Phil has over twenty years of investment banking experience encompassing M&A advisory engagements, public and private financings and strategic advisory services. His practice focus has been in the information services industry with a specialty expertise in technology-enabled marketing services, including Internet advertising and digital media. He brings an extensive network of industry relationships built over close to two decades to the firm. He is an active participant in industry conferences and been named to AlwaysOn Media’s “Power Players in Digital Media” in the investment banking category.
Prior to the Internet boom in the mid-1990’s, Phil joined Furman Selz, a prominent mid-sized investment bank with a focus on the media and technology industries, and subsequently ING Barings upon its acquisition of Furman Selz. Phil helped lead the formation of an Internet Services group at Furman Selz ING Barings. In addition, Phil co-founded Gridley & Company, a boutique investment bank focused on the information services industry. He began his investment banking career at Kidder Peabody.
Phil earned his MBA from The Wharton School of the University of Pennsylvania where he served as teaching assistant to renowned Professor of Finance, Jeremy J. Siegel. Phil graduated Magna Cum Laude from Duke University.
Current role