Regional Investment Banking

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 companies with revenues of more than $50 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 and retail
  • Energy and power
  • Financial institutions
  • Gaming
  • Healthcare
  • Industrials
  • Media and education
  • Technology
  • Telecommunications and infrastructure
 

Charlie Woo Group Head – Charlie Woo

charlie.woo@wellsfargo.com

Charlie Woo is a managing director 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. Charlie is based in Los Angeles.

Specialized Services

Middle Market Financial Sponsors

Murphy Clark Murphy Clark

murphy.clark@wellsfargo.com

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 Misch David Misch 

david.misch@wellsfargo.com

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.r.murphy@wellsfargo.com

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.

Steve Nelson

steven.nelson@wellsfargo.com

Steve Nelson 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. Steve is based in Los Angeles.

Tim Wielechowski Tim Wielechowski

tim.wielechowski@wellsfargo.com

Tim Wielechowski is a managing director specializing in mergers and acquisitions (M&A). 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

East

Conor Byrne Conor Byrne

conor.byrne@wellsfargo.com

Conor is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in New England and Pennsylvania. 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. Conor is based in Charlotte, NC.

Bruce McDonald

bruce.a.mcdonald@wellsfargo.com

Bruce McDonald is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Northeast and Canada. 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. Bruce is based in New York.

John Valentine John Valentine

john.a.valentine@wellsfargo.com

John Valentine is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Mid-Atlantic. He has more than 16 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. John is based in Charlotte, NC.

Mountain Midwest

Barry Lutz Barry Lutz

barry.lutz@wellsfargo.com

Barry Lutz is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Mountain region. He has more than 14 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Barry is based in Phoenix.

North

Rob Biodrowski Rob Biodrowski

robert.z.biodrowski@wellsfargo.com

Rob Biodrowski is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in a 10 state Midwest region. He has more than 14 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Rob is based in Chicago.

Rick FlorJancic

rick.florjancic@wellsfargo.com

Rick FlorJancic is a managing director and head of Midwest Investment Banking and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in a 10 state Midwest region. 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. Rick is based in Chicago.

South

Rick Dowd Rick Dowd

rick.dowd@wellsfargo.com

Rick Dowd is 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@wellsfargo.com

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.

Sarah Hartley Sarah Hartley

sarah.hartley@wellsfargo.com

Sarah Hartley is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Arkansas, Florida, Kansas, and Missouri. She 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. Sarah is based in Charlotte, NC.

Kelly Landreth Kelly Landreth

kelly.landreth@wellsfargo.com

Kelly Landreth is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Southern region. She has more than 15 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Kelly is based in Dallas.

Chris Nobili Chris Nobili

chris.nobili@wellsfargo.com

Chris Nobili 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 16 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 Charlotte, NC.

West

Logan Ardis

logan.w.ardis@wellsfargo.com

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.

Brad Matsik Brad Matsik

bradley.matsik@wellsfargo.com

Brad Matsik is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Northern California. 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. Brad is based in San Francisco.

Nick Williams Nick Williams

nicholas.m.williams@wellsfargo.com

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 Portland, OR.

Joint Book-Running Manager for Canada Goose Arctic Program on its $391b Canadian initial public offering Exclusive Financial Advisor for Capstone on the sale of its myON Business Unit to Francisco Partners Exclusive Financial Advisor for Futura Industries on its sale to Bonnell Aluminum, a subsidiary of Tredegar Corporation Joint Book-Running Manager for Invitation Homes on its $1.771b initial public offering Joint Book-Running Manager for JBT Corporation on its $195.5 million follow-on offering Joint Book-Running Manage for Jeld-Wen Windows & Doors on its $575 million initial public offering Joint Book-Running Manager for Microchip for $2.3b convertible notes Joint Book-Running Manager for OSI Systems, Inc. for $287.5m convertible notes Joint Book-Running Manager for Patrick Industries, Inc. for $98.6m follow-on offering Exclusive Financial Advisor for RPC on its acquisition of Letica Corporation Financial Advisor for Stanley Black & Decker on its $1.95b acquisition of Newell Tools Financial Advisor for WestRock on its sale to Silgan Holdings Inc.