BNET Industries

  • Private
  • US
Dow Jones Description

Needham & Company's Corporate Services Department was created within Needham & Company in January 1990 to serve the corporate finance clients of the firm in executing cash equity transactions. Some core products include:

Chairman of the Board and Chief Executive Officer
George Needham
Number of Employees 195
Contact Information

445 Pk Ave FL 3

New York, New York 10022-2606

needhamco.com

(212) 371-8300

NAICS Code Securities Brokerage: 523120

Recent Events

  • Stocks in the Spotlight Monday

    12/07/09 - Bond / Stock Rating - View Story

  • Targacept lands potential $1.2 billion deal with AstraZeneca

    12/03/09 - Bond / Stock Rating - View Story

  • Stocks in the Spotlight Thursday

    11/19/09 - Bond / Stock Rating - View Story

  • Needham & Company, LLC Hires Jeff Liu as Head of Software Investment Banking Group

    11/16/09 - Mgmt. Change Entering - Other - View Story

  • Cell Phones Now Guide You; Are Navigation Devices Over?

    11/05/09 - Bond / Stock Rating - View Story

  • Tech Stocks: Tech stocks close with mild gains

    11/05/09 - Bond / Stock Rating - View Story

  • Notable Analyst Rating Changes 11/02: MOT, UFS, GNW, EL, JWN, WY, RCL, CS Upgraded; RIMM,...

    11/02/09 - Bond / Stock Rating - View Story

  • Needham & Company Taps Laura Martin to Cover Media and Entertainment

    11/01/09 - Mgmt. Change Entering - Other - View Story

  • Rajaratnam: Relentless Pursuit of Data

    10/26/09 - Mgmt. Change Entering - Other - View Story

  • Targacept shares soar on promising depression drug data

    10/16/09 - Bond / Stock Rating - View Story

  • UPDATE 2-Intel buoys tech sector on strong results, outlook

    10/14/09 - Bond / Stock Rating - View Story

  • Morning Movers 10/05: DEPO, AVII, OPTV, CRXX, UCTT, CPRX Higher; FOLD, FTBK, SGEN, SCLN, REED...

    10/05/09 - Bond / Stock Rating - View Story

  • Research In Motion upgraded to buy at Needham

    10/05/09 - Bond / Stock Rating - View Story

  • PowerRatings Weekly Outlook: PAS, NDSN, RSG, MSFT, BAC, C

    9/18/09 - Bond / Stock Rating - View Story

  • Apple "strong buy," target price raised

    9/15/09 - Bond / Stock Rating - View Story

  • Stocks in the Spotlight Tuesday

    9/01/09 - Bond / Stock Rating - View Story

  • Stocks in the Spotlight Monday

    6/22/09 - Bond / Stock Rating - View Story

News & Analysis

call transcript and needham & co. - All News and Analysis

Decision Makers

Name (plus bio) Position
Glen W. Albanese Managing Director, Cfo
James M. Abbruzzese Managing Director, Chief Compliance Officer
Colleen Holmes Vice President
Eli Sheena Vice President
Ellen McKay Vice President
Gary M Russillo Vice President, Sales Trader
Chad Keck Executive Director
Bernard H. Lirola Managing Director, Joint Head of Investment Banking
Colleen M Tremblay Managing Director, Sales
Craig M Gilkes Managing Director, Sales
David McCall Managing Director
David S. Schechner Managing Director
James F Reilly Managing Director, Corporate Finance, Menlo Park, Ca
Janice L. Triolo Managing Director
John C Thompson Managing Director, Sales
John J. Prior Managing Director
John Lazo Managing Director, Head of Trading
Joseph Turano Managing Director, Human Resources
Mark R. Van Valkenburgh Managing Director, Head of Institutional Sales
Mark Valkenburgh Managing Director
Raymond H. Godfrey Managing Director
Robert McLaughlin Managing Director, Sales Trader
Rodolfo E Balseiro Managing Director
Sean Dwyer Managing Director, Head of Sales Trading
Theodor J. Kundtz Managing Director & Director, Research
Thomas A. Maloney Managing Director, Director of Research
Warren M. Foss Managing Director and Head of Capital Markets
William J. Boyle Managing Director, Sales
William T. Dailey Managing Director, Sales Trader
Shannon Shipp Partner
Jack Catalano Office Manager
Jennifer L. Wright Controller
Ann Marie Ramos Capital Markets Associate
Edward J Doherty Usher
Kelly Sprague Institutional Sales Associate
Liz Wang Senior Associate
Michael T Murray Principal, Otc Trading
Nora Delay Associate
Tina Boyer
Eugene R. White Director
Joseph H. Reich Director

