Investment Banking Archives - Needham https://www.needhamco.com/team-group/investment-banking/ Commitment to exceptional service and long-term value creation. Mon, 02 Feb 2026 18:09:00 +0000 en-US hourly 1 https://www.needhamco.com/wp-content/uploads/2025/07/cropped-Needham-Company_Favicon-32x32.png Investment Banking Archives - Needham https://www.needhamco.com/team-group/investment-banking/ 32 32 Joe Stokes https://www.needhamco.com/team/joe-stokes/ Sat, 20 Dec 2025 02:20:37 +0000 https://www.needhamco.com/?post_type=team_members&p=5113 Joe Stokes joined Needham & Company in 2018. After starting his career in the Firm’s Equity Capital Markets department, Joe transitioned to Investment Banking in 2019. He currently advises both public and private Healthcare companies on a broad range of equity financing and M&A advisory solutions. Throughout his career, Joe has executed more than 150 […]

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]]> Joe Stokes joined Needham & Company in 2018. After starting his career in the Firm’s Equity Capital Markets department, Joe transitioned to Investment Banking in 2019. He currently advises both public and private Healthcare companies on a broad range of equity financing and M&A advisory solutions. Throughout his career, Joe has executed more than 150 transactions, including IPOs, follow-ons, convertible debt offerings, private placements, and buy-side and sell-side advisory. Joe graduated from the Tulane University Freeman School of Business with a BSM in Finance and additional degrees in Mathematics and Legal Studies.

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]]> Tim Orazem https://www.needhamco.com/team/tim-orazem/ Tue, 01 Apr 2025 13:51:01 +0000 https://needhamco.leibowitzdesign.com/?post_type=team_members&p=4758 Timothy Orazem joined Needham & Company in 2023. He is a Principal in Needham’s Mergers & Acquisitions group focused on the technology sector. Prior to joining Needham, he was an associate at Lazard in the Telecommunications, Media & Entertainment group. Tim holds a BA from Boston College and an MBA from the Cornell Johnson Graduate […]

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]]> Timothy Orazem joined Needham & Company in 2023. He is a Principal in Needham’s Mergers & Acquisitions group focused on the technology sector. Prior to joining Needham, he was an associate at Lazard in the Telecommunications, Media & Entertainment group. Tim holds a BA from Boston College and an MBA from the Cornell Johnson Graduate School of Management.

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]]> Bobby Droodiani https://www.needhamco.com/team/bobby-droodiani/ Tue, 25 Mar 2025 18:05:41 +0000 https://needhamco.leibowitzdesign.com/?post_type=team_members&p=4679 Bobby Droodiani joined Needham & Company in 2017. His areas of focus include M&A advisory and equity financings, working primarily with companies in the Semiconductor Supply Chain. Prior to returning to Needham in 2019, Bobby was an acquisitions manager at The Johnson Group, a family office with investments in a variety of asset classes. He […]

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]]> Bobby Droodiani joined Needham & Company in 2017. His areas of focus include M&A advisory and equity financings, working primarily with companies in the Semiconductor Supply Chain. Prior to returning to Needham in 2019, Bobby was an acquisitions manager at The Johnson Group, a family office with investments in a variety of asset classes. He graduated with a Bachelor of Arts in Economics with honors from the University of California, Berkeley. During his time at Cal he was a member of the Berkeley Energy and Resources Collaborative.

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]]> Andrew J. Malik https://www.needhamco.com/team/andrew-j-malik/ Tue, 04 Mar 2025 01:29:17 +0000 http://needham-company.leibowitzdesign.com/?post_type=team_members&p=109 Andrew Malik was named Chairman of Needham & Company in 2008. Prior to Needham, he spent 21 years at Lehman Brothers, where he was a partner and subsequently managing director. During his time at Lehman, Mr. Malik’s duties included serving as head of Technology Capital Markets and head of the Banking Development Group. Prior to […]

