Head Of New York Investment Banking & Managing Director
Joined: 2002
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Samir Desai joined Needham & Company in 2002 and serves as the Head of New York Investment Banking as well as the Head of the Software and Services Corporate Finance team. Samir’s experience includes a wide variety of equity, debt and private placement financings and advisory assignments for a large number of technology clients over the last 25 years. At Needham & Company, he has been the lead advisor on a number of IPOs, Follow-on and Private Placement offerings, as well as buy-side and sell-side M&A transactions related to a large number of enterprise, application, network and infrastructure software as well as tech-enabled and IT Services companies. Prior to joining Needham, Samir was a Vice President in the Technology Investment Banking Group at Credit Suisse First Boston/Donaldson, Lufkin & Jenrette, where he focused on clients in the Enterprise Computing, Software and Internet Consulting Services sectors. Prior to CSFB/DLJ, he worked at Cowen & Company, where he was an Associate in Cowen’s Technology Investment Banking Group. He also worked at Salomon Brothers Inc, where he was a Financial Analyst in Salomon’s Mergers and Acquisitions Group. Samir earned an M.B.A. with Honors from the University of Chicago, Graduate School of Business and a B.A. in Government and Economics cum laude from Dartmouth College.