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Parallel Tracks for Companies at a Crossroads

We are a boutique investment bank focused on providing excellent advice on mergers & acquisitions, capital raises, and corporate strategy & performance to businesses that are at a crossroads in their lifecycles

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Our Transactions

Our principals have a 19+ year track record completing transactions totaling over $18.0 billion in aggregate transaction value

Office

Merger of Color More Lines and The Master Agency

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John Fang

Managing Partner

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Rob Cooper

Managing Partner

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Nate Jackson

Managing Director

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Kevin He

Director

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Our Team

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Devin Bostick

Vice President

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Marco Schuurman

Associate

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Isak Akervall

Associate

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Hugh Owen

Associate

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Cullen McCarthy

Associate

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Joey Yuan

Analyst

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Richard Yuan

Analyst

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Sassa Akervall

Advisory Board Member
CEO, Akervall Technologies

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Our Advisory Board

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Carla Goffstein

Advisory Board Member

Fmr. CFO and Interim CEO, Twinlab

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Bill Gustin

Advisory Board Member

Co-Founder, CleverTraining.com

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Bob Hiben

Advisory Board Member

CFO, SolTec Health

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Stephen Reid

Advisory Board Member

Founder and CEO, Founders Advantage Capital

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Our Differentiators

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We identify the right strategic and financial avenues for business owners, investors and entrepreneurs that have made "all the difference"

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Flexibility

We believe it is important to create multiple avenues of value creation, whether through a sale to a strategic party, to a financial party, a capital raise, an acquisition of another business, or the pursuit of one or more roads simultaneously.

Certainty

Execution

Our time is our most precious resource, and we maximize it by bringing a high degree of planning and expertise to every client and every transaction. We do not make empty promises, and we strive to deliver results through a combination of senior level attention and great execution capabilities.

Efficiency

Speed

We know that market cycles and environments don't last forever, so we make the process of taking your company to market a priority to ensure that working with us is both time and cost efficient for you.

Depth

Depth

As trusted advisors to boards, companies, founders, and investors for many years, we bring deep industry relationships, advance knowledge of the key performance indicators that drive your business, and a global network of counterparties to the table when it comes time for a transformative transaction.

Our Services

We offer a broad range of strategic, corporate and financial advisory services designed to maximize value creation for our clients

Sell-Side M&A

We aim to position your business to maximize your objectives, bring deep and global relationships to help create competition for your business, and negotiate relentlessly on your behalf

Private Placements

We will market, structure, and secure growth capital or shareholder liquidity ranging from secured debt to common equity

Strategic Advisory

We will bring our in depth industry knowledge to help you stay ahead of the market and provide strategic and consultative advice as you navigate competitive landscapes

Buy-Side M&A

We will identify, approach, structure, diligence, and execute transactions to acquire proprietary targets

Restructuring

We will model, evaluate, and negotiate with key stakeholders in capital structure restructuring transactions whether in or out of court

Outsourced CFO

We will bring a team of finance professionals to supplement or implement a professional and strategic CFO role within your organization, including accounting and financial planning and analysis best practices

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