Managing Director


  • Sell-Side M&A Advisory
  • Buy-Side and Strategic Advisory
  • Business Valuations
  • Transaction Structuring


  • Accredited in Business Valuation (ABV®)
  • Certified Public Accountant
  • Masters in Business Taxation, University of Southern California
  • BS Accounting, University of Southern California

Prior to serving companies as a trusted M&A advisor, Kris held positions of CFO and COO with a number of emerging technology and healthcare businesses. Preceding that, Kris operated a Management Services Organization in the healthcare industry, focusing on the formation and management of out-patient clinics and long-term care facilities. Before the MSO, Kris was an analyst at the Federal Reserve Bank of San Francisco and an associate at Deloitte Tax, LLP.


  • Manufacturing: Aerospace and Defense, Metal Fabrication, Plastics Extrusion, Food Processing, Furniture, Specialty Coatings
  • Information Technology: Software & SAAS, AI, Cyber Security, Photonics, Test Instrumentation
  • Life Sciences: Biotechnology and Biomedical device
  • Healthcare: MSO, Out-patient & Long-term Care, Medical Device, Digital Health, Ancillary Services


Ready To Make An Impact?