Investment Banking Contacts

Group Head – Jim Broner

Jim Broner is vice chairman, a member of the corporate and investment banking operating committee, and head of the Regional Investment Banking group. He leads origination and execution efforts for middle-market companies and financial sponsors, providing strategic and capital markets advisory services. Jim is based in New York City.

Head of Regional Coverage – Rob Biodrowski

Rob Biodrowski is a managing director and head of Regional Coverage for the Regional Investment Banking group. He leads origination and execution efforts for middle-market companies and financial sponsors, providing strategic and capital markets advisory services. Rob is based in Chicago.

Specialized Services

M&A Execution

Ryan Murphy Ryan Murphy

Ryan Murphy, Head of the Middle Market M&A team, is a managing director specializing in mergers and acquisitions (M&A). He has more than 16 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors. Ryan is based in Los Angeles.

Brad Matsik Brad Matsik

Brad Matsik, Deputy Head of the Regional Investment Banking team, is a managing director specializing in mergers and acquisitions (M&A). He has more than 25 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors. Brad is based in Charlotte.

Megan Eichorn

Megan is a director specializing in mergers and acquisitions (M&A). She has more than 10 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors. Megan is based in Charlotte.

Ross Silverman

Ross is a director specializing in mergers and acquisitions (M&A). He has more than 10 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors. Ross is based in NY.

Bobby Varela

Bobby is a director specializing in mergers and acquisitions (M&A). He has more than 10 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors. Bobby is based in LA.

States represented: Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, Utah, Washington, Western Canada

Your representatives are:

Charlie Woo Charlie Woo

Charlie Woo is vice chairman and head of West Investment Banking. He leads origination and execution efforts for middle-market companies and financial sponsors, providing strategic and capital markets advisory services. Charlie is based in Los Angeles.

Logan Ardis

Logan Ardis is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Northern California. He has more than 11 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Logan is based in San Francisco.

Ryan Bassett

Ryan Bassett is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Pacific Northwest. He has more than 10 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Ryan is based in Portland, OR. 

Liz Cabot

Liz Cabot is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout Arizona, Nevada, New Mexico, and Utah. She has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Liz is based in Santa Fe.

Scott Dragicevich

Scott Dragicevich is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Southern California. He has more than 8 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Scott is based in Los Angeles.

Nick Williams Nick Williams

Nick Williams is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Pacific Northwest and Western Canada. He has more than 35 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Nick is based in Seattle.

States represented: Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Louisiana, Michigan, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Ohio, Oklahoma, South Dakota, Texas, Wisconsin, Wyoming

Your representatives are:

Chris Carter

Chris Carter is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout Texas and Oklahoma. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Chris is based in Dallas.

Esteban Schreck

Esteban Schreck is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout the Central US. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients with a focus in the technology space. Esteban is based in Chicago.

Paul Wolfert

Paul Wolfert is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout Texas, Oklahoma and Louisiana. He has more than 10 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Paul is based in Houston, TX.

States represented: Alabama, Connecticut, Delaware, Eastern Canada, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia

Your representatives are:

Vanessa Dager

Vanessa Dager is a managing director and head of East Investment Banking. Vanessa provides investment banking and capital markets advisory services to corporate clients in Northeast and Canada. She has more than 18 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Vanessa is based in New York City.

Chad Armstrong

Chad Armstrong is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Southern region. He has more than 10 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Chad is based in Atlanta, GA.

Rick Dowd Rick Dowd

Rick Dowd is vice chairman and managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in North and South Carolina. He has more than 25 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Rick is based in Charlotte, NC.

Thomas Duncan

Thomas Duncan is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in North and South Carolina. He has more than 11 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Thomas is based in Charlotte, NC.

Chris O’Geen

Chris O’Geen is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout the Mid-Atlantic. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Chris is based in Washington D.C. 

Amanda Phillips

Amanda Phillips is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout the southern region. She has more than 12 years of experience and has worked with a broad range of public, private, and private equity clients with a focus in the healthcare space. Amanda is based in Nashville. 

Andy Tauber

Andy Tauber is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients throughout Florida. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Andy is based in Fort Lauderdale.