Nathan Lambert in

Nathan Lambert

Login to view DISC.
Director Investment Banking at Raymond James
📍 Boston, Massachusetts, United States

Nathan Lambert is a Director in the Technology & Services Investment Banking group at Raymond James, focusing on the FinTech and Software sectors. His expertise covers M&A, corporate divestitures, and capital raises. He is a graduate of the University of Michigans Stephen M. Ross School of Business.

Based on his education, Nathan maintains a connection to his alma mater. His interests likely extend to following the universitys sports teams and engaging with the alumni community.

He recently played a key role in advising LCP Media on its sale to Yardi, a notable transaction in the real estate software space.

Read the full overview →
Experience
12 Years
Current Role
Director Investment Banking
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

How Nathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Nathan cares about

FinTech & Software M&A
His entire career focus is on investment banking for the FinTech and Software industries, with deep experience in mergers and acquisitions.
Real Estate Technology
He recently advised on a significant transaction in the real estate software sector and discusses key trends in the space publicly.
+4 more topics Login to view topics
Career

Work history

1-2024
Director Investment Banking
Raymond James
12-2019 - 12-2023
Vice President Investment Banking
Raymond James
7-2016 - 12-2019
Investment Banking Associate
Raymond James
7-2013 - 6-2016
Investment Banking Analyst
Raymond James
6-2012 - 9-2012
Investment Banking Summer Analyst
Raymond James Financial Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2013
Bachelor of Business Administration (BBA)
University of Michigan - Stephen M. Ross School of Business
2005 - 2009
Education details unavailable
Merrimack High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Raymond James Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Nathan. Free, 10 seconds.