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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
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@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@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
Brad Brown
bradford.brown@wellsfargo.com
Brad Brown is a managing director and head of the mergers and acquisitions (M&A) sellside team. He has more than 25 years of M&A experience and is a member of the firm's fairness opinion committee. Brad is based in Charlotte, NC.
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.
Jay Harris
jay.harris@wellsfargo.com
Jay Harris is a managing director specializing in mergers and acquisitions (M&A). He has over 20 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors in the industrials sector. Jay is based in Charlotte, NC.
Ryan Murphy
ryan.r.murphy@wellsfargo.com
Ryan Murphy 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. 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@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@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 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.
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@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
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@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@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@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@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
bradley.matsik@wellsfargo.com
Brad Matsik is a managing director and head of West Investment Banking 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
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.
