Bob Casey

Senior Managing Director, Tech Investment Banking

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.