Education Technology & Services Investment Banking

A forward-thinking partner for a dynamic industry.

As technology has transformed classrooms, campuses and virtual learning environments around the world, our Education Technology & Services team has gained unique insight into the field and its key players and investors. The team partners with technology and technology-enabled companies driving change across all areas of education, from pre-K and K-12 to higher education and corporate learning, offering a full range of strategic advisory and capital services. With a solid network of industry relationships and vast knowledge of software, services and transaction processing business models, our team of seasoned senior bankers appreciates and understands the unique challenges and dynamics of selling into the education sector.

Education Technology & Services Subsector Expertise

  • Learning Management / Classroom Technology
  • Student Information Systems & ERP
  • Marketing, Enrollment & Fundraising
  • Payments & Commerce

Senior Banking Team

Jon Steele
Jonathan D. Steele
Managing Director, Co-Head of Technology & Services
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Ryan Lund
Ryan Lund
Managing Director
St. Petersburg
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Kate Crespo
Kate MacLeay Crespo
Senior Vice President
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Transaction History

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  July 25, 2017
Raymond James grows financial services investment banking practice by adding senior specialty finance banker

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Investment Banking  |  July 7, 2017
Raymond James Investment Banking wins two International Deal of the Year Awards from The M&A Advisor

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Public Finance  |  August 14, 2017
Raymond James hires veteran education public finance professional Elizabeth Hennessy

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