Founder & Managing Partner
Lena Dalbey founded LINK in 2019 to bring a unique and differentiated investment & merchant banking firm to the Arizona marketplace. With more than 25 years of investment banking experience, Lena’s expertise was honed at leading global investment banking firms in San Francisco and New York. Lena has served exceptional companies in her native state of Arizona since 2007.
Prior to forming LINK, Lena was a Managing Partner at JDB Capital Partners (“JDB”). During her decade of commitment to JDB, Lena grew the firm from a start-up into one of the most well known and respected investment banking firms in the region. Her focus was senior relationships and extraordinary transaction outcomes for a wide range of middle market clients and companies.
Prior to JDB, Lena was an executive director within the Investment Banking Division of Morgan Stanley in San Francisco. As a member of the Financial Sponsor Group, she focused on originating and executing leveraged buyouts for some of the country’s largest and most reputable private equity firms. Prior to Morgan Stanley, Lena was a Vice President in the Investment Banking Division of Montgomery Securities, also in San Francisco. Lena began her investment banking career as an Associate and Vice President with Salomon Brothers Inc in New York, NY.
A visible leader in the Arizona business community, Lena is a proud sponsor of ACG Arizona and FEI Arizona. She’s a frequent public speaker and panelist on mergers & acquisitions, private equity and building enterprise value in a wide variety of settings and audiences. She’ll never turn down an opportunity to inspire others about business transformation and growth.
Lena holds a Bachelor of Science in Finance from the University of Arizona and an MBA in Finance from the Wharton School at the University of Pennsylvania. Lena is also the principal owner of LINK Securities LLC and holds the Series 7, 24, 63, 79 and 99 licenses.
Kris joined LINK in 2019 as an Associate to move mountains and assist the team with mergers & acquisition and capital raising execution. Prior to joining LINK, Kris gained experience at investment banking firm CKS Advisors working on transactions in a variety of industries. Outside of investment banking, Kris earned broad business experience working in retail banking, hospitality and gaming analytics. He holds an MBA in Financial Markets and Management from the W. P. Carey School of Business at Arizona State University and a BS in Hotel Administration from Cornell University. Kris also holds the FINRA Series 63 and 79 licenses.
Newly formed in 2019, LINK is growing our team! If our mission, vision and values are a fit with yours, we want to hear from you. Please send your resume and career interest to Info@linkbig.net so we can link you to what’s next.