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William Cass

Managing Director, Software & Technology Investment Banking, Needham & Company

William Cass is a Managing Director in Software & Technology Investment Banking at Needham & Company, a position he has held since July 2008.12 He works with emerging growth technology companies and their investors and strategic acquirers, focusing specifically on enterprise application software.2

Cass is responsible for originating and executing a wide range of strategic advisory and financing assignments for both public and private B2B SaaS companies. During his tenure at Needham, he has completed more than 150 transactions, including sell-side and buy-side M&A, private capital growth equity and debt raises, initial public offerings, follow-on equity and debt offerings, and SPACs.2

Prior to joining Needham & Company, Cass worked as a Summer Analyst at York Capital Management from May to August 2007.3 He holds a Bachelor of Science in Finance from Syracuse University's Martin J. Whitman School of Management, as well as a Bachelor of Science in Broadcast Journalism from Syracuse University's S.I. Newhouse School of Public Communications.13

Based in New York, Cass brings a combination of financial expertise and communication skills to his role, making him a valuable asset in the technology investment banking sector.3

Related Questions

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William Cass
William Cass, photo 1
William Cass, photo 2
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Location

New York, New York, United States