Kate Winkler

Managing Director, Application Software
Technology Investment Banking
San Francisco, CA

E-mail  |  Tel: +1 415 616-1707

Kate Winkler

Kate Winkler is a managing director in the Piper Jaffray technology investment banking group and is responsible for providing M&A and capital-raising advisory services across many categories of application software, including human resources software, marketing software and vertical market software.

Winkler brings more than 20 years of experience in the software industry as an advisor and entrepreneur, most recently with Houlihan Lokey as a software investment banker and head of its human resources technology practice and with ArchPoint Partners prior to its sale to Houlihan Lokey in 2014. Winkler is also a two-time software CEO having led both Germany-based Jentro Technologies and Chicago-based CenterPost Communications through their expansions, culminating with exits by both to strategic buyers. Prior to that, she held the roles of CFO and COO of BEZ Systems, Inc. and vice president of strategy at CCC Information Services. Winkler began her career as a certified public accountant with Arthur Anderson.

Winkler earned a bachelor's degree in accounting and finance from the University of Michigan’s Stephen M. Ross School of Business with minors in economics, mathematics and Spanish.