Managing DirectorGlobal Head of Technology Investment BankingSan Francisco

Jason Auerbach is a Managing Director and Global Head of Technology Investment Banking at Moelis & Company. He has over 25 years of investment banking experience and has completed hundreds of transactions across various technology subsectors. Having advised clients on many of the industry’s most transformative and defining transactions, Jason has extensive relationships and expertise in originating and executing mandates across the full spectrum of corporate finance matters.

Prior to joining Moelis & Company, Jason was Global Head of Tech Investment Banking and Co-Head of Investment Banking at SVB Securities, where he led the firm’s global technology coverage. Before that, Jason worked at UBS, where he served as Global Co-Head of Technology, Media and Telecom (TMT) Investment Banking. Earlier in his career, he was Global Co-Head of TMT Mergers and Acquisitions at Jefferies & Company.

Jason holds a B.A. from Columbia University and an M.B.A. from Harvard Business School.

Managing DirectorNew York

Bob Casey is a Managing Director at Moelis & Company, where he provides financial and strategic advice to clients in the enterprise software sector. In his nearly 30 years of experience in the technology industry, Bob has built extensive relationships with industry leaders and financial sponsors. He has advised on a broad range of mandates, including M&A, debt financing, and equity capital markets transactions across the application and infrastructure software sectors.

Prior to joining Moelis & Company, Bob was a Senior Managing Director at SVB Securities. He previously held leadership roles as Co-Head of Software Investment Banking at UBS and Head of Software Investment Banking at SunTrust Robinson Humphrey. Bob also held roles in technology and software investment banking at Sagent Advisors, Wachovia Securities, and Broadview International. He began his career as a strategy consultant advising telecommunications clients at Dean & Company. Bob holds a B.S. in Industrial Management from Carnegie Mellon University and an M.B.A. from the Sloan School of Management at the Massachusetts Institute of Technology (MIT).

Managing DirectorLos Angeles

Stuart Goldstein is a Managing Director at Moelis & Company, where he specializes in advising clients across the Technology sector. Stu has nearly 30 years of investment banking experience and has provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, with an emphasis on M&A transactions.

Prior to joining Moelis & Company, Stu held several senior-level positions at Citigroup, including Head of West Coast Technology Investment Banking and Managing Director in the M&A Group. Before his investment banking career, Stu was a law clerk for the Honorable Anthony J. Scirica of the U.S. Court of Appeals for the Third Circuit. Stu holds a B.S. in Finance from the Wharton School at the University of Pennsylvania, a B.A. in History from the University of Pennsylvania, and a J.D. from Harvard Law School.

Managing DirectorNew York

William Goodman is a Managing Director at Moelis & Company, where he specializes in advising clients in the Technology sector, with a focus on technology services and digital infrastructure. Will has nearly 20 years of investment banking experience, with expertise across mergers and acquisitions and leveraged finance transactions, as well as strong financial sponsor relationships.

Prior to joining Moelis & Company, Will was a Senior Managing Director of Tech Investment Banking at SVB Securities. He was previously a Managing Director at UBS and began his investment banking career at Oppenheimer & Co. and Redwood Capital Group. Will holds a dual B.A. in Economics and Philosophy from Northwestern University.

Advisory PartnerLondon

Rick Haythornthwaite is the Chairman of NatWest Bank, the AA, and a Senior Advisory Partner at Moelis & Company.

After a 19-year career in the oil & gas industry with BP and, latterly, Premier Oil, he joined the Blue Circle cement group in 1997 with responsibility for Europe & Asia before being promoted to Group Chief Executive in 1999. Following a successful hostile bid defence, performance turnaround, and sale of the company, he led the rescue of Invensys as CEO, one of the world’s leading industrial controls companies at the time.

He has since served as Chairman of Ocado, Mastercard Inc., Centrica, Network Rail, QiO Technologies, and Railsr, as well as a Partner at Star Capital. His past non-executive directorships include Cookson plc, Lafarge SA, Land Securities plc, ICI plc, and Globant. He has also chaired the U.K. Better Regulation Commission, the Risk & Regulatory Advisory Council, and the Haythornthwaite Review of U.K. Armed Forces incentivisation. In the not-for-profit sector, he has chaired the World Wide Web Foundation and, in the U.K., the Creative Industries Federation, Creative England, the Southbank Centre, and Almeida Theatre. Rick was educated at MIT and The Queen’s College, Oxford.

