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, Lazard, 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
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.
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.
Kilty Mahoney
Managing Director
Kilty has over 15 years of investment banking experience in capital raising and strategic advisory. She was previously at Salomon Brothers and ran the Emerging Telecom banking group at Banc of America Securities. She also worked with Greenbridge Partners, a private equity and advisory boutique which specialized in Media and Telecom.
Most recently, Kilty owned and operated a real property information services company focused on the lending and title insurance sectors which was sold to a technology firm in 2012.
Kilty earned a bachelor’s degree from Mount Holyoke College and an MBA from Harvard Business School.
Jeanna Liu
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
Nick Tawil
Vice President
Nick began his investment banking career at Bank of America Merrill Lynch and more recently in financial consulting where he was involved in financial transactions across the, media, technology, education technology and consumer retail fields.
Nick holds a B.S. in Economics from United States Naval Academy and an MBA from University of Notre Dame. Nick also served as a Lieutenant in the United States Navy.
Greg Florio
Associate
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
Associate
Nick started his investment banking career at Cyndx (now CDX Advisors) in 2015, where he assists and advises on capital raises and M&A. Nick holds a BBA in Accounting and Economics from the University of Notre Dame.
Reid Freeman
Analyst
Reid started his Investment Banking career at Cyndx (now CDX Advisors) in 2016, where he assists and advises on capital raises and M&A. Reid holds a B.S. in Economics from the University of Virginia.
CJ DeNicola
Analyst
CJ started his Investment Banking career at CDX Advisors in 2017, where he assists and advises on capital raises and M&A. CJ holds a BBA in Finance and International Business from the University of Notre Dame.
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
CAO
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.
