Bank of America added several senior investment bankers across its regional investment banking business. The hires add senior expertise in Austin, Boston, Charlotte, Chicago, Detroit, Minneapolis, New York, San Francisco and West Palm Beach, and they will report to Neil Kell and Samardh Kumar, co-heads of regional investment banking.
“Middle market companies play a vital role in driving business and economic growth across the U.S., and we continue to see significant opportunity to help these businesses grow, invest and achieve their objectives,” Mike Joo, co-head of global investment banking at Bank of America, said. “We are pleased to welcome a highly accomplished group of bankers who bring an exceptional combination of advisory and sector experience, regional leadership and longstanding client relationships in many of the country’s most important markets. Together, they strengthen our ability to serve our global commercial banking clients with differentiated advice and deep local market insight, while delivering the full breadth of Bank of America’s global platform.”
These senior hires build on Bank of America’s growing regional investment banking footprint and continued investment in expanding its middle market coverage, which has added 20 cities since launching in 2016 and now spans more than 200 bankers across 26 U.S. cities.
- Bob Berry will join as a managing director based in Boston in late July, deepening coverage in the Northeast region. Berry brings more than 35 years of investment banking experience and joins from Rothschild, where he was a senior M&A banker in global advisory and head of the Boston office. He previously held senior leadership roles across M&A, consumer and retail, and financial sponsors at Truist, Raymond James and Credit Suisse.
- Matt Dalton will join as a managing director based in Minneapolis in early August, covering the Midwest region. Dalton brings more than 20 years of investment banking experience across multiple sectors, with expertise in building products and materials, metals, capital goods and equipment, and industrial services. He joins from Lazard, where he spent more than 17 years advising middle market industrial companies, family-owned businesses and private equity sponsors.
- Rick Florjancic will join as a managing director based in Chicago in mid-September, where he will lead the Chicago office and help expand senior leadership coverage across the broader Midwest region. Florjancic has nearly 30 years of investment banking experience and joins from BMO Capital Markets, where he most recently served as head of regional investment banking. He previously held leadership roles at Wells Fargo and J.P. Morgan.
- Ian Mackay will join as a managing director based in Charlotte in mid-August, strengthening the middle market Financial Sponsors practice across the Southeast region and nationally. Mackay joins from BlackArch Partners, where he led financial sponsors coverage in Atlanta, and previously spent more than 20 years at Raymond James and SunTrust.
- Joe Park recently joined as a managing director based in Detroit, focusing on expanding client coverage across the Midwest region. Park brings more than 35 years of investment banking, corporate and leadership experience, with deep industrial and technology expertise. He previously served as president and chief financial officer of Princeton NuEnergy and held executive positions within SK Group. He began his investment banking career at Morgan Stanley in Technology, Media & Telcom (TMT).
- Mitch Theiss recently rejoined as a vice chair based in West Palm Beach, helping expand coverage of Florida-based middle market clients and family businesses while providing senior support on key relationships. Theiss brings more than 35 years of investment banking experience and most recently was a partner at Seabrook Partners. He previously served as executive chair at Rockefeller Capital Management and spent 19 years at Bank of America, where he was chair and co-head of global industrials corporate and investment banking.
- Daniel Webb recently rejoined as a managing director based in Austin, partnering closely with the Southwest investment banking team to expand coverage across Texas and the broader Southwest region. Webb brings more than 15 years of investment banking experience and deep technology-sector expertise, including more than a decade in TMT investment banking at Bank of America and Citigroup.
- Joe Winters will join as a managing director based in San Francisco in early August, broadening client coverage across the Bay Area and Pacific Southwest region. Winters joins from J.P. Morgan, where he led the middle market investment banking business in Northern California and the Pacific Northwest. He brings more than 25 years of investment banking experience, with expertise spanning Industrial Technology and Business Services.
- Bo Brown recently joined as a managing director based in New York, strengthening advisory capabilities across financial sponsors, industrial and middle market clients. He brings more than 20 years of M&A experience and joined from BMO Capital Markets, where he served as head of Industrials M&A. He previously led the sell-side M&A practices at Credit Suisse and Citigroup.
