Investment Banking Contacts

Group Head – Sam Farnham

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

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.

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

Your representatives are:

Charlie Woo Charlie Woo

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 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.

Matt Clark

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 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

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 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 Portland, OR.

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:

Rick FlorJancic

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.

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. 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 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.

Chad Armstrong

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.

Rick Dowd Rick Dowd

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 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.