Investment banking team

Our industry-spanning team has the acumen and capabilities that helps our clients attain their financial goals.

We have provided expert financial advisory services for more than 20 years.

As finance professionals, we thrive on providing expertise for every aspect -- from capital raising and structuring to advisory board support and strategic acquisitions.

A founder looking for the next step in your company’s evolution, as well as an investor looking for added alpha, can turn to Xnergy can help identify opportunities others might be missing.

GlobalOur team is globally positioned for easier distribution of services.
ExpertiseOur team possesses deep industry expertise as well as financial acumen.
PassionWe are devoted to our clients' objectives.


Nia StefaniChief Executive Officer
William TimmermanManaging Director
Mark JacobsManaging Director
Aria VergopiaManaging Director

Xnergy Team:

Allen ChenVP of Investment Banking
Donald J. HaskellManaging Director
Eugene XiaoVP of Business Development
Jane WachiradejkulVP of Global Business Development
John SabaterVP of Investment Banking
Jon WuVP of Investment Banking
Ken HinesVP of Investment Banking
Leia BetancourtExecutive Assistant
Marc CarrollInvestment Banker
Omer SfadiaInvestment Banking Summer Associate
Shiv PatelInvestment Banking Associate
Vishwa ShethInvestment Banking Analyst/ Investment Banker
Zubair HassanVP of Investment Banking

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