Technology Investment Banking
New York, New York, Us
• Led teams providing strategic advice to public and private software and technology companies on topics including private capital raising, entry into the public markets (IPO, Direct Listing & SPAC), M&A, strategic capital allocation, debt capital markets and tax optimization strategies• Directly responsible for covering more than 35 software and technology companies across multiple verticals including security, supply chain, fin-tech, prop-tech, content management (CMS), ecommerce and vertical software• More than 30 completed transactions across equity issuances (IPO’s, private placements, follow-on’s & SPAC’s), debt issuances (convertible debt, ARR facilities, investment grade, high yield & revolvers) and M&A (public-take-privates, public-to-public, private-to-private and JV’s), including international transaction experience in China, Australia, New Zealand, Canada, Argentina and the United Kingdom• Led principal investments in multiple growth stage technology companies• Served as a business unit manager (2018-2020) within IBD responsible for managing group operations in addition to core client advisory engagements; managed headcount, recruiting, group budgeting, and divisional reporting