We are one international team.
I am co-CEO of DC Advisory France. I also lead the Industrials practice and work primarily within the Industrials and Business Services sectors.
Since joining DC Advisory I have advised numerous corporates such as Air Liquide, Engie, Johnson Controls, Rio Tinto and Veolia, as well as a number of private equity clients.
I started my career in corporate finance in 1990 with Arthur Andersen. I moved into investment banking in 1997 with Lehman Brothers and Rothschild & Cie before joining DC.
Eleven years of my career have been spent abroad in the USA and Europe. This makes the cross-border elements of DC’s work pertinent for me as I can continue to draw upon the overseas relationships I have spent many years building.
As co-head of the French business, one of my main aims is to ensure that my team works closely with Daiwa and our network partners in order to provide all possible solutions, and the optimal advice, to our clients. Our global presence combined with the dedication I see in many of my colleagues is unique for an advisory firm focusing on mid-cap M&A. It’s the reason I joined, and why I have enjoyed every moment since I started at DC.
Having worked in investment banking for close to twenty years, I understand very well how unique DC’s offering is in the European mid-market. The combination of the pure advisory model and mid-market focus with global capabilities is a real point of difference for our firm.
The flexibility and entrepreneurship we enjoy as a workforce is also something that I have only experienced at DC.
In addition to my management role as CEO of DC Germany and Poland where I cover the DACH region, I continue to lead on transactions, such as First State’s acquisition of the HeHe ferry route from Stena and Scandlines; the sale of Polo Motorrad to Equistone; and Sysmex’s acquisitions of Inostics and Partec. At DC my focus areas are Industrials incl. Infrastructure & Energy as well as PE Coverage.
I joined DC from Commerzbank, where I was Head of M&A for Germany. I had previously spent 16 years at Dresdner Kleinwort based in both London and Frankfurt where I was a Managing Director and Co-Head of Strategic Advisory.
I have worked at DC longer than at any of my previous employers. They were all great companies – Arthur Andersen, Barings and Bear Stearns – and I learnt a great deal at all of them, but ultimately none of them were quite right for me.
DC just works for me and, I am pleased to say, for many of my colleagues. I get a buzz out of my sector, my colleagues and from the culture. A culture that is committed to integrity and fairness and to the provision of the right advice to our clients.
I lead the Retail & Consumer sector team in DC France and have advised on numerous domestic and cross-border M&A transactions in the space.
I came to DC because I felt we shared a similar approach to business: a belief in building long-term relationships with clients and an acute sense of integrity and pride in doing the job well.
Over the past few years, I have advised on many transactions for large French and foreign corporate, private equity funds as well as family-owned companies.
Prior to joining DC Advisory, I was a Managing Director at Rothschild & Cie Paris.
Based in New York, Joe is a Co-President of DC Advisory US and is a member of the firm’s Operating Committee. He also leads DC Advisory US’ Information Services and Media practices.
Prior to joining DC Advisory US, Joe was the Co-Chief Executive Officer of Sagent Advisors. He joined the firm in 2013 as a Managing Director in the Technology, Media and Telecommunications group, where he was primarily responsible for its information services and media business.
Joe has over 30 years of investment banking experience. Prior to joining Sagent, Joe spent 10 years at Gleacher & Company and its predecessor firm, where he was a Managing Director and Head of its TMT practice. In his career, he has been responsible for both the origination and execution of numerous M&A advisory and leveraged finance engagements.
Prior to joining Gleacher, Joe was a Managing Director and co-head of J.P. Morgan’s North American Media Investment Banking group. In that role, he had responsibility for managing several of JP Morgan’s largest media and information relationships and advised on a number of M&A assignments.Joe began his investment banking career in Morgan Stanley’s Merchant Banking Group.
Joe graduated from Hofstra University with a B.S. in Economics and attended the Yale University School of Management.
Joe Donohue is an employee of DC Advisory US, discover more>
Based in San Francisco, Eric is the Vice Chairman at DC Advisory US and is a member of the firm’s Operating Committee. He also leads DC Advisory US’ Technology and Software practice.
He brings more than 35 years of investment banking experience to the role, and specializes in M&A, divestitures, corporate restructurings, fairness opinions, and private placements.
Before joining DC Advisory US, Eric was the Co-Founder and Head of the Technology group at Seven Hills. Previously, Eric served as Co-Head of the Global Technology Group for ING Barings and a predecessor firm, Furman Selz. Prior to joining Furman Selz, he headed the Technology Group and West Coast Investment Banking for Kidder Peabody & Co. Previous to Kidder Eric served as a Director in the Technology Group at CS First Boston. He has also worked in the M&A department at Lehman Brothers Kuhn Loeb, Inc. and at J.P. Morgan & Co.
Eric holds an M.B.A. from The Wharton School at the University of Pennsylvania and a B.A. in History from Dartmouth College.
Eric Edmondson is an employee of DC Advisory US, discover more>
Based in Chicago, Bill is a Co-President of DC Advisory US and is a member of the firm’s Operating Committee. He also leads DC Advisory US’ Industrial and Automotive groups. Bill has over 30 years of investment banking experience and has completed hundreds of transactions for his clients including mergers and acquisitions, equity capital raisings, high yield debt financings and investment grade debt financings.
Prior to DC, Bill was the Co-Chief Executive Officer of Sagent Advisors, which he joined in 2009 as a Managing Director. He was also Head of its Industrial and Automotive Group.
Prior to Sagent, he was a Managing Director in Citigroup’s Industrial Group and Global Co-Head of the Automotive Investment Banking Group. Previously, Bill was the Global Head of the Automotive Group at Donaldson, Lufkin & Jenrette and subsequently at Credit Suisse First Boston, following their merger in November 2000.
Bill is a graduate of Northwestern University with a B.A. in Political Science. He received his Masters in Management from Northwestern University’s Kellogg Graduate School of Management. Bill currently serves on the Chicago Regional Board of the Northwestern University Leadership Circle.
Bill Kohr is an employee of DC Advisory US, discover more>
I am the Head of Global Investment Banking at Daiwa Group and a Member of the Board of Daiwa Securities Co. Ltd. I have been engaged in M&A advisory for most of my professional career, since joining Daiwa in 1984.
M&A is one of the most important businesses throughout Daiwa Group and we are committed to further developments of DC advisory which is our global brand of M&A business. I am very proud that our high-quality talented “One Global Team” delivers “The Right Advice” to our clients anywhere and in every situation.
Justin is a Managing Director at DC Advisory US, where he leads the firm’s Education group. He was one of the founding partners of Signal Hill and has over 20 years of investment banking experience, primarily in the education, education technology, and media sectors.
Prior to DC Advisory US, Justin worked for Merrill Lynch & Co. in its New York-based Investment Banking group. Previously, he was at Bear Stearns & Co. in the Investment Banking group in New York. He began his career in investment banking at Alex. Brown & Sons.
Justin earned both his B.S. and M.B.A. from The Wharton School of the University of Pennsylvania.
Awards: Winner, M&A Advisor 40-Under-40 (2014); Finalist, M&A Advisor M&A Deal of the Year (2016): the sale of Interactive Achievement to PowerSchool; TEGNA’s sale of Clipper Magazine to Valassis.
