SoundView Technology Group

Oppenheimer Appoints Richard Jasen As Head of Technology & Consumer Private Capital

Retrieved on: 
Monday, December 4, 2023
UCLA, JD, SoundView Technology Group, NYSE, Houlihan Lokey, GCA, Head, Silicon, Value, Lehman Brothers, Committee, Oppenheimer Holdings, Oracle, Capital, IPO, University, Private equity, Partnership, Investment banking, Economics, Legendary Entertainment, Grapeshot, Cryptocurrency, Financial services, Zynga

NEW YORK, Dec. 4, 2023 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Richard Jasen joined the firm as Head of Technology & Consumer Private Capital. He will be based out of Oppenheimer's San Francisco office and report to Robin Graham, Managing Director, Head of Technology Investment Banking.

Key Points: 
  • Dynamic companies in the technology and consumer sectors have the potential to impact businesses and households across the globe.
  • Jasen joins Oppenheimer after 17 years at GCA (now part of Houlihan Lokey), where he was Managing Director, Head of the Private Capital Group, and a U.S. Management Committee Member.
  • Prior to GCA, he served as Head of West Coast Private Capital at SoundView Technology Group.
  • "I am excited to join Oppenheimer and lead the Technology & Consumer Private Capital practice," Jasen said.

OceanSound Partners Adds Seven New Professionals to its Growing Team

Retrieved on: 
Thursday, September 14, 2023
Professional Services, Technology, Other Technology, Finance, Consulting, Banking, Accounting, Trinity College, Interactivity, English literature, University, Nomura, SoundView Technology Group, Jefferies, Silicon Valley Bank, University of Connecticut School of Law, Dartmouth College, Vanderbilt University, Thoma, Associate, Government, Martin Defense Group, Middlebury College, Silicon, M&A, Houlihan Lokey, Business administration, SunTrust Banks, Aerospace, Lincoln International, Sun Capital Partners, Spectrum Equity, Organization, Literature, Growth, Commerce, Financial services, Management, Cryptocurrency, Economics

The firm currently manages more than $1.8bn in RAUM, has seven companies in its portfolio and has completed acquisitions of 29 companies since inception.

Key Points: 
  • The firm currently manages more than $1.8bn in RAUM, has seven companies in its portfolio and has completed acquisitions of 29 companies since inception.
  • He started his career as an Investment Banking Analyst at M&A advisory firm North Point Advisors and holds a dual A.B.
  • Caroline Weakland, Senior Associate, joins OceanSound from Sun Capital Partners, where she worked in the firm’s Technology Group.
  • “We are very excited that this talented group of professionals is joining OceanSound at a time of great growth for our firm,” said Joe Benavides, Managing Partner of OceanSound Partners.

Harris Williams Hires Michael Kim as Managing Director, Co-Head of Technology Group

Retrieved on: 
Wednesday, September 6, 2023
Software, Banking, Internet, Professional Services, Fintech, Data Management, Technology, Digital Cash Management, Digital Assets, Other Professional Services, Finance, Other Technology, Consulting, SoundView Technology Group, Morgan Stanley, Lehman Brothers, Bear Stearns, Williams College, Partnership, LionTree, Pharmaceutical industry

Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced that Michael Kim has joined the firm’s San Francisco office as a managing director and co-head of its Technology Group.

Key Points: 
  • Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced that Michael Kim has joined the firm’s San Francisco office as a managing director and co-head of its Technology Group.
  • Mr. Kim brings over 25 years of technology M&A, merchant banking, and investment banking advisory experience to Harris Williams.
  • “We are thrilled to welcome Michael to Harris Williams as we continue to grow the Technology Group with exceptional senior banking talent,” said Bob Baltimore and John Neuner, co-CEOs of Harris Williams.
  • “Michael is a trusted advisor to leading enterprise software and technology companies around the world.

Seth Bergstein Joins Evercore as Senior Managing Director in the Technology Practice in New York

Retrieved on: 
Tuesday, September 5, 2023
Finance, Consulting, Banking, Professional Services, Other Professional Services, Morgan Stanley, Psychology, SoundView Technology Group, Heart, Partnership, Jewish Board of Family and Children's Services, EVR, Cognitive science, Institute of International Education, MBA, Wesleyan University, NYSE, Economics, Management, Northwestern University

Evercore (NYSE: EVR) announced today that Seth Bergstein has joined the firm’s investment banking business as a senior managing director in the Technology Group based in New York.

