Team

Experienced Technology Investment Banking Team

Managing Director

Assists CEOs in developing strategic plans and executing complex M&A transactions that strengthen their company's competitive positioning
Creatively positions companies for maximum exit valuations and specializes in complex negotiations
Draws on diverse industry experience in sectors such as SaaS software, e-commerce, digital marketing, IT consulting, healthcare IT, and advanced manufacturing
Strong executive and Board of Directors relationships with some of the world’s largest technology and business services companies
Facilitates introductions to investors and strategic partners across North America and those based in China, India, the U.K., and Europe; Stephen lived in Shanghai from 2008 to 2009

Managing Director

Works with world-leading emerging growth companies and their investors to achieve strategic sale valuation
Positions companies to be optimally attractive to investors and buyers
Understands complexities of Europe-U.S. cross border transactions having executed deals for companies based in Denmark, Germany, the Netherlands, and the U.K.
Identifies emerging technologies and advises CEOs as to how enterprises and consumers may embrace them
Facilitates introductions to domestic and international investors and strategic partners where Tim has had long standing relationships

Managing Director

Leads the market development initiatives for Navidar in the Great Lakes Region
Advises business owners and their management on positioning companies for growth and optimizing exit scenarios
Leads the execution of M&A advisory for both sell-side and buy-side transactions in the technology, healthcare and specialty manufacturing sectors
Advises middle market companies at various stages of their development on equity capital raising and debt financing
Draws on years of legal, management and advisory experience to counsel companies and their owners on a wide range of management, operational and financial issues