Technology Services Investment Banking Group Overview

The Technology Services Investment Banking Group provides a broad range of advisory and capital-raising services to companies within the Technology Services sector and has senior banking personnel focused on a wide variety of relevant sectors, including:

  • Financial Technology
  • Human Capital Management
  • Technology Supply Chain
  • Outsourcing Services
  • Marketing & Advertising Services
  • Information Services
  • Capital Markets Technology
  • Education Services

Since 2002, the group has completed 85 Technology Services transactions, including 29 public offering transactions raising more than $3.6 billion in proceeds as well as 56 advisory services and private placement transactions with an aggregate deal value of more than $5 billion. The group has offices in Atlanta and Boston.

  • Eight dedicated senior investment banking professionals in Atlanta and Boston
  • Four dedicated equity research professionals
  • Senior banking personnel:
    • Atlanta: Joe Estes, Steve Hufford and Chip Kelso
    • Boston: Jim Bunn, Pat Curran, Jon Steele, Brendan Ryan and Kate Crespo
  • Services: mergers & acquisitions (buy- and sell-side advisory), public equity and debt offerings, private placements of equity and debt, and divestitures
  • Longstanding relationships with extensive network of technology services-focused equity sponsors