Our senior team is composed of technology and transaction advisory experts with deep industry experience and a proven track record of success. We have completed more than 175 technology M&A and growth equity transactions valued in excess of $18 billion.

David W. Joncas

David W. Joncas / Managing Director

David has 25 years of experience and a distinguished M&A track record advising leading software, SaaS, business information, and technology-enabled services companies spanning a range of high growth industry sectors including application and infrastructure software, healthcare (HCIT), architecture, engineering & construction (AEC) software, EdTech, FinTech, and human capital management (HCM), among others. David has advised leading private equity, venture capital, publicly traded and founder-owned technology companies on domestic and cross-border strategic M&A, leveraged buyouts and growth equity recapitalizations.

Representative transactions include the sale of WorkWave to IFS; Cycle Computing to Microsoft; Dexter + Chaney to Viewpoint; ConstructConnect to Roper Technologies ($632M); Navicure to Bain Capital; Finalsite to Bridge Growth Equity; iSqFt and BidClerk to Genstar Capital; On Center Software to Roper Technologies; Manatron to Thomson Reuters; GatewayEDI to TriZetto (Cognizant); HealthMedia to Johnson & Johnson; MedData to TransUnion; Aderant to Vista Equity; Mantas to Oracle (i-flex); and JBoss to Red Hat.

Before Aeris Partners, David was recruited to launch and build the technology practice at Harris Williams & Co., where he served as Managing Director and Co-Head of technology investment banking, and as a member of the firm’s Executive Committee. Previously, David was a Senior Vice President with Broadview International (later Jefferies Broadview) and a Manager with Accenture’s PeopleSoft practice. David co-founded and completed a 4,100 mile cross-country bicycling and fundraising event in support of cancer research, education and prevention and was recognized as a “40 under 40” investment banking professional by Investment Dealers’ Digest (IDD) in 2006.

David received an MBA from Northwestern University’s Kellogg School of Management as an Austin Scholar, and a BA in Economics/Accounting from the College of the Holy Cross.

David is an avid cyclist and skier.

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Stephen J. O’Leary

Stephen J. O’Leary / Managing Director

Steve brings more than 25 years of technology M&A and venture capital experience to Aeris Partners. He has substantial experience working with application and infrastructure software, analytical software, business information and digital media companies. He has extensive experience advising public companies on domestic and cross-border M&A transactions, including special committee advisory and going-private transactions. He also serves as a trustee and member of the executive committee of the Massachusetts Technology Leadership Council and served as Chairman in 2009 and 2010.

Before Aeris Partners, Steve served as Senior Managing Director, Co-Head of Technology Investment Banking and head of the Boston (Waltham) office of Broadview International (later Jefferies Broadview). During his 19-year tenure with Broadview he also served on the Board of Directors of Broadview International and its affiliate venture capital fund, Kennet Partners. Immediately prior to Aeris Partners, he served as an entrepreneur in residence at General Catalyst Partners. Earlier in his career he was a venture capitalist at BancBoston Ventures and served as a United States Navy lieutenant on board fast-attack nuclear submarines.

Steve received an MBA from Harvard Business School and a BS in Mathematics (with Distinction) from the U.S. Naval Academy.

Steve has run several marathons, including the 2009 Boston Marathon. He enjoys coaching youth ice hockey.

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Rahul Swani

Rahul Swani / Managing Director

Rahul has more than 15 years of technology M&A and consulting experience spanning numerous high growth industry sectors, including data and analytics, SaaS, software, EdTech, healthcare information technology (HCIT) and digital media. Rahul has extensive experience advising private equity, venture capital and founder-owned companies on a range of strategic M&A, divestiture and private placement transactions.

Before joining Aeris Partners, Rahul was a Vice President with the technology M&A practice at Harris Williams & Co., where he helped build the group and established its efforts in data and analytics. Previously, Rahul served as a Senior Consultant with Investor Group Services (IGS), where he provided strategic and market diligence advisory services to companies serving a broad range of industries, including technology and healthcare. He also worked as an Analyst with the Alternative Asset Fund of W.R. Huff & Co., and as an environmental economic policy research analyst.

Rahul received an MBA from the MIT Sloan School of Management and a B.A. in Economics and Environmental Studies from Tufts University. 

Rahul is an avid traveler, skier and ‘foodie’.

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