Technology & Services

 

Peter S. Kies
Managing Director: toggle

Head of Technology & Services Investment Banking

Peter Kiespkies@rwbaird.com

Peter Kies is a Managing Director in Baird’s Global Investment Banking business where he is the Head of Equity Capital Markets and Head of Technology & Services Investment Banking.  In his 20+ years at Baird, Peter has held several leadership positions, including Co-Head of Equity Capital Markets, Chairman of the Investment Banking and firm-wide Recruiting Committees, member of the Investment Committee of the Baird Venture Fund and a Director of the Baird Foundation.  He has built and led several investment banking industry teams and has extensive experience in originating and executing mergers, acquisitions and equity transactions across a wide range of industries. He is a member of the Investment Banking Management Committee and Chairman of the Equity Capital Markets Committee.

Prior to joining Baird in 1992, Peter was a Director of Investments for The Equitable and on the Executive Staff of Governor Tommy Thompson.  Peter received his BBA and MS from the University of Wisconsin-Madison and is a member of the University of Wisconsin Foundation Board of Directors.

Daniel M. Alfe
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Dan Alfedalfe@rwbaird.com

Dan joined Baird in 2004 and is a Managing Director in the Technology & Services Group. Prior to joining Baird, he spent six years in valuation advisory and strategy consulting at A.T. Kearney and McKinsey & Co. covering the retail and consumer services sectors. Previously, he worked for a real estate and transaction advisory firm providing financial structuring and advisory services. Dan received his MBA degree from Kellogg School of Management at Northwestern University, and a BBA with highest distinction in Real Estate and Finance from the University of Michigan Business School.

Peter Augar
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Peter Augarpaugar@rwbaird.com

Peter Augar is a Director in Baird’s European Technology & Services Investment Banking team. Over the past seven years, Peter has worked on a variety of M&A and equity financing transactions for a broad range of publically-traded, financial sponsor owned and private companies in a variety of industries in Europe and the U.S. Prior to joining Baird in 2007, Peter worked for several years in Bear, Stearns & Co.’s investment banking practice. He holds a Masters degree in Chemistry from Oxford University.

Darren J. Bounds
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Darren Boundsdbounds@rwbaird.com

Darren Bounds is a Director in Baird’s Global Technology & Services team and a member of the Baird Government Services Investment Banking practice.  He joined Baird in 2018 from Houlihan Lokey where he was a Vice President in their Government Services investment banking group.  Prior to joining Houlihan Lokey, Darren was member of the Mergers & Acquisitions and Financial Institutions groups at Credit Suisse where he provided M&A and capital markets advisory to clients in a variety of industries.  Prior to his career in investment banking, Darren served for several years as a Navy SEAL officer.  Darren received a B.S. in Oceanography from the U.S. Naval Academy and an MBA from Columbia Business School.

Brian D. Cole
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Brian Colebcole@rwbaird.com

Brian Cole is a member of Baird’s Technology & Services Group. Prior to joining Baird, Brian was a Manager in PricewaterhouseCoopers’ Transaction Services practice where he led M&A Advisory and Financial Due Diligence engagements for private equity and corporate clients. Brian received an M.B.A. from Indiana University’s Kelley School of Business and a B.S. in business from the same institution with honors. He is a Certified Public Accountant.

Brian S. Doyal
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Brian Doyalbdoyal@rwbaird.com

Brian Doyal is Co-Head of Baird’s Global Investment Banking business where he jointly oversees the firm’s global corporate finance and M&A activities. In addition, Brian is Head of Baird’s Healthcare Investment Banking team and is a member of Baird’s Investment Banking Management Committee. Previously, Brian was the Head of Services and Healthcare Investment Banking at Baird, covering a wide range of services sectors, including BPO, Customer Care, Human Capital, Information and Professional Services.

Before joining Baird in 2004, Brian worked 14 years at Credit Suisse First Boston where he was co-head of the Global Services group. From 1992 to 1994, Brian worked for the Corporate Finance group of General Electric Capital Corporation, where he was responsible for making equity investments and loans to highly leveraged companies.

