Our team offers unparalleled experience and demonstrated excellence in executing transactions, providing advice and building long-term trusted relationships.
Gordon is a founding partner of DBO Partners. He began his professional career as a securities lawyer in Washington DC focusing on the IPOs of financial institutions. He joined Morgan Stanley in 1986 where he rose to become a Managing Director and Vice Chairman of Investment Banking. He ran the San Francisco Investment Banking operations and was co-head of the firm’s Western Region. Gordon serves on the Board of Directors of Stillwater Growth Corp. I, a technology-focused SPAC of which DBO is a founding member.
He has served on a variety of boards, including the Georgetown University Board of Regents as well as the boards of Engineering Change, KnowledgeBeat, the San Francisco Opera and the San Francisco Zoological Society, where he was Chairman.
Gordon earned an A.B. in Economics from Georgetown University, an M.B.A. from Yale University School of Management, and a J.D. from the Vanderbilt University School of Law, where he was a Patrick Wilson Scholar.
His favorite books read recently include The Coddling of the American Mind, The Once and Future Worker, Anxious People and The Keys to Winning a Duel.
Mark is a founding partner of DBO Partners. He started his career with Morgan Stanley in 1985 and spent 25 years there. While at Morgan Stanley, Mark was the Global Head of the Financial Sponsors group from 2000 – 2012 and was a member of the Investment Banking Management Committee. Currently, Mark is primarily focused on advising private equity firms on strategic matters and has advised TPG, Silver Lake, Permira and other prominent sponsors on selling minority stakes. In addition to being a partner at DBO, Mark is the CEO of Stillwater Growth, a technology focused SPAC.
Nicholas’ banking career spans 37 years. He co-founded DBO Partners in 2012 where he has focused on industry defining technology M&A and capital raising transactions, including representing AMD in its $35 billion acquisition of Xilinx and Cloudera on its $742 million strategic investment from Intel. He also works closely with industrial and services companies pursuing digital transformation strategies and leading technology focused private equity firms. Prior to DBO, he was a Managing Director and Head of Global Technology Mergers & Acquisitions at Morgan Stanley. In this role he was responsible for managing relationships and advising on M&A transactions for leading global technology companies including Advanced Micro Devices, Applied Materials, Arcsight, Atmel, CNET, eBay, Electronic Arts, Ingram Micro, Intuit, Oracle, Omniture, Qlogic, Rightnow, Sandisk, Semtech and Zappos. He has extensive experience representing both buyers and sellers, structuring and negotiating significant JV’s and advising on activist and hostile situations. Nick serves on the Acquisition Advisory Council of Stillwater Growth Corp. I, a technology-focused SPAC of which DBO is a founding member.
Prior to joining the Morgan Stanley’s Technology M&A Group in 1996, Nicholas was a Vice President in the Financial Sponsor Group at Morgan Stanley and an Associate in the High Yield Finance Group at First Boston in New York City. Prior to attending business school, he completed the management program and was corporate finance officer focused on large multinational clients at JP Morgan in New York City.
Nicholas is a graduate of Williams College with a BA in Economics and of the Tuck School of Business Administration at Dartmouth College with an MBA.
David leads DBO’s coverage of Data and Analytics companies, providing strategic advice on M&A and financing transactions. More broadly, he is known as a thought leader and hands-on advisor to growth companies in industries where technology plays a transformative role. David has completed well over 100 transactions in his career.
David also serves as DBO’s COO and CCO, working to ensure smooth operations, access to the best information and highly available technology solutions, and compliance with industry regulations.
David joined DBO in 2015. He has over 30 years of experience in investment banking and began his career at Morgan Stanley followed by a dozen years at Montgomery Securities and Donaldson Lufkin Jenrette. David founded, built and sold East Peak Advisors, one of the early boutique advisory firms focused on emerging technology companies.
David earned a BS in Business Administration from the University of California, Berkeley and a MBA from the Harvard Graduate School of Business. He was a member of the 1984 US Olympic Rowing Team and finished sixth in the pair without coxswain event. David relaunched his international rowing career as a masters athlete a few years ago at the Marin Rowing Association and recently accomplished a life-long goal of winning the Head of the Charles.
David and his wife Elizabeth live in Larkspur, California and have three grown children.