Justin Balciunas is an employee of DC Advisory US, discover more>
Based in New York, Tony is a Managing Director with responsibility for DC Advisory US’ Telecommunications group. Prior to this, he was a Managing Director in Sagent Advisors’ Technology, Media and Telecommunications practice area, having joined in 2005.
Previously, he was a Managing Director in the Corporate and Investment Banking Group at Bank of America in London, where he ran the European Telecommunications and Media Team. Prior to that, he was a Managing Director at Donaldson, Lufkin & Jenrette (DLJ) and Credit Suisse First Boston from 1989 to 2000. While at DLJ in both New York and London, he was the banking groups’ Global Telecommunications Strategist and was involved in a number of the firm’s largest telecommunications high-yield and M&A transactions.
Tony is a graduate of the University of Pennsylvania, with a B.A. in History.
Anthony Belinkoff is an employee of DC Advisory US, discover more>
I am co-head of the Financial Services team in Spain, where I also cover certain business services sectors and form part of the Corporate Real Estate team. I have c. 20 years experience in investment banking, having started my career at Citigroup in London and New York, before moving to Lehman Brothers in London.
Apart from standard M&A transactions, both buy-side and sell-side, for corporates and financial sponsors, I have developed a particular expertise in Joint Ventures and strategic alliances, most notably between universal banks and specialists in a variety of fields.
Based in Mumbai, Nitin is a Managing Director at DC Advisory India, where he leads the firm’s Enterprise Application Software/SaaS and Education groups. He brings more than 16 years of investment banking and client advisory experience to the firm, with the last ten focused on TMT and Education M&A and private placements. Over the last five years, he has personally led and closed transactions in excess of USD 700 million across the firm’s Enterprise Software, IT Services, Internet & Digital Media and Education Technology subsectors.
Prior to joining the firm, Nitin was an Associate Director of the Investment Banking team of Edelweiss Financial Services, responsible for TMT and Education advisory services across M&A, private placements and capital markets products. He has also provided strategic consulting services to global and Indian clients across financial services, consumer packaged goods, pharmaceuticals and the hospitality industry.
Nitin holds a PGDM from IIM Ahmedabad and B Tech (Hons) from IIT Varanasi.
Nitin Bhatia is an employee of DC Advisory US, discover more>
Mark is a Managing Director at DC Advisory US. He brings nearly 20 years of experience to the firm, including over 60 completed M&A transactions and numerous equity and debt financings. Based in New York, he is a member of the firm’s Healthcare group, covering corporate clients in Healthcare Services, Life Sciences and Medical Devices, and Healthcare IT.
Mark has successfully advised corporate executives, boards of directors, founders/families, financial sponsors, and investors across the Healthcare Industry including ACOs, Ambulatory Surgery, Behavioral / Psychiatric Care, Biopharmaceutical and Life Sciences, Cancer Treatment, Care Management Organizations, Contract Research and Manufacturing Organizations, Dental Care and Supply, Drug Wholesaling & Distribution, GPOs, HCIT, Hospitals & Health Systems, Home Health, Managed Care / Health Insurance, Medical Devices, Medical Imaging, PBM, Pharmacy, Population Health, Rehabilitation, REITs, Revenue Cycle Management, Single- and Multi-Specialty Physician Practice Management, Skilled Nursing and Senior Living Facilities, Staffing, Tele-medicine and Vision sectors.
Before joining DC Advisory US, Mark served as Deputy Head of Hospitals & Health Systems M&A investment banking at Jefferies LLC. Previously, he served as a Director in the Global Mergers & Acquisitions Group of the investment banking division of Citigroup / Salomon Smith Barney, Inc. culminating in his role as Deputy Head of Middle Markets M&A. Other investment banking experience includes serving as a Senior Vice President in the Healthcare Investment Banking division of Ernst & Young Capital Advisors, LLC.
Mark has advised clients on corporate mergers, divestitures, acquisitions, joint ventures, equity and debt private and public capital raises, LBO and recapitalizations, contested M&A and defense, MOEs, going-private 13e-3s squeeze-outs, tracking stock, contingent consideration, M&A collars and forward purchase options, spinoffs and Reverse Morris Trusts, cross-border M&A, IRC §338(g) and 338(h)10 elections, and §382 NOL utilization. Mark has significant experience with public company mergers and tender offers.
He is a graduate of the University of Pennsylvania, having earned a B.S. in Economics (finance concentration) from The Wharton School of Business and a B.A. in Biochemistry from The College of Arts and Sciences.
Mark Chiang is an employee of DC Advisory US, discover more>
I joined DC in April 2019 and lead our Financial Services capability in the UK. I have advised on a number of recent transactions for both corporate and private equity clients, including domestic and cross-border deals.
Most recently, I have advised on deals including the sale of a 60% stake in Hermes Fund Managers to Federated Investors, the sale of digital wealth adviser Moo.la to JLT plc, the acquisition of Thesis Asset Management plc and the sale of a 65% stake in Benchmark Capital to Schroders plc.
I have 15 years of M&A experience in the Financial Services sector. Prior to joining DC, I led PwC’s M&A advisory services to clients in the Asset & Wealth Management and Insurance sectors. I also spent 10 years at Standard Life where I led the group’s Corporate Finance team and was then the UK Business Development Director and a founder of Standard Life’s start-up financial planning business 1825.
I joined DC to be part of a fast-paced and entrepreneurial culture where we have the flexibility to provide advisory solutions to meet a complex range of client objectives and in a sector which is undergoing rapid and exciting change.
I joined DC Advisory as an Executive Director in January 2016 to lead the Debt Advisory Group for France. Since then, I have advised on a number of transactions, including: Elivie on its € 360m 1st lien / 2nd lien refinancing; Looping on the 1st out / 2nd out refinancing in France; and Omers PE on its € 340m all senior acquisition financing for Trescal.
I started my career at Société Générale before joining RBS, where I was responsible for financing for a number of large corporate and public sector clients for almost nine years. I also took part in the negotiations of major financial restructurings, notably in the LBO market.
I joined DC Advisory in 1993 having previously practised as a barrister.
For most of my career with DC Advisory I have focused on Industrial Products and Services, which has given me the opportunity to work with clients in many different subsectors, including automotive, aerospace, building products, electronics, energy, safety & protection and more.
As a large number of our deals are cross-border, I have worked alongside many of my international colleagues for a long period of time, and I now oversee the international aspects of our business. In recent years I have advised on the disposals of Volution, Capital Safety Group and Napier Turbochargers; the sale of a stake in Punch Powertrain to an Asian Investor; and the acquisitions of P.Lemmens on behalf of Swegon, Ideal Stelrad Group on behalf of Bregal and Titan Group on behalf of Hunting.
Having had a long career with DC, it has been hugely satisfying to see the development of our international team and I am delighted that we now have the broadest international coverage in mid-market advisory.
Matthew Epstein is a Managing Director at DC Advisory US and leads the firm’s Financial Technology (FinTech) group. He works on FinTech transactions across payments, bank systems, capital markets and data sectors. Matthew specializes on sell-side transactions, buy-side acquisitions and private capital raisings both domestic and cross-border.
During his career, Matthew has been responsible for a wide range of strategic transactions from Fiserv’s $4.4bn acquisition of CheckFree, to the CME Group’s IPO, from Digital Insight’s $1.4bn sale to Intuit, to Providence Equity’s & The Carlyle Group’s joint $1.3bn acquisition of Open Solutions. Recent transactions he has advised on include Ensenta’s $130mm sale to Jack Henry, the Fitch Group’s acquisition of Fulcrum Financial, and Cloudvirga’s $50mm financing from Riverwood Capital.
