Senior Leadership Team

Displaying: San Francisco

Senior Leadership Team

Jonathan Kaufman
Managing Director
San Francisco

T: +1 415 870 2830

Jonathan Kaufman is a Managing Director at Moelis & Company where he focuses on financial and strategic advisory in the Financial Technology sector globally. Mr. Kaufman has over 15 years of experience advising firms in the technology and financial services sectors. His strategic advisory expertise spans the entire spectrum of FinTech sub-verticals, including payments, capital markets, wealth management, data and analytics, insurance, banking, lending, and risk and compliance technologies, among others. He has advised clients on buy-side and sell-side M&A, debt and equity financings, IPOs, leveraged buyouts, divestitures and recapitalizations. Prior to joining Moelis & Company, Mr. Kaufman was a Senior Managing Director at Marlin & Associates, and he was also a senior investment banker at UBS and Deutsche Bank. In 2015, Mr. Kaufman was recognized by The M&A Advisor as a “40 Under 40 Dealmaker”, and he was named as a finalist for “Investment Banker of the Year” in 2017 by The M&A Advisor.

Mr. Kaufman holds a B.A. in Philosophy and Economics from Union College and an M.B.A. from the Darden School of Business at the University of Virginia. He is a registered securities representative and holds series 7, 79, 63 and 24 licenses.

Senior Leadership Team

Anuj Mathur
Managing Director
San Francisco

T: +1 415 870 2844

Anuj Mathur is a Managing Director at Moelis & Company where he provides financial and strategic advice to internet and digital media companies. Within the sector, he focuses on companies in verticals including ecommerce & marketplaces, digital media & content, marketing & advertising technologies, SMB Internet & SaaS, and consumer fintech. Mr. Mathur has nearly 15 years of investment banking experience working with high-growth public and private companies in the internet and digital media sector. Prior to joining Moelis & Company, he was a Managing Director covering global internet and digital media at Barclays. Before that, Mr. Mathur spent 10 years at Deutsche Bank advising on M&A transactions and leading execution of equity and debt offerings for companies across the internet and digital media sector.

Mr. Mathur holds a B.S. in Business Administration from the University of California, Riverside and an M.B.A. from the University of California, Berkeley.

Senior Leadership Team

Swati Rao
Managing Director
San Francisco

T: +1 415 870 2810

Swati Rao is Managing Director at Moelis & Company where she specializes in advising clients in the healthcare sector. Ms. Rao has over 14 years of investment banking and corporate finance experience. She has extensive expertise advising on domestic and cross-border M&A as well as capital markets healthcare transactions, namely across the biotechnology, specialty pharma and generics sectors. Prior to joining Moelis & Company, Ms. Rao was on the European corporate finance team at GE Capital and the European M&A team at Lehman Brothers.

Ms. Rao holds a B.C. with joint Honors in Economics and Finance from McGill University.

Senior Leadership Team

Tarik Rguem
Managing Director
San Francisco

T: +1 415 870 2820

Tarik Rguem is a Managing Director at Moelis & Company where he focuses on advising clients in the financial sponsors, consumer, retail and restaurants sectors. Mr. Rguem has over 13 years of investment banking experience. Prior to joining Moelis & Company, Mr. Rguem was an Executive Director at UBS Investment Bank in the Financial Sponsors and Leveraged Finance Group. Mr. Rguem was also previously an Associate at Houlihan Lokey, and prior to his investment banking career was a Brand Manager at Procter & Gamble.

Mr. Rguem graduated magna cum laude with a B.Comm (Honors) in Finance from the University of Ottawa and holds an M.B.A. from the UCLA Anderson School of Management, where he is a member of the Anderson Honor Society.

Senior Leadership Team

Zach Righellis
Managing Director
San Francisco

T: +1 415 870 2808

Zach Righellis is a Managing Director at Moelis & Company where he focuses on advising corporate clients in the semiconductor and electronics industries. Mr. Righellis has over 15 years of investment banking and management consulting experience and has provided strategic advice to corporate clients on M&A, IPOs, capital markets and restructuring transactions. Most recently, Mr. Righellis served as a Managing Director at Barclays, formerly Lehman Brothers, in Menlo Park advising on both M&A and capital markets transactions for semiconductor and electronics companies in the U.S., Asia, Europe and Israel. Mr. Righellis joined Lehman Brothers in 2005, working across several technology sectors including software, communications technology and cleantech. Previously, he was a consultant in technology and operations at Sapient Corporation.

Mr. Righellis holds a B.Sc in Operations Research and Industrial Engineering from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University.

Senior Leadership Team

Kevin B. Scheetz
Managing Director
San Francisco

T: +1 415 870 2805

Kevin Scheetz is a Managing Director at Moelis & Company. Mr. Scheetz has over 19 years of investment banking experience and spent a decade covering communications and electronics technology companies at both Merrill Lynch and Credit Suisse First Boston. Mr. Scheetz has focused on the technology industry for the majority of his career and has developed particular expertise in the infrastructure, communications, mobility, electronics and industrial technology sectors. He has advised public and private companies on a wide range of corporate finance matters, including mergers and acquisitions, initial public offerings, take-privates, and other public and private debt and equity financings.

Mr. Scheetz holds a B.S. in Economics from The Wharton School at the University of Pennsylvania and an M.B.A. from the Stern School of Business at New York University, which he attended as a Dean’s Scholar.