Gordon has over 17 years of investment banking experience in the US and Asia. At DBO, Gordon’s clients span a wide range of industries, including industrials, technology, consumer products and cannabis. Prior to joining DBO, Gordon led Morgan Stanley’s Southeast Asia Mergers & Acquisitions business from 2013 to 2018. In this role he advised local, regional and global companies and investors on acquisitions, divestitures and joint ventures. He was previously a member of the Asia M&A team, based in Hong Kong. In over 10 years based in Asia, Gordon executed over $30Bn of complex, cross-border transactions for a diverse group of corporate, private equity and sovereign clients including AES, Aviva, Bank of Tokyo Mitsubishi, CITIC Capital, GE, KKR, Petronas, PetroVietnam, RBS, Temasek, TCC Group, TPG, and Vietnam Airlines.
Prior to moving to Asia in 2007, Gordon was a member of Morgan Stanley’s Financial Sponsors Group based in New York, where he played a critical role in several industry-defining transactions such as the 2006 IPO of KKR PEI and the 2007 IPO of The Blackstone Group. He has advised on over $11bn of equity IPOs and over $2Bn of lead-managed leveraged finance offerings in support of private equity clients.
Gordon earned a Bachelor of Mechanical Engineering degree with highest honors from the Georgia Institute of Technology and an MBA from the University of North Carolina’s Kenan-Flagler Business School.
Lauren is a Partner of DBO Partners, providing advisory services to enterprise technology, aerospace and defense, and security companies, as well as to investors in these markets. Lauren’s transaction experience at DBO Partners totals over $8Bn in value and spans aerospace and defense, cybersecurity, and broader enterprise software verticals. Her recent transactions include the $1.4 billion Series A capital raise by Sierra Space, the $2.4 billion sale of AECOM’s government services business to Lindsay Goldberg & American Securities, and the sales of cybersecurity and identity companies to Palo Alto Networks, CyberArk, Splunk, and leading enterprise software sponsors.
Previously, Lauren served in operating roles at multiple cybersecurity companies – as the head of product for RedOwl Analytics, a behavioral analytics solution for security and compliance, and then leading analytic integration across products at Forcepoint, following the sale of RedOwl to Forcepoint. Prior to Lauren’s operational experience, she was an advisor at Chertoff Capital, the investment banking subsidiary of Washington, DC-based Chertoff Group. There, Lauren managed multiple PE-backed exits for cybersecurity companies, including Thoma Bravo’s sale of Entrust to Datacard and Tripwire to Belden, and she provided extensive advisory services to leading PE acquirers of technology and government services business.
From 2008 to 2015, Lauren served as a U.S. Navy Reserve Intelligence Officer, supporting the Office of Naval Intelligence; multiple areas of the Department of Defense’s cybersecurity forces, including the Navy’s 10th Fleet and U.S Cyber Command; and the U.S. Pacific Fleet, providing Maritime Domain Awareness support.
Lauren lives in Oakland with her husband and two daughters. She is a graduate of Dartmouth College and has an MA from Georgetown University’s School of Foreign Service’s Security Studies Program.
Brian joined DBO in 2018 and focuses on infrastructure software where he has completed transactions in excess of $10 billion. Recent transactions include the sale of Centrify to TPG, Lastline to VMware, Idaptive to CyberArk, ZingBox to Palo Alto Networks, Amentum to Lindsay Goldberg and American Securities, and Advent’s purchase of ForeScout.
Beyond his background leading strategic and sponsor M&A deals, Brian has experience both as an operator and a senior government official. As an operator, Brian served as the President & COO and a member of the Board of Directors at RedOwl, a cybersecurity company that was acquired by Forcepoint in 2017. And as an advisor, Brian was a partner of the Chertoff Group where he led their advisory business and established the company’s West Coast technology advisory and investment banking practice. Brian’s past clients include AT&T, A16Z, Endgame Systems, Palantir, SpaceX, Raytheon, Northrop Grumman, Lockheed Martin, FireEye, and his previous deal experience includes the Arlington Capital Partners roll-up of Novetta, TripWire’s sale to Belden, and Entrust’s sale to DataCard.
