除了作为首席执行官管理大和资本在德国和波兰的业务，并负责DACH地区，我也继续领导交易事务，如First State从Stena Scandlines收购HeHe 渡轮航线、Equistone购买Polo Motorrad、Sysmex 收购 Inostics and Partec。我重点关注的领域为工业，其中也包括基础设施和能源以私人股本。
在过去五年里，我参与提供建议的交易包括将ParexGroup 出售给CVC、Casino收购Monoprix、将Alain Afflelou出售给Lion Capital、Ludendo收购Hamleys、Casino收购GPA和家乐福收购 Guyenne & Gascogne。
加入大和资本咨询之前，我在Rothschild & Cie巴黎任并购、债务和重组部门的总经理。
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 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 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.
我于2016年一月加入DC Advisory, 担任法国及英国债务顾问部执行董事。
由于我们的大部分交易都为跨境交易，我与许多国际同事保持着长期合作关系，我现在负责公司国际方面的业务。近年来，我提供建议的案例包括出售Volution、Capital Safety Group 和Napier Turbochargers；Punch Powertrain向亚洲投资者出售股份；代表Swegon收购P.Lemmens，代表Bregal收购Ideal Stelrad Group，以及代表Hunting收购Titan Group。
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 joined DC as Vice Chairman in November 2018 and am based in our Manchester office.
Prior to joining DC most of my career was spent in Private Equity, predominantly for Montagu Private Equity, for 14 years, where I was responsible for their Manchester office.
Notable deals include: Quorn, branded vegetarian food business, bought from Astra Zeneca and sold to Premier Foods; The Isle of Man Steam Packet Company, Isle of Man ferry service, bought from Sea Containers and sold to Macquarie; Survitec, regulated safety products and services, bought from Wardle Storey and sold to Warburg Pincus; Ghd, high end hair beauty products, bought from LDC and sold to Lion Capital; Hansen Protection, oil and gas products and services, bought from Helly Hansen and sold to IK Capital Partners.
I have also worked at Lyceum Capital, and before moving into Private Equity, I worked at Ernst and Young for six years.
I am a Chartered Accountant and hold a first class BA (Hons) Business Studies degree from Leicester Business School.
I am a Managing Director in DC Advisory Spain. I lead the Infrastructure and Energy team and the Healthcare team in Madrid.
Since joining DC Advisory in 2007, I have advised many clients both in M&A and Debt transactions. My clients include both financial investors such as Corpfin Capital, HIG, Magnum Industrial Partners or 3i and Corporates such as Sanitas, Riofisa, USP Hospitales, Clínica Baviera or Prim.
I believe DC Advisory offers a unique proposition for mid-market companies. The proximity of highly experienced local teams, together with a global, truly coordinated international network, allow us to provide the best advice for our clients.
I began my career as a consultant at PwC. I have worked as an investment banker since 2001, when I joined Transforma Capital. Later I moved to Banesto Corporate Finance and in 2007 I joined Atlas Capital (today, DC Advisory). During these years, I have advised many clients in disposals, acquisitions, and debt refinancing and restructuring deals.
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 lead the Industrials practice and work primarily within the Industrials and Business Services sectors.
I started my career in Corporate Finance in 1994 with Riva & García. I moved into investment banking in 1997 with Banco Santander before joining DC Advisory in 2010.
Having worked in investment banking for close to 25 years, I can appreciate how unique DC Advisory’s proposal is in the European mid-market thanks to its broad international coverage coupled with the independence of a boutique firm free from all conflicts of interest.
Throughout my career I have advised a wide range of private and public companies in Spain, Europe and Latam including IPOs, takeovers, acquisitions, disposals, capital raisings and financial restructurings.
Since joining DC Advisory I have focused on Industrials Products and Services, which has given me the opportunity to work with clients in many subsectors, including automotive, aerospace, building products, metals and more.
Based in New York, Erik is a Managing Director with responsibility for DC Advisory US’ Food, Beverage & Agriculture Products group. He focuses on companies in the sector which are positioned to capitalize on the ongoing trends towards healthier eating, the country’s changing demographics and evolving purchasing habits. Major areas of focus include natural and organic products, ethnic foods, alternative proteins, protein enhanced products, snacks (both healthy and indulgent), agricultural products, new age beverages and prepared foods, among others. He has extensive M&A experience across both public and private companies, including buy-side, sell-side and sponsor focused transactions, in addition to extensive experience working with entrepreneurs.
