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 […]

Pete Donat joined Needham & Company as a Senior Advisor in 2019 to help bolster the firm’s Investment Banking capabilities in FinTech and Payments. Since joining, Pete has been involved in several M&A transactions and IPOs. He is also co-head of the firm’s Crypto and Blockchain efforts. Prior to Needham, had a 25-year career in […]

Erick Volp joined Needham & Company in 2018. He leads Needham’s Financial Sponsors coverage within the investment bank. Erick joined Needham from Crito Capital, a boutique placement agent, where he was a Director responsible for private markets fund and direct deal origination as well as institutional investor coverage. Prior to Crito, Erick was a relationship […]

Carolyn Horn joined Needham & Company in 2015 and is the Co-Head of Needham’s Healthcare Investment Banking Group. With a focus on emerging growth companies in the biotech and medtech sectors, Carolyn advises on both public and private financings including IPOs, follow-on offerings, convertible debt, and private placements. Prior to her current role at Needham, […]

Matt Castrovince joined Needham & Company in 2011. Matt leads Needham’s technology capital markets efforts and focuses on transaction execution for both public and private issuers as well as their investors. He works closely with the investment banking and institutional sales and trading teams in order to help facilitate smooth and efficient transaction execution. Throughout […]

Ryan Walters joined Needham & Company in 2011. Ryan is a member of Needham’s Mergers & Acquisitions team and focuses on the execution of a wide range of advisory assignments for growth companies both public and private. Prior to Needham, Ryan began his career at Moody’s Investors Service. Ryan graduated from the Stern School of […]

Julie Harbey joined Needham & Company in 2015. She has over 2 decades of experience, specializing in the syndication and execution of equity offerings across a variety of sectors and geographies. Prior to joining Needham, Julie spent more than a decade at CIBC World Markets where she was a director of U.S. ECM and the […]

Will Cass joined Needham & Company in 2008 and is a Managing Director based in New York.  Will focuses on enterprise software where he is responsible for originating and executing a wide range of strategic advisory and financing transactions for B2B application SaaS companies.  Horizontal applications include Sales & Marketing, HCM, CFO, COO, Communications, E-commerce […]

Samir Desai joined Needham & Company in 2002 and serves as the Head of New York Investment Banking as well as the Head of the Software and Services Corporate Finance team. Samir’s experience includes a wide variety of equity, debt and private placement financings and advisory assignments for a large number of technology clients over […]

Matt Stavris joined Needham & Company in 2017 to focus on Digital Health and Tech-enabled Services in Healthcare. Within the Software & Services group, his areas of focus include growth equity financings, initial public offerings, public follow-on offerings and M&A advisory across public and private healthcare technology companies. Prior to joining Needham, Matt held several […]