Managing DirectorNew York

Robert Jackman is a Managing Director at Moelis & Company, where he specializes in providing strategic and financial advice to clients in the software sector. He has over 20 years of investment banking experience, having transacted across a broad spectrum of corporate finance matters, including acquisitions, divestitures, joint ventures, leveraged buyouts, initial public offerings, spinoffs, and leveraged recapitalizations.

Prior to joining Moelis & Company, Robert was a Senior Managing Director of Tech Investment Banking at SVB Securities. He previously served as a Managing Director at UBS and helped manage the portfolio of private investments for CYMI, the Mathile family office. Robert also served as an operating executive and CEO of a portfolio company and was Co-Head of Technology M&A at Jefferies & Company. He began his career as an M&A lawyer at Sullivan & Cromwell. Robert holds a B.A. from the University of Southern California, a J.D. from Columbia Law School, and master’s degrees from the University of Kentucky and Yale Law School.

Managing DirectorNew York

Roger Knight is a Managing Director at Moelis & Company, where he specializes in advising clients in the enterprise software sector. Roger has more than 20 years of experience in the technology industry advising infrastructure software and security clients on M&A and capital markets transactions.

Prior to joining Moelis & Company, Roger was a Senior Managing Director at SVB Securities. He was previously a founding member of Pacific Crest Securities’ M&A Group leading up to and through Pacific Crest’s acquisition by KeyBanc Capital Markets. Previously, he held investment banking roles at Deutsche Bank, Oppenheimer, Lincoln International, and WR Hambrecht. Roger holds a B.S. in Industrial and Labor Relations from Cornell University. He currently serves as Vice Chair of Regis High School’s Board of Trustees.

Managing DirectorSan Francisco

Nadim Laiwala is a Managing Director at Moelis & Company, where he focuses on advising clients in the hardware technology sector. Nadim has extensive investment banking experience advising companies with disruptive hardware-enabled business models and those operating in the communications technology, electronics, and deep technology domains on sellside and buyside transactions, capital advisory transactions, and a variety of other corporate finance matters.

Prior to joining Moelis & Company, Nadim held various roles at Qatalyst Partners and Houlihan Lokey. Before launching his investment banking career, he was a software engineer. Nadim holds dual B.S. degrees in Electrical Engineering and Computer Science from the College of Engineering and in Business Administration from the Haas School of Business, both at the University of California, Berkeley.

Managing DirectorBoston

Nathan Laverriere is a Managing Director at Moelis & Company, where he advises clients in the Technology and tech-enabled services sectors, with a focus on public sector and learning technology and services. He has over 20 years of investment banking experience, with extensive relationships across the Technology sector and with financial sponsors, and proven expertise in mergers and acquisitions and capital markets transactions.

Prior to joining Moelis & Company, Nathan was a Senior Managing Director of Tech Investment Banking at SVB Securities. He was previously a Managing Director at UBS, where he focused on advising technology companies. Before that, he worked at a technology start-up and in the Technology Mergers and Acquisitions Group at Jefferies. Nathan holds a B.S. in Finance from Boston College.

Managing DirectorSan Francisco

Anuj Mathur is a Managing Director at Moelis & Company, where he provides financial and strategic advice to consumer internet and front-office software companies. Within the sector, he focuses on companies in verticals including marketing software, advertising technology, marketplaces, commerce enablement, digital publishing, and SMB internet. Anuj has over 20 years of investment banking experience working with high-growth public and private companies across M&A and capital markets.

Prior to joining Moelis & Company, he was Co-Head of Internet and Digital Media at Barclays. Anuj was previously a senior member of the Technology Investment Banking team at Deutsche Bank and an equity investor at Palo Alto Investors, LLC earlier in his career. Anuj holds a B.S. in Business Administration from the University of California, Riverside and an M.B.A. from the Haas School of Business at the University of California, Berkeley.

Managing DirectorSan Francisco

Christopher Montgomery is a Managing Director at Moelis & Company, where he specializes in advising clients in the technology sector, with a focus on enterprise software. Chris has nearly 20 years of investment banking experience advising application, infrastructure, and communications software clients on M&A, debt financing, and equity capital markets transactions.

Prior to joining Moelis & Company, Chris was a Senior Managing Director of Tech Investment Banking at SVB Securities and previously a Managing Director at UBS. Before that, Chris worked at Jefferies Broadview in New York and Silicon Valley. He started his career at Intel Corporation. Chris holds a B.S. in Computer Systems Engineering from Stanford University and an M.B.A. from Harvard Business School.

