Nathan Lambert in

Nathan Lambert

Sharpshooter · DISC type DC
Director Investment Banking at Raymond James
📍 Boston, Massachusetts, United States

Nathan is a Director in the Technology & Services Investment Banking group at Raymond James, with a sharp focus on the FinTech and Software sectors. A graduate of the University of Michigans Ross School of Business, he specializes in M&A, corporate divestitures, and capital raises.

Outside of his professional work in finance and technology, Nathan maintains strong ties to his alma mater and likely follows its athletic programs. He actively networks at major industry conferences across the country.

He recently advised on the sale of real estate software company LCP Media to Yardi, a significant transaction in the sector.

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

How Nathan shows up

Precise But Practical
Rigorous & Demanding
ROI Driven

They respond well to strong and respectful communication. They take a lot of pride in personal achievements. They prefer to be the ones controlling the conversation or defining the terms.

Priorities

Topics Nathan cares about

FinTech M&A
His primary professional focus is on investment banking services, including mergers and acquisitions, within the FinTech industry.
Real Estate Software
He is active in the real estate tech space, having recently advised on the sale of LCP Media to Yardi.
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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

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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)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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