Taylor Woodson

Taylor Woodson has twenty years of investment banking experience with a focus on the Financial Technology and Real Estate Technology sectors. He joined KBW as a Managing Director in 2025 to focus on FinTech and lead coverage of the Real Estate & Mortgage Technology sectors within KBW’s FinTech & Financial Services Group. Prior to KBW, Taylor was a Managing Director with Capstone Partners, the investment banking arm of Huntington Bank (HBAN), where he advised FinTech and Real Estate Technology companies on M&A and private capital raising. Taylor was formerly a senior member of Truist Securities’ Fintech practice within its broader Technology investment banking group. While at Truist Securities (formerly SunTrust Robinson Humphrey), Taylor co-led the investment bank’s coverage of the Bank Technology, Capital Markets Technology, and Financial Data & Information Services subsectors of its Fintech practice and led the firm’s coverage of the Real Estate Technology & Mortgage Technology subsectors. Previously, Taylor was a Vice President at Berkery, Noyes & Company, an independent investment bank providing M&A and capital raising advice to technology & software businesses. During his four years with Berkery, Noyes & Company, Taylor closed nearly 20 sell-side M&A transactions across the Fintech, Data & Information Services, and broader technology sectors. Taylor began his career with Johnsen, Fretty & Company, a media-focused investment bank assisting Out-of-Home, place-based, and digital media companies with M&A advisory and a variety of other business initiatives. Taylor graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration.