#USA #Boston #Mesirow #investment banking #Bob Lockwood

Mesirow Investment Banking Expands Technology Services Sector

Mesirow, a well-established independent financial services firm, continues to deepen its expertise in the Technology Services domain. On May 8, 2025, the company proudly announced the onboarding of Bob Lockwood as a Managing Director within its Investment Banking division. This pivotal move is set to bolster Mesirow's advisory capabilities, particularly in digital marketing and IT services.

Bob Lockwood joins Mesirow from JEGI Clarity, where he orchestrated significant M&A transactions for fast-growing enterprises. His wealth of knowledge spans over 25 years, rendering him a valuable asset to Mesirow's aim of enhancing its operations in the middle market.

Based in Boston, Lockwood will work closely with Shane McDaniel to co-lead efforts in expanding Mesirow’s reach within the Technology Services sector. Their combined vision is to provide strategic, thought-driven advice tailored to the unique needs of digital marketing, advertising, and information technology.

Rocky Pontikes, Co-Head of Mesirow Investment Banking, remarked on Lockwood’s arrival as a significant endorsement of the firm’s reputation in the financial landscape. He noted that Mesirow’s investment banking division is committed to expanding by attracting talent at the senior level, and that Lockwood’s addition demonstrates the strength of their platform.

With a career rich in advising both private equity-backed and founder-owned companies, Lockwood's insights are anticipated to elevate Mesirow's standing in the industry. His previous leadership roles at Lincoln International's TMT Group, as well as at prestigious institutions such as Credit Suisse and Raymond James, speak to his extensive background in technology investment banking.

“I see joining Mesirow Investment Banking as a distinct opportunity to align with a firm that not only has a compelling history of success but also fosters a robust culture,” stated Lockwood. “I am eager to collaborate with Shane McDaniel to provide exceptional advice in the Technology Services arena, contributing to Mesirow's ongoing momentum.”

Adam Oakley, Co-Head of Mesirow Investment Banking, conveyed his enthusiasm for Lockwood’s integration into the team. He emphasized that Lockwood’s collaborative mindset and vast experience mesh well with Mesirow’s client-centric approach, aimed at rendering outstanding service to a diverse clientele that includes private companies, private equity firms, family offices, and large corporations.

Mesirow Investment Banking specializes in offering a range of services, including M&A advisory, corporate finance, and capital markets solutions. The firm’s sector-focused methodology spans ten distinct industry verticals, relying on long-standing relationships with pivotal industry players, investors, and funding sources. Each transaction is spearheaded by senior bankers, who leverage their expertise, judgment, and impartial counsel to secure successful outcomes for their clients.

Founded in 1937, Mesirow is headquartered in Chicago and has extended its reach globally. The firm is characterized by its commitment to a personal, customized approach to financial objectives, while also acting as a catalyst for social good. Its diverse capabilities include Private Capital, Investment Banking, and Advisory Services. Over the years, Mesirow has repeatedly earned accolades, being recognized as one of the Best Places to Work in Chicago and included in Barron’s Top 100 RIA firms list.

For individuals seeking more information about Mesirow, please visit mesirow.com/investmentbanking.