From 2007 to 2009, Matthew served as the Vice President of Strategic Partnerships at Fiserv, Inc. During his investment banking career Matthew oversaw Merrill Lynch’s FinTech practice, and was a member of UBS’ financial institutions and Lehman Brother’s M&A groups. He started his career as a lawyer at Wachtell, Lipton, Rosen & Katz and clerked for the U.S. Federal District Court Judge Milton I. Shadur.
Matthew earned a JD (magna cum laude) from Northwestern University School of Law, and a B.A. from Columbia University.
Matthew Epstein is an employee of DC Advisory US, discover more>
Based in New York, James is a Managing Director at DC Advisory US, where he leads the firm’s Paper & Forest Products group.
Prior to DC Advisory US, James worked at Sagent Advisors, joining the firm in 2018. He has specialized exclusively in the Paper & Forest Products industry since 1994. From 2008-2017, he ran Greenhill’s Forest Products investment banking practice, holding similar positions at Citigroup from 2006– 2008 and at UBS for over seven years. From 1988–1999, James worked as an equity research analyst at Lehman Brothers, where he was an II-ranked analyst covering the Paper & Forest Products sector.
James holds a B.A. from the University of Vermont, an M.B.A. from Fordham University, and has been a Chartered Financial Analyst and member of the New York Society of Security Analysts since 1995. He sits on the Board of Directors for the University of Vermont Grossman School of Business.
James Flicker is an employee of DC Advisory US, discover more>
Based in New York, Matt is a Managing Director at DC Advisory US, where he is responsible for the firm’s Cybersecurity and Cloud groups. He has helped complete more than 50 M&A and capital-raising transactions and brings nearly 20 years of experience in investment banking and corporate development roles to DC Advisory US.
Prior to this, Matt was a Managing Director at Signal Hill. He was responsible for the firm’s Cybersecurity and Cloud groups. Notable transactions include an investment by Level Equity in CloudCheckr, the sale of Cigital and Codiscope to Synopsys, the sale of AppRiver to Marlin Equity Partners, an investment by Insight Venture Partners in Firemon, the sale of Solutionary to NTT, the sale of Apps Associates to BV Investment Partners, the acquisition of Nimbo by Equinix, the sale of Intrasphere to Deloitte and the sale of Catapult Systems to ChinaSoft.
Previously, Matt was a Vice President at Updata Advisors, joining the firm in 2004. Prior to this, he was an integral corporate development team member for Warburg Pincus-backed Clondalkin Group.
Matt received a B.S. in Finance from Villanova University.
Matt Fiore is an employee of DC Advisory US, discover more>
I joined DC Advisory in 2018 after having worked as part of the DC Advisory / Daiwa network in Spain for more than 15 years.
I have close to 20 years’ experience in investment banking. I lead the Financial Sponsors group in Madrid and I am also responsible for origination and execution of M&A deals across the sectors, with a particular focus on consumer goods and industrials.
Having worked in this sector for almost 20 years, I strongly believe that DC Advisory is a unique proposition in today’s mid-market advisory landscape, for its global presence and unrivalled Asian footprint, unconflicted and client-centric model and its team of experienced and dynamic people.
I started my career at PAI in Paris; then worked for PwC in Madrid and Atlas Capital Close Brothers in London and Madrid. I was one of the founding Partners of Montalbán, a leading Spanish investment banking boutique and DC Advisory’s Spanish partner, acquired by Daiwa in late 2018.
I have an Engineering degree from the Madrid School of Mines and I am Diplôme Grande École from HEC Paris.
I am a Managing Director and the Head of Tokyo’s M&A execution team focusing on the Industrial Products & Services sector.
From October 2015, I spent two and half years at Sagent Advisors (now DC Advisory New York) as a principal of the firm’s Japan/Asia Focus Group.
I joined the M&A team at Daiwa Tokyo in 2008 and since then have focused on M&A execution in various sectors including TMT, Industrials, Electrics and Healthcare. I have a track record of numerous cross-border transaction in various regions, including Europe (France, Germany and Switzerland), America (U.S and Canada) and Asia (China, Philippine, Indonesia, Vietnam and India).
I began my career at the finance department of Daiwa Securities Group Inc, from 2005 to 2008, I worked in the Corporate Planning Department.
I received a BA in Business and Commerce from Keio University and an MBA from Cornell University.
I joined DC’s Debt Advisory team in June 2013. Since then I have worked on a variety of transactions, including the refinancing of GRW, the sale of Polo Motorrad and the recapitalisation of Kufner.
Previously, I headed a team in Commerzbank’s Leveraged Finance division and prior to that I worked in Dresdner Kleinwort’s LBO and Infrastructure Finance team, responsible for structuring, executing and syndicating complex LBO transactions and advising clients on strategic financing decisions. I started my career in the Leverage and Project Finance team of WestLB AG in 2001.
I chose to move to DC because it offers a strong global network of M&A and Debt Advisory professionals and has a leading track record advising on German mid-cap transactions. In my time here I have also come to appreciate how DC’s unrivalled Asian footprint (which is becoming increasingly important in the German market) adds significant value.
I joined DC Advisory as an Associate in 2010 and am now a Managing Director in the Industrials team.
I have advised both corporates and private equity firms across a number of Industrial Products and Services subsectors, including capital goods, automotive, marine, aerospace, printing and metals – with a particular focus on building efficiency and construction products.
In recent years I have advised on the sale of Willerby to Equistone, HIG Capital’s acquisition of Corona and the acquisition of Veco Precision by Gilde Buy Out Partners.
The most interesting thing about what I do is the international nature of the Industrials sector. It allows our team to bring DC’s global reach and relationships to the fore.
Chris brings more than 20 years of experience raising capital to DC Advisory US and leads the firm’s Private Capital Group. Based in New York, he focuses on growth-stage companies across the Technology, Healthcare, and Business Services sectors. He has closed more than USD 5 billion in private capital raises over the course of his career.
Chris worked for Bear Stearns for nine years and was the head of the private placement group through 2007, when he joined the private placement group at Credit Suisse. He subsequently joined Cantor Fitzgerald to start its private placement group. He also worked in the private placement groups at Bank of America and Prudential Securities.
Chris received an M.B.A. from the Wharton School at the University of Pennsylvania and a B.S. in Finance from the Pennsylvania State University.
C. Chris Hastings is an employee of DC Advisory US, discover more>
I have over 20 years´ experience in M&A advisory, primarily in the Financial and Insurance sectors. I have advised Banco Santander, BBVA, Mapfre or Generali as well as many other banks and insurance companies on multiple transactions. I have also advised Financial Sponsors and Corporates in other sectors.
I have been Founder and Partner at Atlas Capital and Montalbán, leading Spanish independent M&A boutiques. With the M&A market becoming increasingly specialized and cross-border, our integration with Daiwa-DC Advisory represents a great opportunity to provide our clients with access to an unrivalled global platform with strong presence in Asia. Previously I worked at PwC Corporate Finance in Spain and the UK.
I hold a PhD in Business Administration from Universidad Complutense de Madrid and a Degree in Business Administration from Universidad Autónoma de Madrid.
