Summary
Overview
Work History
Education
Skills
Timeline
Generic

Renn Anderson

Portland

Summary

Managing Director with 18 years of experience in Technology investment banking and equity capital markets. Worked with deal teams on over 300 IPOs, follow-ons, and convertible offerings. Deep understanding of equity market dynamics, growth equity narratives, and key financial metrics. Demonstrated leadership in strategic planning, team building, and financial modeling. Highly skilled at driving growth by leveraging resources, creating partnerships, and aligning operational processes to business objectives. Known for fostering teamwork and collaboration, managing risk effectively, and leading cross-functional teams to achieve organizational goals.

Overview

18
18
years of professional experience

Work History

Managing Director, Equity Capital Markets

Baird
Lake Oswego
05.2022 - Current
  • Led origination and execution of IPOs and follow-on transactions for high-growth Technology companies
  • Translated complex Technology stories into investor-grade narratives and financial models for boards and capital providers
  • Collaborated with Technology executives to draft investor decks and identify key performance indicators
  • Formulated impactful messaging points to communicate growth drivers effectively
  • Managed a team of three junior bankers, ensuring quality deliverables and professional development
  • Executed strategic initiatives by leading cross-functional teams across equity sales, trading, research, and investment banking

Director, Technology Equity Capital Markets

KeyBanc Capital Markets
Portland
01.2018 - 04.2022
  • Partnered with Technology ECM & Investment Banking teams to originate and execute 160 transactions for $127mm of revenue across four years as Director
  • Partnered with Head of Technology ECM on strategy to drive consistent year-over-year growth
  • Established effective processes to manage significantly higher transaction volume in 2021 with team of three in Technology ECM (MD, Director and Analyst)
  • Delivered superior, team-oriented execution capabilities to public offering clients to earn outsized discretionary economics and elevated roles on future transactions
  • Drove each deal team forward to focus on the team win, with emphasis on collaboration
  • Led drafting of eight IPO RFP responses in 2021, resulting in 100% win-rate as joint bookrunner
  • Partnered with Head of ECM in pitches to deliver firm capabilities, deal structure recommendations and investor targeting considerations
  • Frequent dialogue with leading technology institutional investors to stay current on investor sentiment and share market intel with clients, prospects and sector bankers
  • Provided weekly market insights and transaction updates with sector bankers to gain mindshare with clients and prospects
  • Fostered ongoing relationships with key industry constituents including IPO advisors, market exchanges and ECM origination desks
  • Led cross-platform collaboration across banking, research, equity sales, ECM and corporate access

Vice President, Technology Equity Capital Markets

KeyBanc Capital Markets
Portland
01.2015 - 12.2017
  • Conducted in-depth research on industry trends, economic conditions, and capital markets
  • Executed market analysis to identify trends within Technology sector
  • Led origination and execution of IPOs, follow-ons, convertible and private placements for technology firms across SaaS, FinTech, Semiconductors, Internet, and Clean Technology sectors
  • Advised C-suite executives and boards on capital structure, valuation, timing, and market positioning for equity raises
  • Oversaw comprehensive transaction execution including due diligence, prospectus drafting, and regulatory coordination
  • Managed syndicate operations, pricing strategies, and allocations throughout transaction lifecycle
  • Directed investor education initiatives such as roadshows, wall-crossing events, and institutional marketing campaigns
  • Developed compelling equity stories and positioning materials tailored to public market investor expectations

Associate, Technology Equity Capital Markets

Pacific Crest Securities
Portland
01.2011 - 12.2014

Analyst, Technology Investment Banking

Pacific Crest Securities
Portland
01.2008 - 12.2010

Education

Bachelor of Science - Business Administration, Finance, Economics

University of Oregon
Eugene, Oregon
06.2008

Skills

  • Equity transactions
  • Financial modeling
  • Investor relations
  • Market research & analysis
  • Due diligence
  • Strategic planning
  • Strong proficiency in Excel, PowerPoint, Salesforce, Pitchbook, Bloomberg

Timeline

Managing Director, Equity Capital Markets

Baird
05.2022 - Current

Director, Technology Equity Capital Markets

KeyBanc Capital Markets
01.2018 - 04.2022

Vice President, Technology Equity Capital Markets

KeyBanc Capital Markets
01.2015 - 12.2017

Associate, Technology Equity Capital Markets

Pacific Crest Securities
01.2011 - 12.2014

Analyst, Technology Investment Banking

Pacific Crest Securities
01.2008 - 12.2010

Bachelor of Science - Business Administration, Finance, Economics

University of Oregon
Renn Anderson