Derek Mattson is a founding partner and Managing Director at Inverness Advisors. During the course of his career, Derek has advised clients on a wide variety of M&A transactions as well as both public and private financings. Derek started his investment banking career with Cowen & Company in the mid-1990s and previously worked as head of TMT M&A for Friedman, Billings, Ramsey and Managing Director with Montgomery & Co. Earlier in his career, Derek spent a number of years with Allianz AG's global strategic development group in Munich, Germany. Derek received a BS degree from the University of Delaware, and an MBA degree from the Haas School of Business at the University of California, Berkeley.
Tom Peters is a founding partner and Managing Director at Inverness Advisors. Tom focuses
on technology and digital media and especially the opportunities created where those two
Tom began his investment banking career in the M&A group at Dillon, Read & Co. in New York in 1987. In 1991, Tom joined Hambrecht & Quist in San Francisco to help start the firm’s M&A practice and has focused on M&A advisory work and capital raising transactions for emerging growth technology and healthcare companies since that time. Tom was the lead banker on numerous transactions at H&Q through the 1990’s and the early part of this decade. He actively identified and sponsored direct investments through H&Q Venture Partners and other investment funds. Prior to forming Inverness Advisors, Tom was Head of Communications & Digital Media Technology at Montgomery & Co., a firm he joined in 2005.
Tom has advised on over 150 transactions. He focused exclusively on M&A transactions for the first half of his career and over the last ten years has been actively involved in both negotiated M&A and capital raising transactions. He has worked on a wide range of transactions with clients across all sectors of technology, communications and media. Tom graduated magna cum laude from Washington and Lee University and received his MBA from the University of Virginia’s Darden Graduate School of Business.
Adam is a Managing Director at Inverness Advisors and leads the firm’s consulting & business services banking group. Prior to joining Inverness, Adam built several consulting organizations, including Major Oak Consulting which he sold to Verint Systems in 2013. As an entrepreneur who has founded, grown, sold and integrated businesses with acquirors, Adam brings a deep understanding of the challenges facing clients in the context of the sale process, including the emotional journey of a potential exit. Adam started his career in finance at Dun & Bradstreet, where his team received CFO magazine’s prestigious Reach Award for outstanding reengineering achievement. Adam graduated magna cum laude from the University of Delaware with a BS in Finance and is a 20-year executive in the consulting industry.
Rob is a Managing Director at Inverness Advisors. Rob has over 30 years of M&A, capital raising, and financial management experience. He began his career at Lehman Brothers where he was an Senior Vice President in the M&A Group, he later co-headed the Technology Effort at Kidder, Peabody, founded the M&A group at Cowen & Company and was a partner at Seven Hills Partners. Rob was also previously the Chief Financial Officer of Yipes Communications and Xpert Financial. Rob received an AB degree from Stanford University and an MBA from the Stanford Graduate School of Business.
Jeff Cruz is a Director of Inverness Advisors and has more than 10 years of advising software and Internet growth companies on strategic M&A and capital formation. His transaction experience includes buyside and sellside M&A, fairness opinion advisory, private and public equity financings for leading software and Internet services companies. Prior to Inverness, Jeff worked with the technology teams at FBR, JMP Securities, SoundView Technology, and Excellerate Advisors. Jeff received a BS degree from the University of California, Los Angeles.
Prior to Inverness, Dave spent 3 years as a Director of Merchant Banking at Burrill LLC where he focused on strategic advisory for life sciences companies. Prior to Burrill, he was Director of Business Development at CFD Therapeutics Inc., an antibody company "spin-out" from diaDexus, Inc., a molecular Dx company where he had previously worked. Prior to CFS, he was an Associate on the Specialty Pharmaceuticals Equity Research team at Deutsche Bank. Dave began his career in banking with Prudential Vector Healthcare Group. Dave holds a B.A. from Cornell University.
Charlie joined Inverness in 2010, and works with the Technology and Media team. He is responsible for providing support to the senior partners and for managing day-to-day projects and analyses. Previously, Charlie was with the investment banking division of CRT where he was an Analyst in the Technology group. He holds a B.A. from the University of Colorado.