I started my career in corporate finance some twenty years ago and have worked in debt and restructuring for the majority of that time. I now lead DC’s Debt and Restructuring practice for the DACH region.
I can honestly say that of all the transactions on which I have advised during the last two decades, no two have been the same. This is in part due to the rate at which the debt markets are evolving, but also because as a debt adviser I work across the sectors – often alongside the M&A teams. Most importantly, however, it is down to our independence; being conflict-free means we can offer a far greater optionality to clients than many of our peers.
Prior to DC I was head of debt and restructuring for DACH at Canaccord Genuity. I had previously led the debt team at Jefferies and worked in fixed income at Goldman Sachs.
I am a a Managing Director at Daiwa Securities and the Head of Tokyo’s M&A execution team focusing on the Manufacturing sector.
With more than 15 years M&A advisory experience, I have advised a range of clients on domestic and cross-border transactions across a range of industries, including Industrial Products & Services, Electrics and Healthcare.
Some of my notable recent transactions include Taisho Pharmaceutical’s acquisition of UPSA from BMS and Faurecia’s acquisition of Clarion from Hitachi and other public investors.
I received a BA in law from the Kobe University and an MBA from University of Virginia.
I am a Managing Director and in charge of the Corporate Finance DepartmentⅡ. I mainly focus on the Non-manufacturing sector, including the Financial sector and Startups ,where I lead Equity and Debt Financing, IPO, as well as M&A deals since 2018.
Prior to my present post, I was in charge of the Corporate Finance DepartmentⅠ Since 2017. Before that, I worked in the Corporate Planning Department as a Head of Planning section from 2015 to 2016, Corporate Finance DepartmentⅠ as a Head of Transportation and Construction team from 2010 to 2015, and Initial Public Offering Department from 2000 to 2010.
I joined Daiwa Securities in 2000 from CITIBANK , N.A. where I started my career in 1997.
I hold a B.A. in Law from Keio University.
I joined Daiwa Securities in 1995. Since 1997, I have been involved in the origination of equity/debt finance, corporate finance and M&A transactions.
Since 2015, I have been the Head of the Transportation and Retail sectors of the Corporate Finance Department. Previously, I was seconded to the privatization preparatory team of Japan Post at Cabinet Secretariat of Japanese Government.
I hold a BA in Economics from Kobe University.
I came to DC Advisory in 2010, drawn by the opportunity of setting up a dedicated Asia-focused team based in Europe. My task was to bring together DC and Daiwa’s respective platforms – both of which are leaders in their geographies – and create a channel that would facilitate transactions between the two continents. I am pleased to be able to say that our dedication to this cause and our work towards bridging the transactional, cultural and linguistic gaps have made us undisputed leaders in this field, with 53 successful Asia/Europe transactions completed as at April 2017.
I have specialised in cross-border transactions throughout my 20+ year career. My recent transactions include: Hitachi’s acquisition of Temple Lifts; Sale of Micheldever Tyre to Sumitomo Rubber; Daikin’s acquisition of Zanotti; sale of TGE Marine to Mitsui Engineering and Shipbuilding; Mitsubishi Electric’s acquisition of Del Clima; sale of Punch Powertrain to New Horizon of China and sale of Panasonic’s telecom business to Nokia.
One of my most memorable transactions was the sale of TGE Marine to Mitsui, as we had to cope with industrial giants coming from three different world regions, displaying three distinct bidding styles. My team had its work cut out, and managed to run a complex, competitive process across multiple time zones – and make it all look seamless.
Based in San Francisco, Alex is a Managing Director at DC Advisory US, where he leads the firm’s Aerospace, Defense & Government Service, Cybersecurity, Risk & Compliance and Security & Cloud Services groups. He brings 30 years of executive experience to client engagements.
Before joining DC Advisory US, he was a Naval Special Warfare officer and held high-level positions influencing military strategy and defense policy on the National Security Council staff and at several senior level military headquarters. He began his military career as a Navy SEAL and has served in multiple locations in Europe, East Asia, Africa, and the Middle East.
Alex earned a bachelor’s degree in English from Princeton University and is a distinguished graduate of the National War College.
Alexander Krongard is an employee of DC Advisory US, discover more>
I am a Managing Director, the Head of Investment Banking and the Head of M&A for Southeast Asia and Managing Director of Daiwa Capital Markets Singapore. I joined Daiwa Securities SMBC Strategic Advisory Team in Tokyo in early 2006. .
I have extensive experience in advising cross-border M&A deals in Japan, Southeast Asia and China. I have advised and completed numerous transactions, both public and private.
Prior to Daiwa, I worked for the Singapore Economic Development Board (Ministry of Trade and Industry) and was based in Tokyo as a diplomat.
I was at the top of my faculty in the Tokyo Institute of Technology, where I received an accelerated Master of Engineering (Physical Electronics) degree. I also hold an MBA from the University of Chicago, Booth School of Business with honors (Beta Gamma Sigma). I am proficient in English, Chinese & Japanese.
After 3 years with DC Advisory in Europe, I returned to Daiwa Securities in May 2017 with the mission to further expand the cross-border M&A advisory business. I currently head the Non-manufacturing sector team.
Prior to DC Advisory, I was the Head of the M&A Advisory team covering Real Estate, Construction, Logistics, TMT, IT Services, Business Services and Electronic Manufacturing industries in Daiwa where I worked since 2008. I started my professional career in 1993 in Fuji Bank (currently Mizuho).
Recent transactions include: acquisition of MIMS by SMS/Mitsui & Co, acquisition of Chaucer Foods by Nagatanien/INCJ and RELX’s sale of Pharma Communication Business to Omnicom.
I received an LLB from Kyoto University, a Doctor of Law (professional course) from Nihon University’s Nihon Law School, and an LLM from Boston University School of Law
I joined DC Advisory in 2009 and currently co-head the industrials team in the UK. I have advised on transactions across many sub-sectors, with a strong focus on the automotive, HVAC and engineered products spaces.
I have advised Private Equity funds including Bregal Capital, TowerBrook and Warburg Pincus, as well as public companies in both Europe and Asia such as Mitsubishi Electric, Lagardère Group, Dassault, Alstom, Essentra plc, Renown Inc and Mitsui Engineering & Shipbuilding. Recent transactions on which I have advised include Mitsubishi Electric’s acquisition of DeLclima from the De’Longhi family, Altor’s acquisition of Skis Rossignol; Bregal Capital’s acquisition of Whittan; and the sale of a minority stake in Punch Powertrain to New Horizon.
Previously I was a Director with Daiwa Securities SMBC Europe, where I focused on Europe/Asia transactions. Before that, I spent seven years working in the M&A department of Natixis Group in Paris. I started my career in the automotive industry with Renault where I worked on strategy within the global purchasing group.
I moved to DC Advisory in 2014 because of the company’s great reputation and because there was an opportunity to develop an independent Infrastructure advisory platform.
I had previously worked at JPMorgan, where I headed the Infrastructure Finance platform. Before that I was a senior member of the Infrastructure Finance team at Dresdner Kleinwort and a lead analyst at Moody’s, in Utilities & Energy.
In my career I have worked on deals across the broader infrastructure sector – from utilities, toll roads, airports to ports and rail, as well as the more hybrid sectors like motorway services, towers, meter reading and waste. Since joining DC, one of the highlights has been advising EISER on the refinancing of ESP Utilities Group; it was a complex deal with many moving parts but we managed to bring it to a great conclusion.
