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 […]
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 […]
Joshua Reilly joined Needham & Company in 2018 covering SaaS, application software and GovTech industries. Joshua joined Needham from Canaccord Genuity, where he was a research associate covering IoT, mobile devices and semiconductor industries. Prior to Canaccord, he was a research associate at Northland Securities, covering enterprise software. Joshua began his career at Okabena Investment […]
Kyle Peterson joined Needham & Company in 2018 covering the financial technology sector and currently focuses on the financial data and information space. Previously, Kyle was an equity research associate at FBR Capital Markets covering regional banks and online lenders. Prior to FBR, he served as an analyst for The McLean Group, a boutique investment […]
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 […]
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 […]
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 […]
Ehud Eisenstein joined Needham & Company in 2010 and is a Managing Director as well as Head of Israeli Banking. He has taken an active role in accelerating the firm’s business in Israel, delivering the full spectrum of financing and advisory capabilities to Israeli emerging growth companies, both public and private. Prior to joining Needham, […]