Nia Stefani

Xnergy Financial

Current Summit Page

Nia Stefani is the founder and Chief Executive Officer of Xnergy LLC and Xnergy Financial LLC, a FINRA/SIPC member registered investment banking firm. She has over two decades of experience in mergers and acquisitions, investment banking, private equity, finance, and law. Her experience extends from startups to New York Stock Exchange-listed companies and over a diverse range of industries.
Ms. Stefani advises and assists clients in the acquisitions and sales of businesses, in private equity and venture capital, and in corporate structuring, planning and transactions. Ms. Stefani and her firm have raised billions for emerging growth businesses and completed a wide variety of investment banking, acquisition, merger and disposition transactions.
Throughout her career, Ms. Stefani has successfully formed, acquired, managed, developed and sold several companies in the franchise, consumer products, technology, and software industries.
Ms. Stefani has held several senior management and board of director positions in private companies and non-profit organizations.
Ms. Stefani was recognized nationally for her contribution to emerging growth businesses and awarded the 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, the Most Promising Up and Coming Women by the New York State Commerce Association, and Woman of the Year by the San Diego Business Journal. She was recognized as one of the most influential bankers in 2020. 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 Financial Services Award by the US Commerce Association. Ms. Stefani attended Loyola University School of Law where she received a J.D. degree. Subsequently, she attended the University of San Diego School of Law where she received a Masters of Laws in Taxation, with a specialty in complex corporate transactions. She holds FINRA series 79, 63 and 24 licenses.

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