Our senior leaders are actively involved from the start of each deal to its completion. Keeping clients continuously informed, we assure ongoing communication and transparency. With impressive investment banking credentials, each of our leaders brings credibility, a reputation for integrity and a track record of excellence to every engagement.
Robert F. Murphy
Robert Murphy is a Partner of PKF Investment Banking with over 30 years of experience in investment banking and corporate development.
Prior to joining PKF Investment Banking, Bob co-owned two M&A firms, and held numerous senior operating and financial management positions, including as a financial officer and SVP, Corporate Development of a public company.
Bob’s investment banking expertise includes work on over 300 financial consulting and M&A sell-side and buy-side engagements. He has closed deals in industries such as distribution, manufacturing, business services, health care and IT, as well as many complex cross-border transactions. He has closed deals with private and public companies and private equity firms in nine countries on four continents.
Bob is well regarded for his business expertise, objective and honest advice, attention to detail, negotiation skills and professionalism. He also is a former CPA.
- FINRA licensed holding Series 7, 79, 24 & 63
- State University of New York – Albany, Bachelor of Science degree in Accounting
(561) 337.5324 or (201) 788.6844
Senior Vice President
Lori Green is a strategic marketing professional and financial writer with over 25 years of investment banking experience. Her expertise is in crafting impactful communications targeted to investors and business owners.
Lori began her career on Wall St. in the trade finance area of what is now JPMorgan Chase & Co., and later worked for Globecon Group, a corporate finance training firm. Prior to her current role at PKFIB, Lori served for many years as SVP, Strategic Marketing at Woodbridge International, a middle market mergers and acquisitions firm. Lori has worked closely with hundreds of privately held companies in virtually every industry.
- New School for Social Research, MA in Media Studies
- SUNY Binghamton, BA in English Language & Literature
Daniel R. Potton
Daniel R. Potton is a Director at PKF Investment Banking with more than 8 years of experience in investment banking and corporate development. Dan has advised public and private clients across a variety of industries on over $40 billion of M&A and strategic initiatives through buy-side and sell-side transactions, joint ventures, divestitures and capital allocation practices. Additionally, he has executed over $15 billion in capital markets transactions consisting of IPOs and equity and debt offerings. Prior to joining PKF Investment Banking, Dan served as a Vice President in the investment banking divisions of a multinational boutique firm, as well as a global bulge-bracket investment bank. Before beginning his career in investment banking, Dan was an electrical engineer in the nuclear industry, where he was responsible for modeling and designing utility-scale nuclear generation and distribution systems.
- FINRA licensed holding Series 63 and 79
- University of North Carolina – Chapel Hill, Master of Business Administration
- University of North Carolina – Charlotte, Master of Science in Electrical Engineering
- University of North Carolina – Charlotte, Bachelor of Science in Electrical Engineering
Susan Zhang is an investment banker with superb problem solving, financial modeling, forecasting and analytical skills. Her M&A experience includes managing every aspect of the deal process as well as negotiating deal pricing and terms. She has worked for several investment banking firms including J.P. Morgan Securities, and HSBC Securities (USA), contributing on dozens of transactions. She holds an MBA from The Wharton School of Business/UPENN and a BS in Engineering from University of Science & Technology of China. She is CPA-qualified and a CFA level III candidate. FINRA licensed holding Series 7, 79 and 63.
- FINRA licensed holding Series 7, 79, & 63
- University of Pennsylvania – Wharton School of Business, MBA
- University of Science & Technology of China, Bachelor of Science degree in Engineering