Brian received a BA in Economics from Northwestern University and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Thomas Fetzer
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Thomas Fetzertfetzer@rwbaird.com

Thomas Fetzer is Baird’s Head of DACH Investment Banking in Frankfurt where he is responsible for overseeing the firm's Europe investment banking activities in Germany, Austria and Switzerland. Prior to joining Baird, Thomas was European Head of Industrials Investment Banking at Jefferies International in Frankfurt where he was responsible for the firm's regional investment banking activities across a broad range of Industrial sectors. He also spent four years as a Managing Director in the Europe Industrials Group at UBS Investment Bank in London and six years as Principal at Greenhill & Co. where he was a founding member of the firm's Frankfurt office. Thomas earned a BA in European Business Administration from the European School of Business, Reutlingen (D) and London and an MBA from Harvard Business School in Boston.

Christopher W. Hildreth
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Chris Hildrethchildreth@rwbaird.com

Chris is a Managing Director in Technology & Services Investment Banking at Baird, where he provides mergers and acquisition advisory and capital-raising services to corporate clients. Prior to joining Baird in 2005, he spent approximately five years in Business Services Investment Banking at Deutsche Bank Securities in New York, where he worked on a variety of financing and M&A transactions.

Before entering investment banking, he worked as a CPA for Ernst & Young in Indianapolis. Chris received a BS and MBA with distinction from the Kelley School of Business at Indiana University.

Macie House
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Macie Housemhouse@rwbaird.com

Macie House joined Baird in 2017. She is a member of the Equity Capital Markets team and leads the firm’s equity origination efforts in the Technology & Services sector. Macie comes to Baird with 25 years of investment banking and corporate development experience. The bulk of her career was spent at Pacific Crest Securities where she was most recently a Principal and Director in the equity capital markets division of the firm’s investment banking business. In this role, she was directly responsible for originating and executing public and private offerings within Software (SaaS), Security, Internet and IoT, Industrial Technology, Consumer and Communication sectors. During her 20-plus years with Pacific Crest, she participated in underwriting over 100 public offerings, raising over $60B in proceeds. Macie is an active supporter and Board member of The Children’s Cancer Association. She is a graduate of Marylhurst University.

Mathew A. Kessler
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Matthew Kessler mkessler@rwbaird.com

Matt Kessler is a Director in Baird’s Technology & Services Investment Banking Group with a focus on Technology and Energy Technology sector. Matt began his career in 2004 as a member of Baird’s Industrial Investment Banking team in Milwaukee where he spent three years as a Financial Analyst focused on equity offerings, mergers and acquisitions and other advisory services. In 2007, Matt began a 2-year secondment in London with Baird’s European Investment Banking team as an Associate providing analytical and execution support on European and transatlantic mergers and acquisitions. Matt received an M.B.A. from Stanford University’s Graduate School of Business, and he also graduated with highest honors from the University of Illinois at Urbana-Champaign, with a double B.S. in Finance and Marketing.

Jordan Klein
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Jordan Klein jklein@rwbaird.com

Jordan Klein joined Baird in 2012 and is a Managing Director in Baird’s Technology & Services investment banking practice. Jordan is focused on the Corporate Outsourcing and Travel & Leisure sectors. Jordan has 14 years of investment banking experience advising clients on a wide range of M&A and capital raising transactions. Previously, Jordan was a Vice President with Lazard based in New York, where he focused in the healthcare industry. Prior to Lazard, Jordan worked as an analyst and associate, focused on healthcare, for Bear, Stearns & Co. Inc. and JP Morgan. Jordan received his B.S. in Finance and International Business from the Kelley School of Business at Indiana University.

John R. Lanza
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John Lanzajlanza@rwbaird.com

John joined Baird in 2000. He spent his first year in Baird's Investment Banking Group and then worked as a research analyst for two years in the Equity Research Department. He rejoined Investment Banking in 2003. Prior to joining Baird, John was an investment banking associate with Prudential Securities in New York.

John's experience also includes five years as an auditor with Deloitte & Touche where he ultimately reached the level of manager. He received an MBA degree from the University of Virginia Darden School of Business Administration. He earned his undergraduate degree from the University of Maryland College Park where he was an honors student. He is also a CPA.

Martin Luen
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Martin Luenmluen@rwbaird.com

Martin joined Baird in May 2013, having previously been an M&A Director at Hawkpoint in London. He has significant experience in executing buyside and sellside M&A transactions for private equity firms, entrepreneurs and public companies, as well as equity and debt deals. He has worked across a variety of sectors, particularly business services and industrials. Prior to joining Hawkpoint, Martin worked at Deloitte and Andersen, where he qualified as a Chartered Accountant. Martin gained a first class degree in Mathematics and Economics from Durham University.

