Presidio’s senior partners are committed to our client’s success.
We apply our decades of corporate finance experience and industry knowledge and expertise to what matters most.
We are focused on achieving superior results for our clients.
Managing DirectorPhone: 415.449.2502
Bill founded Presidio’s Software, Internet and Technology banking practice in 2003 and has more than 25 years of investment banking experience. Bill has worked on more than 150 transactions and has been the lead advisor on 70 sell-side M&A deals, recapitalizations, and growth capital raises generating over $7 billion in transaction proceeds for clients.
Bill has been a trusted advisor and tenacious advocate for companies in industries ranging from food and manufacturing to communications and software and from entrepreneur led and family owned businesses to multi-national corporations. Since focusing on software, technology and the internet in the late 1990’s, Bill has led transactions for numerous business with a focus on high growth, high margin software, internet, technology, and SaaS companies. Notable recent transactions include: the sale of Vin Solutions to AutoTrader.com, the sale of ReverseRisk to Reynolds & Reynolds, the sale of BZ Results to ADP, the sale of ClickMotive to Dealertrack, the sale of TitleTec to Solera, the divestiture of NetworkCar to Apollo Global & Hughes Telematics, the recapitalization of Lifeline Screening by Polaris Partners, the recapitalization of KPA by CIVC Partners, the recapitalization of Astonish by Serent Capital, and the recapitalization of AutoAlert by HGGC.
Prior to Presidio, Bill worked in New York, Chicago, Paris & San Francisco for investment banks including Bank of America, Robertson Stephens, Montgomery Securities, and First Chicago JP Morgan. Bill received a B.A. from the University of Colorado and his MBA from the Graduate School of Business of the University of Chicago. Bill has served on the boards of several non profit organizations and is currently a director of Deringer-Ney. In his free time, Bill focuses on his three growing kids and is an avid skier, board sailor, golfer, and tennis player.
Katie joined Presidio in 2010. Katie has ten years of investment banking and equity research experience. At Presidio, Katie focuses on M&A and capital raising advisory services to high-growth, privately-held Internet and SaaS companies. Katie has participated in more than $600 million M&A, capital raising and financial advisory transactions across multiple high profile deals including VinSolutions sale to Autotrader.com, ClickMotive’s sale to DealerTrack, AutoAlert’s recapitalization led by HGGC, KPA’s sale to CIVC Partners and ReverseRisk’s sale to Reynolds & Reynolds. Prior to joining Presidio, Katie was an equity research associate at CanaccordGenuity covering medium and large cap companies in the data center infrastructure sector with an emphasis on communications equipment and data storage companies. Katie started her career as an equity research associate at Thomas Weisel Partners on the consumer hardlines team with an emphasis on the automotive retailing and auction industries. Katie holds FINRA Series 7, 63, 86, and 87 licenses. She earned her B.S. degree in business administration from Washington University in St. Louis Olin Business School in 2006.
Andrew Ferrero joined Presidio Technology Partners in September 2019 as an investment banking analyst. Andrew’s responsibilities include detailed financial modeling, automotive SaaS industry research, and valuation analysis. Prior to joining Presidio Technology Partners, Andrew gained exposure to software development through at internship at TB12 Sports Therapy, where he worked on designing algorithms and creating content for the company’s mobile app. Previously, Andrew interned at Builder Advisor Group and Encore Capital Management, where he supported senior bankers on multiple M&A transactions by preparing materials and completing industry research. Andrew received a B.A. in both Computer Science and Economics from Amherst College. In his free time, Andrew enjoys playing golf, skiing and exploring his hometown of San Francisco.
Sean Robinson joined Presidio Technology Partners in the Summer of 2021 as an Investment Banking Analyst. Sean’s responsibilities include detailed financial modeling, deal execution, automotive SaaS industry research, and valuation analysis. Prior to joining Presidio Technology Partners, Sean worked for Sibros Technologies as an Operations Analyst supporting the VP of Operations with tasks across sales-ops, compliance, and legal. Before Sibros, Sean interned at Crown Predator Holdings as an Analyst, supporting the senior partners with industry research, valuation analysis, and due diligence of investment opportunities. Sean graduated from Babson College with a B.S. in Business Administration. In his free time, Sean enjoys skiing the slopes of Squaw Valley and hiking around Lake Tahoe.
