Archives: Company Team

William Lamm

Bill founded Presidio’s Software, Internet and Technology banking practice in 2003 and has more than 25 years of investment ...

Katherine Benson

Katie helped found Presidio Technology Partners in 2016, a Marin County-based investment bank targeting the transportation and automotive SaaS ...

Adrian Juarez

Adrian Juarez joined Presidio Technology Partners in September 2024 as a Vice President. Prior to joining Presidio Technology Partners, ...

Sean Robinson

Sean Robinson joined Presidio Technology Partners in 2021 as an Investment Banking Analyst. Sean’s responsibilities include detailed financial modeling, ...

Will Lamm Jr.

Will joined Presidio Technology Partners in 2022 as an Investment Banking Analyst. Will’s responsibilities include detailed financial modeling, SaaS ...

Jayson Fung

Jayson Fung joined Presidio Technology Partners in 2024 as a Senior IB Analyst. Jayson’s responsibilities include detailed financial modeling, ...

Clay Rusher

Clay Rusher is an investment baking Senior Analyst with Presidio Technology Partners. Clay’s responsibilities include detailed financial modeling, SaaS ...

Jack Snider

Jack joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. Jack’s responsibilities include in depth market research ...

Rodney Clark

Rodney Clark is Managing Director & Founder of Aspect Consumer Partners and has over 25 years of experience in ...

James Student

Mr. Student has been leading technology investment banker for nearly three decades. His experience includes roles at Morgan Stanley, ...