Prior to DC Advisory US, he was a founding partner of Sagent Advisors in 2004, as well as Head of the firm’s Sales and Divestiture practice and a member of its M&A Group. Before his time with Sagent, Erik spent the bulk of his career in investment banking at Donaldson, Lufkin & Jenrette, where he was a Managing Director in the Mergers & Acquisitions Group. He joined Credit Suisse First Boston as a Managing Director in its Mergers & Acquisitions Group after the firm acquired DLJ. Immediately prior to joining Sagent, he was a Managing Director for the Boston-based investment banking firm of Lane Berry & Company, International.
Erik is a graduate of the University of Washington with a B.A. in Business Administration and received his M.B.A. in Finance with distinction from the Wharton School of the University of Pennsylvania, where he was a Palmer Scholar.
Erik Jensen 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.
Meherzad is a Co-Founder and Director of DC Advisory India and is based in Bangalore. He has 13 years of financial services and investment banking experience, spending the last eleven in Technology investment banking, where he has primarily focused on Internet & Digital Media.
Prior to this, Meherzad was an Associate Vice President in the Investment Banking team of Ernst & Young India, where he led the Technology and Internet & Digital Media practice in Mumbai. Previously, he worked as an Associate in the Technology practice at Avendus Capital, Mumbai.
Meherzad holds an M.B.A. from SP Jain Institute of Management & Research (SPJIMR) and a Bachelor of Management Studies from the University of Mumbai.
Maherzad Kelawala is an employee of DC Advisory US, discover more>
我选择加入大和资本因为它是欧洲中端市场最好的顾问公司。加入本公司后，我先后参与的交易包括将POCH S.A出售给Avantor Performance Materials，以及分两次单独出售波兰最大的化妆品连锁店Drogerie Natura。
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.
我在二十多年的职业生涯中专门从事跨境交易。我最近的交易包括：日立收购Temple Liftts;出售摩托车轮胎到住友橡胶;大金收购Zanotti;向三井工程造船公司出售TGE船舶;三菱电机收购Del Clima;将Punch动力总成销往中国新地平线，并将松下电讯业务销售给诺基亚。
I joined Daiwa Capital Markets Singapore in 2009, and am currently responsible for M&A origination and execution in Southeast Asia.
I have substantial M&A advisory and equity capital markets experience having advised and executed numerous transactions, which include buy-sides, sell-sides, takeovers, reverse takeovers, IPOs, equity and equity-linked placements, and rights issues, across various industry sectors in Asia, Middle East and Africa.
Prior to Daiwa, I was part of Merrill Lynch’s Investment Banking coverage team in Singapore and Malaysia. Before Merrill Lynch, I worked at Deutsche Bank’s Singapore Corporate Finance team and DBS Bank’s Asia M&A Advisory team respectively.
I hold a MBA degree (Beta Gamma Sigma) from University of North Carolina at Chapel Hill (USA), and a B.Engineering (Electrical and Electronics) from Nanyang Technological University (Singapore).
I moved to DC Advisory in 2018 because of the firm’s strong reputation, dedication to providing the right advice to clients, and the opportunity to further build out the firm’s global TMT platform. I have a particular focus on the following sub-sectors: software, hosting & colocation, IT services and networks.
Previously, I was a Managing Director at Torch Partners where I advised private equity and corporate clients in the UK, Europe and the US on M&A and financings in the software and tech-enabled services sector for 10 years. Before that, I was a member of the Corporate Finance team at Kempen & Co in Amsterdam.
