Tim Walsh
Co-Founder & Managing Principal at Navidar- Claim this Profile
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English Native or bilingual proficiency
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French Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 24
Financial Industry Regulatory Authority (FINRA) -
Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA) -
Series 79
Financial Industry Regulatory Authority (FINRA)
Experience
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Navidar
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United States
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Investment Banking
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1 - 100 Employee
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Co-Founder & Managing Principal
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Apr 2009 - Present
Navidar is an investment banking firm, providing companies and investors in dynamic industries with strategic M&A advice, capital raising solutions, vital insights, and breakthrough opportunities. Clients can expect to receive completely independent advice and creative solutions – experiencing the difference between uncertainty and success. Navidar offers quality investment banking advice to dynamic, technology-focused companies. At Navidar, we: • Assist CEOs in developing strategic plans and executing complex M&A transactions • Creatively position companies for maximum exit valuations • Specialize in complex negotiations • Focus on SaaS Software, eCommerce, Digital Marketing, IT Consulting, and Healthcare IT • Cultivate my strong relationships with some of the world’s largest technology companies • Facilitate introductions to investors and strategic partners across the Americas, Asia and Europe Over the past 25 years, Navidar principals have completed over 300 transactions, representing a volume of nearly $70B in M&A and capital raising for both private and publicly traded companies. At Navidar, we have: • Advised Optimal Solutions, a next generation SAP consulting company with $155M of revenue, in its sale to NTTDATA, based in Japan • Advised ShipStation, an eCommerce SaaS shipping solution, in its $75M sale to Stamps.com • Advised 4DSP in its sale to Abaco • Advised PolicyStat in its sale to iContracts • Advised Proto Labs in its purchase of Rapid Manufacturing Learn more at www.navidar.com Show less
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Lane, Berry & Co.
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United States
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Investment Banking
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Managing Director
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2005 - 2008
I served as Head of Technology Investment Banking, Co-Head of the New York office, and a member of the firm’s Executive Committee. Lane, Berry & Co. provided investment banking services to corporations, boards, and shareholders on matters relating to mergers, acquisitions, divestitures, debt and equity financings, and corporate governance issues. Raymond James Financial acquired Lane Berry in 2009. I served as Head of Technology Investment Banking, Co-Head of the New York office, and a member of the firm’s Executive Committee. Lane, Berry & Co. provided investment banking services to corporations, boards, and shareholders on matters relating to mergers, acquisitions, divestitures, debt and equity financings, and corporate governance issues. Raymond James Financial acquired Lane Berry in 2009.
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SG COWEN INTERNATIONAL L.P.
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United States
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Investment Banking
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1 - 100 Employee
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Managing Director
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1999 - 2002
As Global Head of Technology Corporate Finance, I successfully grew the firm's technology investment banking business. I oversaw 10 managing directors as well as the firm’s technology business throughout the United States, Europe, and Asia. I was also a member of SG Cowen’s Executive Committee, Fairness Opinion Committee, and Underwriting Committee. SG Cowen is a diversified financial services firm providing investment banking, research, and sales and trading services. As Global Head of Technology Corporate Finance, I successfully grew the firm's technology investment banking business. I oversaw 10 managing directors as well as the firm’s technology business throughout the United States, Europe, and Asia. I was also a member of SG Cowen’s Executive Committee, Fairness Opinion Committee, and Underwriting Committee. SG Cowen is a diversified financial services firm providing investment banking, research, and sales and trading services.
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Vice President
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1996 - 1999
As Vice President and Head of East Coast Technology at UBS, I successfully established and built the technology investment banking practice for the firm. UBS provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution, and comprehensive access to the world's capital markets. As Vice President and Head of East Coast Technology at UBS, I successfully established and built the technology investment banking practice for the firm. UBS provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution, and comprehensive access to the world's capital markets.
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Investment Banking Associate
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1994 - 1996
I was a member of Morgan Stanley’s Technology Banking Practice that created an industry-leading franchise in this sector. Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. For over 75 years, the firm has been committed to maintaining its first-class service and high standard of excellence. I was a member of Morgan Stanley’s Technology Banking Practice that created an industry-leading franchise in this sector. Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. For over 75 years, the firm has been committed to maintaining its first-class service and high standard of excellence.
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National Defense Institute
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United States
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Aviation and Aerospace Component Manufacturing
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1 - 100 Employee
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Fellowship
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1989 - 1990
Being honored with the prestigious National Institute of Defense Fellowship, I worked in the White House and in Congress studying national security and foreign policy issues. The National Defense Institute Fellowship aims to provide the United States with talented American men and women who will lead state-of-the-art research projects in disciplines having the greatest payoff to national security requirements. Being honored with the prestigious National Institute of Defense Fellowship, I worked in the White House and in Congress studying national security and foreign policy issues. The National Defense Institute Fellowship aims to provide the United States with talented American men and women who will lead state-of-the-art research projects in disciplines having the greatest payoff to national security requirements.
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Financial Analyst
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1987 - 1989
As a Financial Analyst at Morgan Stanley, I spent one year in New York and one year in San Francisco working in the technology group for the firm. In this role, I executed IPOs and financial transactions. Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. For over 75 years, the firm has been committed to maintaining its first-class service and high standard of excellence. As a Financial Analyst at Morgan Stanley, I spent one year in New York and one year in San Francisco working in the technology group for the firm. In this role, I executed IPOs and financial transactions. Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. For over 75 years, the firm has been committed to maintaining its first-class service and high standard of excellence.
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Education
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1990 - 1994
University of California, Berkeley, Haas School of Business
Master of Business Administration - MBA -
1990 - 1994
University of California, Berkeley - School of Law
Doctor of Law - JD -
1982 - 1986
Williams College
B.A., Economics & French (double major)
Community