Will Lamm JR
Will Lamm JR
Will joined Presidio Technology Partners in September 2022 as an Investment Banking Analyst. Will’s responsibilities include detailed financial modeling, SaaS industry research, deal execution, and valuation analysis. Prior to joining as a full-time analyst, Will completed a summer internship with Presidio in which he supported senior bankers on several sell-side transactions while helping drive project execution. Previously, Will gained exposure to buy-side transactions through an internship at Deringer-Ney Manufacturing, where he assisted senior management with their acquisition of a profitable metals company. Prior to his work in the financial world, Will completed an internship at Mark Cavagnero Associates where he worked with senior architects designing the Bechtel Family Center at the Monterey Bay Aquarium. Will graduated from the University of Chicago with a B.A. in Economics and a minor in Urban and Environmental Studies. In his free time, Will enjoys playing tennis, skiing, and hiking in the bay area.
Nick joined Presidio Technology Partners in 2022 as an investment banking analyst. Nick’s responsibilities include detailed financial modeling, SaaS industry research, deal execution, and valuation analysis. Prior to joining Presidio Technology Partners, Nick played professional baseball in the Oakland Athletics organization. Previously, Nick interned at NextGen Growth partners, where he supported entrepreneurs in residence (EIRs) by conducting extensive research to identify attractive industries and he analyzed business models, competitors, vendors, and customers for prospective investment opportunities. Nick received a B.A. in both Economics and Public Policy from Stanford University. In his free time, Nick enjoys running, playing golf, and reading.
Presidio is supported by an Advisory Board of seasoned professionals with deep experience in Mergers & Acquisitions, Private Equity, Corporate Finance, & technology and internet companies.
These advisors are a valuable resource to the Presidio Technology Partners team.
Rodney Clark is Managing Director & Founder of Aspect Consumer Partners and has over 25 years of experience in investment banking, with a strong focus on strategic advisory, mergers & acquisitions and capital raising in the consumer industry.
Rodney’s transaction experience includes a wide variety of strategic and financial advisory assignments including, buy- and sell-side mergers and acquisitions, public offerings and private debt and equity placements. To date, he has been involved in over $65 billion in M&A and financing transactions in consumer and other industries, including branded consumer products, nutrition, ingredients, food, retail, apparel, footwear, beauty and cosmetics, household and personal care, lodging, business services, distribution and education. He has also completed a number of significant transactions in the technology sector.
Prior to founding Aspect Consumer Partners, Rodney spent over 20 years on Wall Street at firms such as Canaccord Genuity Inc. (TSX: CF), where he served as Head of Consumer & Retail and Healthy Living, The Presidio Group, where he served as Managing Director and Head of Consumer, Food & Retail, Piper Jaffray (NYSE: PJC), where he served as Managing Director in Consumer M&A and Head of Consumer Products, Lehman Brothers, where he was a
Senior Vice President in Mergers & Acquisitions, as well as Thomas Weisel Partners LLC and Montgomery Securities.
Rodney received his Bachelor of Arts in Business Administration from the University of Washington and received his MBA, with Honors distinction, from Columbia Business School. He currently serves as a Director for Mammography Reporting Systems, Inc.
Mr. Student has been leading technology investment banker for nearly three decades. His experience includes roles at Morgan Stanley, Goldman Sachs, Wasserstein Perella, Presidio, and Dresdner Kleinwort Wasserstein. As a Managing Director with Dresdner Kleinwort Wasserstein/Wasserstein Perella, James was Co-Head of Americas Corporate Finance, Co-Head of the Global Telecommunications, Media and Technology Group and Head of the Global Technology Group. Previously, Mr. Student was an investment banker with Morgan Stanley and Goldman Sachs in New York, London, San Francisco, and Menlo Park. With over twenty-five years of investment banking experience, Mr. Student has worked on many notable transactions, including Thomson/Hughes, Harmonic/Entone, TPG/Isola, LSI Logic/C-Cube, LSI Logic/Symbios, Genesis Microchip/Pixelworks, Genesis Microchip/Sage, Alcatel/IBM’s CallPathDivision, Micron/Texas Instruments’ DRAM assets, Micron $500 million convertible note, Micron Freescale IPO (Motorola), NAVTEQ IPO (Phillips), Spansion IPO (AMD), Silicon Graphics/MIPS recapitalization and MIPS $230 million secondary offering, Octel/Lucent, Synoptics/Wellfleet, Vista Equity (SER Systems)/Gores, RootsWeb.com/MyFamily.com, Lockheed/Martin Marietta, Portland General/Enron, Mattel/Fisher-Price, Primerica/Smith Barney, Eldec/Crane Aerospace, Magma Power/California Energy, UNIX/Novell, Transamerica-Occidental/Aegon and Xircom/Intel.
Mr. Student graduated magna cum laude from Princeton University and received an M.B.A. with Academic Honors from Harvard Business School.