Key Points: 
  • Evercore (NYSE: EVR) announced today that Seth Bergstein has joined the firm’s investment banking business as a senior managing director in the Technology Group based in New York.
  • His longtime colleague Sandeep Sharma will also be joining as a managing director, and the two will lead coverage of consulting, professional, technology & digital services, and business process outsourcing.
  • Mr. Bergstein comes to Evercore from Morgan Stanley, where he started his career in 1988 as a financial analyst.
  • Mr. Bergstein also served as a member of the management committee of investment banking for 13 years.

Macquarie Capital Expands Software Advisory Coverage to Customer Interaction Management, Names Christopher Hieb Managing Director

Retrieved on: 
Thursday, August 10, 2023
Professional Services, Data Analytics, Technology, Software, Finance, Fintech, Artificial Intelligence, WR Hambrecht + Co, CIM, Education, Health, Oppenheimer, Signal Hill, CX, Intelligence, Macquarie Group, SoundView Technology Group, Oppenheimer Holdings, CRM, Capital, WEM, Artificial intelligence, Financial services, Retail

Macquarie Capital , the corporate advisory, capital markets and principal investing arm of Macquarie Group, today announced that it has appointed Christopher Hieb Managing Director, Customer Interaction Management (CIM), expanding the firm’s coverage in the Software and Services group.

Key Points: 
  • Macquarie Capital , the corporate advisory, capital markets and principal investing arm of Macquarie Group, today announced that it has appointed Christopher Hieb Managing Director, Customer Interaction Management (CIM), expanding the firm’s coverage in the Software and Services group.
  • CIM encompasses four software sectors, including contact center infrastructure, customer relationship management (CRM), workforce engagement management (WEM) and customer experience (CX), leveraging artificial intelligence to drive customer satisfaction.
  • In his new role, Mr. Hieb will provide advisory and capital-raising services to corporates, founder-led companies and sponsors focused on investing in CIM companies.
  • He joins Macquarie Capital from DC Advisory, where he was a Managing Director advising clients on domestic and cross-border transactions focused on advanced analytics, CIM and artificial intelligence.

Anchin Continues Growth by Welcoming Partner Matthew Rosenblatt to its Professional Services and Technology Groups

Retrieved on: 
Wednesday, August 9, 2023
SoundView Technology Group, Professional services, Culture, Anchin Abbey, Partner, The Last Best Place, Principal, Senior management, GAAP, IT, Publication, CPA, Knowledge, Advertising media selection

NEW YORK, Aug. 9, 2023 /PRNewswire/ -- Anchin , a premier New York-based accounting, tax and advisory firm, is pleased to announce that Matthew Rosenblatt has joined as an Audit Partner in the Firm's Professional Services and Technology Groups.

Key Points: 
  • NEW YORK, Aug. 9, 2023 /PRNewswire/ -- Anchin , a premier New York-based accounting, tax and advisory firm, is pleased to announce that Matthew Rosenblatt has joined as an Audit Partner in the Firm's Professional Services and Technology Groups.
  • Matthew Rosenblatt, CPA , has deep experience providing attest and advisory services, including GAAP and other technical expertise.
  • Matthew has served clients in the technology, professional services, entertainment and media and non-profit industries.
  • At Anchin, he will play a significant role advising clients in these areas as a key member within the firm's growing Technology and Professional Services Groups.

Five Elms Capital Partner Stephanie Schneider Awarded Top Women Leaders in Growth Investing by GrowthCap For Second Year in a Row

Retrieved on: 
Friday, July 28, 2023
Advertising, Software as a service, Journalism, Elm, International Conference for Women Leaders, SoundView Technology Group, Pension, Southern Methodist University, University of Sydney Centre for Continuing Education, Methodist University, Growth, Woman, BA, Cryptocurrency, Management, Citigroup

KANSAS CITY, Mo., July 28, 2023 /PRNewswire/ -- Leading software investor Five Elms Capital announces that Partner Stephanie Schneider has been named to GrowthCap's Top Women Leaders in Growth Investing for the second year in a row.

Key Points: 
  • KANSAS CITY, Mo., July 28, 2023 /PRNewswire/ -- Leading software investor Five Elms Capital announces that Partner Stephanie Schneider has been named to GrowthCap's Top Women Leaders in Growth Investing for the second year in a row.
  • The Top Women Leaders in Growth Investing of 2023 focuses on women leaders and provides a closer look at those individuals who, despite being in the minority, have excelled through hard work, determination and outstanding performance.
  • "Building strong partnerships with management teams and companies is at the core of our success in growth investing at Five Elms.
  • Schneider has been with Five Elms Capital for eight years—during which, she's been involved in over 20 deals.

