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Kate Claassen

Head of West Coast Technology Investment Banking at Morgan Stanley

Kate Claassen is the Head of West Coast Investment Banking and Global Head of Internet Investment Banking at Morgan Stanley.1 She is a prominent figure in the field of investment banking, bringing extensive knowledge and skills to her profession.

Background and Education::

  • Claassen received a B.A. in Economics with Honors from Stanford University.1
  • She also holds an MBA from the University of California, Berkeley, from the Walter A. Haas School of Business.13

Career::

  • Claassen is currently a Managing Director in Technology Investment Banking at Morgan Stanley.4
  • Prior to her role at Morgan Stanley, she worked in Investment Banking at Merrill Lynch.
  • Claassen joined Morgan Stanley in 2007 after getting her MBA from UC Berkeley.2
  • In 2019, Claassen was the global head of internet banking at Morgan Stanley.2
  • In the past, Claassen has advised numerous financing and strategic transactions for leading companies including Airbnb, Amazon, Block, Intuit, Netflix, Pandora, PayPal, Uber, and Zillow.1
  • She was one of the three key Morgan Stanley bankers on Uber and has worked on big IPOs for Twitter, Square, Roku, and Pandora.2
  • Claassen has also managed more than a dozen debt offerings for companies including Netflix, Uber, and Amazon.2
  • She played a pivotal role in Morgan Stanley's relationship with Airbnb and was key to the company's 2015 $1.5 billion private-funding round.2
  • Claassen convinced Morgan Stanley to extend an $80 million revolving credit line to Airbnb back in 2013 when the company was relatively young.2

Claassen lives in Los Altos Hills with her husband Rob and their three children: Phoebe, Henry, and Archie.1 Her LinkedIn username is kate-claassen-536746.3

Highlights

[PDF] 2023-Berkeley-Forum-on-Corporate-Governance-Program.pdf
Nov 18 · Bloomberg
Morgan Stanley's Top Software Duo Sees `Great Consolidation' Ahead - Bloomberg
Morgan Stanley's Top Software Duo Sees `Great Consolidation' Ahead - Bloomberg
Nov 18 · Bloomberg
Morgan Stanley's Top Software Duo Sees `Great Consolidation' Ahead - Bloomberg
Why Berkeley Haas leads in Bay Area investment banking
Trio of Senior Women Are Running Silicon Valley's Largest IPOs
Trio of Senior Women Are Running Silicon Valley's Largest IPOs
[PDF] SUPPLEMENT

Related Questions

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Kate Claassen
Kate Claassen, photo 1
Kate Claassen, photo 2
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Location

Menlo Park, California, United States