Board of Directors

Name (plus bio) Position
George Needham Chairman of the Board and Chief Executive Officer
Andrew J Malik Chairman
Floyd Durham Chairman
Andre R. Horn Board of Directors
Edgar F. Heizer Board of Directors
John C. Michaelson Board of Directors
Steve Markman Board of Directors

Organization Position Status
Needham & Company Inc. Chairman of the Board and Chief Executive Officer Current
Needham Capital Partners Chief Executive Officer Current
Needham Capital Partners Chairman Current
The First Boston Corporation Managing Director Former
Needham & Company Inc. General Partner Former
Needham Capital Partners General Partner Current
Stanford Graduate School of Business Graduate Former
Needham & Company Inc. Board of Directors Former

Mr. Albanese joined Needham & Company, LLC in 1996. He was formerly in the mutual funds area of PaineWebber Group, Inc. Prior to that, he was a Senior Accountant with Raines & Fischer CPAs. Mr. Albanese is a Certified Public Accountant, New York State.

Organization Position Status
Needham & Company Inc. Managing Director, Cfo Current
Raines and Fischer Llp Senior Accountant Former

Organization Position Status
Needham & Company Inc. Managing Director, Chief Compliance Officer Current
Needham & Company Inc. Director, Compliance Former

Organization Position Status
Needham & Company Inc. Vice President Current

Organization Position Status
Needham & Company Inc. Vice President Current

Organization Position Status
Needham & Company Inc. Vice President Current
Needham & Company Inc. Principal, Needham Asset Management Current

Organization Position Status
Needham & Company Inc. Vice President, Sales Trader Current

Organization Position Status
Needham & Company Inc. Executive Director Current
Needham & Company Inc. Vice Chairman, Managing Director Current
Needham & Company Inc. Senior Banker Current
Investment Banking Vice Chairman Current
U.S. Army Officer Former
Electronic Data Systems Corporation Former
Harvard Business School M.B.A. Former
United States Military Academy Former

Mr. Lirola is a senior investment banker with extensive experience in all aspects of Wall Street, including corporate finance, mergers and acquisitions, and equity research for a wide range of companies. This gives him a unique perspective in helping boards and senior executives evaluate their strategic and financial options. Having joined Needham & Company as a Corporate Finance banker heading our Healthcare Group in 1994, he became an Equity Research Analyst for the Company's Healthcare Services sector in 1997 and has since returned to Corporate Finance advising companies in all industries. Prior to joining Needham & Company in 1994, Mr. Lirola was head of Swiss Bank Corporation's U.S. Mergers and Acquisitions Group (1990-1994) and head of First Boston Corporation's M&A Healthcare activities (1985-1990.) He received an M.B.A. from Harvard Business School and is a graduate of Ecole Polytechnique in Paris, France.

Organization Position Status
Needham & Company Inc. Managing Director, Joint Head of Investment Banking Current
Swiss Bank Corporation Head,U.S. Mergers Former
Needham & Company Inc. Equity Research Analyst Former
The Health Care Group Former
Ecole Polytechnique Former
Harvard Business School M.B.A. Former

Organization Position Status
Needham & Company Inc. Managing Director, Sales Current

Organization Position Status
Needham & Company Inc. Managing Director, Sales Current
Georgetown Law School J.D. Former
University of Virginia B.A. In Political Science Former

Organization Position Status
Needham & Company Inc. Managing Director Current

Organization Position Status
Needham & Company Inc. Managing Director Current
Needham & Company Inc. Head of Investment Banking Current

Organization Position Status
Needham & Company Inc. Managing Director, Corporate Finance, Menlo Park, Ca Current
PFSweb, Inc. Board of Directors Current
Dillon Read Managing Director Former
Columbia University B.A. In Economics and Computer Science Former