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
我曾经向多家私募股权基金提供过财务顾问咨询，其中包括Bregal Capital, TowerBrook, Warburg Pincus（美国华平投资集团）。与此同时，我为欧洲和亚洲多家上市企业提供过财务顾问咨询，例如Mitsubishi Electric（三菱电机）, Lagardère Group（拉加代尔集团）, Dassault, Alstom（阿尔斯通）, Essentra plc（益升华）以及Mitsui Engineering & Shipbuilding（三井造船株式会社）。
我近期的成功交易项目包括咨询Mitsubishi Electric（三菱电机）并购De’Longhi 家族的DeLclima，咨询Altor并购Skis Rossignol, 咨询Bregal Capital并购Whittan，以及咨询Punch Powertrain向New Horizon（新天域资本）出售少数股权。
Based in New York, Naoya is a Managing Director at DC Advisory US, where he is responsible for the firm’s Japan Asia Focus Group.
Prior to DC Advisory US, he was Head of Sagent Advisors’ Japan/Asia Focus Group, having joined the firm in 2009. Before this, Naoya was a Senior Vice President and a Group Head of the Strategic Advisory Department 4 at Daiwa Securities SMBC in Tokyo where he focused on cross-border M&A advisory business between Japan and the U.S., Europe and Asia. From 2000 to 2005, he worked as a Director at Daiwa Securities SMBC Europe in London, where he was the Head of the London team with responsibility for Japan-Europe M&A advisory.
He began his career at Sumitomo Bank (now Sumitomo Mitsui Banking Corporation) in 1989, where he spent 10 years at Sumitomo Bank in the investment banking, corporate research and legal areas.
Naoya is a graduate of the Faculty of Law at the University of Tokyo and received a Master of Comparative Law at the University of Michigan Law School.
Naoya Nakamura is an employee of DC Advisory US, discover more>
我最近咨询过的客户包括Cinven并购Northgage, Synova向HgCapital出售Kinapse, Bridgepoint并购Moneycorp (£212m)以及Duke Street向Bridgepoint出售Oasis(£185m)。
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.
I joined the international industry team at DC Advisory in July 2018. At the Frankfurt office, I am responsible for the consumer goods/retail sector in the German-speaking region. With its international setup and being part of the Daiwa Group, DC Advisory is ideally suited to cater to the growing interest of foreign and especially Asian investors in consumer goods companies.
I have more than 20 years of experience in the consumer goods industry, having previously worked at Sal, Oppenheim, Berenberg and Lincoln International. My references include transactions such as EDEKA/Spar + Netto, Radeberger/Bionade, Tom Tailor/Bonita and Vitakraft.
我所负责的各种杰出项目包括Leaders and Romans的并购及再融资、向Kaplan出售MPW、苏伊士集团收购Balfour Beatty Workplace、向G Square出售Tracscare以及Caledonia收购 Choice Care等项目。
I joined DC Advisory in early 2018 as Head of Infrastructures & Energy in Paris. I have close to 20 years experience in investment banking, including working at Citigroup and BNP Paribas, during this time I advised on numerous M&A transactions in the different areas of the industry: power (renewables, networks, storage, clients), transportation (airports, motorways) and telecom (towers, fibre).
One of the reasons I joined was DC Advisory’s business model, which I am convinced offers the best proposition for our clients: a high standard of execution, agility, guaranteed total confidentiality and access to a truly worldwide platform.
Based in Mumbai, Deepam is a Managing Director at DC Advisory India, where he leads the firm’s Consumer, Retail and Leisure practice. He brings more than 18 years of investment banking experience to the firm, with the last 12 focused on the Consumer, Retail and Leisure sectors. His experience includes both sell-side and buy-side transactions along with cross-border M&A between Europe and the U.S.
Prior to joining the firm, Deepam was a Senior Vice President at HDFC Bank, responsible for M&A, private placements and capital markets products. Previously, he was a Director at Rothschild where he worked in India and the United Kingdom.
Deepam holds an MBA from IIM Lucknow and Bachelor of Technology from IIT Varanasi.
Deepam Sanghi is an employee of DC Advisory US, discover more>
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.
Aaron Sharp is an employee of DC Advisory US, discover more>
I am a Managing Director at Daiwa Securities, where I head up M&A transactions of private held companies.
In the course of more than 25 years in the investment banking industry, I have completed numerous transactions across a wide range of industries.
My extensive background in corporate finance includes mergers and acquisitions, public stock offerings, asset securitizations and public and private debt offerings.
