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te·los (tē′lŏs) n. goal-oriented process

Telos Advisors is a leading boutique investment bank that provides M&A advisory and private capital raising services to emerging growth companies in the Internet, Digital Media, eCommerce and Software sectors

Our philosophy is to provide our visionary and innovative clients with unparalleled domain expertise, senior-level attention and the highest commitment to achieve the most successful outcome. We pride ourselves on our depth of experience, extensive industry knowledge and breadth of relationships with the sole intention of creating deep and long-lasting relationships with our clients.

Our senior bankers have a collective 40+ years of investment banking experience with over 100+ transactions completed with an aggregate value of $45+ billion, exclusively focused on the Internet and Digital Media sectors. Our senior bankers bring buldge-bracket and boutique investment banking experience from some of the leading investment banks in the industry: Montgomery & Co., BofA Merrill Lynch, Bear Stearns & Co., CIBC Oppenheimer, Deutsche Bank Securities / Alex. Brown & Sons and Thomas Weisel Partners. 

Prior to forming Telos Advisors in April 2013, the team built the leading Internet and Digital Media investment banking franchise at Montgomery & Co. 

Team

James Min

James Min serves as a Founding Partner and Co-Founder of Telos Advisors. Previously, James was the Managing Director and Head of Montgomery & Co.’s Media practice. His professional experience includes both investment banking and operating experience within the Digital Media sector. Prior to joining Montgomery & Co. in March 2005, James was a member of the Internet and Digital Media investment banking group at Thomas Weisel Partners in San Francisco. Before joining Thomas Weisel Partners, he was a Director at Moviso LLC (later acquired by Infospace), a leading provider of mobile media, in Los Angeles. Previously, he worked in the investment banking groups at Bear, Stearns & Co. and CIBC Oppenheimer.

James received his MBA from the University of Chicago, where he was a Ewing Marion Kauffman intern, and has a BA from the University of California, Los Angeles.

james@telosadvisors.com

Yale Yee

Yale Yee serves as a Founding Partner and Co-Founder of Telos Advisors. Previously, Yale was a Partner in the Media group at Montgomery & Co. Yale has been focused on the Internet and Digital Media sector since 2000 when he started his investment banking career with Deutsche Bank Securities / Alex. Brown & Sons where he provided mergers and acquisitions advisory, public and private equity capital raising and debt financing services to companies in the Internet and Digital Media sector. Yale also served as a Principal in the Technology, Media & Telecommunications Group at BofA Merrill Lynch prior to joining Montgomery & Co. Prior to beginning his investment banking career, Yale practiced corporate, finance and real estate law.

Yale received his MBA from The Wharton School at The University of Pennsylvania, JD from The University of Texas at Austin and BA in Economics from Georgetown University.

yale@telosadvisors.com

JOHN SADOLIN

John Sadolin serves as a Vice President and Co-Founder of Telos Advisors. Previously, John was an Associate at Montgomery & Co. where he spent more than five years focused exclusively on providing advisory services to leading private and public technology companies in the Internet and Digital Media sector. John has completed numerous transactions, including sell-side M&A, private capital raises and debt offerings. Prior to joining Montgomery & Co., John served for two years as an Officer at the Danish Emergency Management Agency (DEMA).

John received his Master of Science in Finance (MSF) from The University of Illinois at Urbana-Champaign and has a BA from The Aarhus School of Business and Social Sciences (BSS), Denmark. He speaks fluent Danish.

sadolin@telosadvisors.com
Recent Transactions

RYOT Corp acquired by AOL / Verizon

APRIL 2016

JUICE Mobile acquired by Yellow Pages Canada

MARCH 2016

Clearstream.TV acquired by Engine, a company of Lake Capital

NOVEMBER 2015

Hello Giggles acquired by
Time Inc.

OCTOBER 2015

Series B Preferred Stock
Financial Advisor and Private Placement Agent

SEPTEMBER 2015

Midroll Media acquired by
The E.W. Scripps Company

JULY 2015

Total Beauty Media Group acquired by
Evolve Media

MARCH 2015

RUN acquired by
Publicis Groupe

SEPTEMBER 2014

Huddler acquired by
Wikia

APRIL 2014

SET Media acquired by
Conversant (fka ValueClick)

FEBRUARY 2014

Unicorn Media acquired by
Brightcove
$49,000,000

JANUARY 2014

Series A Preferred Stock
Financial Advisor and
Placement Agent

NOVEMBER 2013

Private Placement
and
Financial Advisor

NOVEMBER 2013

Strategic Advisor

DECEMBER 2012

Series C Preferred Stock
$15,000,000
Financial Advisor and
Placement Agent

SEPTEMBER 2012

TRA acquired by
TiVo

JULY 2012

Knowledge Adventure
received a strategic investment
from DreamWorks

JULY 2012

Private Placement
Financial Advisor and
Placement Agent

FEBRUARY 2012

Private Placement
$28,000,000
Financial Advisor and
Placement Agent

JANUARY 2012

Sometrics acquired by
American Express

SEPTEMBER 2011

Private Placement
$25,000,000
Financial Advisor and
Placement Agent

AUGUST 2011

Specific Media acquires
Myspace

JUNE 2011

Bigpoint Games received
investment from TA Associates
and Summit Partners
$350,000,000

MAY 2011

Private Placement
Financial Advisor and
Placement Agent

APRIL 2011

Greystripe acquired by
ValueClick Media
$70,000,000

APRIL 2011

Transpera acquired by
Tremor Media

FEBRUARY 2011

Viamedia received an
investment from Lake Capital

JANUARY 2011

Series A Preferred
Stock & Debt
Financial Advisor and
Placement Agent

DECEMBER 2010

Tapulous acquired by
The Walt Disney Company

JULY 2010

US Search acquired by
Intelius

MARCH 2010

Series A Preferred Stock
$13,000,000
Financial Advisor and
Placement Agent

AUGUST 2009

Lexico acquired by
IAC

JULY 2008

Contact

Telos Advisors, LLC

info@telosadvisors.com

Southern California
1460 4th Street, Suite 210
Santa Monica, CA 90401
Northern California
One Embarcadero Center, Suite 500
San Francisco, CA 94111