Organization Position Status
Needham & Company Inc. Managing Director Current

Organization Position Status
Needham & Company Inc. Managing Director, Sales Current

Organization Position Status
Needham & Company Inc. Managing Director Current

Organization Position Status
Needham & Company Inc. Managing Director, Head of Trading Current
Needham & Company Inc. Executive Director Former
Canadian Imperial Bank of Commerce Executive Director Former

Organization Position Status
Needham & Company Inc. Managing Director, Human Resources Current
Needham & Company Inc. Director, Hr Former
Needham & Company Inc. Principal, Human Resources Former

Mr. Van Valkenburgh has overall management responsibility at Needham & Company for oversight of the sales team. He is a member of the firm's Operating Committee. Mr. Van Valkenburgh has been a sales person at Needham since 2000. Previously, Mr. Van Valkenburgh was a portfolio manager at Bear Stearns, Morgan Stanley, and UBS before joining Needham & Company.

Organization Position Status
Needham & Company Inc. Managing Director, Head of Institutional Sales Current
The Bear Stearns Companies Inc. portfolio manager Former
Needham & Company Inc. Portfolio Manager Former

Organization Position Status
Needham & Company Inc. Managing Director Current

Organization Position Status
Needham & Company Inc. Managing Director Current

Organization Position Status
Needham & Company Inc. Managing Director, Sales Trader Current

Organization Position Status
Needham & Company Inc. Managing Director Current

Organization Position Status
Needham & Company Inc. Managing Director, Head of Sales Trading Current
Gettysburg College Former
Gettysburg College Former

Organization Position Status
Needham & Company Inc. Managing Director & Director, Research Current
Lehman Brothers Holdings Inc. Senior Vice President Former
Lehman Brothers Holdings Inc. Managing Director Former
The Bear Stearns Companies Inc. Managing Director Former
New York University M.B.A. Former
Georgetown University B.S. in Business Administration Former

Organization Position Status
Needham & Company Inc. Managing Director, Director of Research Current
Smith Barney Former
Oppenheimer & Co. Inc. Former
Columbia Business School MBA In Finance Former
Brown University Ba In Economics Former

Mr. Foss has overall management responsibility at Needham & Company for the firm's equity business, including oversight of the sales, trading, and new issue management functions. He is a member of the firm's Board of Directors. Previously, Mr. Foss was a Senior Managing Director at Bear Stearns and held the positions of Managing Director and Principal at Donaldson, Lufkin and Jenrette. Before joining DLJ, he had been a Managing Director at Salomon Brothers. Mr. Foss is a graduate of Harvard Business School.

Organization Position Status
Needham & Company Inc. Managing Director and Head of Capital Markets Current
Needham & Company Inc. Board of Directors Current
The Bear Stearns Companies Inc. Senior Managing Director Former
Salomon Brothers Managing Director Former

Organization Position Status
Needham & Company Inc. Managing Director, Sales Current

Organization Position Status
Needham & Company Inc. Managing Director, Sales Trader Current

Dr. Shipp is a partner at Shipp, Needham, and Durham L.L.C. He is also Associate Professor of Marketing at the M.J. Neeley School of Business at Texas Christian University. Dr. Shipp has been a consultant and expert witness for over 20 years. During that time, Dr. Shipp has testified on such subjects as business valuation, liability, and economic damages including lost profits, lost earnings, and lost benefits. He has also testified in cases involving wrongful death, wrongful termination, personal injury, medical malpractice, divorce, commercial litigation, antitrust, wrongful termination of distribution agreements, and failure to exercise best efforts in promoting a new product. Dr. Shipp has been retained by attorneys for plaintiffs and defendants in both state and federal courts.

