S&A’s professionals boast a broad range of transaction experience from leading financial institutions.

david-siemer
David Siemer

Managing Director and Registered Principal
Siemer & Associates, Los Angeles

Mr. Siemer founded Siemer & Associates, LLC in 2007 to fulfill his vision of a true boutique merchant bank that works with technology, software and digital media companies throughout their complete life cycle. In addition to investment banking, he concurrently founded Wavemaker Partners (formerly Siemer Ventures) to assist early growth technology companies to achieve their full potential. One of the most active investment firms in Southern California, Wavemaker supports close to 100 active portfolio companies and makes an average of 20-30 new investments each year in digital media startups.

He was previously with Montgomery & Co. where he served as a key member of the Digital Media Investment Banking Group. In this capacity he led sales to major media companies such as News Corp, Google, Sony, Yahoo!, Hearst, Viacom, WPP and Disney, and he managed equity private placements from multiple venture capital firms and hedge funds.

Mr. Siemer began his career in 1995 at Desco Capital Partners, a Chicago based Internet and software venture fund. Here he managed investments into companies such as: Total Control Products (sold to GE), Conquest Communications (Sold to AT&T), StorageApps (Sold to HP) and Enact Software (sold to Sage SalesLogix).

Mr. Siemer received his M.B.A. in Finance and Economics from the University of Chicago, Graduate School of Business, with high honors. He completed his undergraduate work at Lehigh University with degrees in Management Information Systems and Accounting. He is a General Securities Principal licensed with FINRA/SIPC (formerly NASD).

dan-chen
Dan Chen

Managing Director – Head of US TMT
CEC Capital / Siemer & Associates, Los Angeles

Dan Chen brings to CEC Capital / Siemer & Associates over 18 years of investment banking, private equity and corporate development experience in the technology, media and telecom industries, and has been involved in transactions totaling over $5 billion in value throughout his career. Dan currently leads origination and execution of cross-border US – Asia M&A and capital raising mandates for clients in the Internet software and services space; and the telecom, media, and entertainment industries.

Dan was a managing director at Siemer & Associates prior to its acquisition by CEC Capital. He was also a member of the investment team at TPG Capital, where he was involved on cross-border buyout and venture investments in the U.S. and Asia. He participated in the investment activities of TPG’s Asian investment funds Newbridge Asia III, LP ($724 million) and Newbridge Asia II, LP ($392 million), and he monitored several portfolio companies in the telecom and Internet services space within those funds. Dan was also Vice President in the media and software groups at Los Angeles-based Montgomery & Co., where he was involved on key transactions with strategic acquirers such as The Walt Disney Co. (Club Penguin) and WPP plc (WildTangent) as well as tech-focused buyout / hedge funds (HBK Investments) and growth / venture capital investors (Scale Venture Partners, Elevation Partners). Most recently, Dan led corporate development activities at a family office-backed investment holding company in Los Angeles where he evaluated and executed on investment opportunities in the healthcare services and IT space.

Dan began his career in 1999 as a technology M&A banker at Merrill Lynch & Co. in New York and San Francisco, where he was involved on technology transactions with strategic acquirers in the Internet and financial technology space such as Infospace (now known as Blucora) and Checkfree (acquired by Fiserv), as well as semiconductor companies such as Solectron (acquired by Flextronics) and Xilinx.

Mr. Chen graduated from Yale University with a bachelor’s degree in economics. He is a registered General Securities Representative (Series 63 and 79 licenses) with FINRA/SIPC (formerly NASD).

Jeremy-Taylor
Jeremy Taylor

Principal – US Healthcare
CEC Capital / Siemer & Associates, San Francisco

Leading the US healthcare efforts, Jeremy Taylor brings twenty years of experience working with life sciences companies, managing M&A, financing and licensing processes, and navigated companies through the capital markets. Mr. Taylor spent four years at the Biotechnology Value Fund, L.P, one of the first biotech hedge funds, The deep diligence skills acquired were further enhanced during the six years that Mr. Taylor advised and developed acquisition strategies for biotech and medtech clients at Montgomery & Co. and Montgomery, Marshall Healthcare Partners, LLC. Spending the last four years focused exclusively on the healthcare capital markets at JMP Securities, Jeremy developed strong relationships with investors in the healthcare space. Mr. Taylor has a Bachelor of Arts in Human Biology (1996) from Stanford University and returned to Stanford and received his MBA at the Stanford Graduate School of Business (2001).

James-Qiu
James Qiu

Analyst
CEC Capital / Siemer & Associates, Los Angeles

James Qiu is a valuable member of the CEC Capital team contributing his experience in cross-border investment banking and management consulting. He was previously with Elmcore Group, WaterRock Capital, DBS Bank, and Meritco Services, where he executed deals for M&A, capital raise, and IPO clients. James graduated from Cornell University with a degree in economics. He is a registered General Securities Representative (Series 7 and 66 licenses) with FINRA/SIPC (formerly NASD).

Annie-Burford
Annie Burford

VP, Marketing & Operations
CEC Capital / Siemer & Associates, Los Angeles

Leading the US marketing initiates for the firm, Annie contributes over ten years of experience in project management, conference planning and communications. At CEC Capital, Annie oversees the operations of the US firm along with the annual marketing program which includes planning ten annual CEO dinners in conjunction with national industry events and the annual global media and tech Summit that encompasses two days of keynote speaker programming, CEO presentations, networking and relationship building among leaders in the technology, media & entertainment, and healthcare space. Annie graduated from the University of Connecticut (2005) with a degree in Political Science with a focus on international relations.