About Stratum Strategic Partners

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• Real Estate and Resorts 
• In-Ground Assets
• Hospitals & Universities 
• Energy
• Early-Stage Companies 
• Transportation

We are proud to offer our clients the following services: 

Strategy development: We work with you to develop a comprehensive fundraising strategy that takes into account your business objectives, target investors, and fundraising goals. This includes evaluating your current financials, identifying potential investors, and developing a roadmap for executing your fundraising plan. 

Investor outreach: We leverage our extensive network of investors to connect you with the right people for your fundraising needs. This includes developing marketing materials, preparing pitches, and making introductions to potential investors. 

Due diligence support: We assist you in preparing for due diligence by compiling relevant documents and information, and by guiding you through the due diligence process. We also work closely with legal counsel to ensure that all legal and regulatory requirements are met. 

Negotiation and closing: We provide guidance and support throughout the negotiation and closing process, helping to structure deals that are beneficial to both you and your investors. This includes negotiating terms and valuations, reviewing legal documents, and overseeing the closing process. 

Post-closing support: We continue to support you even after your fundraising has closed. This includes providing ongoing investor relations support, helping to manage investor expectations, and providing guidance on future fundraising rounds.

Steven J. Cannata is a veteran financial executive and strategic advisor with more than 25 years of experience across corporate advisory, equity compensation strategy, institutional sales, and capital formation. He has built and scaled high-performing business units within major financial institutions and has become a trusted advisor to executives, boards, founders, and institutional investors navigating complex corporate finance and equity-based strategies.

Steven began his career at PaineWebber and UBS, where he advanced through leadership roles in product development, national and European sales, and corporate client relationship management. In 2007, he joined Bank of America Merrill Lynch, where he became a Managing Director and a member of the firm’s Institutional Action Committee. Over an 18-year tenure, he founded and built the Corporate Benefits & Advisory Services group into a nationally recognized division generating more than $60 million in annual revenue, while securing over 150 institutional mandates across public and private corporations.

In 2021, Steven co-founded Stratum Strategic Partners, where he serves as Managing Partner. He advises companies, founders, family offices, and institutional investors on strategic capital needs, financing structures, capitalization planning, and equity incentive strategy. His work includes valuation analysis, due diligence, term negotiation, investor syndication, and strategic partnerships. Steven holds a Bachelor of Science in Finance from Siena College, where he founded and captained the university’s crew team. He is also an Eagle Scout and a certified Class A Interior Attack Firefighter, reflecting his longstanding commitment to leadership, discipline, and service.

Thomas Murphy started out his financial career in the height of the financial crises working at a broker dealer John Thomas Financial. He received his series 7 and 66 licenses before moving over to Merrill Lynch in early 2010. Tom spent the majority of his 8 years there in the private bank as an advisor on a multibillion-dollar team. Tom built a successful business working with ultra-high net worth individuals focusing on financial planning, trust and estate structuring, advanced tax strategies, alternative solutions, lending, and asset management. Tom also worked alongside the corporate services division which focused equity compensation planning for both private and public companies. In 2019 Tom merged his business with a NY based RIA, Bridgeway Wealth Partners and took on a consulting role with the Investment Bank division working on deal flow, capital raises, and lending opportunities. In 2021 Tom launched Titan Ventures, an eco-system driven venture capital firm, to allow friends and family to participate in early-stage and other private market investments.