Enterprise Software

Bob Casey is a Senior Managing Director of Tech Investment Banking at SVB Securities focusing on the Enterprise Software Sector.
 
Bob joined the firm in 2021 with over 25 years experience dedicated to the technology industry. He has spent the last two decades advising software companies in over $50 billion of M&A, debt financing and equity capital market transactions. His experience extends across the application and infrastructure software sectors. Bob was previously Co-Head of Software Investment Banking at UBS and Head of Software Investment Banking at Suntrust Robinson Humphrey. He has built extensive relationships with industry leaders and financial sponsors. Some of his recent transactions include Noregon Systems, Mavenlink, the sale / financing / acquisition of Cleo, Precisely, Sovos, MRI Software, Mitratech, BowX SPAC/WeWork, Diligent, SiteMinder, MDSL and Jaggaer. Bob began his career at Dean & Company as a strategy consultant advising telecommunications clients.

He earned his Bachelor of Science in Industrial Management from Carnegie Mellon University, and his Master of Business Administration from the Massachusetts Institute of Technology Sloan School of Business.

Roger Knight is a Senior Managing Director of Tech Investment Banking at SVB Securities. He has nearly two decades of experience and is primarily focused on the Enterprise Software sector with domain expertise spanning infrastructure software and security.

Roger joined the firm in 2022 from Lincoln International where he most recently led coverage of infrastructure software. Prior to Lincoln, Roger was a founding member of Pacific Crest Securities’ M&A group leading up to and through Pacific Crest’s acquisition by KeyBanc Capital Markets. He previously advised software clients in both capital markets and M&A transactions at Deutsche Bank, Oppenheimer and WR Hambrecht.

His deal experience includes multiple completed advisory assignments on behalf of Code42 and Perforce Software, respectively, in addition to the sale of clients such as Dynatrace, HVR Software and Mobileum. Also, he has advised on successful growth financings for clients such as jamf, Redwood Software, Tricentis and Wasabi.

He earned his Bachelor of Science in Industrial and Labor Relations from Cornell University. Currently, Roger serves as a trustee of Regis High School.

Robert Jackman is a Senior Managing Director of Tech Investment Banking at SVB Securities and is responsible for origination and execution of transactions in the technology sector. He has over 20 years of investment banking experience primarily in the software space and has advised on more than 100 completed transactions, including acquisitions, divestitures, joint ventures, leveraged buyouts, initial public offerings, spinoffs, and leveraged recapitalizations.

Robert joined the firm in 2021 from UBS where he was a Managing Director in the TMT group . Prior to UBS, Robert helped manage the portfolio of private investments for CYMI, the Mathile family office, and served as an operating executive and CEO of a portfolio company. Previously, he was with Jefferies & Company for over a decade and served as co-head of the TMT mergers and acquisition group. Prior to Jefferies, he was at a predecessor firm, Broadview Associates, that was acquired by Jefferies in 2003. Robert began his career as an M&A lawyer at Sullivan and Cromwell.

He recently advised Noregon Systems on its sale to The Hearst Corporation and PassFort Limited on its sale to Moody’s. Other transactions include advising Insight Partners on their sale of Fenergo, Vista Private Equity on its sale of Regulatory Data Corp to Moodys and Ontario Teachers on its investments in Sovos and Mitratech as well as Marlin Technology Corp and KINS on their recent IPOs. He has sold business to and advised some of the most important strategics in the technology sector including IBM, Roper Industries, Amdocs, Oracle, AT&T, Microsoft, HP and Nokia as well as many of the key private equity investors.

He holds a BA from the University of Southern California, a JD from Columbia Law School and Masters Degrees from the University of Kentucky and Yale Law School.

Chris Montgomery is a Senior Managing Director of Tech Investment Banking at SVB Securities focusing on the Enterprise Software sector. He recently advised on Clearlake Capital on its acquisition of Quest Software.

Chris joined the firm in 2021 from UBS where he was a Managing Director and senior leader of the software banking team. He began his investment banking career at Jefferies Broadview in New York. After several years he transferred to the firm’s Silicon Valley office where he was instrumental in both rebuilding the office after the financial crisis as well as establishing the firm’s enterprise software leveraged finance business. He has spent his entire investment banking career advising software companies on M&A, debt financing and equity capital market transactions. Over his career he has advised on over 50 M&A transactions and dozens of debt and equity capital market transactions. His experience extends across the application, infrastructure and communications software sectors. 

While at UBS, Chris advised on numerous software transactions including the sale / recapitalization of Precisely, Innovyze, Ivanti, Sectigo, Diligent, Continuum, Corel, BDNA, Camp Systems and LANDesk, the acquisitions of RSA, McAfee Enterprise, FireEye, MobileIron, Pulse Secure, Symantec Web SSL business, Epicor and Planview, as well as capital market transactions for Avast, Sonicwall, Digicert, Ivanti, Barracuda, Forcepoint, Proofpoint, Knowbe4, Quest Software, SentinelOne, Confluent, Dynatrace and Zscaler.  

Chris began his career at Intel Corporation where he was responsible for demand forecasting and supply management for server and workstation CPU sales globally.

He earned his Bachelor of Science in Computer Systems Engineering from Stanford University and his Masters of Business Administration from the Harvard Business School. 

Jason Auerbach is global co-head of investment banking and global head of tech investment banking for SVB Securities. In his role, he leads the company’s technology investment banking strategy and initiatives. With more than 25 years of experience in the industry, Jason has built extensive relationships and is widely known as one of the most prolific bankers in tech, particularly in software and its related sectors. While leading the tech investment banking team, he has completed numerous transactions, including Noregon Systems’ sale to The Hearst Corporation, PassFort’s sale to Moody’s and Evergreen Coast Capital’s acquisition of DreamBox Learning.

Jason joined SVB Securities in 2021. He came from UBS, where he served as the global co-head of technology, media and telecom (TMT) investment banking and sat on the firm’s global management committee. While there, Jason worked on many transactions, including the sale of Ellucian to Blackstone and Vista, the sale of CAMP Systems to The Hearst Corporation, the sale of Innovyze to Autodesk, the sale of Precisely to Clearlake and TA Associates, the sale of Turnitin to Advance Publications and the sale of Ensono to KKR. Earlier in his career, he was the global co-head of TMT mergers and acquisitions for Jefferies LLC.

Jason earned an MBA from Harvard Business School and a bachelor’s degree from Columbia College at Columbia University.

Cara Pellicano is a Managing Director and Business Manager of Tech Investment Banking at SVB Securities.

Since joining the firm in 2021, Ms. Pellicano has been responsible for business operations of the Tech Investment Banking franchise including strategic planning, financial and business reporting and analytics, people management and recruiting.

Prior to SVB Securities, Ms. Pellicano was at Jefferies where she most recently was COO, Global Healthcare Investment Banking since 2018. Prior to this, Ms. Pellicano was the CFO of Eurasia Group, a geopolitical consulting and advisory firm, for 9 years and at Neuberger Berman in wealth asset management for 6 years.

Ms. Pellicano earned her B.A. in from Georgetown University and her MBA from NYU Stern School of Business.