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. SVB Securities has closed approximately 70 M&A transactions since 2013 across sectors and structures.
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.
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 Securities. With over 20 years of experience, Mr. Brody leads the firm’s M&A advisory business across major sectors of healthcare, including healthcare-focused private equity.
Mr. Brody 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, Mr. Brody 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, Mr. Brody was at Lehman Brothers.
Mr. Brody 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, Mr. Lepanto 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, Mr. Lepanto was a member of the Mergers & Acquisitions group at Wasserstein Perella. Mr. Lepanto has worked on many transactions including the 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.
Mr. Lepanto earned his B.S. in Finance with High Honors from Pennsylvania State University.