Aaron Solganick

CEO and Founder @ Solganick

About

Aaron Solganick is the CEO and founder of Solganick & Co., a data-driven investment bank and M&A advisory firm that specializes in IT services and software companies. He has over 30 years of experience in the industry, and has completed over $10 billion worth of M&A deals globally.As the CEO of Solganick & Co., Aaron Solganick oversees all aspects of the firm's operations, strategy, and client relationships. He is skilled in the full life cycle management of M&A transactions, from origination to closing, including financial analysis, valuations, deal marketing, deal structuring, deal negotiation, buyer and target identification, and board-level presentations. He leverages his expertise in data analytics, artificial intelligence, machine learning, cloud computing, MSPs, fintech, edtech, and healthcare IT to deliver value-added solutions and insights to his clients.

Country

United States

City

Irvine

Industry

Investment Banking

Skill

Initial Public Offerings (IPO), Strategic Planning, Financial Analysis, Business Analysis, Leadership, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, Strategy, Valuation, Mergers, Acquisitions, Private Equity, Capital Markets, Financial Modeling, Finance, Negotiation, Strategic Partnerships, Executive Management

Experience

CEO and Founder

Solganick

2009-1 - Present · 17 yrs 9 mos

Los Angeles, CA

Solganick & Co. is a data-driven investment bank focused exclusively on software and IT services companies.

Senior Vice President - Technology Investment Banking

B. Riley Securities

2007-1 - 2008-3 · 1 yr 3 mos

Los Angeles, California, United States

Senior Investment Banker covering the Software and IT Services industry sectors. M&A specialist with a global focus. Was the advisor to Business and Decision in its acquisition of Inforte.

Vice President - Technology Investment Banking

KPMG US

2004 - 2006 · 2 yrs

Greater Los Angeles Area

IT Services, Software and Digital Media senior level investment banker concentrating on the origination and execution of mergers and acquisitions globally. KPMG CF, LLC is a broker/dealer and investment banking subsidiary of KPMG Global.

Vice President Technology Investment Banking

SG Capital

2002 - 2003 · 1 yr

Greater Los Angeles Area

Technology & Digital Media Investment Banker

Senior Associate, Technology Investment Banking

Southwest Securities, Inc.

2001 - 2002 · 1 yr

Dallas/Fort Worth Area

Technology Investment Banker - IT Services, Software, Video Gaming Software, Internet Supported senior bankers in origination and execution of mergers, public offerings and private investments.

Senior Financial Analyst - Corporate Development and Treasury

Perot Systems

1998-5 - 2000-12 · 2 yrs 8 mos

Dallas, Texas, United States

Senior financial analyst for the Corporate Development and Treasury groups. Financial and strategic planning and analysis, support for the IPO, evaluation of M&A opportunities, financial analysis for treasury.

Senior Analyst, Strategy and Corporate Development

American Electric Power

1996-1 - 1998-5 · 2 yrs 5 mos

Dallas/Fort Worth Area

Supported corporate strategic planning and M&A initiatives. Supported senior executives and deal team that sold Central & South West Corp. for $6.6 Billion to American Electric Power Corp. Evaluated M&A transactions for Telecom, Internet Service Providers and Electric Utilities. Evaluated "smart home" technologies and industry trends for potential investments and strategic partnerships. Financial analysis and strategic planning.

Analyst, Technology Media and Telecom Investment Banking

Bear Stearns Companies

1993 - 1995 · 2 yrs

Greater New York City Area

Support of senior investment bankers on corporate finance and capital markets transactions; specifically M&A and IPO's for the Technology, Media and Telecommunications industry sectors.