Mr. Carter is a Managing Director and Chairman of Global Technology at Houlihan Lokey. For more than three decades, he has advised on over 1,000 mergers and acquisitions, financings, takeover defenses, leveraged buyouts, divestitures, leveraged recapitalizations, joint ventures, stock buybacks, and restructurings.
Previously, Mr. Carter was Co-CEO and Co-Founder of GCA Advisors, which was acquired by Houlihan Lokey in 2021. Additionally, he served as a board member and a member of executive management at GCA. Mr. Carter was also Chairman, President, and CEO of both Savvian and Perseus Group, predecessors of GCA. Before that, he was President of Robertson Stephens, a global investment banking and asset management firm, and served on the board of directors. Prior to his role as President, Mr. Carter held several positions at Robertson Stephens, including Head of Global Corporate and Investment Banking, a division that generated more than $1 billion in annual revenue during his tenure. He also served as Head of Global Technology Investment Banking and Head of Global Mergers & Acquisitions. Earlier in his career, Mr. Carter was employed by McKinsey & Company.
Mr. Carter’s clients have included Amdocs, Apple, Applied Materials, AT&T, Autodesk, CA, Citrix, Cognizant, Dell, eBay, Equifax, E-Trade, Gartner, Genentech, Gilead, HCA, Infosys, Intuit, Juniper, McAfee, Micron, Microsoft, Netscape, News Corp, Northrop Grumman, NVIDIA, PayPal, Pixar, Priceline, Siemens, Simon Property, SoftBank, Symantec, Thomson Reuters, TIBCO, Wipro, and Yahoo.
Over the past two decades, Mr. Carter has been actively involved as an early-stage and growth investor, primarily focused on the technology industry. He has invested in more than 100 companies, several of which he co-founded. Mr. Carter has also served on a number of public and private company boards as well as advisory and nonprofit boards. In the nonprofit area, he currently serves on UCSF’s Board of Overseers and the boards of EducationSuperHighway and The Conservation Fund. Other selected involvement includes serving as Chairman of OneD Material, a nanowire-material, high-performance battery company, and on advisory boards such as Foresite Capital and Victory Park Capital.
Mr. Carter graduated summa cum laude with a B.A. from the University of Texas and holds an MBA from Harvard Business School.