with Home Savings, a $40 billion subsidiary of parent H.F. Ahmanson, Mr. Tartaglini served as Chair of the Asset/Liability Management Committee, Chair of the Liquidity & Investment Committee, and Chief Strategic and Financial Planning Officer.
A student and practitioner of good corporate governance, Mr. Tartaglini has served as a Chairman, director and member of private, public and not-for-profit boards and executive-level committees for companies with revenues up to and exceeding $4 billion.
Mr. Tartaglini graduated from California State University, Fullerton in 1975 with a B.A. in Business Administration, Accounting. He has spoken at national conventions and seminars, been quoted by the Los Angeles Times and the Wall Street Journal as an industry source, and has been featured by NBC News for his work.