Managing DirectorLondon

Julien Oussadon is a Managing Director at Moelis & Company, where he advises clients in the Technology sector, with a focus on application and vertical software, as well as fintech, data, and information services. Julien has over 20 years of experience advising high-growth and established technology companies on a broad range of strategic transactions, including public and private M&A, IPOs, and growth financings.

Prior to joining Moelis & Company, Julien was a Managing Director at Harris Williams in the Technology Investment Banking Group, where he led its European practice. He was previously a TMT investment banker at UBS and began his career in the M&A Group at Société Générale in Paris. Julien holds a B.S. in Business Administration from the Questrom School of Business at Boston University.

Managing DirectorWest Palm Beach

Timothy Roepke is a Managing Director at Moelis & Company, where he specializes in advising clients in the Technology sector, with a focus on software and services. Tim brings nearly 20 years of investment banking experience, with deep sector expertise across infrastructure software, cloud services, and broader AI enterprise technologies. He has advised on a wide range of complex and high-profile transactions, including public and private M&A, large-scale strategic sales, and sponsor-backed transactions.

Prior to joining Moelis & Company, Tim was a Managing Director at Jefferies and held investment banking roles at Credit Suisse and Barclays. Before his career in finance, he served as an officer in the U.S. Army. Tim holds a B.S. in Chemistry from the United States Military Academy at West Point and an M.B.A. from the Raymond A. Mason School of Business at William & Mary.

Managing DirectorLondon

Eric Sanschagrin is a Managing Director at Moelis & Company, where he provides financial and strategic advice to clients in the Technology sector, with a focus on enterprise software. Eric has over 25 years of technology investment banking experience and deep relationships across the global private equity community. He has advised public and private companies on a broad spectrum of mandates, including cross-border sellside and buyside M&A, as well as IPOs, follow-on offerings, and private placements.

Prior to joining Moelis & Company, Eric was a Partner and Managing Director at William Blair, where he focused on enterprise software. Previously, Eric was a Partner at EY, where he led the Strategy and Transactions Technology sector for Europe, the Middle East, India, and Africa, and served as Managing Director and Head of TMT Investment Banking for the EMEA region at Piper Jaffray (now Piper Sandler). Before that, he was Managing Director and Head of European Technology Investment Banking at Citigroup. Eric holds an M.B.A. from INSEAD and a Bachelor of Commerce with Joint Honours in Economics and Finance from McGill University.

Managing DirectorLos Angeles

Kevin Scheetz is a Managing Director at Moelis & Company, where he specializes in advising clients in the Technology sector. He joined the team shortly after the Firm’s inception and was instrumental in establishing the San Francisco office. Kevin has nearly 30 years of investment banking experience, with expertise working with communications, infrastructure, industrial and consumer hardware, and software companies. He has advised public and private companies on a wide range of corporate finance matters, including M&A, initial public offerings, take-privates, and other public and private debt and equity financings.

Prior to joining Moelis & Company, Kevin worked at Merrill Lynch, Credit Suisse First Boston, and Citigroup. He 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.

Managing DirectorSan Francisco

Hasan Sheerazi is a Managing Director at Moelis & Company, where he specializes in advising clients in the Technology sector, with a primary focus on cybersecurity. Hasan has extensive investment banking experience, having executed a broad range of transactions across the corporate lifecycle, including M&A, debt financing, and equity capital markets mandates for corporates and financial sponsors.

Prior to joining Moelis & Company, Hasan was an Executive Director in Technology Investment Banking at SVB Securities, where he led the firm’s security software coverage. Hasan previously held roles at UBS and RBC Capital Markets. He started his career at Applied Materials. Hasan holds a Bachelor of Commerce (B.Com.) in Finance & Economics from the Smith School of Business at Queen’s University and is a CFA charterholder.

Managing DirectorNew York

Lloyd Sindorf is a Managing Director at Moelis & Company, where he specializes in advising clients in the financial technology sector, with a focus on financial software, exchanges, capital markets technology, and payments. He has over 15 years of investment banking experience, advising on a broad range of mandates, including M&A, debt financing, and equity capital markets transactions.

Prior to joining Moelis & Company, Lloyd was an Executive Director of Tech Investment Banking at SVB Securities. He also held roles in financial technology investment banking at Barclays Capital and BofA Merrill Lynch.

Before his investment banking career, Lloyd held strategy and execution roles at NYSE Euronext and Intercontinental Exchange. He holds an M.B.A. from the Stern School of Business at New York University and a B.A. in Economics from Binghamton University.

Managing DirectorLondon

Olena Sokolowska is a Managing Director at Moelis & Company, where she specializes in advising clients in the fintech, data, and information services sectors. She has extensive investment banking experience, with expertise advising clients across the financial and TMT sectors on corporate finance matters, including buyside and sellside transactions, capital raises, and other equity and debt structures.