Mike Magluilo
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Mike Magluilommagluilo@rwbaird.com

Mike Magluilo is a Managing Director in Baird’s Technology & Services Group with a focus on the technology sector. Mike’s career includes 20+ years as an investment banker, corporate executive and technology investor. In addition to a 12-year career as an investment banker with Kidder Peabody, Robert W. Baird and Daniels & Associates, he held senior corporate development roles with Level 3 Communications and VIA Networks. Mike’s prior role with Baird involved several years as a senior investment banker in London helping build Baird’s European investment banking practice. Immediately prior to re-joining Baird in 2014, Mike was a growth stage private technology investor with Delta-v Capital, where he participated in the firm’s investments in Borderfree, Cloud Sherpas, Lytx, LogRhythm, Zayo and Kony. He was also involved in the firm's exit of its investment in Drillinginfo. Mike graduated summa cum laude with a BS in Finance from the University of Illinois at Urbana-Champaign, where he was an Evans Scholar.

Satoshi Matsumoto
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Director of Japan Mergers & Acquisitions

Satoshi Matsumotosmatsumoto@rwbaird.com

Satoshi is a Managing Director and Director of Japan M&A. In his role, Satoshi leads the firm's cross-border M&A origination and execution efforts involving Japanese companies, working across all of Baird's industry groups and geographies. During his career, Satoshi has successfully completed 50+ M&A transactions totaling over $20 billion in value, the vast majority of which are cross-border deals involving Japanese companies. Prior to joining Baird in 2012, Satoshi was a Managing Director at Barclays Capital. Prior to joining Barclays in 2009, he was a Managing Director at Nomura Securities, which had acquired Lehman Brothers' former Asian & European operations. Prior to Nomura, Satoshi spent 11 years at Lehman Brothers in Tokyo and New York. Prior to joining Lehman Brothers in 1997, Satoshi worked at Long-Term Credit Bank of Japan. Satoshi has a B.A. in Economics from Keio University, Tokyo.

John Moriarty
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John Moriartyjmoriarty@rwbaird.com

John joined Baird in 2007 as a Managing Director and Head of Baird's Palo Alto Investment Banking office. Prior to joining Baird, he spent 13 years in the investment banking group at AG Edwards (now Wachovia Securities) and established AG Edwards' West Coast Technology Investment Banking practice. During his tenure at AG Edwards, John led his clients in a variety of transactions including public and private equity financings, convertible securities offerings, buy-and sell-side merger and acquisition assignments and other financial advisory activities. From 1989 to 1992, he worked for KPMG Peat Marwick where he was a senior level auditor responsible for public and private company financial audits.

John received a BS degree in Accounting, cum laude, from Georgetown University, and a MBA in Finance and Marketing from The Kellogg Graduate School of Management at Northwestern University. He is also a graduate from the Securities Industry Institute at The Wharton School of the University of Pennsylvania and is a Certified Public Accountant.

Kristy Obuchowski Wallen
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Kristy Obuchowski Wallenkobuchowski@rwbaird.com

Kristy G. Obuchowski Wallen joined Baird in 2004. Kristy is currently a member of Baird’s Business Services Investment Banking Team. She provides analytical and execution support for mergers and acquisitions, equity offerings and other financial advisory services. Prior to Baird, Kristy was an Associate at LaSalle Capital Group, a lower middle market private equity fund in Chicago.

Kristy received her M.B.A. from the University of Chicago Booth School of Business and her B.S. in Finance with a minor in Accountancy from DePaul University.

Kiran Paruchuru
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Kiran Paruchurukparuchuru@rwbaird.com

Kiran joined Baird in 2004 and is a member of Baird's Technology & Services Group. He spends the majority of his time with companies in the Business Process Outsourcing / Outsourced Customer Care industries.

Prior to joining Baird, Kiran spent three years as an Associate at Salomon Smith Barney, where he provided financial and advisory services to corporate clients primarily in the energy industry. He received his MBA degree from The University of Chicago Graduate School of Business and graduated with a BS degree in Accounting from the University of Illinois. He is also a CPA.

