Meet The TeamPartner - Boston
Fred is a Partner and Head of Enterprise Software, focusing on the enterprise software, services and Internet sectors at AGC Partners. Prior to joining AGC, Fred spent seven years at Cowen & Co. in Boston. Previously, he had been a member of the investment banking teams at J.P. Morgan and Smith Barney, as well as a founding member of Beechtree Capital, a middle market leveraged buyout firm. With more than 120 completed transactions in his 25 plus years in the industry, Fred has raised public and private capital for early-stage and late-stage corporations in the technology and healthcare sectors. The majority of Fred’s work has been in Mergers & Acquisitions, where, cumulatively he has executed in excess of $7 billion in transactions.
Fred received an M.B.A. from Columbia Business School and a B.A. from Swarthmore College.
We are delighted with the awesomeness of Fred, Ale and Michaela from AGC. Fred's ability to simplify complex issues and align parties, as well as coach us on strategy were key to our success. We were one united team and AGC worked relentlessly to get a fantastic outcome that exceeded our initial expectations. Deals are complex, but I took great comfort in knowing Fred and his team were in my court. We started this journey as a client, we end as family.
Boomi and AGC performed a terrific partnership. We had built a great company and weren't looking to sell but when opportunity came knocking, Fred and his team flew into high gear, bringing additional buyers to the table almost instantly. AGC knew what made them tick, got us engaged at the right levels, helped us figure out who was looking and who wanted to buy, and most importantly how to maximize the opportunity that we had. Together we achieved an exceptional outcome for all the stakeholders. My hat's off to the team at AGC.
Ten years ago, I sat across the table from Fred when he represented the buyer of my last Company. I realized then the importance of having a good investment banker as an advisor and knew that if I had the opportunity to do it again, I would want him on my side. Recently, when the opportunity arose, I called on Fred and the AGC team and thanks to their efforts, we were able to achieve a successful exit of Invention Machine in under 4 months and at a premium valuation. A great deal of that credit goes to the fact that Fred and I were joined at the hip in developing a strategy throughout the process. They helped us achieve alignment and a terrific outcome among all constituencies, crafting the messaging to ideally position the story to the buyers and most importantly guided the Board and management with the right advice at the right time. I hope we get to do it again and that it doesn’t take another ten years.