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Investment Banking Team

John J. Borer III – Head of Investment Banking, Senior Managing Director

Mr. Borer was a Senior Managing Director, Head of Investment Banking and a member of the Board of Rodman& Renshaw, which he joined in 1991. From 1984 to 1991, Mr. Borer was Senior VP and Investment Manager in the new business development office of Security Pacific Business Credit. From 1979 to 1984, he served as a VP and business development officer with Barclays American Business Credit in its LA office. Mr. Borer served on the SEC Advisory Committee on Small and Emerging Companies. Mr. Borer received his B.S. in Agricultural Economics from the University of California at Davis in 1978 and his J.D. from Loyola Law School in Los Angeles in 1984.

Contact: jborer@benchmarkcompany.com


Brad Carlsson – Managing Director, Investment Banking

Prior to joining Benchmark, Mr. Carlsson was Managing Director at Rodman& Renshaw (2005-2012). Mr. Carlsson joined Rodman as a generalist banker and part of Rodman’s successful strategy to expand beyond its initial healthcare focus. Mr. Carlsson has extensive background working with International companies and a background as a generalist who has worked with resource and technology companies. Mr. Carlsson has over 12 years of investment banking experience including with Deutsche Bank (Australia) and in boutique firms with experience in underwritten transactions, private placements, M&A and project financing. Mr. Carlsson holds a Bachelors degree with a focus on Finance and Economics from Victoria University (New Zealand) and an MBA from New York University’s Stern School of Business.

Contact: bcarlsson@benchmarkcompany.com

Jamil Aboumeri – Managing Director, Investment Banking

Prior to joining Benchmark, Mr. Aboumeri was a Director at Rodman& Renshaw (2006-2012). Mr. Aboumeri has 15 years of investment banking and advisory experience in the US and internationally. While at Rodman, Mr. Aboumeri was a generalist senior banker and worked on over $2.0 billion in private placements, underwritten offerings and advisory transactions, with responsibilities including deal origination, valuation, due diligence, structuring, and execution. Prior to Rodman, Mr. Aboumeri was a Managing Director and Senior VP at Thomson Financial where he spent 9 years in corporate advisory roles in NYC and London. Mr. Aboumeri earned a Master of Science degree in Finance and MBA degree from the University of Rochester in New York.

Contact: jaboumeri@benchmarkcompany.com

Robert L. Brisotti– Managing Director, Investment Banking

Mr. Brisotti has over 25 years of experience in Investment Banking, specializing in public and private offerings for small cap companies, with a particular expertise in convertible debt and convertible preferred securities. Mr. Brisotti’s strong background in the chemical industry has formed the basis for his expertise in structuring financings for manufacturing, energy, and mining companies. Mr. Brisotti received a B.S. in Chemistry from Lehigh University, an M.S. in Chemistry from the University of Rhode Island, and an MBA in Finance from Columbia University.

Contact: rbrisotti@benchmarkcompany.com

David Lachtman– Managing Director, Investment Banking

Mr. Lachtman is an Investment Banker that is based in the firm's San Francisco office. He is a generalist and has a passion for working with emerging growth companies in technology, healthcare, consumer products, and business services. Prior to joining Benchmark, Mr. Lachtman was Managing Director, Head of Equity Placements at Merriman Capital, Inc. (2010-2015). Mr. Lachtman has significant experience as an entrepreneur, advisor, and board member in addition to the capital markets. Over the last twenty years, he has assisted dozens of companies in raising both debt and equity. As an entrepreneur, Mr. Lachtman played an instrumental role in the turnaround of Express Auto Funding, where he was President and continues to serve as a Board Member. Prior to joining Express Auto Funding, Mr. Lachtman was EVP at Validus Technology Corporation. Mr. Lachtman spent the formative years of his career as Vice President in the Institutional Equity Sales group at Dain Rauscher Wessels/RBC Capital Markets and was based in the firm's San Francisco office. He began his career as an associate in the Institutional Equity Sales department with Van Kasper& Company in San Francisco. Mr. Lachtman earned his B.A. in International Trade& Economic Relations from UC Berkeley.

Contact: dlachtman@benchmarkcompany.com

Douglas Rogers–Managing Director

Prior to joining Benchmark, Douglas was a retail representative for Morgan Stanley, Dean Witter, Discover & Co. from 1996 - 1997. From 1997 to 1998, Mr. Rogers was a registered investment advisor for Belvedere Group, LLC, a boutique advisory catering to individuals and pensions. From 1998 to 2012 Douglas was Founder & CEO of ManageSource Financial Group, an independent equity research and financial consulting firm. ManageSource specialized in analytics, valuation and independent equity research, as well as providing interim CFO services for public and private companies. From 2012 - 2015, Douglas was Managing Director for Merriman Capital, Inc. as Head of the Capital Markets Advisory Group and Investment Banking & Corporate Services. Douglas has also been a Council Member for Gerson Lehrman Group since 2011 and serves on the Advisory Board of Modulates, Inc. in Santa Monica, CA. Douglas is based in San Francisco, CA and holds a Bachelor Degree in History from Cornell University, in Ithaca, NY.

Contact: drogers@benchmarkcompany.com

 

 

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