Andrew M. Rippy
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Andrew M. Rippyarippy@rwbaird.com

Andrew M. Rippy is a Managing Director in Baird’s Technology & Services Group with a focus on the I.T. infrastructure, software and communications sectors. Andrew’s career encompasses 20+ years in corporate finance and mergers & acquisitions, with 17 years focused exclusively on the technology segment. In 2017, Andrew joined Baird from Pacific Crest Securities (“Pacific Crest”), now a part of KeyCorp, where he was instrumental in establishing Pacific Crest as a leading independent I.T. and software investment banking platform. In his role at Pacific Crest, Andrew led an M&A team in over 70 successful advisory transactions in software and infrastructure, while also completing over 50 equity and debt financing transactions.

Earlier in his career, Andrew worked at hedge fund management firm, Watermark Management, as well as Sumitomo Bank. Andrew graduated from Dartmouth College with an A.B. in Government and Economics, and received his M.B.A in Finance and Management from the Stern School of Business at New York University.

Craig Rogowski
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Craig Rogowski crogowski@rwbaird.com

Craig brings more than 17 years of investment banking and corporate development experience to Baird. Most recently, he spent over 10 years focused on the software sector at Pacific Crest Securities, the tech division of KeyBanc Capital Markets. In this role, Craig worked on a broad range of M&A advisory, private placement and public offering transactions and played a key role in building the firm’s software practice. Earlier in his career, Craig worked in a corporate development role at Seagate Technology, a data storage company, and held investment banking positions at UBS and Donaldson, Lufkin and Jenrette. He graduated from the University of Michigan with a bachelor’s degree in Business Administration..

Chase Sanders
Managing Director: toggle

Chase Sanderscsanders@rwbaird.com

Chase Sanders is a Managing Director in Baird’s Technology & Services group, where he focuses on Enterprise Software, SaaS and Healthcare IT. Chase has 23 years of total experience, including 18 years as an advisor to technology businesses and five years as CEO of a growth company. Prior to joining Baird, Chase was a partner and Managing Director with Signal Hill Capital Group, a boutique investment bank focused on growth stage IT companies. Prior to that, Chase was CEO of Atlantis LLC, a consumer home services company that he took from start-up to operations in eight states before successfully exiting the business.

Previously, Chase was the senior east coast software banker with Bear, Stearns in New York, and also served in the media and telecom investment banking group at Bank of America Securities. Chase began his career as a corporate and M&A attorney with the leading law firms of DLA Piper and Hogan Lovells. Chase received a BA in Economics from the University of Virginia, where he was elected to Phi Beta Kappa, a Master in Public Policy from the Harvard Kennedy School of Government, and a JD cum laude from Harvard Law School.

Breton A. Schoch
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Bret Schochbschoch@rwbaird.com

Bret manages the Human Capital Services practice within the Technology & Services sector covered by Baird. Since joining Baird in 1992, he has been active in a variety of private and public financing, and buy- and sell-side strategic financial advisory assignments, primarily for clients in services industries.

Before joining Baird, Bret worked in the Commercial Banking Department at the American National Bank of Chicago. He received an MBA from the University of Chicago Graduate School of Business and a BA in Economics from DePauw University.

Judith G. Scott, CFA
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Judith Scottjscott@rwbaird.com

Judith joined the Technology & Services Investment Banking team after a distinguished 20-plus-year career as a research analyst largely focused on covering Human Capital Services for Baird. Judith pioneered the coverage of the Staffing Industry with the first comprehensive industry report in 1986 and was voted a member of the First Team of the All-America Research Team in the Business Services/Staffing category of Institutional Investor Magazine in 1999.

Other honors included recognition by Reuters in its Mid-to-Smaller Company Research survey as the second-highest ranking analyst for Services (Commercial & Consumer) in 1998. Before joining Baird in 1980, Judith taught at Gallaudet University in Washington, D.C., and currently serves on the board of the Center for the Deaf and Hard of Hearing in Milwaukee.

She earned a BA from Stanford University, where she was elected to Phi Beta Kappa; an MS in Italian Literature from the Catholic University of America; and an MBA from the University of Wisconsin-Milwaukee with Beta Gamma Sigma honors.

