veteran technology Financial advisory boutique
30+ Years of Silicon Valley Tech Expertise
veteran technology Financial advisory boutique
30+ Years of Silicon Valley Tech Expertise
The Team
Paul Inouye - Founder and CEO
Paul has over 30 years of west coast technology banking experience and has completed over 150 transactions in his career. He focuses on providing consulting services for software and internet companies. Paul started his career at Robertson Stephens and has also worked at Morgan Stanley, Lehman Brothers, Perella Weinberg and Union Square Advisors.
Paul has a BA from UC Berkeley and an MBA in Finance from The Wharton School.
Dave Rye - Senior Partner
David Rye – Senior Partner
Dave has been a senior executive at three successful enterprise software companies – Hyperion, Informatica, and Blue Yonder -- all of which were $1B in revenue and ultimately sold in multi-billion dollar exit transactions. He has experience driving growth & value creation as both a public and a private equity-backed executive. Dave has spent $1.5B buying or investing in over 40 domestic & multinational companies as an operating executive or principal investor. He started his career at Robertson, Stephens & Co., where he completed over 30 transactions, and worked for Atlas Ventures and Thayer Capital. Dave has also served as a board director for both public and private companies. He holds an AB from Princeton and an MBA from Stanford Graduate School of Business.
gary kiang - Senior Partner
Gary Kiang – Senior Partner
Gary has spent over 25 years in investment management and investment banking with extensive experience in financing, structuring and restructuring private-equity backed and strategic acquisitions across a wide range of industries. Most recently, Gary was a fixed income portfolio manager at Franklin Templeton and previously worked in investment banking at Merrill Lynch. Gary has a BS and MBA in Finance from the Wharton School and a BS in Engineering from the University of Pennsylvania.
eric Yao - Analyst
Eric is currently pursuing his BAs in Data Science and Business Administration at the University of California, Berkeley. He spent his high school years in Bloomfield Hills, Michigan where he graduated from Cranbrook Schools. In college, Eric serves as the sector lead of Berkeley Capital Advisory, a lab assistant for the data science department, and a volunteer at Berkeley Projects. In his free time, Eric enjoys playing basketball, backpacking, and producing music.
patrick lai - Analyst
Patrick is currently pursuing his BS in managerial economics at the University of California, Davis. He was born and raised in San Francisco, where he graduated from Saint Ignatius College Preparatory. Patrick runs a sneaker reselling business that he started and scaled during the pandemic. He enjoys competing in golf, basketball, and chess in his free time.
thomas zerkle - Analyst
Thomas is currently pursuing his BSM in Finance and Management at Tulane University. He was born outside of Pittsburgh, PA and graduated from Peters Township High School. At Tulane, he is the treasurer of his fraternity, a member of the Green Bull Investment Group, and an active member of the Green Club. In his free time he enjoys rock climbing and playing/watching soccer.
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