Joe Estes

Joe Estes is an experienced investment banking professional who currently serves as the Managing Partner at Highlander Advisors, LLC, a position he has held since February 2020.1 With over 30 years of experience in mergers and acquisitions, Estes brings a wealth of knowledge to his role at Highlander Advisors, which provides financial advisory and strategic consulting services to growing companies.1

Career History

Prior to his current position, Estes had an impressive career trajectory in the investment banking sector:

Raymond James Financial, Inc.:

• Served as Vice Chairman of Investment Banking from February 2005 to January 20201
• Founded and led the firm's Technology Services investment banking practice

J.P. Morgan:

• Held the position of Managing Director and Co-Head of Software and Services in Technology Investment Banking from January 1999 to January 20051
• Served as Head of JPMorgan's Southeastern Region
• Member of the Operating Committee of JPMorgan's Global Technology, Media and Telecommunications investment banking practice

Citi (Robinson-Humphrey Subsidiary):

• Worked as Managing Director and Head of Technology Investment Banking from June 1985 to January 19991
• Founded the technology and communications investment banking practice

Education

Estes has a strong educational background:

• Bachelor of Science in Economics (Cum Laude) from Vanderbilt University (1977-1981)1
• Master of Business Administration in Finance from The Wharton School (1983-1985)1

At Highlander Advisors, LLC, Estes and his team provide independent advice, informed judgment, and transaction management services to corporate and financial sponsor clients, focusing on empowering them to make well-informed decisions throughout the M&A process.1 As a FINRA-licensed investment banking professional, Estes is registered through M&A Securities Group, a member of FINRA/SiPC.12