Based in the firm’s Washington, D.C. office, Greg is a Managing Director at DCS Advisory. He brings more than 25 years of growth company and technology investment banking experience to his client engagements, with a current focus on SaaS/Enterprise Application Software and significant transaction experience in ERP, Supply Chain and vertically focused solutions. He has been at DCS Advisory and its predecessor firms since 2005. In his career, he has completed more than 100 transactions, totaling more than USD $8 billion.
Prior to DCS Advisory, Greg was a Partner at Updata Advisors, joining the firm in 2005. Before this, he was the senior East Coast Technology Investment Banker at Wachovia Securities, Managing Director and Head of East Coast Software. Earlier, Greg spent 1990 to 2000 in Silicon Valley in various roles including as a principal in investment banking at Thomas Weisel Partners LLC, as well as roles of increasing responsibility with the Business Services Investment Banking Group at Montgomery Securities and the Technology Investment Banking Groups at Smith Barney and Morgan Stanley. He began his career in New York with Morgan Grenfell’s M&A group.
Greg received a BA in Economics & Political Science from Yale and an MBA from the J.L. Kellogg Graduate School of Management at Northwestern University.