Stefan Kozulis
Senior Associate
Stefan Kozulis currently serves as a Senior Associate in Portage Point Partners’ Transaction Advisory Services practice based in Atlanta, Georgia. He focuses primarily on acquisitions, divestitures and recapitalizations.
His professional experience includes an emphasis on middle market clients requiring financial due diligence in a wide variety of industries including professional services, manufacturing & distribution, technology, ecommerce and construction.
His responsibilities include data analysis, writing financial diligence reports, participating in deal negotiations and reviewing purchase agreements for strategic and private equity buyers and sellers.
Prior to joining Portage Point Partners, Stefan was a Manager in BDO’s Transaction Advisory Services practice and executed diligence services across a variety of industries. Stefan previously served in BDO’s Audit practice which provided additional experience in financial reporting and technical accounting.
Stefan holds a Bachelor of Arts from Michigan State University and a Master of Science in Accounting from Grand Valley State University. He is a licensed Certified Public Accountant in Georgia and is an active member of the American Institute of Certified Public Accountants.
SELECTED EXPERIENCE
