Brad is a managing director at TM Capital, one of Oaklins’ US member firms, and leads the firm’s efforts in the technology and technology-enabled services sectors. Brad co-leads Oaklins’ TMT team and leads its IT services team. He also serves as TM Capital’s chief operating officer and oversees all of the firm’s administrative functions. Brad has over 20 years of experience in advising clients in complex M&A transactions as well as public and private equity financings. Recent transactions include the sale of Sierra Systems, the Canadian business of Golden Gate Capital-backed Sierra Cedar, to NTT Data; the sale of Core Services, an Oracle-focused IT-managed services provider, to Novacap-backed Syntax; and the sale of Cutter Associates, an IT research and consulting firm, to Nomura Research Institute.
Prior to joining TM Capital, Brad was a managing director and co-founder of Boston Corporate Finance, a boutique investment banking firm focused on providing M&A, capital raising and general advisory services to leading technology companies on a global basis. Previously, he was a vice president at both KPMG Corporate Finance and Advest, Inc., where he specialized in IPOs, private placements and M&A advisory assignments for global technology companies. In between Advest and KPMG, Brad was a director of business development for NewMediary, Inc., a leading provider of private labeled marketplaces for IT services, which was ultimately sold to CNET, a CBS Interactive property. Brad is a graduate of Bates College and received his MBA from the Johnson Graduate School of Management at Cornell University. He is a chartered financial analyst and is proficient in Japanese. He currently serves on the Boston Chapter and the global board of the Association for Corporate Growth.