I joined DC Advisory in 2002 and have advised numerous corporates such as Vinci, Elior, Suez or TDF, private equity funds like PAI, KKR, Edmond de Rothschild or Carlyle but also families and entrepreneurs with a primary focus on the Business services sector. I am also in charge of private equity coverage for our French office.
I spent 2011 to 2013 in the M&A department at Daiwa in Hong Kong, which was an incredibly valuable experience. I continue to work closely with our Daiwa colleagues and make use of our international platform as it can offer real benefits for our clients.
After nearly 15 years I continue to highly value the entrepreneurial spirit and client focus approach of our company free of any conflict of interest.
I joined DC in 2012 from Credit Suisse into the Financial Sponsors Group at DC, where I spent five years advising private equity clients before moving into the Business Services M&A team as a Director.
I see M&A as fundamentally a relationship-based business. Clients decide to buy or sell for many reasons but one of our key roles as an adviser is to always make sure clients have asked themselves all the right questions and to apply our experience and expertise in doing deals to help them to make the best possible decision. The level of trust between a client and their adviser is therefore often a critical part of the deal-making process. Mix that dynamic with the critical thinking, in-depth analysis and working with fun, intelligent colleagues that accompanies every deal and DC is a very rewarding place to work.
I am a Managing Director and Head of Corporate Finance Dept. Ⅰ, of Daiwa Securities, where I cover Japanese Manufacturing companies in general.
With over 20 years of experience in the Investment Banking business, I have been engaged in financing and M&A. Prior to working in my current division, I was engaged in the International Banking Department, where I was in charge of origination and syndication of equity financing for overseas (non-Japanese) clients.
I received B.A. in Economics from Keio University.
Based in the firm’s Washington, D.C. office, Chris is a Managing Director at DC Advisory US, where he leads the firm’s Aerospace, Defense & Government Services (ADG) group.
Chris has more than 17 years of investment banking experience, and has advised on and led the execution of over 65 successful M&A, equity and leveraged finance transactions for clients in both the ADG and Tech-Enabled Services sectors. Prior to joining the firm, Chris was a Director with Wachovia Securities’ Defense, Aerospace & Technology Services Investment Banking Group.
Several notable transactions include advising Janus Global Operations on its sale to DC Capital, Sotera on its sale to KEYW, Salient CRGT in its acquisition of Information Innovators, DMI on its acquisition of Lochbridge, Scitor on its sale to SAIC, Stanley on its sale to CGI Group, Kratos on its acquisition of Composite Engineering and SI International on its sale to Serco Group. Chris also successfully completed a $90 million minority structured equity financing for DMI.
Prior to joining Wachovia Securities, Chris was a Senior Associate at Banc One Capital Markets and a Mechanical Engineer for Raytheon’s Electronic Systems Division in Richardson, Texas.
Chris is a graduate of the University of Arkansas, with a B.S. in Mechanical Engineering and received his M.B.A. from the Cox School of Business at Southern Methodist University. He was also a four-year starter and Hitachi Academic All-American for the Arkansas Razorback football team.
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As a Managing Director on the Capital Advisory team, I have advised a broad range of European private equity and corporate clients concerning capital structure and balance sheet events – recent clients I have worked with include PrimaCom, Scandlines, Scandza, Cath Kidston and Zenith.
There are no ‘standard’ processes for my team. The range of sectors we work across, the constant evolution of the debt markets and the ever-increasing optionality we can offer to clients mean that every transaction we work on is different. The ability to offer every possible solution is part of the reason I think our independence is so valuable.
I came to DC with 16 years’ experience in the leveraged finance market. I joined from Mizuho Bank, where I was Head of Capital Markets in Europe for the Leveraged Finance division. Previously I worked in the leveraged capital markets team at RBS for nine years and in the acquisition finance team at Lloyds for four years.
I joined DC as an analyst in 2008 before briefly leaving to spend two years at UBS in 2010. I rejoined the company in 2012 and since then I have been working across Business Services and Healthcare. I came back to DC because there is something special about the camaraderie. We’re a small team, but one that’s full of extremely competent people who are a pleasure to work with. Having spent time in a much larger organisation between my two stints at DC, it’s the people that I work with that make the job so enjoyable, and it was the key reason for my decision to come back.
The stand out deals I’ve worked on include the merger and refinancing of Leaders and Romans, the sale of MPW to Kaplan, GDF Suez’s acquisition of Balfour Beatty Workplace, the sale of Tracscare to G Square and Caledonia’s acquisition of Choice Care.
I joined DC Advisory in 2012 because I wanted to work for an investment bank with an excellent reputation, and free from all conflicts of interest. I also wanted to focus solely on M&A and Debt Advisory. I am a Technology, Media & Telecoms (TMT) specialist and have advised on deals including the sale of Virgin Mobile to Numéricable and the sale of oXya to Hitachi Data Systems.
I began my career in 1999 when I co-founded Firstinvest.com, an Internet company that I sold to Bertelsmann in 2005. I then spent 18 months at Bertelsmann, before joining UBS Investment Bank where I was a Director in their M&A group in London and Paris.
As head of DC’s Manchester office, I am responsible for transactions involving clients based in the North of England.
I joined the company in 2008, drawn by the opportunity to establish and build a team whose main focus was on advising great Northern businesses. It is hugely important to our clients that we know the local markets and have regular, face to face contact with them. We are not simply putting in calls from an office two hundred miles away.
I have worked with many of my clients for a number of years, some of them on multiple transactions, such as: York Mailing on an equity fundraising and a subsequent acquisition; and Cardtronics on three separate transactions (i-design, Cardpoint and Sunwin Services) in the space of two years. Clients recognise sound advice that is in their interests and they value the provision of honest advice, even if it differs from what they may have wanted to hear.
Prior to DC I spent twelve years at PwC Corporate Finance, in both their Manchester and London offices. One of the highlights was being seconded to the Takeover Panel in 2002 and 2003. Gaining a deep insight into how a regulator applies a set of rules has allowed me to be a much better adviser on public situations.
I lead the firm’s leisure franchise and manage its relationships in this exciting and diverse industry, which also has a strong mid-market client base. Working with talented colleagues and leveraging the firm’s international footprint to deliver tailored client solutions is a powerful combination which attracted me to DC Advisory.
I joined the firm in 2016 after 16 years in investment banking and corporate finance with UBS and EY. Recently I have advised the Scottish Salmon Company on its strategic review, Vitruvian on its acquisition of Sykes Cottages, Away Resorts on its sale to Bregal Freshstream, the sale of JOA Group to Blackstone, and LDC on its acquisitions of Neilson Active Holidays and British Waterways Marinas. Other high profile transactions include advising TPG on its acquisition of A&O Hostels, the sale of Europebet to Betsson, and Ladbrokes and Coral on its disposal of 360 betting shops to satisfy CMA conditions to allow it to merge.
The sector is fast moving with new ideas and concepts constantly challenging the status quo. The ability to work with a mix of clients across this diverse sector is very exciting for me.
I came to DC Advisory in 2013, attracted by the company’s global platform, its independence and its strong presence in Asia which I see as a clear benefit when advising our internationally active clients.
I have worked in M&A since 2002 and, in the time since, I have advised on a number of cross-border transactions with a particular focus on the Industrials sector.