Organization Position Status
Needham & Company Inc. Partner Current
Shipp, Needham Owner Current

Organization Position Status
Needham & Company Inc. Office Manager Current

Organization Position Status
Needham & Company Inc. Controller Current

Organization Position Status
Needham & Company Inc. Capital Markets Associate Current

Array

Organization Position Status
Potter Funeral Service, Inc Current
Massachusetts Funeral Directors Association Member Current
Needham Exchange Club Member Current

Organization Position Status
Needham & Company Inc. Institutional Sales Associate Current

Organization Position Status
Needham & Company Inc. Senior Associate Current

Organization Position Status
Needham & Company Inc. Principal, Otc Trading Current
JPMorgan Chase & Co. Former
Canadian Imperial Bank of Commerce Director Former

Organization Position Status
Needham & Company Inc. Associate Current

Organization Position Status
Needham & Company Inc. Current

Organization Position Status
Needham & Company Inc. Chairman Current
Muriel Siebert & Co., Inc. Partner Former
Needham & Company Inc. Board of Directors Former

Dr. Durham is Chairman Emeritus at Shipp, Needham, and Durham, L.L.C. and Emeritus Professor of Economics at Texas Christian University in Fort Worth Texas. Dr. Durham has been an economics consultant and expert witness for over 35 years. During that time, Dr. Durham has testified extensively on economic damages in cases involving wrongful death, wrongful termination, personal injury, medical malpractice, divorce, commercial litigation, and antitrust. Dr. Durham has been retained by plaintiffs, and defendants in cases in state and federal courts. Earlier in his career, he testified extensively on bank charters and worker's compensation issues. Dr. Durham retired in 1997 but continues to serve in an advisory capacity with the firm.

Organization Position Status
Texas Christian University Emeritus Professor Current
Shipp, Needham Chairman Current
Needham & Company Inc. Chairman Current

Mr. Horn has been a member of the board since February 2006 and succeeded Dr. Gene Goodson as Chairman in May 2008. Prior to Mr. Horn's election to the Southwall Board of Directors he retired in 1985 as Chairman of Joy Manufacturing Co. in Pittsburgh, Pennsylvania, now known as Joy Global Inc., a manufacturer of heavy equipment. He served as Chairman of Needham & Co., Inc. until his retirement and election as Chairman Emeritus in 1991. Currently, he is a director of Needham & Co. and also serves as a director and Chairman of the Board of REMEC, Inc. Mr. Horn holds a BA in Mathematics from the University of Paris and is a graduate from the Ecole des Hautes Etudes Commerciales.

Organization Position Status
Southwall Technologies Inc. Chairman of The Board of Directors Current
Southwall Technologies Inc. Board of Directors Current
REMEC, Inc. Board of Directors Current
Varco International, Inc. Board of Directors Current
Needham & Company Inc. Board of Directors Current
Needham & Company Inc. Chairman Former
Spectrian do Brasil, Ltda. Chairman Former
University of Paris BA In Mathematics Former

Organization Position Status
Needham & Company Inc. Board of Directors Current
LCA-Vision Inc. Board of Directors Current
Dental Services Group Board of Directors Current
Gardner Carton & Douglas Llp Partner Former
Northwestern University School of Law J.D. Former
Southern Methodist University B.S., Engineering & B.B.A. Former

Organization Position Status
Needham Capital Partners Limited Partner Current
Nextest Systems Corp. Director Current
Needham & Company Inc. Director Current
Varco International, Inc. Board Member Current
Fujitsu Limited Chief Executive Officer Former
Amdahl Corporation Chief Executive Officer Former
Fujitsu Limited President Former
Amdahl Corporation President Former
Honeywell Corporation Vice President of Commercial Systems Former
The Instrument Vice President of the Commercial Equipment Business Group Former

Organization Position Status
Needham & Company Inc. Board of Directors Current

Organization Position Status
Needham & Company Inc. Director Current
Beginning.Com Board of Directors Current
Centennial Associates, Inc. Managing General Partner Former
Pca International, Inc. Board of Directors Former
KOA Holdings Inc. Board of Directors Former

Organization Position Status
Markman Speaker Management President Current
Markman Speaker Management Owner Current
Attorneys Current
Executives Current
Seven Steps Current
Needham & Company Inc. Board of Directors Current
The Conference Board Executive Director Former
Alexander & Alexander Director of Research Former
Alexander & Alexander Consultant Former
Forbes, Inc. Research Analyst Former
Emerson College Lecturer Former

Executive News

  • Shoreline Trading Group Awarded 'Best in Class' in 42 Categories in the 2009 Global...

    Reuters - 7/15/09 - View Story

  • Shoreline Trading Group Awarded 'Best in Class' in 42 Categories in the 2009 Global Custodian Prime Brokerage Survey

    PR Newswire - 7/15/09 - View Story

advertisement
advertisement