David is a Founder and Managing Partner at IKONA Partners. David’s investment banking career spans over a decade of advising global technology businesses on transformative strategic transactions.
Prior to founding IKONA Partners, David was a Managing Director at Vista Point Advisors where he was part of the senior leadership team and helped grow the firm’s practice in software and tech-enabled services. Prior to Vista Point Advisors, David was a Product Manager at Zynga where he focused on strategy and development of internet games. David began his career at Wedbush Securities (formerly Pacific Growth Equities) as an Investment Banking Analyst in the Healthcare and Life Sciences Group.
Chet is a Founder and Vice President at IKONA Partners. Chet has spent over seven years advising a range of private, public, bootstrapped, VC-backed, and PE-owned technology businesses on sales, acquisitions, and debt and equity capital raises. Chet has assisted CEOs, founders, and boards across sectors including media, government, healthcare, education, field service, compliance, tax, analytics, and sales and marketing. Before co-founding IKONA, Chet worked as an investment banker at Vista Point Advisors. Prior to that, Chet was with Greentech Capital Advisors (now Nomura Greentech), an investment bank focused on sustainable infrastructure and technology companies. Chet began his career on the Corporate Banking team at SunTrust Robinson Humphrey (now Truist Securities).
Charlie is a Founder and Vice President at IKONA Partners. Charlie has over seven years of investment banking, corporate development, strategy, and operations experience with growth stage technology businesses. Prior to IKONA Partners, Charlie worked as an investment banker at Vista Point Advisors where he focused on advising clients in the software and internet markets on M&A and capital raising projects. Charlie also worked in the Corporate Development & Strategy group at PowerSchool (NYSE: PWSC), a leading provider of application technology for the education sector and portfolio company of Vista Equity Partners and Onex. Charlie started his career at Duff & Phelps (now Kroll), in its Technology Investment Banking division.
Jack is an Associate at IKONA Partners where he is responsible for sourcing and qualifying M&A, capital raising, and strategic advisory opportunities within the technology sector. Prior to IKONA, Jack was a member of the M&A team at ASG, where he focused on acquisitions of middle-market vertical software businesses. Jack also has experience in strategic finance at Amgen and Expedia.
Jake is an Associate at IKONA Partners where he focuses on M&A, capital raising, and strategic advisory for leading software and tech-enabled businesses. Prior to IKONA, Jake spent four years in the investment management industry.
Owen is an Analyst at IKONA Partners where he focuses on M&A, growth capital raising, and strategic advisory for leading software and software-enabled businesses. Prior to IKONA, Owen was a member of the investment banking team at Liberty Ridge Advisors focusing on M&A advisory for middle-market companies.
Lucy is an HR and Operations Consultant for IKONA Partners. She has six years of experience in finance and operations in the investment banking and technology start-up sectors. Most recently, Lucy started in an operations management role at a blockchain start-up where she directs the financial, HR, and tax activities of the business. Prior to her current roles, Lucy worked in investment banking at Vista Point Advisors, focused on founder-led SaaS and internet companies. She started her career at The Presidio Group, an automotive and auto-tech focused investment bank in San Francisco.
Justin is the Chief Compliance Officer and FinOP at IKONA Partners. His compliance career spans over a decade of providing consulting to broker-dealers, investment advisers, and other financial services firms. Justin has been the Chief Compliance Officer for several broker-dealers specializing in investment banking, mergers and acquisitions, and other types of private placements. He has also been the outsourced Chief Compliance Officer for a large wealth manager, a fund-of-funds complex, an options-overlay adviser, an internet-based investment adviser/financial planner, a private placement custodian, and a cryptocurrency roboadviser. He began his securities compliance career at Gordian Compliance Solutions.