William Lamm
Bill founded Presidio’s Software, Internet and Technology banking practice in 2003 and has more than 25 years of investment ...
Team Category: Senior Team
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.
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 ...
Cal Ewanich
Cal joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. In his role, Cal is responsible for ...
Mark LaForce
Mark LaForce joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. Mark’s responsibilities include detailed financial modeling, ...