Welcome James "Jim" Schroder to Canaccord Genuity

We are excited to welcome James “Jim” Schroder as a Managing Director to expand our coverage in the Software sector within our U.S. Investment Banking platform.  With over 25 years of software and technology investment banking experience gained in Silicon Valley, New York, and London, Jim brings deep knowledge and experience to CG. 

Prior to joining CG, Jim co-led the Software team at Stifel where he had joined through its 2019 acquisition of Mooreland Partners. Before joining the Mooreland partnership, Jim was a Partner at Arma Partners and led all aspects of its U.S. technology M&A business in Palo Alto and was a senior banker at Lehman Brothers in New York, London, and Menlo Park.

With over 100+ Software sell-side M&A transactions, Jim has closed over $35 billion in M&A and financing for software and technology companies globally. 

Jim graduated from the U.S. Naval Academy with a B.S. in Systems Engineering, and an MBA from Yale University. 

Based in our San Francisco office, Jim will focus on B2B SaaS, with an emphasis on Enterprise software, including HCM and CEM/MarTech. He will also cover a diverse set of Vertical SaaS sectors, including EdTech, GovTech, and Public Sector. His appointment enhances our Technology franchise by expanding our expertise in these high-growth areas and strengthening our ability to deliver strategic insights and solutions to our clients.