We are a dedicated team of strategic advisors with decades of experience at some of the world’s largest investment banks including Salomon Brothers, Bank of America Merrill Lynch, Citigroup, Credit Suisse, DLJ, Deutsche Bank, Bear Stearns, Evercore and UBS

We have deep domain expertise across the technology, media and telecom (TMT) sectors

We have extensive and diverse transaction experience having successfully executed over 250 transactions representing an aggregate value in excess of $500 billion

We have a broad network of global relationships with C-level or Partner decision makers

Advisory Board

Robert Altman

Chairman/CEO, Zenimax Media

Chuck Davis

CEO Prodege LLC, Swagbucks.com

George Scanlon

Former CEO, Fidelity National Financial

Stefan Winners

Executive Board, Burda Media

Dan Rosenweig

CEO, Chegg

Tim Yates

Former CEO, Monster.com

Oskar Miel

Managing Partner, Rakuten Capital

Gideon Yu

Former CFO, Facebook

Jim McVeigh


Jim has over 25 years of investment banking experience at Salomon Brothers, DLJ, Credit Suisse and most recently Bank of America / Merrill Lynch where he ran the Technology, Media and Telecom banking group.

Jim earned a bachelor’s degree from the University of Notre Dame and an MBA from Columbia University School of Business. He also served as a Lieutenant in the United States Navy.




Mike Ballou


Mike has over a decade of TMT investment banking experience from TAP Advisors, Barclays Capital and Bank of America.

Mike holds a B.S. from Florida State University and an MBA from Wake Forest University. He is also a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA).




Mark Barber

Senior Advisor

Mark has over 25 years investment banking experience from Salomon Brothers and Citigroup where he was Head of the North American Technology Group, and most recently at Arma Partners. He has been involved in over a hundred transactions, raising over $50 billion of capital and advising on over $100 billion of mergers and acquisitions across the technology landscape.

Mark holds an MBA from The Richard Ivey School of Business and a B.S. in Mechanical Engineering from the University of Western Ontario.




Julie Silcock

Senior Advisor

Julie has over 35 years of Capital Markets and M&A experience. Mostly recently, she served as Co-Head of Southwest Investment Banking at Houlihan Lokey and, prior to that, founded and acted as Head of Southwest Investment Banking at Citigroup. She was previously at DLJ, Bear Stearns and Credit Suisse. Julie joined CDX Advisors to establish its Southwest presence and focuses on growth-oriented companies across all industries.
She currently sits on the Boards of OSG (OSG –NYSE), a crude oil and petroleum shipping company, and JC Skincare, a privately held beauty company. She is also on the Board of  the US Ski and Snowboard Assn, which supports our Winter Olympic athletes.
Julie has an MBA from Stanford University Graduate School of Business and a BA from Princeton University.

Fehmi Zeko

Senior Advisor

Fehmi has over 35 years of capital markets and M&A experience. Mostly recently he served as the Vice Chairman of the Global TMT Investment Banking Group for BofA Merrill Lynch. Previously, he led Macquarie Capital's Global TMT Investment Banking and Principal Investing Practice. In addition, he was Vice Chairman and Co-Founder of the Foros Group, where he led the firm’s Media and Communication Advisory Practice. He has also served as Vice Chairman of Global TMT at Deutsche Bank and Head of Media/Communications at Citigroup.

Fehmi currently sits on the board of Athene Holding, a leading retirement services company with over $100B in assets.

Fehmi has a BBA and MBA from Texas Christian University.



Jeanna Liu

Managing Director

Jeanna has over a decade of investment banking experience from UBS, Evercore, CITICS and Arma Partners, with a focus on cross-border M&A in the TMT sector. Jeanna has advised over $15 billion of M&A and capital markets transactions throughout North America, Europe and APAC. She has held technical roles at the MIT Media Lab and the Mayo Medical School Cancer Department. She is an angel investor in technology/media, and sometimes moonlights as a web developer.

Jeanna holds a B.S. in Economics from MIT, and speaks fluent Mandarin




Greg Florio

Vice President

Greg started his investment banking career at Cyndx (now CDX Advisors) in 2015, where he has assisted and advised on over $1 billion in capital raising and M&A. Greg graduated magna cum laude with a BBA in Finance from the University of Notre Dame




Nick Rich

Vice President

Nick started his investment banking career at Cyndx (now CDX Advisors) in 2015, where he advises on capital raises and M&A. Nick holds a BBA in Accounting and Economics from the University of Notre Dame.




Eric Brandley


Eric has 5+ years of transaction advisory and consulting experience advising companies across the technology, media and consumer retail fields. Eric was previously at PwC and Shumway Capital, and most recently helped launch the outsourced CFO and capital raise advisory group for a national professional services firm.

Eric graduated cum laude with a BSBA in Finance and Accounting from Georgetown University.

Rhody Heller


Rhody started his investment banking career at Pursuit Advisory, where he assisted and advised on over $10 billion in capital raising and M&A. Rhody holds a BS in Foreign Affairs from the University of Virginia.

Morgan Lineberry


Morgan started her investment banking career at CDX Advisors in 2019. Morgan holds a BS in Commerce with concentrations in Finance and Management and a track in Real Estate from the University of Virginia, McIntire School of Commerce.

John Wagner


John started his career on the cross-asset derivatives desk at Société Générale where he assisted in the engineering, marketing, and sales of a variety of structured notes to institutional investors. John holds a BA in Economics from Trinity College.

Jonathan Murray

General Counsel

Jon Murray previously practiced M&A and securities law in the New York and London offices of Sullivan & Cromwell LLP, where he advised on transactions, regulatory matters, and special situations in industries such as financial services, telecommunications, and alternative energy.


Jon holds a B.A. from the University of Alabama, an M.A. from the University of Chicago, and a J.D. from Harvard Law School.



Elise McVeigh


Elise has over 20 years of experience in various roles within senior management at some of the top media companies including: MTV, Discovery, Lifetime, and ESPN. Elise is a proven team leader, able to identify new market opportunities and develop the most effective marketing and sales strategies. Elise holds a bachelor’s degree from Providence College.




Bridget Valdemira

VP of Finance

Bridget Valdemira has 20 years of accounting experience at Fiduciary Trust, Franklin Templeton, and Lazard Capital Markets. She earned a bachelor’s degree in accounting from Loyola University Maryland and an MBA from Fordham University.