Lee Counselman is a Managing Director at Moelis & Company where he focuses on advising clients in the software and services sector. Mr. Counselman has over 15 years of experience advising Tech, Media, and Telecom companies on a broad spectrum of corporate finance matters, including M&A, debt and equity financings, IPOs, and private placements. Prior to joining Moelis & Company, Mr. Counselman was a Managing Director and Global Head of Software Investment Banking at Deutsche Bank, where he also previously served as Co-Head of Technology M&A. Before that, Mr. Counselman worked at Merrill Lynch & Co. and The Carlyle Group. He began his career as an auditor in Arthur Andersen’s financial services practice.
Mr. Counselman holds a B.S. in Business Administration and Accounting from Washington and Lee University and an M.B.A. from the Kellogg School of Management at Northwestern University.
Bob Crowley is a Managing Director and Head of the Boston office at Moelis & Company. He joined at the Firm’s founding to manage the build-out of the Firm’s first office in Boston and to lead its expansion in the homebuilding sector. Mr. Crowley has over 20 years of investment banking experience advising on and executing various homebuilding merger, acquisition, restructuring, debt and equity transactions. Prior to joining Moelis & Company, Mr. Crowley was head of high yield capital markets at UBS and previously led top franchises in the homebuilding and environmental services sectors of UBS’s Global Industrials Group. Mr. Crowley started his banking career at Salomon Brothers and worked at BankBoston before joining UBS. Before becoming a banker, Mr. Crowley was an Institutional Investor-ranked high yield research analyst covering the homebuilding/building materials sectors. Mr. Crowley was honored as Investment Dealers’ Digest’s 2009 “40 Under 40.”
Mr. Crowley holds a B.A. in International Politics and Economics from Middlebury College. He currently serves as Treasurer and board member of the Shady Hill School, as President of the Franconia Ski Club, member of the corporation of the Belmont Hill School, is the former President of Hill House Boston, and was previously a member of the Joint Center for Housing Studies’ Policy Advisory Board at Harvard University.
John Grady is a Senior Advisor at Moelis & Company, where specializes in asset management and real estate transactions. Mr. Grady has over 25 years of financial services experience in senior positions across asset management, private wealth management and banking. Prior to joining Moelis & Company in 2010, Mr. Grady was a Partner and Managing Director at Athena Capital Advisors in Boston. Previously, he was at Lehman Brothers where he was the Managing Director responsible for the Investment Management Division in New England. Mr. Grady also spent 14 years at State Street Corporation where he was a member of the Executive Operating Group and a Managing Director responsible for sales, client services, consultant relations and charitable asset management for State Street Global Advisors.
Mr. Grady holds a B.A. from Boston University. He serves on the Board of Directors of South Shore Hospital Foundation; Boston Children’s Hospital Foundation and is a member of the Board of Advisors of the Center for Coastal Studies. He is also a member of the Boston University Athletic Director’s Council, a board member of the New England Chapter of Autism Speaks, and a Trustee of the Belmont Hill School.