Winkler joins the firm from
Houlihan Lokey
with a focus on software M&A
SAN FRANCISCO
--(BUSINESS WIRE)--Sep. 24, 2018--
Piper Jaffray Companies
(NYSE: PJC), a leading investment bank and asset management firm, is pleased to announce the addition of
Kate Winkler
as a managing director within
technology investment banking
. She will be based in the firm’s
San Francisco
office and report to
Michael Kim
, head of technology investment banking.
Winkler has built a long and expansive track record across many categories of application software, including human resources software, marketing software and vertical market software. At
Piper Jaffray
, she will help lead efforts across these areas, along with jointly leading the human resources technology effort with
Andy Livadariu
.
Winkler brings more than 20 years of experience in the software industry as an advisor and entrepreneur, most recently with
Houlihan Lokey
as a software investment banker and head of its human resources technology practice and with
ArchPoint Partners
prior to its sale to
Houlihan Lokey
in 2014. Winkler is also a two-time software CEO having led both
Germany
-based Jentro Technologies and
Chicago
-based
CenterPost Communications
through their expansions, culminating with exits by both to strategic buyers. Prior to that, she held the roles of CFO and COO of
BEZ Systems, Inc.
and vice president of strategy at
CCC Information Services
. Winkler began her career as a certified public accountant with
Arthur Anderson
.
“Kate represents an important step forward as we deepen our leadership in the tech space and add senior talent across our key verticals,” said
Scott LaRue
, managing director and global head of investment banking and capital markets at
Piper Jaffray
.
“We are thrilled to expand our software-driven technology group and welcome Kate to our team. With more than two decades in software and numerous successful advisory transactions to her name, Kate brings specialized industry experience and deep relationships that will add immediate value for our clients,” added
Michael Kim
, head of technology investment banking at
Piper Jaffray
.
Winkler earned a bachelor degree in accounting and finance from the University of Michigan’s
Stephen M. Ross School of Business
with minors in economics, mathematics and Spanish.
Piper Jaffray Companies
(NYSE: PJC) is a leading investment bank and asset management firm. Securities brokerage and investment banking services are offered in the U.S. through
Piper Jaffray & Co.
, member
SIPC
and FINRA; in
Europe
through
Piper Jaffray Ltd.
, authorized and regulated by the
U.K. Financial Conduct Authority
; and in
Hong Kong
through
Piper Jaffray Hong Kong Limited
, authorized and regulated by the
Securities and Futures Commission
. Asset management products and services are offered through five separate investment advisory affiliates―U.S. Securities and Exchange Commission (
SEC
) registered
Advisory Research, Inc.
,
Piper Jaffray Investment Management LLC
,
PJC Capital Partners LLC
and
Piper Jaffray & Co.
, and Guernsey-based
Parallel General Partners Limited
, authorized and regulated by the
Guernsey Financial Services Commission
.
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© 2018
Piper Jaffray Companies
. 800 Nicollet Mall, Suite 1000,
Minneapolis, Minnesota
55402-7036
View source version on businesswire.com:
https://www.businesswire.com/news/home/20180924005014/en/
Source:
Piper Jaffray Companies
Piper Jaffray Companies
Pamela Steensland, 612-303-8185
pamela.k.steensland@pjc.com