Brian also served as a senior official at the Department of Homeland Security, where he concluded his tenure as Chief of Staff to the Deputy Secretary. Other notable positions include serving as the Chief of Staff in the Office of Policy; and serving as the first Congressionally mandated Director of Cargo, Maritime, and Trade Security policy. Brian also served as a Professional Staff Member in both the United States Senate and United States House of Representatives. Brian currently serves on the Board of Advisors at the Maxwell School of Citizenship and Public Affairs at Syracuse University. Brian holds an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University; and a B.S. from Syracuse University where he was a Division 1 student-athlete.
Bryant is a founding member of DBO Partners. He focuses on M&A and private placement transactions in the technology sector, with an emphasis on enterprise software and cybersecurity.
He has executed a range of transactions, including strategic M&A, private equity, carve-outs, going public, going private, and capital raises for companies of all sizes (founder-led start-ups to public companies).
Prior to DBO, Bryant was an Analyst at Morgan Stanley in the Financial Sponsors Group focusing on M&A and corporate finance advisory services for Private Equity firms and their portfolio companies.
Bryant is a Bay Area native and lives in Hillsborough, CA with his wife, Lauren, and three children. He received his B.A. from the University of Pennsylvania where he was Captain of the Varsity Golf Team.
Greg is a Vice President at DBO Partners and joined the firm in 2020. Prior to joining DBO, Greg was an Investment Associate at Portfolio Advisors LLC from 2015 to 2017, where he focused on direct private equity co-investments and mezzanine debt investments. Before this, he was an Analyst in the Syndicated & Leveraged Finance group at J.P. Morgan, and an Analyst in the Capital Markets division at Morgan Stanley Wealth Management.
Greg focuses on advising private equity and venture capital firms on raising permanent capital. Greg’s transaction experience at DBO includes Mubadala’s minority investment and $2Bn LP commitment and Silver Lake Partners in 2020. He is originally from New York and graduated cum laude from Lafayette College with a Bachelor of Arts in Economics and Government & Law. He also holds an MBA from the University of California, Berkeley, Haas School of Business.
Steve is a Vice President at DBO Partners and joined the firm in 2020.
Steve’s deal experience at DBO includes: the carve out and sale of Boomi to Francisco Partners and TPG, Mubadala’s strategic investment into Silver Lake Partners, Advent International’s acquisition of Forescout Technologies, and the sale of Planview to TPG and TA Associates.
Prior to joining DBO, Stephen spent seven years in the investment management industry, having been a Research Associate at RS Investments and Franklin Templeton Investments. His sector coverage responsibility included consumer discretionary and industrials sectors.
Stephen earned a Bachelor of Arts in Political Science from Colgate University, and is a CFA® charterholder.
Andrew joined DBO Partners in 2021. Prior to DBO, Andrew was an Analyst at Incentrum Group, a global merchant bank, where he focused on M&A advisory and principal investing in the healthcare, life sciences, and technology sectors. Prior to Incentrum, he completed internships at Spayne Lindsay & Co. in London and Lakebridge Asset Management.
Andrew’s recent transaction experience at DBO includes Blackstone’s $5.1Bn acquisition of The Chamberlain Group.
A San Francisco native, Andrew graduated from Yale with a Bachelor of Arts in Political Science, with Distinction, with a focus on International Economics. While at Yale, he rowed on the Heavyweight Crew Team, where he was a member of three consecutive National Champion squads.
Peter has over 5 years of experience and joined DBO Partners as an analyst in 2020. Since joining DBO, he has partnered with companies in a variety of industries ranging from cybersecurity to civil construction to consumer products. He also spends time a significant portion of his time advising private equity and venture capital firms on strategic matters.
Prior to joining DBO, Peter spent three years at J.P. Morgan Private Bank supporting financial principals with investment advice and structuring fund level credit facilities. He graduated cum laude from Bucknell University where he completed a BS in Business Administration with a concentration in Accounting and Financial Management. At Bucknell, he was a four-year member of the Men’s Soccer Team in addition to captaining the team his senior year.
Alyx joined DBO Partners in 2021 as Controller. Prior to joining DBO, Alyx spent eight years working as a Controller for small to midsize companies in the hospitality, real estate, and construction industries. She also worked as a financial adviser for Merrill Lynch and LPL Financial from 2010-2013. Alyx graduated Magna Cum Laude from Missouri Southern State University with a B.S. in Finance and Economics.