Prior to joining Moelis & Company, Olena was an Associate at Quayle Munro, now part of Houlihan Lokey’s Data and Analytics M&A group. She holds a B.S. in Economics and International Development from the University of Bath.

Managing DirectorSan Francisco

J.T. Stephens is a Managing Director at Moelis & Company, where he advises clients across the front-office software (commerce enablement, MarTech, and SalesTech) and consumer internet sectors. He brings nearly 20 years of experience advising corporate clients on mergers and acquisitions, recapitalizations, and capital raising across both equity and debt markets.

Prior to joining Moelis & Company, J.T. was a Senior Managing Director in Technology Investment Banking at SVB Securities. Before that, he served as Managing Director and Head of Internet and Consumer Software, Americas, at UBS. He was also a senior member of the Technology Investment Banking team at RBC Capital Markets. Earlier in his career, J.T. held leadership roles at Six Apart, a content management software platform, and at Overstock.com, an early pioneer in e-commerce. He began his career in Technology Investment Banking at Robertson Stephens.

He holds a B.A. in English Literature from the University of California, Berkeley, and an M.B.A. in Finance, Strategic Management, and Entrepreneurship from the Wharton School at the University of Pennsylvania.

Managing DirectorBoston

Levi Wade is a Managing Director at Moelis & Company, where he provides strategic advice to financial sponsors and their portfolio companies in the Technology sector. Levi has over 10 years of investment banking and advisory experience, having originated and executed a full spectrum of corporate finance transactions, including M&A, leveraged buyouts, debt financings, and equity capital markets transactions.

Prior to joining Moelis & Company, Levi helped found the technology-focused financial sponsor coverage practice at Pacific Crest Securities. Before that, he spent nearly a decade in industry, where he developed technologies for the U.S. Department of Defense and advised on defense technology procurement and sustainment. Levi holds a B.S. in Aerospace Engineering from Worcester Polytechnic Institute and an M.B.A from the Stetson School of Business and Economics.

Managing DirectorBoston

Raymond Wu is a Managing Director at Moelis & Company, where he specializes in advising technology clients, with a focus on software. He has nearly 20 years of investment banking experience, with expertise across mergers and acquisitions and capital-raising transactions.

Prior to joining Moelis & Company, Raymond was a Managing Director of Tech Investment Banking at SVB Securities. Before that, he worked at UBS, where he specialized in advising education-technology clients. Previously, he held investment banking and investing roles at Stifel Financial Corp., BMO Capital Markets, and Battery Ventures. He started his career in the Software, Services & Media group at Broadview International (acquired by Jefferies). Raymond holds an A.B. in Applied Mathematics from Harvard University.

Managing DirectorBoston

Xiaoying Zhong is a Managing Director at Moelis & Company, where she specializes in advising clients across the software and internet sectors. Xiaoying has nearly 20 years of experience in the sector, having advised clients on a number of strategic and high-profile M&A transactions.

Prior to joining Moelis & Company, Xiaoying was a Senior Managing Director of Tech Investment Banking at SVB Securities. Prior to that, she spent ten years in the Corporate Advisory Business at Evercore focusing on the Information and Technology industries. Before Evercore, Xiaoying worked in the Technology Group at Jefferies and began her career as a systems software engineer at Analog Devices working on physical layer communications software for mobile phones. Xiaoying earned a B.S. in Instrumentation Engineering from Southeast University in China and an M.B.A. from the Sloan School of Management at MIT.

Managing DirectorTel Aviv

Elan Zivotofsky is a Managing Director at Moelis & Company, where he specializes in providing financial and strategic advice to technology clients. Elan has over 25 years of principle investing and investment banking experience, specializing in advising Israeli companies.

Prior to joining Moelis & Company, Elan served as Managing Director at Ibex Investors, where he led the funds’ growth-stage venture investments in Israel. Prior to that, he was a Founding Partner at OurCrowd, a Jerusalem-based investment platform. Before OurCrowd, Elan was Head of Technology investment banking at Lehman Brothers and previously worked at Goldman Sachs, both in Israel. He began his career at Morgan Stanley in New York. Elan holds a B.A. in History from the University of Pennsylvania.

Our Senior Team

Our Managing Directors and Senior Advisors are supported by the collective strength of our integrated global team comprised of 1,450 professionals working seamlessly across 23 locations worldwide.

MA Moelis Australia

Alfaro, Dávila y Scherer, S.C.