M&A Advisory
SVB Securities’ success in M&A is rooted in our long-term relationships. We recognize the true core asset of our firm is our clients’ trust.
Contact UsOverview
SVB Securities’ M&A advisory practice leverages the same proprietary insights and industry relationships that drive our leading capital markets franchise. SVB Securities’ senior advisory team guides our clients through acquisitions, sales, divestitures, and other corporate restructurings.
Related Transactions
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$53 Million
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$3.725 Billion
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$45 Million
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Up to $475 Million
Team
SVB Securities’s M&A Advisory team is led by senior, experienced professionals with over 20 years’ experience and long-term relationships with healthcare consolidators. Our team is uniquely focused on our clients’ success and value creating transactions.
M&A Advisory Team
Jed Brody
Senior Managing Director, Healthcare Mergers & Acquisitions
Jed Brody is a Senior Managing Director of Healthcare Investment Banking at SVB Securitiesk. With over 20 years of experience, he will lead the firm’s M&A advisory business across major sectors of healthcare, including healthcare-focused private equity.
Jed joined the firm in 2021 from Barclays where he most recently was Co-Head of Healthcare Americas and Global Head of Healthcare M&A. While at Barclays, he worked on many transactions including, but not limited to, CVS Health’s $69 billion acquisition of Aetna, ICU Medical’s $2.35 billion acquisition of Smiths Medical, the sale of Equian to UnitedHealth Group for $2.35 billion, the sale of Kindred Healthcare to Lifepoint, Sun Life’s $2.5 billion acquisition of DentaQuest, Centene’s $17.3 billion acquisition of WellCare. Prior to this, he was at Lehman Brothers.
He earned his BS in Finance from Lehigh University.
Dan Lepanto
Senior Managing Director, Healthcare Mergers & Acquisitions
Dan Lepanto is a Senior Managing Director at SVB Securities and is an integral part of the Mergers & Acquisitions team.
Prior to joining the firm in 2008, Dan spent 10 years in various roles, most recently as Managing Director, at Cowen and Company where he executed mergers and acquisitions for clients in a number of sub-sectors of the Healthcare industry. Prior to joining Cowen and Company, Dan was a member of the Mergers & Acquisitions group at Wasserstein Perella. He has worked on many transactions including the sale of Dicerna to Novo Nordisk, announced sale of Huntsman to Hexion / Apollo Management, the sale of NPS to Shire, the sale of Cynosure to Hologic, the sale of TKT to Shire, the sale of GelTex to Genzyme, the merger of Total Renal Care with Renal Treatment Centers and the acquisition of Vivra by Gambro.
He earned his B.S. in Finance with High Honors from Pennsylvania State University.