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]]> Andrew Malik was named Chairman of Needham & Company in 2008. Prior to Needham, he spent 21 years at Lehman Brothers, where he was a partner and subsequently managing director. During his time at Lehman, Mr. Malik’s duties included serving as head of Technology Capital Markets and head of the Banking Development Group. Prior to Lehman Brothers, he ran Capital Markets and Institutional Sales for C.E. Unterberg, Towbin (which became L.F. Rothschild, Unterberg, Towbin) from 1971 to 1987. Earlier in his career, Mr. Malik was a security analyst with Josephthal & Co. and a partner in charge of Institutional Sales with Muriel Siebert & Co. A well respected Wall Street veteran, he has worked on more than one thousand equity, debt, and M&A transactions. In addition, he has served on the Board of Directors of several technology companies and venture firms, including a number of years as chairman of the Audit Committee of Hummingbird, Inc. Mr. Malik also lectures extensively on college campuses on a variety of topics related to corporate finance.

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]]> Jack Iacovone https://www.needhamco.com/team/jack-iacovone-chief-executive-officer-needham-and-company/ Mon, 03 Mar 2025 01:29:58 +0000 http://needham-company.leibowitzdesign.com/?post_type=team_members&p=111 Jack Iacovone joined Needham & Company in 1995 and became Chief Executive Officer of Needham & Company in 2022. He has previously held the roles of President, Head of Investment banking and Head of Mergers & Acquisitions. While at Needham, Jack has assisted emerging growth companies complete over 125 equity financings and advisory transactions totaling […]

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]]> Jack Iacovone joined Needham & Company in 1995 and became Chief Executive Officer of Needham & Company in 2022. He has previously held the roles of President, Head of Investment banking and Head of Mergers & Acquisitions. While at Needham, Jack has assisted emerging growth companies complete over 125 equity financings and advisory transactions totaling over $80 billion in value in a variety of industries. He has also sponsored over 25 principal investments made through the firm’s Private Equity Partnership, Needham Capital Partners, and has sat on the board of directors or been an observer to the board of directors of six companies. Jack previously worked within the financial services line of business at KPMG Peat Marwick LLP. He received a B.S. in Accounting from Pace University. He is a Chartered Financial Analyst and a Certified Public Accountant in the State of New York. Jack is a member of the Metro New York Chapter of the Young Presidents Organization.

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]]> Alec Jones https://www.needhamco.com/team/alec-jones/ Thu, 02 Jan 2025 17:32:07 +0000 https://needhamco.leibowitzdesign.com/?post_type=team_members&p=4432 Alec Jones joined Needham & Company in 2017 and currently serves as a Managing Director within the firm’s Technology Investment Banking group, where he helps lead Needham’s coverage of the FinTech and Crypto/Blockchain sectors. He works closely with both public and private companies on a wide range of capital raising and advisory assignments across both […]

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]]> Alec Jones joined Needham & Company in 2017 and currently serves as a Managing Director within the firm’s Technology Investment Banking group, where he helps lead Needham’s coverage of the FinTech and Crypto/Blockchain sectors. He works closely with both public and private companies on a wide range of capital raising and advisory assignments across both industries. Alec graduated from the Carroll School of Management at Boston College with a BS in Management, concentrating in Finance and Accounting.

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]]> Bobby Steinkrauss https://www.needhamco.com/team/bobby-steinkrauss/ Tue, 30 Aug 2022 17:25:19 +0000 https://www.needhamco.com/?post_type=team_members&p=3248 Bobby Steinkrauss joined Needham & Company in 2019. He is the co-head of Needham’s Cryptoasset/Blockchain Investment Banking practice and a member of Needham’s Mergers & Acquisitions team. Bobby focuses on the execution of a wide range of advisory assignments for growth companies both public and private. Prior to joining Needham, Bobby held corporate development positions […]

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]]> Bobby Steinkrauss joined Needham & Company in 2019. He is the co-head of Needham’s Cryptoasset/Blockchain Investment Banking practice and a member of Needham’s Mergers & Acquisitions team. Bobby focuses on the execution of a wide range of advisory assignments for growth companies both public and private. Prior to joining Needham, Bobby held corporate development positions at Fidelity, Dell Technologies Capital and EMC. Over his career, Bobby has worked on 50+ completed transactions including mergers and acquisitions and private capital raises. He graduated from the Carroll School of Management at Boston College with a BS in Management, concentrating in Finance.

