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Susan has spent her entire career focused on technology and technology investment banking.
Susan has completed numerous transactions for public and private companies in the technology sector. Her extensive investment banking background includes mergers and acquisitions, public and private equity issues and debt transactions. She has completed transactions with leading private equity sponsors and venture capital firms as well as strategic transactions with global corporations including IBM, Intuit, McKesson, Verisk, Infineon Technologies, British Telecom and Virgin Mobile.
Prior to founding ArchPoint Partners, Susan worked for Montgomery &Co where she sourced, evaluated and executed mergers and capital raises for growth companies in the software and technology sectors. Before joining Montgomery, Susan was a managing director at The NASDAQ Stock Market. Prior to that she was a vice-president in investment banking at JPMorgan where she executed several billion dollars in M&A transactions and equity and debt transactions with clients in the technology, media and telecom sectors. She started her banking career as an associate at Hambrect&Quist. Before working in investment banking, Susan had a technology operations background and worked in the storage industry in a variety of international and domestic business development roles.
Susan was educated in technology with degrees in engineering and physics. She has a Master of Science in Materials Science and Engineering from Stanford University and a Bachelor of Science in Engineering Physics from the University of California, Berkeley.
Susan serves on the Finance Committee of the Second Harvest Food Bank of Santa Clara and San Mateo Counties, and is the Membership Chair of the San Francisco Opera Guild (Peninsula Chapter).