Harris Williams Advises Ethos Capital on its Acquisition of Newforma

Retrieved on: 
Monday, April 3, 2023
Technology, Construction & Property, Finance, Banking, Professional Services, Software, Other Construction & Property, Data Management, Other Professional Services, Communication, Panasonic Executive Partner, Farringdon Road, HRB, Partnership, The 8th Floor, Financial Conduct Authority, SoundView Technology Group, Vat 69, Registrar, Harris Williams & Co., Acquisition, SIPC, PIM, Engineering, FINRA, Pleasure, Architecture, Construction, Ethos

Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Ethos Capital LP (Ethos) on its acquisition of Newforma, a provider of project information management (PIM) software for architects, engineers, contractors, and owners worldwide.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Ethos Capital LP (Ethos) on its acquisition of Newforma, a provider of project information management (PIM) software for architects, engineers, contractors, and owners worldwide.
  • The transaction was led by Priyanka Naithani and Ryan Costa of the Harris Williams Technology Group .
  • Ethos’ strategy is to add value by partnering with existing management teams to strategically enhance operations and accelerate growth.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

Riverwood Capital Announces New Partners

Retrieved on: 
Wednesday, March 29, 2023
Semiconductor, Security, Data Management, Technology, Nanotechnology, Finance, Consulting, Banking, Professional Services, Transport, Other Technology, Software, Logistics, Supply Chain Management, Internet, Mobile, Wireless, Cortex, Columbia University, SoundView Technology Group, Vista Equity Partners, RSP, BS, University, Culture, Electrical engineering, Computer, Partner (business rank), MBA, Human, Columbia Business School, Doctor of Philosophy, McKinsey & Company, Georgetown University, MS, Harris Williams & Co., Investment, Texas Instruments, SecurityScorecard, Purdue University, Capital, Entrepreneurship, AI, Chemical engineering, NYSE, J. P. Morgan, Automation, Management, Renewable energy, Government, Partner

“Beyond being exceptional investors, Joe, Alex, and Ramesh standout as true business builders and technologists that embody Riverwood’s unique principles as active operating partners to founders, CEOs, and executives,” said Francisco Alvarez-Demalde, Co-Founder and Managing Partner, Riverwood Capital.

Key Points: 
  • “Beyond being exceptional investors, Joe, Alex, and Ramesh standout as true business builders and technologists that embody Riverwood’s unique principles as active operating partners to founders, CEOs, and executives,” said Francisco Alvarez-Demalde, Co-Founder and Managing Partner, Riverwood Capital.
  • Ramesh joined Riverwood in 2017 and has been a critical contributor to the Riverwood ecosystem, leading the evolution and implementation of its Executive Advisor program, and enhancing the Riverwood Scalability Playbook (RSP), a framework for how the firm actively partners with companies for growth acceleration and profitable scalability.
  • Prior to joining Riverwood, Ramesh was in the operating arm at Vista Equity Partners, helping to drive improvements ranging from sales to product at major companies.
  • Ramesh was also a Partner on the deal team at VantagePoint Capital Partners, investing in enterprise software, internet, and energy innovation.

Harris Williams Announces Senior-Level Promotions

Retrieved on: 
Tuesday, March 7, 2023
Finance, Banking, Professional Services, Other Professional Services, Asset Management, Culture, Harris Williams & Co., SoundView Technology Group, Growth, Trust, Management

Harris Williams , a global investment bank specializing in M&A advisory services, today announced the promotions of senior professionals across the U.S. and Europe.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, today announced the promotions of senior professionals across the U.S. and Europe.
  • In addition, Martin Keck recently joined Harris Williams as a managing director in the Technology Group, based in the Boston office.
  • “We are committed to developing top talent within our ranks at Harris Williams,” said John Neuner , co-CEO of Harris Williams.
  • We are pleased to recognize the achievements of these individuals and are excited for their continuing contributions to our firm’s success.”
    “Both internally across Harris Williams and externally in client engagements, these individuals have continuously demonstrated their professional expertise, deep vertical knowledge, and unwavering focus on execution excellence,” said Bob Baltimore , co-CEO of Harris Williams.