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 ...
John Bradley
John Bradley joined Presidio Technology Partners in January 2023 as an investment banking associate. John’s responsibilities include detailed financial ...
Sean Robinson
Sean Robinson joined Presidio Technology Partners in the Summer of 2021 as an Investment Banking Analyst. Sean’s responsibilities include ...
Jayson Fung
Jayson Fung joined Presidio Technology Partners in 2024 as a Senior IB Analyst. Jayson’s responsibilities include detailed financial modeling, ...
Will Lamm JR
Will joined Presidio Technology Partners in September 2022 as an Investment Banking Analyst. Will’s responsibilities include detailed financial modeling, ...
Nick Brueser
Nick joined Presidio Technology Partners in 2022 as an investment banking analyst. Nick’s responsibilities include detailed financial modeling, SaaS ...
Lili Kaissar
Lili joined Presidio Technology Partners in February 2024 as an Investment Banking Analyst. Prior to joining Presidio Technology Partners, ...
Jack Snider
Jack joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. Jack’s responsibilities include in depth market research ...