Prior to DC I was at Commerzbank where I spent two and a half years originating and executing M&A primarily in the Industrials sector. I started my career in the M&A department at Deutsche Bank and thereafter worked at ABN AMRO/RBS. I am an attorney at law.
Based in New York, Aaron is a Managing Director at DC Advisory US, focusing on Aerospace, Defense and Government Services. With more than a dozen years of investment banking experience in the sector, he has advised on numerous M&A and financing transactions globally for a variety of public and private clients. Aaron joined the firm in 2014 from KippsDeSanto & Co. with prior experience in the Aerospace & Defense group at Jefferies.
Aaron graduated Summa Cum Laude from the University of Maryland with a B.S. in Finance and Accounting.
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Based in the firm’s Washington, D.C. office, Franklin is a Managing Director at DC Advisory US, where he co-founded and leads the firm’s Environment, Health & Safety group, as well as advising companies in the Business & Tech-Enabled Services sector. Previously, he founded and led the firm’s Sponsor Coverage practice.
Prior to joining DC Advisory US, Franklin spent eight years with Meriturn Partners, LLC, a private equity fund focused on the lower mid-market, where he was a principal and founding member. He has prior investment banking experience with Cowen & Company and Lehman Brothers, and began his career with Chase Manhattan Bank.
He currently serves as Director of the Josephine B. & Allen P. Green Foundation.
Franklin has an M.B.A. from The Amos Tuck School at Dartmouth College and a B.A. degree in Economics from Kenyon College.
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Based in the firm’s Washington, D.C. office, Joel is a Managing Director at DC Advisory US, where he has primary responsibility for the firm’s Infrastructure Software group. He has more than 20 years of experience working with a wide variety of businesses in the Infrastructure Software sector.
Prior to this, Joel was a Partner at Updata Advisors, joining the firm in 2005. He also held senior investment banking roles at technology-focused investment banking firms including Alex. Brown & Sons, First Albany Corporation, H.C. Wainwright & Co., and Katalyst, where he completed a wide range of M&A, equity and debt transactions for leading vendors across enterprise technology and other sectors. Earlier in his career, Joel served as Manager, Financial Analysis, Mergers & Acquisitions for Edison Mission Energy, a subsidiary of Southern California Edison and a leading developer of independent power-generation facilities.
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I am a Managing Director at Daiwa Securities, where I head up the firm’s Real Estate, Construction, Transportation, and Retail sectors.
With more than 15 years of investment banking experience in the sector, I have completed numerous strategic advisory assignments spanning M&A (sell-side and buy-side), corporate merger and divestitures, going-private transactions, and equity private placements. I started my professional career in 2001 in Daiwa Asset Management.
I received a B.A and an M.A in Engineering from Waseda University
I have been a Senior Adviser at DC Advisory since 2011. I am primarily involved in transactions in the Industrials sector such as the sales of Groupe RG and Capital Safety Group.
Prior to joining DC I spent 35 years working for various businesses in the Industrials space – first with Eastman Kodak, then from 2004 to 2010 as CEO and Chairman of Sperian. Sperian was created by the merger of Bacou and Dalloz; I led the integration of these two companies and the international development of the group. I also took charge of the negotiations which led to the sale of Sperian to Honeywell Group in 2010.
In addition to my role at DC, I am Vice-President of the Advisory Board at Mersen. I am also a board member of IpackChem and RG Safety.
Telephone: +33 (0) 1 42 12 49 00
Prior to DC Advisory US, Hal was Founder and Executive Chairman at Sagent Advisors. Previously, he served as the Chairman, Chief Executive Officer and President of the firm. Hal has advised on over 600 completed M&A assignments during his career.
Prior to launching Sagent, Hal was a Managing Director and Co-Head of Global Mergers & Acquisitions at Citigroup Global Markets Inc. from 2000 to 2003. Prior to that, Hal was a longtime Co-Head of the Mergers and Acquisitions Group at Donaldson, Lufkin & Jenrette, where he played a pivotal role in building the group into an M&A leader.
Hal has a B.A. in Economics from Stanford University and an M.B.A. in Finance from the Wharton School of the University of Pennsylvania.
Herald Ritch is an employee of DC Advisory US, discover more>
I joined Daiwa Securities in 2002. I have 10-years of experience in client coverage of the FIG sector. I have been the Head of FIG coverage team since 2016 and I engage in origination and execution for finance and M&A deals of FIG clients.
Frank is a key member of DC Advisory US’ TMT group, focusing on Digital Media, e-Commerce and Marketing Technology. He was instrumental in building the firm’s Internet & Digital Media practice that has closed over 30 transactions since inception in 2012, and now co-leads the practice as a Director. He has more than 15 years of investment banking, M&A advisory and consulting experience, and authors quarterly M&A research and industry perspectives, as well as thought pieces that highlight deals of consequence and industry trends. Frank was recently recognized as an Emerging Leader by The M&A Advisor (formerly 40 Under 40).
Prior to joining DC Advisory US, he was an Associate at Updata Advisors, where he focused on transactions in the technology sector. Frank also founded an advisory group to provide consulting and investment banking services to entertainment companies, financial service providers and entrepreneurs. Throughout his career, he has executed more than 25 sell-side M&A, buy-side M&A and private placement transactions for growth-oriented, mid-market and private equity-backed companies. He began his career as an investment banking analyst at McGladrey Capital Markets.
Frank earned an M.B.A. in Finance and Entrepreneurship from the Tepper School of Business at Carnegie Mellon University and a B.S. in Biology and a Secondary Field of Study in Business from The George Washington University.
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Based in New York, Steven is a Director for DC Advisory US. He brings more than 15 years of investment banking and consulting experience to the firm and focuses primarily on Enterprise Software, Security and Risk, and Artificial Intelligence & Robotics.
Prior to joining DC Advisory US, he was a Director with the corporate finance and restructuring practice of FTI Consulting, Inc., a global business advisory firm focused on the strategic, operational and capital needs of businesses. Steven also worked as an Associate in the Business Recovery Solutions practice of PricewaterhouseCoopers, LLP. He has advised clients on transactions totaling more than USD 15 billion, including KMART, Delphi Corporation, and US Airways.
Steven holds an M.B.A. from the Sloan School of Management at MIT and a B.S. in Finance from Pennsylvania State University.
Steven J. Dana is an employee of DC Advisory US, discover more>
Based in New York, Jordan is a Director at DC Advisory US focusing on the Business & Tech-Enabled Services and Financial Technology sectors.
Prior to this, Jordan was a Principal at Sagent Advisors focused on the Technology Services and Financial Technology sectors. Prior to joining Sagent Advisors, he was a Vice President at Citi Venture Capital International (now part of The Rohatyn Group), where he made private equity investments in business and technology services companies. Jordan also worked at Banc of America Securities, providing strategic M&A and financing advice to business and information services companies.
Jordan earned a BBA degree from the Ross School of Business at the University of Michigan.
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I have been an Executive Director in DC Advisory’s European Capital Advisory Group since December 2014. I was part of the transaction team that worked on Electra’s acquisition of TGI Friday’s and more recently advised on the €365m cross-border refinancing of PrimaCom.
I joined DC Advisory because of its reputation in the market and have quickly come to appreciate its collegiate approach. I came with more than 10 years’ experience in leverage finance from BNP Paribas and RBS, where I worked in origination and execution, portfolio management, CLO portfolio management and restructuring.
