Senior Vice President
Cindy brings decades of experience in the financial industry, with a strong track record in private equity recapitalizations, strategic transactions, and buy-side advisory. She has expertise across the technology sector, having worked with IT service firms, software companies, and solution providers.
At the firm, she leads the execution of buyside M&A engagements and plays a key role in business development. Prior to joining the firm, she served as a sell-side research analyst at Citizens JMP and held positions at Ford Equity Research and Morgan Stanley.
She graduated from the University of California, San Diego, and is a CFA charterholder and a FINRA-registered broker.
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