Regional Investment Banking Services

Regional investment banking locations Investment banking expertise

Our teams of experienced professionals are strategically located across the country and geographically aligned to deliver our leading investment banking capabilities and insightful advice to you. Focused on middle-market companies with revenues between $50 million and $500 million, and financial sponsors that target middle-market companies, our bankers live and work in your region and understand the business environment that your company operates in.

Mergers and acquisitions 

Our team is dedicated to merger and acquisition advice and transaction execution, including sell-side, buy-side, and other advisory services.

We provide the customer focus and service of a boutique firm, coupled with the strength, security, and deep industry knowledge of a major investment bank.

Equity and debt capital raising

Our professionals have strong backgrounds in originating and executing transactions in:

  • Equity, debt, and high-yield capital markets
  • Loan syndications market

We’ll advise you on the capital structure best suited to your business objectives and the market environment.

Financial sponsors

Our team of senior bankers covers middle market sponsors exclusively and has access to and knowledge of the relevant universe of financial sponsors for you.

Industry sectors

Our team offers you investment banking and capital markets expertise in:

  • Consumer & retail
  • Energy & power
  • Financial institutions
  • Gaming
  • Healthcare
  • Industrials
  • Media
  • Real estate
  • Technology
  • Telecommunications
 

Sam Farnham Group Head – Sam Farnham, Charlotte, NC

Sam Farnham is a managing director and head of the Middle Market Investment Banking group. He leads our origination and execution efforts for middle market companies and financial sponsors, providing strategic and capital markets advisory services. Sam is based in Charlotte, NC.

Specialized services

Middle Market Financial Sponsors

Murphy ClarkMurphy Clark

Murphy Clark is a managing director and head of the Middle Market Financial Sponsors group for the East Coast. His responsibilities include providing investment banking, valuation, and corporate finance services to middle market private equity firms and professional investors. Murphy is based in Charlotte, NC.

David MischDavid Misch 

David Misch is a managing director and head of the Middle Market Financial Sponsors group for the West Coast. His responsibilities include providing investment banking, valuation, and corporate finance services to private equity firms and professional investors. David is based in Los Angeles.

M&A Execution

Ryan Murphy Ryan Murphy

Ryan Murphy is a director specializing in mergers and acquisitions (M&A). He has more than ten 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.

Tim Wielechowski Tim Wielechowski

Tim Wielechowski is a managing director specializing in mergers and acquisitions (M&A) and providing investment banking coverage in Florida. He has more than 16 years of experience primarily focused on executing middle market M&A transactions in the consumer and retail sector. Tim is based in Charlotte, NC.

Regional Teams

Northeast

Conor ByrneConor Byrne

Conor Byrne is a director and covers New England and Pennsylvania. He has extensive merger and acquisition (M&A) execution and capital markets experience working with public and privately owned companies and has executed transactions on both the buy- and sell-side. Conor is based in Charlotte, NC.

Kelly LandrethKelly Landreth

Kelly Landreth is a director and provides strategic advisory and capital raising services to middle market companies throughout the Northeast and Canada. With nearly 15 years of investment banking and corporate finance experience, Kelly has worked on a wide range of mergers and acquisitions and public and private capital raising transactions. Kelly is based in New York City.

Southeast

Mid-Atlantic 

Kristin Lesher Kristin Lesher

Kristin Lesher is a managing director and is responsible for investment banking coverage in the Mid-Atlantic. With more than 14 years of mergers and acquisitions experience, she has worked on a broad range of transactions including buy-side, sell-side, and joint venture assignments, as well as evaluation of capital raising opportunities and management of principal investments. Kristin is based in Washington, D.C.

Carolinas

Rick Dowd Rick Dowd

Rick Dowd is chairman and managing director in the Middle Market Investment Banking group. Covering North and South Carolina, he has more than 25 years of strategic advisory experience and has worked on transactions that span a diverse mix of public and private mid-cap corporations with significant experience in the consumer, industrial, and business services sectors. Rick is based in Charlotte, NC.

Southern Region

Sarah Hartley Sarah Hartley

Sarah Hartley is a director and provides investment banking coverage in Florida. She has more than 10 years of experience in corporate finance, debt and equity financing, and mergers and acquisitions advisory for middle market customers. Sarah is based in Charlotte, NC.

Chris Nobili Chris Nobili

Chris Nobili is a director and covers the Southern region including Alabama, Georgia, and Tennessee. He has more than 16 years of investment banking and corporate finance experience with extensive expertise in mergers and acquisitions and debt and equity financing for both public and private companies, across a wide range of industries. Chris is based in Charlotte, NC.

Tim Wielechowski Tim Wielechowski

Tim Wielechowski is a managing director specializing in mergers and acquisitions (M&A) and providing investment banking coverage in Florida. He has more than 16 years of experience primarily focused on executing middle market M&A transactions in the consumer and retail sector.  Tim is based in Charlotte, NC.

Midwest

Central Region 

Rob Biodrowski Rob Biodrowski

Rob Biodrowski is a director and is responsible for the origination and execution of investment banking services for companies and financial sponsors based in Illinois and Wisconsin.  Rob also serves on Wells Fargo’s Illinois Leadership Council. Rob is based in Chicago.

Kevin Sullivan Kevin Sullivan

Kevin Sullivan is a managing director and covers states in both the Central and Southern U.S. including Arkansas, Kansas, Kentucky, Louisiana, and Missouri. He has more than 20 years of corporate finance experience with extensive expertise in mergers and acquisitions and financing transactions for companies across a wide range of industries. Kevin is based in St. Louis.

Great Lakes Region

Carl Genberg Carl Genberg

Carl Genberg is a director and is responsible for the origination and execution of investment banking services for companies and financial sponsors in the Great Lakes region including Indiana, Michigan, and Ohio. In addition to serving clients as a mergers and acquisitions advisor, Carl also has experience in loan syndications, bond offerings, debt and equity private placements, equity initial public offerings, and follow-on offerings. Carl is based in Detroit.

West

Mountain Region 

Barry LutzBarry Lutz

Barry Lutz is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah, and Wyoming. Barry is based in Phoenix.

Pacific Northwest/Western Canada

Adam HarringtonAdam Harrington

Adam Harrington is a director providing strategic advisory and capital raising services to middle market companies throughout the Pacific Northwest and Western Canada. Adam is based in Portland, OR.

Nick WilliamsNick Williams

Nick Williams is a managing director and is responsible for investment banking coverage of the Pacific Northwest region. He has more than 35 years of experience advising corporate clients on mergers and acquisitions and capital markets transactions. He is based in Portland, OR.

Northern California

Brad MatsikBrad Matsik

Brad Matsik is a managing director responsible for investment banking coverage in Northern California. With more than 20 years of experience, Brad has originated and executed dozens of corporate finance transactions across a number of industry sectors. Brad is based in San Francisco.

Southern California

Charlie WooCharlie Woo

Charlie Woo is a managing director and has primary coverage responsibility for middle market corporations in southern California. He has more than 17 years of experience in corporate finance, mergers and acquisitions, and private equity. Charlie is based in Los Angeles.