I began my career at PwC where I qualified as a chartered accountant, having graduated with a degree in law from the University of Edinburgh.
I am the Head of Investment Banking at Daiwa Securities Bangkok Office, where I specialise in investment banking activities, predominantly cross-border M&As and DCM in Thailand.
I have more than 10 years of experience in advising domestic and cross-border M&A deals, especially in Thailand and Southeast Asia. I have advised on numerous deals across sectors such as Energy, Power Utilities, Industrials, Logistics, and Property Sectors. I have also advised large conglomerates and financial institution clients on various foreign-currency bond issues.
I graduated with an MBA in Finance and Operations from Purdue University’s Krannert School of Management, and a Bachelor’s degree in Mechanical Engineering from Chulalongkorn University.
I am an Executive Director in the Corporate Finance Dept. Ⅰ, of Daiwa Securities, where I focus on the Chemicals, Pulp & Paper, Consumer and Healthcare sectors.
With over 16 years of experience, I have been engaged in the origination of my clients’ corporate activities ranging from Capital Market Finance (ECM and DCM), IPO and M&A. Prior to working in the investment banking field, I was engaged in Principal Investment business (e.g. investment in loans and private equities).
I received an M.B.A. from London Business School and a B.A. in Policy Management from Keio University.
I joined DC Advisory in February 2016 as an Executive Director in the Infrastructure team. Prior to joining DC, I spent almost 15 years at UBS Investment Bank where I was responsible for the origination and execution of transactions in the European Power, Utilities and Infrastructure sectors. During the course of my career I have worked on a variety of transactions in the sector, both in EMEA and North America. I have advised corporates, governments and financial investors on buy- and sell-side M&A transactions, equity and debt raisings, corporate strategy, capital structure and dividend policy.
I decided to move to DC because I was excited by the opportunity to work with a team that has such a strong reputation in the infrastructure market, where I can apply my skills and expertise in order to help further grow and develop the business.
I joined DC Advisory’s Infrastructure team in 2014 because of its excellent reputation and the opportunity to work on some high-profile transactions. Since then, not only have I worked on an extensive range of deals but I’ve also benefited from professional development opportunities and broadened my industry relationships.
During my career I’ve worked on deals across infrastructure including regulated water, gas and electricity utilities in the UK, Spain, Germany, Scandinavia, Benelux and the USA as well as renewables, district heating, midstream oil and gas, smart meters and rolling stock. Since joining DC, one of the highlights has been advising AMP and Infracapital on their successful acquisition of Adven.
I started my career at Macquarie Capital, where I worked in the infrastructure coverage team. I hold a Master’s Degree from INSEAD.
I am an Executive Director at Daiwa Securities, focusing on M&A deals in the Healthcare and Consumer, Leisure & Retail sector.
I have over 12 years of experience in M&A across Healthcare, Consumer products, IT Services and Electronics sectors.
Prior to joining Daiwa, I was engaged in accounting audit at Deloitte Touche Tohmatsu.
I received a B.A. in Economics from Keio University, and have a CPA license.
Based in San Francisco, Naoto joined DC Advisory US as a Director in the Japan Asia Focus Group.
Prior to Signal Hill, Naoto Osugi was a director at San Francisco Branch of Daiwa Capital Markets America Inc. (DCMA). At DCMA, he was responsible for research and development in Silicon Valley, focusing on, not only researching FinTech trends in the U.S., business development with startup companies in Silicon Valley and engaging various projects in new business creations and operational efficiency improvement.
Prior to joining DCMA in 2016, he was a director at Corporate Finance Dept., Investment Banking Division of Daiwa Securities in Japan. At Daiwa, he was covering TMT sector and in charge of originating wide range of clients’ corporate activities including equity and debt financing and M&A. His past involvements in transactions includes SoftBank’s debt financing, Zenrin’s investment in MapMyIndia, Mixi’s equity financing, Colopl’s IPO and follow-on equity financing.
He stared his career in 2005 as an equity analyst at Daiwa Research Institute where he was a senior analyst covering Japanese telecom sector and provided insightful investment thesis to institutional investors across the world. His coverage included NTT, NTT DoCoMo, KDDI, SoftBank and other telecom related public companies.
Naoto Osugi is an employee of DC Advisory US, discover more>
Jane is a Director in DC Advisory US’ Technology & Software group and has more than ten years of investment banking and corporate advisory experience, primarily focused on SaaS / Enterprise Software and Real Estate Technology. Over her career, she has executed a wide range of M&A and private placement transactions for growth-oriented, mid-market companies.
Prior to joining DC Advisory US, Jane was a consultant with Booz Allen Hamilton. Her responsibilities included modeling and simulating emerging technologies for the Department of Homeland Security and the Department of Defense.
Jane earned her M.B.A. from The Wharton School of the University of Pennsylvania and a B.S. in Computer Science from the University of Maryland.
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Based in New York, Evan is a Principal at DC Advisory US, where he is part of the firm’s Media and Information Services practice areas.
Before this, he joined DC Advisory US in 2007, where he focused on providing M&A and other strategic advice to a variety of small-, mid- and large-cap clients across a number of industries. Prior to joining DC Advisory US, Evan spent two years as an Analyst in Morgan Stanley’s Global Energy Group, where he focused on M&A, equity and debt transactions for upstream and downstream clients in the Oil & Gas sector.
Evan is a 2005 graduate of Williams College, with a B.A. in Economics.
Evan Schutz is an employee of DC Advisory US, discover more>
I am an Executive Director at Daiwa Securities Tokyo, where I head up the firm’s TMT, IT Services, Business Services and Financial Services M&A transactions.
With more than 15 years of investment banking experience in the sector, I have completed numerous strategic advisory assignments spanning M&A (sell-side and buy-side), corporate merger and divestitures, going-private transactions, fairness opinions, and equity private placements.
I was also selected as a member for the “Working Group on New M&A Schemes” hosted by the Japan’s Ministry of Economy, Trade and Industry in 2010.
I started my career at Daiwa Securities in 2001.
I received a B.A. in Engineering from Tohoku University.
I am an Executive Director in the Asia Access team in London where I’m responsible for originating and executing deals that involve Asian parties. I focus particularly on cross-border deals between China and Europe. The Asia Access team plays a key role in helping DC Advisory establish itself as the ‘go to’ advisory firm for deals involving Asian parties and it was the opportunity to contribute to the team’s continuing development and success that appealed to me when I joined the firm in January 2015. Since joining, I’ve helped build strong pipelines across a broad range of sectors including industrials, technology, automotive, education, consumer and healthcare.
Before joining DC, I worked at Deloitte London Corporate Finance and contributed significantly to several large Chinese cross border transactions. I hold a PhD degree from Cambridge University in Engineering and I am a CFA Charterholder.
I am a Director in the Infrastructure team, which I joined in October 2017. Prior to joining DC Advisory, I was a Vice President at Bank of America Merrill Lynch in the Energy and Power team in London, advising public and private clients across a wide range of products, including M&A and equity capital markets.
During my career, I’ve had the chance to work on a number of M&A transactions in the sector, including regulated water, gas and electricity, conventional generation and renewables.
Since joining DC Advisory, I’ve had the chance to broaden my sector coverage to also include midstream oil and gas, airports, rolling stock, smart meters and healthcare among others, as well as develop my industry relationships. One of the highlights has been advising Equitix on the acquisition of firmus energy.
