Steve Barton MBA

Activist
DISC Type : Cd

Advisory Board Member at Zorro Fi

Minneapolis, Minnesota, United States

Overview

Steve is a senior finance executive with over 20 years of experience in private equity and investment banking, having originated over $5B in transactions. He serves as Senior Vice President at US Capital, is a Board Director at Unity Bank, and an Advisory Board Member for the AI firm Zorro Fi. He holds an Executive MBA.

Outside of his executive roles, Steve is committed to mentoring the next generation of finance professionals, demonstrated by his guest speaking engagements at his alma mater, Winona State University. He actively participates in industry events to connect with peers and discuss emerging trends.

He uniquely operates on both sides of finance: originating large-scale investment deals while also chairing a commercial banks loan committee, overseeing credit policy and risk.

Personality Overview

Meticulous

Perfectionist

Value Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Capital Raising
His career is centered on capital raising and strategic advisory for lower middle-market companies, with a personal track record of originating over $5 billion in debt and equity opportunities.
AI in Banking
Serves on the advisory board for Zorro Fi, an AI firm automating commercial bank operations, and shares content on AI's role in detecting financial fraud.
Credit Risk Management
As Chair of the Directors Loan Committee for a $650M commercial bank, he leads credit oversight, sets portfolio risk policy, and participates in FDIC exam strategy.

Media Appearances

Steve has no verified media appearances

Work History

11-2024
Advisory Board Member at Zorro Fi
Board Of Directors / Chair, Directors Loan Committee at Unity Bank
Senior Vice President / Series 82 Licensed Investment Banker at US Capital
Director, Investor at Brightwood Capital
Director at BMO Wealth Management - U.S.

Education

3-2023 - 3-2024
Executive MBA from Quantic School of Business and Technology
1983 - 1987
Bachelor of Science (B.S.) from Winona State University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Minneapolis, Minnesota, United States Job Level : Leadership Designation : Advisory Board Member at Zorro Fi
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Steve

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Steve take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Steve

Personality Compatibility


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