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, Goldman Sachs, Macquarie, 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 300 transactions representing an aggregate value in excess of $650 billion.

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

Jim McVeigh

Founder/CEO

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

CFO

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 focuses on growth-oriented companies across all industries.

She currently sits on the Boards of MoneyGram International (NASDAQ: MGI), a public global fintech company, Overseas Shipholding Group (NYSE: OSG), a public crude and petroleum shipping company, and JC Skincare, a privately held beauty company.

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.

 

 

Billy Goldstein

Managing Director

Billy has over 25 years of experience in TMT investment banking, corporate development and strategy. He was a managing director at Goldman Sachs’s TMT investment banking group advising clients and executing mergers, acquisitions and capital raisings. At Macquarie Capital, Billy was Head of Telecom Investment and Merchant banking for North America. Most recently, Billy was EVP at Sterling Talent Solutions—a Goldman Sachs-portfolio company—where he was Head of Strategy, Corporate Development and M&A, and led acquired businesses.

 

Billy holds an MBA (honors) from Harvard Business School, and a BSE (summa cum laude) in electrical engineering from the University of Pennsylvania. He’s fluent in Spanish.

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.

 

 

   

Cameron Walker

Vice President

 

Cameron has over 8 years of transaction advisory and accounting experience that spans a wide array of industries, including software / technology, consumer markets, manufacturing, and healthcare / life sciences. Prior to CDX, Cameron was a Director in KPMG’s Deal Advisory Practice, where he led and coordinated domestic and cross-border due diligence assistance services for strategics and financial sponsors.

Cameron holds a MS & BBA from the Cox School of Business at Southern Methodist University and is a Certified Public Accountant (CPA), licensed in the state of Texas.

Eric Brandley

Vice President

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.

Tucker Bennett

Analyst

Tucker started his investment banking career at CDX Advisors in 2020. Tucker graduated magna cum laude with a BA in Economics and a minor in Chinese from Kenyon College.

John Wagner

Analyst

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.