Derek is a Managing Director based in New York, with over 24 years of investment banking experience primarily focused on M&A for tech services companies.
Value to clients
- Deep M&A transaction expertise across professional and tech-enabled services
- Trusted advisor to founders, C-suite executives, and private equity investors
- Skilled in positioning businesses for strategic partnerships, leading deal execution, and negotiating successful outcomes
- Known for direct, responsive communication and hands-on support from engagement to close
Experience
Before joining Equiteq, Derek led the tech-enabled services coverage efforts at D.A. Davidson and previously at GCA Advisors. He began his investment banking career in 2001, with earlier roles at Piper Jaffray, Bank of America Merrill Lynch, and CIBC World Markets. Derek has specialized in tech-enabled services since 2005.
Other things about Derek
- Married with two daughters
- Lived in Japan for eight years before beginning his banking career
- Enjoys travel and exploring new cultures