Katie helped found Presidio Technology Partners in 2016, a Marin County-based investment bank targeting the transportation and automotive SaaS verticals. Katie has sixteen 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 executed over $4 billion M&A, capital raising and financial advisory transactions across multiple high profile transportation software deals including DriveCentric’s recapitalization led by Warburg Pincus, ComplyNet’s sale to KPA (Providence Equity Partners company), Rapid Recon’s sale to Vehlo (a Greater Sum Ventures company), AutoiPacket’s recapitalization, 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 covering the six publicly traded auto retailers including AutoNation, Lithia Motors, Penske Automotive Group, Group 1 Automotive, Sonic Automotive and Asbury Automotive Group as well as used vehicle retailer CarMax and Copart (a global leader in online car auctions).

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.