SAN FRANCISCO--(BUSINESS WIRE)--
(NYSE: PJC), a leading investment bank and asset management firm, is pleased to announce the addition of Kate Winkler as a managing director within . She will be based in the firm’s San Francisco office and report to , head of technology investment banking.
Winkler has built a long and expansive track record across many categories of application software, including human resources software, marketing software and vertical market software. At Piper Jaffray, she will help lead efforts across these areas, along with jointly leading the human resources technology effort with .
Winkler brings more than 20 years of experience in the software industry as an advisor and entrepreneur, most recently with Houlihan Lokey as a software investment banker and head of its human resources technology practice and with ArchPoint Partners prior to its sale to Houlihan Lokey in 2014. Winkler is also a two-time software CEO having led both Germany-based Jentro Technologies and Chicago-based CenterPost Communications through their expansions, culminating with exits by both to strategic buyers. Prior to that, she held the roles of CFO and COO of BEZ Systems, Inc. and vice president of strategy at CCC Information Services. Winkler began her career as a certified public accountant with Arthur Anderson.
“Kate represents an important step forward as we deepen our leadership in the tech space and add senior talent across our key verticals,” said , managing director and global head of investment banking and capital markets at Piper Jaffray.
“We are thrilled to expand our software-driven technology group and welcome Kate to our team. With more than two decades in software and numerous successful advisory transactions to her name, Kate brings specialized industry experience and deep relationships that will add immediate value for our clients,” added , head of technology investment banking at Piper Jaffray.
Winkler earned a bachelor degree in accounting and finance from the University of Michigan’s Stephen M. Ross School of Business with minors in economics, mathematics and Spanish.
Piper Jaffray Companies (NYSE: PJC) is a leading investment bank and asset management firm. Securities brokerage and investment banking services are offered in the U.S. through Piper Jaffray & Co., member SIPC and FINRA; in Europe through Piper Jaffray Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Jaffray Hong Kong Limited, authorized and regulated by the Securities and Futures Commission. Asset management products and services are offered through five separate investment advisory affiliates―U.S. Securities and Exchange Commission (SEC) registered Advisory Research, Inc., Piper Jaffray Investment Management LLC, PJC Capital Partners LLC and Piper Jaffray & Co., and Guernsey-based Parallel General Partners Limited, authorized and regulated by the Guernsey Financial Services Commission.
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