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]]> Shawn Messner https://www.needhamco.com/team/shawn-messner/ Mon, 22 Aug 2022 15:40:07 +0000 https://www.needhamco.com/?post_type=team_members&p=3244 Shawn Messner joined Needham & Company in 2019. His responsibilities include the origination and execution of public and private financings, and mergers and acquisitions. He currently heads Needham’s activities related to the cannabis, food and beverage technology, and agriculture technology industries. Over his approximately 22-year career, Shawn has been responsible for 150+ equity financings and […]

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]]> Shawn Messner joined Needham & Company in 2019. His responsibilities include the origination and execution of public and private financings, and mergers and acquisitions. He currently heads Needham’s activities related to the cannabis, food and beverage technology, and agriculture technology industries. Over his approximately 22-year career, Shawn has been responsible for 150+ equity financings and advisory transactions, representing over $12B+ in aggregate value. Prior to joining Needham, Shawn worked for Northland Capital Markets where he was Managing Director and Head of Energy Investment Banking. Prior to Northland, Shawn worked at Piper Jaffray. After serving in the U.S. Navy, Shawn graduated from Augsburg College with a bachelor’s degree in Finance and the University of Minnesota with an MBA in Finance.

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]]> Brian Perrault https://www.needhamco.com/team/brian-perrault/ Mon, 22 Aug 2022 15:36:00 +0000 https://www.needhamco.com/?post_type=team_members&p=3240 Brian Perrault rejoined Needham & Company in July 2022, having previously been a technology banker and senior member of the M&A group at the firm. Brian’s M&A and capital raising experience includes substantial complex corporate carve-out, public-to-public mergers, founder-led going private, IPO, follow on offering and shareholder activism experience in numerous industries, end markets and […]

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]]> Brian Perrault rejoined Needham & Company in July 2022, having previously been a technology banker and senior member of the M&A group at the firm. Brian’s M&A and capital raising experience includes substantial complex corporate carve-out, public-to-public mergers, founder-led going private, IPO, follow on offering and shareholder activism experience in numerous industries, end markets and countries spans almost 20 years. Prior to rejoining Needham, he worked as a Managing Director at Sage Park from 2019 to 2022, an operations-focused single L.P. family office investment firm. Earlier in his career, he was a member of the research staff in the Advanced Space Systems & Concepts Group at MIT’s Lincoln Laboratory. Brian earned his B.S. in Physics from Saint Michael’s College and his MBA from Northeastern University’s D’Amore-McKim School of Business.

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]]> Matthew Wagner https://www.needhamco.com/team/matthew-wagner/ Tue, 26 Apr 2022 15:59:29 +0000 https://www.needhamco.com/?post_type=team_members&p=3154 Matt Wagner joined Needham & Company in 2017 as a member of Healthcare Investment Banking Group. Since joining Needham, he has advised companies across a wide range of corporate finance and strategic matters, with a focus on capital raising transactions for public and private life science companies. Over the last decade, Matt has executed more […]

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]]> Matt Wagner joined Needham & Company in 2017 as a member of Healthcare Investment Banking Group. Since joining Needham, he has advised companies across a wide range of corporate finance and strategic matters, with a focus on capital raising transactions for public and private life science companies. Over the last decade, Matt has executed more than 120 capital raises for life science companies, several of which were realized in a lead bookrunner role. Additionally, he has completed M&A transactions as the lead advisor for buy-side, sell-side and reverse merger transactions in the healthcare sector. In 2014, Matt began his career with the Private Equity and Venture Capital Group at OrbiMed Advisors in New York. Matt holds a BS in biochemistry from Denison University.

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