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Jason is a Managing Director in the Global Technology Group and a member of the Software Investment Banking team. He joined Stifel in July 2021 as a member of the Global Technology Group to focus on vertical market software and the convergence of software and payments. Jason has over 22 years of investment banking experience completing technology, software and tech-enabled services transactions in M&A (sellside/buyside), IPOs/FOs, private capital raising, and debt capital markets.
Prior to joining Stifel, Jason was a Managing Director in the TMT investment banking group at Truist Securities (fka Suntrust Robinson Humphrey) and Piper Jaffray, where he helped run the east coast software practice and co-headed vertical market software. Jason began his career as an analyst with Thomas Weisel Partners in the technology/IT services group and Banc of America Securities in leveraged finance/fixed income capital markets.
Jason holds a B.A. from Colby College and holds the Chartered Financial Analyst (CFA) certification. A multiple-sport NCAA athlete, Jason is heavily involved in youth sports coaching/administration and is a board member of the MJ LaFoley Foundation.