Managing Partner & Co-Founder
Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Prior to forming SiVal in 2002, Ms. Robertson was Managing Director of Needham & Company’s West Coast M&A Group, which she formed in early 1997. While at Needham, over 30 transactions were completed under her management in a wide range of sectors including: Semiconductor, Semiconductor Capital Equipment, EMS, EDA, Software, e-Commerce, and Communications. Prior to her tenure at Needham, Ms. Robertson worked at major Canadian investment banking firms, BMO Nesbitt Burns and RBC Capital Markets. She has an MBA from Queen’s University (Canada), a Bachelor of Science (Honors) from the University of Toronto, and is credentialed as a Chartered Business Valuator.
Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently serves on the board of directors of the Silicon Valley Chapter of Financial Executives International (FEI).
In April 2012 Ms. Robertson was honored as one of Silicon Valley’s Top 100 “Women of Influence”. In March 2013 she was a featured speaker on funding and M&A exits, at the Sixth Annual Women’s Private Equity Summit at the Ritz Carlton in Half Moon Bay, California.
Ms. Robertson holds Series 79 and 63 licenses for investment banking and is a registered professional with a FINRA, SIPC member firm.