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Our teams of experienced professionals are ready to serve you. Reach out to one of our bankers located across the country to deliver our leading investment banking capabilities.
Group Head – Sam Farnham
sam.farnham@wellsfargo.com
Sam Farnham is a managing director and head of the Middle Market Investment Banking group and head of the Mergers and Acquisitions group for the Americas. He leads 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
M&A Execution
Andrew Halverstam
andrew.halverstam@wellsfargo.com
Andrew Halverstam is a managing director and leads Wells Fargo's healthcare sellside practice. He has more than 17 years of M&A experience focused on originating and executing transactions across a broad spectrum of healthcare sectors. Andrew is based in Charlotte, NC.
Ryan Murphy
ryan.r.murphy@wellsfargo.com
Ryan Murphy is a managing 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. 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.
States represented: Alaska, Arizona, California, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Utah, Washington, Western Canada, Wyoming
Your representatives are:
Charlie Woo
charlie.woo@wellsfargo.com
Charlie Woo is a managing director and head of Regional Coverage for the Middle Market 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.
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.
Ryan Bassett
ryan.bassett@wellsfargo.com
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.
Matt Clark
matthew.s.clark@wellsfargo.com
Matt Clark 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 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Matt is based in Los Angeles.
Scott Dragicevich
scott.dragicevich@wellsfargo.com
Scott Dragicevich is a 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.
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.
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.
States represented: Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Texas, Wisconsin
Your representatives are:
Rick FlorJancic
rick.florjancic@wellsfargo.com
Rick FlorJancic is a managing director and head of Central Investment Banking. Rick 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.
Chad Armstrong
chad.armstrong@wellsfargo.com
Chad Armstrong is a 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.
Paul Wolfert
paul.wolfert@wellsfargo.com
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. He 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:
Bruce McDonald
bruce.a.mcdonald@wellsfargo.com
Bruce McDonald is a managing director and head of East Investment Banking 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.
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.
