- Mesirow deepens its middle-market Technology & Services M&A advisory capabilities with the hire of senior investment banker Bob Lockwood.
- Lockwood brings decades of experience advising private equity and founder-owned companies across the Technology & Services sector with a focus on digital marketing and IT services.
CHICAGO, May 8, 2025 /PRNewswire/ — Mesirow, an independent, employee-owned financial services firm, today announced the addition of Bob Lockwood as a Managing Director in its Investment Banking group. Based in Boston, Bob will expand Mesirow’s coverage in the Technology & Services sector, with a particular focus on digital marketing, advertising, and media & information technology sectors. Bob will partner with Shane McDaniel to co-lead Mesirow’s Technology & Services sector coverage. He joins a growing team of bankers dedicated to delivering thoughtful, strategic advice across Mesirow’s ten industry verticals.
Mesirow Investment Banking Deepens Technology & Services Coverage with Addition of Senior Investment Banker Bob Lockwood
Rocky Pontikes, Co-Head of Mesirow Investment Banking, said, “Bob joining the firm is a testament to the strength of our platform and the reputation we have built in the market. Our investment banking group is focused on attracting senior-level M&A talent and continues to grow organically, driven by referrals, shared values, and a collective focus on delivering successful outcomes for clients.”
With more than 25 years of investment banking experience, Bob has advised founder-owned, private equity-backed and public companies across a wide range of technology sectors. He joins Mesirow from JEGI Clarity, where he led M&A transactions for high-growth companies. Prior to JEGI Clarity, Bob was a Managing Director in the TMT Group at Lincoln International, advising leading technology companies as well as private equity and venture capital firms. Earlier in his career, he held senior TMT investment banking roles at Raymond James, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette.
“Joining Mesirow Investment Banking represents a unique opportunity to be part of a scaled and growing firm with a long track record of success and a strong culture,” said Bob Lockwood. “I’m excited to work alongside such a high-quality team, collaborate with Shane McDaniel on advising clients across the Technology & Services sector, and I look forward to contributing to the firm’s accelerating momentum.”
“We’re thrilled to welcome Bob to Mesirow,” added Adam Oakley, Co-Head of Mesirow Investment Banking. “His experience and collaborative approach align perfectly with Mesirow’s client-first culture and commitment to providing excellent service to our clients which include private company owners, private equity firms, family offices and large corporations.”
Mesirow Investment Banking provides M&A advisory, corporate finance and capital markets services to entrepreneurs, private equity firms, family offices and large corporations. Our sector-focused approach spans ten industry verticals and is based on longstanding relationships with key industry participants and relevant investors and funding sources. Our senior bankers lead every transaction, using their experience, judgment and unbiased advice to deliver successful outcomes for our clients.
For more, visit mesirow.com/investmentbanking
About Mesirow
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.
Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter
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Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. (“MFIUK”), authorized and regulated by the FCA, depending on the jurisdiction.
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