Mesirow Strengthens its Technology Vertical

Mesirow has expanded its technology and services investment banking practice with the appointment of Bob Lockwood as a managing director. Mr. Lockwood will co-lead the technology and services practice, one of Mesirow’s ten investment banking verticals, along with Managing Director Shane McDaniel.

Mr. Lockwood has more than 25 years of experience advising founder-owned, private equity-backed, and public companies across digital marketing, advertising, and information technology sectors. He will be based in Mesirow’s Boston office.

“Joining Mesirow Investment Banking represents a unique opportunity to be part of a scaled and growing firm with a long track record of success and a strong culture,” said Mr. Lockwood. “I’m excited to work alongside such a high-quality team, collaborate with Shane on advising clients across the technology and services sector, and I look forward to contributing to the firm’s accelerating momentum.”

Mr. Lockwood joins Mesirow from JEGI Clarity, where he led M&A advisory for high-growth technology firms. Earlier in his career, he held senior positions at Lincoln International, Raymond James, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette.

“Bob joining the firm is a testament to the strength of our platform and the reputation we have built in the market. Our investment banking group is focused on attracting senior-level M&A talent and continues to grow organically, driven by referrals, shared values, and a collective focus on delivering successful outcomes for clients,” said Rocky Pontikes, a co-head of Mesirow Investment Banking.

Mesirow Investment Banking provides M&A advisory, corporate finance, and capital markets services to entrepreneurs, private equity firms, family offices, and large corporations. The firm’s sector-focused approach spans ten industry verticals and is based on longstanding relationships with key industry participants and relevant investors and funding sources.

“We’re thrilled to welcome Bob to Mesirow,” added Adam Oakley, a co-head of Mesirow Investment Banking. “His experience and collaborative approach align perfectly with Mesirow’s client-first culture and commitment to providing excellent service to our clients which include private company owners, private equity firms, family offices and large corporations.”

Mesirow, headquartered in Chicago, is an independent, employee-owned financial services firm founded in 1937. The company’s service capabilities include investment management, capital markets and investment banking, and advisory services.