JPMorgan Chase Expands Mid-Cap M&A Team with Key Appointments

JPMorgan Chase & Co. has appointed R. Sean Daugherty and Robert Rosenfeld as managing directors to bolster its North America mid-cap mergers and acquisitions (M&A) team. This strategic move underscores the bank's commitment to enhancing advisory services for medium-sized companies.

Daugherty brings over 23 years of experience in mid-cap M&A transactions. He most recently served as a senior managing director in the private equity advisory team at Guggenheim Securities, where he led the consumer group. Prior to that, he was a managing director at Lazard.

Rosenfeld has nearly 20 years of M&A advisory experience focused on the consumer sector. He most recently led consumer household products investment banking globally at Baird and previously worked in the M&A group at BMO Capital Markets.

Both Daugherty and Rosenfeld will be based in Chicago and are set to join JPMorgan early next year. They will report to the co-heads of North America mid-cap M&A, Andrew Castaldo and Andrew Martin.

These appointments are part of JPMorgan's broader strategy to bolster its mid-cap investment banking capabilities. The bank's mid-cap team now comprises over 250 bankers dedicated to serving mid-sized companies and investors.

In September 2025, JPMorgan hired three senior bankers—Rohan Juneja, Ryan Lake, and Lauren Vitale—to strengthen its mid-cap investment banking team. Juneja, previously with Jefferies, is based in New York as a managing director covering media and communications clients. Lake, formerly of Arlington Capital Advisors, serves as a managing director in Phoenix, focusing on beverage companies. Vitale, from Lincoln International, is an executive director in Chicago, concentrating on education and business services.

"Mid-cap companies and investors are critical players in our national economy, driving innovation, creating jobs, and providing essential services," said John Richert, global head of mid-cap investment banking at JPMorgan.

JPMorgan's strategic focus on mid-cap companies reflects the growing importance of this segment in the M&A landscape, offering opportunities for growth and diversification. The bank's investment banking fees rose 7% to $2.5 billion in the second quarter of 2025, driven by an increase in mergers and acquisitions and debt underwriting.

The hiring of Daugherty and Rosenfeld signifies JPMorgan's ongoing commitment to enhancing its mid-cap investment banking services, positioning the bank to better serve the evolving needs of medium-sized companies in a dynamic market environment.