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About Us ABOUT

A team of entrepreneurial minded financial advisors and senior investment bankers ready to serve your needs. 
About Us

Your Fiduciary In M&A

As an M&A advisory firm our primary objective is to be a trusted partner you can rely on for sound advice and unmatched service, operating with a singular focus by placing your interests above all else.

We are a team of entrepreneurial minded individuals just like you, having started, operated, grown, and exited various enterprises, so can relate and understand the ups and downs of a business venture.

Thus, our promise is to always do right by you, operate with a sense of urgency, and be readily available to assist with the honesty and integrity expected from a leading M&A advisory firm.

Our commitment to excellence extends to our adoption of technology, actively seeking to employ new solutions to increase efficiency while remaining nimble in an ever-changing economy and market.

We have great admiration for those who take risks and help make this country great, so look forward to meeting you and learning about your business and transaction goals.

Respectfully,

Nathaniel Nead
Managing Partner
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Managing Partner

Nate Nead

Nate Nead is an experienced M&A advisor and investment banker who has successfully managed numerous middle-market deals in real estate, software, hardware, digital marketing, agribusiness, consumer products, professional services and oil & gas. An experienced entrepreneur, Nate has founded, operated and exited several digital media, SaaS and software companies, growing them from startup to multi-million dollar market leaders. He brings a wealth of both operational and transactional understanding to the InvestmentBank.com team.

In the last decade Nate has effectuated over $120M in divestitures for clients, creating exits well above owners’ expectations through strategic sell-side auctions. His sell-side work in oil & gas, business consulting and software & technology has helped to garner valuations as high as 40% above fair market value with EBITDA multiples as high as 14x. Nate’s experience in running broad, strategic auctions has assisted entrepreneurs and long-standing business owners consistently exceed their best expectations.

Nate received his undergraduate degree in Business Entrepreneurship with minors in Chemistry and Biology from Brigham Young University and his MBA in Finance from the University of Washington. He holds his Series 79, 82 and 63 FINRA licenses.

Check the background of this Broker-Dealer and its registered investment professionals on FINRA’s BrokerCheck.
Managing Director

David Lopez

David is a seasoned M&A advisor and entrepreneur with a successful track-record of getting deals done. His experience encompasses over 10 years of working alongside CEO’s to facilitate corporate finance initiatives that seek to: Maximize Shareholder Value; Establish Synergistic Partnerships; Fundraise Private Capital; Execute Growth Goals; and Pursue Exit Strategies, resulting in excess of $250MM+ of enterprise value created.

Throughout his career David has always looked to be a trusted value-added partner to his client’s by offering Merger and Acquisition; Capital Fundraising; and Strategic Advisory Services to: Healthcare, Information Technology, Medical Device, Food & Business Service Companies with $10MM – $100MM in revenues.

Prior to his work as an M&A advisor David was founder and managing partner of a multi-modality healthcare startup that involved diagnosing and rehabilitating patients with dizziness and balance disorders as well as providing a full-service audiology and hearing-aid dispensing practice, which he helped grow and eventually exited through the sale of his founder shares.

David has an undergraduate degree in Economics from York University Toronto, is a Certified Mergers & Acquisition Advisor, Licensed Real Estate Agent and holds a Series 82 and 63 FINRA licenses.

Check the background of this Broker-Dealer and its registered investment professionals on FINRA’s BrokerCheck.
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Director of Valuations

Christopher Majdi

Chris is a certified business appraiser and certified valuation analyst. He specializes in business valuation, compensation valuation and complex healthcare transactions. He has served as a senior valuation consultant and merger and acquisition advisor at various management consulting firms including Vizient, Inc. and Premier, Inc. (NASDAQ: PINC).

During his time at Premier he was responsible for the valuation and fair market value (FMV) service line within Strategy, Innovation and Population Health. This included business valuation, compensation valuation and transaction advisory work for health systems, medical groups and health plans. He has managed projects which measured the financial value of assets and contractual terms between these entities.

Chris is a certified healthcare business consultant, has a BA from Cal State Fullerton and a Masters in Healthcare from Cal State Long Beach.
Vice President

Chris Lee

Christopher K. Lee is a strategy and innovation professional with deep experience in healthcare. Recently, he has served in marketing leadership roles at a leading academic medical center and a large community clinic. Prior to that, he held multiple roles at a fast-growing SaaS startup that was successfully acquired. Chris has also worked at a medical business brokerage doing valuations to support potential M&A deals.

Chris graduated summa cum laude with a B.A. in Psychology from UC Irvine and a Master of Public Health from San Diego State University. He has served as a mentor at several healthcare hackathons and business competitions. Chris has been quoted in publications including Harvard Business Review, U.S. News & World Report, Medscape, and Becker’s Hospital Review.
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Advisory Board

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Robert Barreca

CCO, Investment Banking
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Jeffrey Tooke

Compliance Officer
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Steve Plimpton

Advisor