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Joe Stokes

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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Matthew Shea

Matthew Shea joined Needham & Company in 2022, where he covers the digital health space, with a focus on value based care. Prior to Needham, he was a research associate at Piper Sandler, covering digital health and managed care. Matt holds a B.S. in Finance from the Carlson School of Management at the University of […]

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Matthew Wagner

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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David Saxon, CFA

David Saxon joined Needham & Company in 2017 covering medical technologies. Prior to joining Needham, David worked in asset management at firms including Merrill Lynch and Baker Avenue Asset Management. David holds an MBA from Boston University’s Questrom School of Business and a BA in Economics from Boston University. David is a CFA charterholder.

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Ami Fadia

Ami Fadia joined Needham and Company in May 2021 covering Biotechnology with a focus on targeted oncology and neuroscience. Prior to joining Needham, Ami spent four years as a Managing Director and Senior Analyst at SVB Leerink and previous to that spent six years at UBS where she most recently held the position of Senior […]

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Gil Blum, Ph.D.

Gil Blum, Ph.D., joined Needham & Company’s Biotech research team in August 2017. Gil joined Needham from Cadwalader Wickersham & Taft, New York oldest law firm where he was a Scientific Advisor in intellectual property law and prosecution. Prior to Cadwalader, Gil held a postdoctoral fellowship at the Memorial-Sloan Kettering Cancer Center, developing early drug […]

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Joseph Stringer, Ph.D.

Joseph Stringer joined Needham & Company in 2017, where he covers biotechnology companies. Prior to Needham, Joseph worked as a research scientist at Ra Pharmaceuticals. He conducted postdoctoral work at Yale University, earned his Ph.D. in Chemistry from the University of Wisconsin – Madison, and received a B.S. in Chemistry from Southern Illinois University – […]

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Ryan MacDonald

Ryan MacDonald joined Needham & Company in 2018, where he covers the enterprise software market with a focus on vertical SaaS applications. Ryan joined Needham from Dougherty & Company, where he was a senior research analyst covering vertical SaaS and business services. Prior to Dougherty, he was a senior research analyst at Wunderlich Securities, an […]

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Carolyn Horn

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, […]

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Simon Gill

Simon Gill rejoined Needham & Company in January 2010, having previously been a senior healthcare banker at the firm. In the last 15 years Simon has completed over 200 transactions for life science companies. These include IPOs, Follow-on Offerings and Registered Direct Offerings, PIPEs, Private Placements, Convertible Debt, Royalty Financings, M&A Advisory, Shareholder Rights Plans […]

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