Alex Sevilla
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Alex Sevillaasevilla@rwbaird.com

Alex Sevilla is a Director in Baird’s Global Technology & Services team and a member of the Baird Government Services Investment Banking practice.  He joined Baird in 2018 from Houlihan Lokey where he was a Senior Vice President in their Government Services investment banking group.  Prior to joining Houlihan Lokey, Alex was an Assistant Vice President in BB&T Capital Markets’ Aerospace, Defense and Government investment banking team, and spent several years at a boutique investment bank where he provided M&A advice to companies in the government services sector.  Alex is an active member of the Northern Virginia Chamber of Commerce and the Maryland Technology Council. He holds a B.S. in Management and Finance from the University of Miami.

David M. Silver
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Head of European Investment Banking
Head of European Mergers & Acquisitions

David Silverdsilver@rwbaird.com

David is the Head of Baird’s European Investment Banking team and Head of European M&A. He has extensive experience advising private equity clients, corporations and entrepreneurs in the United States and Europe. Before joining Baird in 1998, David practiced as a corporate and banking lawyer at Berwin Leighton. He earned an MBA with distinction from London Business School and a law degree from Leeds University.

Andrew K. Snow
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Andrew Snowasnow@rwbaird.com

Andrew is a Managing Director focusing on the Technology & Services sector, where he has coverage responsibility for both the Education and Marketing and Information Services industries. Before joining Baird in 2004, Andrew spent nine years at Credit Suisse First Boston, in both New York and Chicago.

At CSFB, he was a senior member of its Business Services group, working with a variety of Marketing, Information and Education services companies. Andrew received a BA cum laude from Middlebury College and an MBA from the University of Chicago Graduate School of Business.

John Song
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John Songjsong@rwbaird.com

John Song is a Managing Director in Baird’s Global Technology & Services team and Co-Head of the Baird Government Services Investment Banking practice. He joined Baird in 2018 from Houlihan Lokey, where he co-led lead their government services investment banking team, along with Jean Stack. Prior to Houlihan Lokey, John was a management consultant for Booz Allen Hamilton and spent several years working in structured finance at firms such as Credit Suisse First Boston, Deutsche Bank, and Bankers Trust. He is a board member of the Northern Virginia Chamber of Commerce as well as the Association for Corporate Growth (ACG) National Capital.  He holds a B.A. from Boston University and an MBA from the University of Chicago.

Jean Stack
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Jean Stackjstack@rwbaird.com

Jean Stack is a Managing Director in Baird’s Global Technology & Services team and Co-Head of the Baird Government Services Investment Banking practice. She joined Baird in 2018 from Houlihan Lokey, where she was a founding member of their Aerospace, Defense & Government Services (ADG) Group and co-head of their Government Services practice. With more than 20 years of investment banking experience, Jean has expertise advising industry-leading companies on mergers and acquisition (M&A), capital-raising, and other key corporate strategies. She has deep experience in working with companies in a broad range of technology and services sectors, serving clients of founder-owned businesses, private equity-owned companies, and U.S. and international corporate divestitures. Jean is a Board Member and Executive Committee Member of the Northern Virginia Technology Council (NVTC). She graduated cum laude with a B.A. in Economics from Duke University and studied at the London School of Economics.

John Sun
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John Sunjysun@rwbaird.com

John Sun is a Director in Baird’s European Technology & Services Investment Banking team. Prior to joining Baird in 2010, John was an Associate with Bank of America Merrill Lynch in the Multi-Industries Investment Banking team. John started his career as an Investment Banking Analyst at a Canadian investment bank in Toronto. John received his MBA from INSEAD

Eric Winn
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Eric Winnewinn@rwbaird.com

Eric is a Managing Director in Baird’s Global Technology & Services Investment Banking team, covering internet and software. He joined Baird in 2018 from KeyBanc Capital Markets, formerly Pacific Crest Securities, where he served most recently as Managing Director and the head of internet & enabling software investment banking. With more than 20 years of investment banking experience, Eric has broad-based transaction experience, working on behalf of clients such as: Shopify, DoubleVerify, Alibaba Group, Wayfair, Yext, Zillow, Homeaway and many other notable names. Earlier in his career, Eric was a vice president in the technology investment banking group at Bear Stearns where he focused on software. He also held technology investment banking roles at FBR and Salomon Smith Barney (Citigroup). Eric graduated from the University of Oregon with a B.S. in Business Administration.