Managing Director :: Software and Services
Jeff is a Managing Director in Intrepid’s Software & Services practice and brings over 27 years of banking experience in the technology sector to bear for clients, having advised on well over 100 strategic advisory or capital raising transactions during his career.
Jeff has worked with a variety of enterprise software companies in the applications and data/analytics areas and has built a particularly strong track record across the Human Capital Management sector over the past 15+ years. Jeff has a deep understanding of what makes software and services companies successful, particularly those with recurring revenue models, as he was involved in the IPOs of many of the first waves of SaaS companies and has advised on the sale of a variety of software and tech-enabled services companies since.
Prior to joining Intrepid, Jeff has led the software and services banking groups for other technology and growth company-focused firms. He has spent the past 12 years focused on M&A advisory at firms such as JEGI and AGC Partners, while previously spending 15 years underwriting dozens of IPOs, and executing other public and private financing and M&A transactions at Robertson Stephens and RBC Capital Markets.
Based in our New York office, Jeff lives “down the shore” in New Jersey with his wife, and whenever his three amazing adult kids drop in for a visit. This leaves him with time on the weekends and some nights to continue to pursue a pro career as a slap-hitting softball infielder, touch football quarterback, and a deadly spot-up basketball shooting guard. In addition, he and his family are passionately involved with Cycle for Survival, which raises critical funding for research into all rare cancers.
*Represents transactions executed by principals of Intrepid while at prior firms.