Jason Auerbach is a Managing Director and Global Head of Technology Investment Banking at Moelis & Company. He has over 25 years of investment banking experience and has completed hundreds of transactions across various technology subsectors. Having advised clients on many of the industry’s most transformative and defining transactions, Jason has extensive relationships and expertise in originating and executing mandates across the full spectrum of corporate finance matters.

Prior to joining Moelis & Company, Jason was the Global Head of Tech Investment Banking and Co-Head of Investment Banking at SVB Securities, where he led the firm’s global technology coverage. Before SVB, Jason worked at UBS, where he served as the Global Co-Head of Technology, Media and Telecom (TMT) investment banking. Earlier in his career, he was the Global Co-Head of TMT Mergers and Acquisitions at Jefferies & Company.

Jason holds a B.A. from Columbia University and an M.B.A. from Harvard Business School.

Nadim Laiwala is a Managing Director at Moelis & Company where he focuses on advising clients in the hardware technology sector. Nadim has extensive investment banking experience advising communications technology, electronics and deep technology clients on sell-side and buy-side transactions, capital advisory transactions and a variety of other corporate finance matters.

Nadim previously held various roles at Qatalyst Partners and Houlihan Lokey and was a software engineer before launching his technology investment banking career. Nadim holds dual B.S. degrees in Electrical Engineering & Computer Science from the College of Engineering and in Business Administration from the Haas School of Business, both from the University of California, Berkeley.

Anuj Mathur is a Managing Director at Moelis & Company where he provides financial and strategic advice to internet and digital media companies. Within the sector, he focuses on companies in verticals including ecommerce & marketplaces, digital media & content, marketing & advertising technologies, SMB Internet & SaaS and consumer fintech. Anuj has nearly 15 years of investment banking experience working with high-growth public and private companies in the internet and digital media sector.

Prior to joining Moelis & Company, Anuj was a Managing Director covering global internet and digital media at Barclays. Before that, he advised clients on M&A transactions and led execution of equity and debt offerings for companies across the internet and digital media sector at Deutsche Bank.

Anuj holds a B.S. in Business Administration from the University of California, Riverside and an M.B.A. from the University of California, Berkeley

Christopher Montgomery is a Managing Director at Moelis & Company where he specializes in advising clients in the technology sector with a focus on enterprise software. Chris has over 15 years of investment banking experience and has advised application, infrastructure and communications software clients on M&A, debt financing and equity capital markets transactions.

Prior to joining Moelis & Company, Chris was a Senior Managing Director of Tech Investment Banking at SVB Securities and previously a Managing Director at UBS. Prior to that, Chris worked at Jefferies Broadview in New York and Silicon Valley. He started his career at Intel Corporation.

Chris holds a B.S. in Computer Systems Engineering from Stanford University and an M.B.A. from Harvard Business School.

Rick Polhemus is a Managing Director at Moelis & Company where he leads the U.S. Business Services franchise and co-leads the Clean Technology Group. Rick has over 25 years of investment banking experience originating and executing transactions for growth companies throughout their corporate lifecycle including M&A, leveraged buyouts, IPOs, and debt and equity capital raising. His Services industry expertise spans a range of sub-sectors including environmental, infrastructure, industrial, utility, and commercial services. Additionally, within Clean Technology, Rick has extensive experience covering electrification, mobility, grid transformation, and circular economy business models.

Prior to joining Moelis & Company, Rick was a Managing Director and Head of West Region Investment Banking at Morgan Stanley, where he led coverage of the environmental, industrial, and infrastructure services sectors as well as several areas of energy transition, most notably electrification and grid services. Before that, he was a Managing Director in the Industrials and Technology Groups at J.P. Morgan, where he was instrumental in establishing the firm’s coverage efforts in the industrial growth sector, including early innovation in clean energy, in addition to several adjacent subsectors. Rick started his investment banking career at Hambrecht & Quist.

He holds a B.A. in Economics from Pomona College and an M.B.A. in Finance from The Wharton School at the University of Pennsylvania.

Swati Rao is Managing Director at Moelis & Company where she specializes in advising clients in the healthcare sector. Swati has almost 15 years of investment banking and corporate finance experience with extensive expertise advising on domestic and cross-border M&A as well as capital markets healthcare transactions across the biotechnology, specialty pharma and generics sectors.

Prior to joining Moelis & Company, Swati was on the European corporate finance team at GE Capital and the European M&A team at Lehman Brothers. Swati holds a B.C. with joint Honors in Economics and Finance from McGill University.

Tarik Rguem is a Managing Director at Moelis & Company where he focuses on M&A transactions for both consumer & retail and financial sponsor clients. Tarik has over 20 years of investment banking experience providing the full range of strategic and capital advisory services.

Prior to joining Moelis & Company, Tarik was an Executive Director at UBS Investment Bank in the Financial Sponsors and Leveraged Finance Group, and prior to his investment banking career he was a Brand Manager at Procter & Gamble.

Tarik graduated magna cum laude with a BCom (Honors) in Finance from the University of Ottawa and holds an M.B.A. from the UCLA Anderson School of Management, where he is a member of the Anderson Honor Society.

J.T. Stephens is a Managing Director at Moelis & Company, where he specializes in advising technology clients with a focus on the commerce enablement, consumer internet, and marketing software sectors. He has nearly 20 years of experience in the industry, having advised boards and management teams on mergers and acquisitions, recapitalizations and public and private equity and debt financings.

Prior to joining Moelis & Company, J.T. was a Senior Managing Director of Tech Investment Banking at SVB Securities and served as Managing Director and Head of Internet and Consumer Software, Americas at UBS. Previously, he was a member of the Technology Investment Banking teams at RBC Capital Markets and Robertson Stephens. Earlier in his career, J.T. held leadership roles at Six Apart, a content management platform that catered to SMBs and at Overstock.com (NASDAQ: OSTK), an early pioneer in the eCommerce sector.

J.T. holds a B.A. in English Literature from the University of California, Berkeley and an M.B.A. in Finance, Strategic Management and Entrepreneurship from the Wharton School at the University of Pennsylvania.