I joined DC because of its strong reputation in the infrastructure space which materialises through both an impressive deal flow and client base. The large number of repeat clients is testament to the quality and professionalism of the team which can provide truly independent advice that large institutions are not able to match.
I am a Director at DC Advisory’s European Infrastructure team, which I joined in London in 2017. I decided to move to DC Advisory because I was excited by the opportunity to work with a highly talented and very successful M&A and Debt advisory team in the infrastructure sector.
I have more than a decade of investment banking experience having worked on more than 40 transactions with combined Enterprise Value in excess of €25 billion.
Throughout my career, I advised top tier infrastructure funds (Allianz, Antin, APG, Ardian, Brookfield, First State, IFM, JPMorgan), premier utilities (CEZ, EDF, Engie, ESB, Osaka Gas, Suez) and leading infrastructure groups (Acciona, ACS, FCC, OHL) in regulated utilities, transport and telecom industries across Europe including UK, France, Germany, Spain and CEE as well as the USA.
Before joining DC Advisory, I worked for Societe Generale as Vice President in the Power, Utilities & Infrastructure team based in London where I was in charge of origination and execution of M&A and ECM transactions with European coverage.
I earned a Bachelor in Business Administration and an MBA from ESADE Business School in Barcelona.
I am a Director in the Consumer, Leisure & Retail (CLR) team and within that, I focus particularly on food & beverage, food ingredients, pet food & care, consumer products and casual dining.
Most recently I have advised The Scottish Salmon Company on its strategic review. Other transactions I have worked on since joining DC Advisory in 2014 were the minority stake sale of itsu to Ambrosia, the sale of Lunch Garden to Bregal Freshstream, ICG’s acquisition of Park Holidays, Nagatanien’s acquisition of Chaucer Food and Towerbrook’s acquisition of Ad van Geloven.
The opportunity to work with talented and highly driven and creative colleagues, DC’s strong market position, entrepreneurial culture and its international platform were the main reasons for me to choose DC Advisory.
After a brief stint in the corporate world in the US, I began my M&A career at Lincoln International in Frankfurt and Madrid, primarily focussing on cross-border M&A transactions in the CLR sector. Before joining DC, I worked in the Consumer M&A team at Commerzbank in Frankfurt and London.
I joined DC Advisory in 2015 as a member of Asia Access team based in Europe where I am responsible for Asia / Europe transaction.
Prior to joining DC, I had worked for investment banking arm of Daiwa.
I have over 9 years’ investment banking experience ranging from M&A, capital markets as well as principal investments. My recent M&A transactions include: Kyocera’s acquisition of HC Starck Ceramics; Nagatanien’s acquisition of Chaucer Foods; Hitachi’s acquisition of Temple Lifts and Daikin’s acquisition of Zanotti.
I am enjoying our unique platform that combines local network and global reach. This enables me to provide the best in class service to my clients.
I joined DC Advisory in July 2018 as a Director in the Paris office.
Prior to DC Advisory, I worked for four years with Evercore in London, where I focused solely on M&A transactions in the Healthcare sector. Some of the notable deals that I have worked on include: advising Shire on its acquisitions of Baxalta and Dyax, Stada on its sale to Cinven and Bain, BTG on its acquisition of Galil Medical and Horizon Discovery on its acquisition of GE Life Sciences’ subsidiary Dharmacon. I started my career at Société Générale, where I worked with its corporate finance teams in Paris and in London, covering all sectors, with a strong focus on Healthcare and Utilities.
My decision to join DC Advisory was driven by its unique entrepreneurial structure and culture, while boasting an excellent reputation and solid deal flow in mid-market advisory in Europe.
I am a Director in the Corporate Finance Dep.Ⅰ, of Daiwa Securities , where I focuses on the Electronics sector.
I have been in charge of originating a wide range of electronics companies’ corporate activities including equity and debt financing, IPO, and M&A since I joined Daiwa in 2006.
The companies my team cover are roughly classified into three groups; Industrial Electronics, Consumer Electronics and Electronic Devices, and my previous transactions mainly involve Electronic Devices Companies.
I received a master’s degree in Agricultural and Life Sciences from the University of Tokyo.
I joined DC Advisory in August 2018 as a Director in the Paris office.
I specialize on the booming infrastructure sector within a team created in 2018 and led by Grégory Roquier and was attracted by the entrepreneurial approach and excellent reputation of DC Advisory in the sector at the moment when it decided to expand its capabilities in Paris. My M&A experience prior to DC Advisory includes a total of 6 years at BNP Paribas in Paris, with a focus on cross-border infrastructure deals during the last 3 years. Some of the notable deals I have worked on include the merger between international power generation giants GDF Suez Energy International and International Power (Belgium/France/UK); disposal of a stake held by Ardian in the Spanish oil products transportation network CLH (Spain/France); and the attribution to Vinci of the concession to operate the Airport of Salvador (France/Brazil).
Having an engineering education background, I also worked for Air Liquide in Russia, where I was in charge of Business Development (green-field and brown-field investments) of Large Industries business line.
I joined DC Advisory in 2014. As a Director, my role involves advising corporates and private equity funds on the execution of both M&A and debt transactions, across a variety of sectors.
In recent years, I have advised on numerous transactions including the sale of Virgin Mobile to Numericable, the sale of oXya to Hitachi Data Systems, the acquisition of Faiveley Transport by Wabtec, the sale of Smile to Eurazeo, the sale of Buffalo Grill to TDR Capital and the sale of Questel to IK Investment Partners.
I really enjoy the varied nature of the transactions that we can be involved in, and I believe our global presence, having a broad international coverage, coupled with the independence of a boutique firm free from all conflicts of interest makes DC unique.
Prior to joining DC, I worked in M&A at Lazard for four years.
I started at DC Advisory in 2009. I was attracted by its entrepreneurial culture, and the fact DC’s mid-market focus is one of the best in Europe for CEE clients and deals.
In the years since, I have advised on deals such as Poult’s acquisition of Lider SKG in 2010, the sale of Polbita in both 2011 and 2014, the sale of POCH to Avantor in 2011 and the sale of Donako to ESW in 2013.
Before DC Advisory I spent two years with Raiffeisen Investment in Vienna, advising private equity and real estate clients in CEE. Prior to that I worked at Textron Financial, underwriting financing for real estate and hospitality projects. And from 1999 to 2005 I worked at Liberty Mutual, in a private equity fund of funds team.
I joined DC Advisory (formerly Montalbán in Spain) in 2014. As a Director in the Madrid office, my role involves advising corporates and private equity funds on the execution of both M&A and debt transactions, primarily within the industrials and business services sectors.
I am delighted to have joined DC Advisory, for its focus on global mid-market advisory free of any conflict of interest, its international platform with unique access to Asia and its highly talented team.
Prior to joining DC Advisory, I worked in a private equity fund in Switzerland and in M&A at Deloitte Corporate Finance and BNP Paribas. I hold a degree in business administration and MBA major in finance from ESADE and University of Texas.
We are a leading investment bank with specific expertise in cross-border transactions. We recognise that every client and every transaction is unique and we are committed to delivering the right advice in every situation. As part of an established global brand we offer access to over over 500 professionals throughout the Americas, Asia and Europe.