I joined Daiwa in 2005. Prior to assuming my current responsibilities, I served as a Head of the coverage teams of the TMT sector and the public sector.
I received a B.A. in Economics from Tokyo University.
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
我自2011年以来一直是大和资本的高级咨询顾问。我主要参与工业部门交易，如出售Groupe RG和Capital Safety Group。
除了在大和资本的职位，我还是Mersen顾问委员会的副主席，以及IpackChem 和 RG Safety的董事会成员。
电话: +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>
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.
Frank Cordek is an employee of DC Advisory US, discover more>
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 joined DC’s Manchester team in 2019 after over 15 years in Debt Advisory, Corporate Finance and Leveraged & Structured Finance at EY and AIB.
I have advised on a number of high profile capital raising transactions for financial sponsors, corporates, family offices and entrepreneurs, across a wide range of sectors including: refinancing, restructuring, structured finance and M&A.
Each transaction and process is bespoke. We operate against the backdrop of constantly evolving debt markets and rapidly changing business models. Our knowledge and experience with banks and institutional capital providers enables us to find the right pool of capital for every situation, however complex.
Recent businesses I have advised include: The Works, Bonhams, Go Plant, AJW Aviation and Menzies Distribution.
I joined DC because of the opportunity to work with like-minded people and build a business whose main focus is advising strong regional based businesses. It is important to our clients that they know we are connected locally.
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 am an Executive Director at Daiwa Securities and am responsible for Tokyo’s M&A execution team, focusing on Chemicals, Materials and Energy.
With more than 10 years M&A advisory experience, I have advised both corporates and private equity firms on domestic and cross-border transactions across a range of industries, including Chemical, Non-ferrous, Automotive, Paper & Packaging, Electronic Components and Energy.
Prior to that, I engaged in Pension Fund Investment Consulting at Daiwa Institute of Research and then Non- Performing-Loan investment at Daiwa Securities SMBC Principal Investments.
I received a BA in economics from the Shinshu University.
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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As a Director, Nigel brings more than 15 years of investment banking experience to DC Advisory, where he focuses on M&A and capital-raising mandates for clients primarily in the Enterprise Software markets, with a particular focus on Customer Interaction Management and Human Capital Management software.
Prior to joining DC Advisory, Nigel was a Vice President at Seven Hills, a middle market investment bank based in San Francisco that provides M&A and capital-raising advisory services to technology and healthcare companies. At Seven Hills, he focused on the enterprise software and communications markets. Previously, Nigel worked at China Technology Venture Management (CTVM), a venture capital firm based in Asia that invested in technology companies based in Silicon Valley and Asia Pacific. Prior to joining CTVM, he worked at Broadview International, where he participated in a range of technology M&A advisory assignments.
Nigel is active in the community and is involved in a number of charitable organizations. He currently sits on the board of directors of Chinatown Community Development Center, a 501(c)(3) non-profit organization based in San Francisco that develops and manages affordable housing for over 4,000 residents across 30 properties, and also provides community-based advocacy, youth development programs, civic engagement, and resident services to San Francisco residents in need.
Nigel received a B.S. in Industrial Engineering from Stanford University.
Nigel Tse 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 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.
Bregal Freshstream出售Lunch Garden、ICG收购Park Holidays以及Nagatanien收购
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 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.
加入大和资本咨询之前，我曾在奥地利维也纳的Raiffeisen Investment工作两年，为中东欧的私募基金以及房地产客户提供咨询服务。在此之前，我曾在Textron Financial工作，为房地产和酒店项目进行承销融资。从1999年到2005年，我曾就职于Liberty Mutual，在其私募股权组合型基金团队（FOFs）。
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.
As a Director in the Leisure, Retail & Consumer team in London I am responsible for originating and executing transaction. Prior to DC Advisory I was at EY and prior to that at UBS in the Investment Bank.
I have over 11 years’ experience in the LRC sector, with recent transactions including advising LDC on their acquisition of Neilson Active Holidays, advising Altor on a capital raise for Rossignol to enter the Asian market, and a carve out of British Waterways Marinas from the Canal & River Trust.
I joined DC advisory because of the exceptional platform, it’s global focus, and unparalleled ties to Asia.