Matt joined DBO as an analyst in July 2021. At DBO, his deal experience has included the $1.4Bn Series A capital raise by Sierra Space, AECOM’s sale of its Power and Civil businesses, and Mubadala’s strategic minority investment into Silver Lake Partners. Matt works in several verticals, including cybersecurity and enterprise software. Prior to DBO, Matt interned at several investment firms, including Crane Street Capital and FFL Partners, working primarily in education and healthcare private equity.
Matt graduated from Stanford University in 2021 with a Master of Arts in Public Policy and a Bachelor of Arts in Economics. While at Stanford, Matt served as President of the Charles R. Blyth Fund, a six-figure student investment fund within the university’s endowment.
Ria joined DBO in 2022 after a summer internship with the firm in 2021. Prior to DBO, Ria interned at Alpine Investors as a Girls Who invest Scholar. Ria graduated from the Wharton School of Business at the University of Pennsylvania. While at Wharton, Ria served as a board member of the non-profit After School Activity Partnerships and as president of Penn for Youth Debate, promoting debate as a tool for education among youth in Philadelphia.
Ayato joined DBO Partners as an analyst in 2022 after completing an internship with the firm the previous summer. Prior to joining DBO, Ayato supported the investment team at Industry Ventures and provided M&A advisory to technology companies at Momentum Cyber and Vista Point Advisors. Ayato graduated from UC Berkeley’s Haas School of Business with a Bachelor of Science in Business Administration and Certificate in Entrepreneurship and Technology. While at UC Berkeley, Ayato served as the President of Berkeley Finance Club and mentored K-12 students in various programs, including Boost@BerkeleyHaas and TOMODACHI-SoftBank Leadership Program.
David joined DBO in 2021 after a summer internship with the firm in 2020. He has worked on a variety of transactions, including Mubadala’s investment in Silver Lake Partners. He graduated from Stanford in 2021 with a B.S. in Management Science and Engineering, as well as a M.S. in Sustainability Science and Practice, where he focused on renewable energy and carbon sequestration technologies. At Stanford, David was a walk-on member of the varsity golf team, earning the title of team captain in his 5th year.
Katherine joined DBO in 2022. She graduated from the University of Notre Dame with a Bachelor of Business Administration, majoring in Finance and Political Science. At Notre Dame she was heavily involved in Student International Business Council and the Kellogg International Scholars Program through which she provided research assistance to Professor Susanne Wengle on her book Black Earth, White Bread. Before DBO, Katherine was a Girls Who Invest scholar interning at Public Pension Capital, a New York-based middle market private equity fund, and she interned at Baird in the Equity Research division.
Blair joined DBO Partners as an analyst in 2021 after a summer internship with the firm in 2020. Blair has worked on Mubadala’s minority investment and $2Bn LP commitment in Silver Lake Partners as well as Tiny Capital’s investment in AeroPress, Inc. He graduated from the McCombs School of Business at the University of Texas with a BBA in Finance. Prior to joining DBO, Blair held an internship at Acuity Brands.
Connor joined DBO Partners full-time in 2022 after an internship the prior year. He graduated from the University of Notre Dame in 2022 with a Bachelor of Business Administration, completing majors in Finance and Philosophy. At Notre Dame, Connor served as a Vice President and Board Member of Notre Dame’s Wall Street Club and was actively involved in the hall government and orientation committee of Stanford Hall, a residence hall on-campus. Connor was also heavily involved in the Notre Dame Institute for Global Investing as part of the Applied Investment Management and Art of Investing programs. Prior to DBO, Connor interned at Leonard Green Partners and Merrill Lynch Wealth Management.
Luke joined DBO in 2022 as an Analyst. He graduated from Dartmouth College where he received a B.A. in Politics, Philosophy and Economics. At Dartmouth, Luke was a member of the varsity swim team and president of the Jacques Kallis Leadership Foundation, a non-profit focused on community outreach. Prior to DBO, Luke held an internship at Silver Lake Partners.
Will joined DBO Partners full-time in 2021 after an internship the prior year. He graduated Summa Cum Laude and Beta Gamma Sigma from the University of Notre Dame, where he completed his Bachelor of Business Administration. Will studied Finance and Applied Mathematics and served as a member and President of Notre Dame’s Circle K chapter, a service organization. Before DBO, Will’s summer experiences included kayaking and backpacking in Alaska and interning at TriNet.