logo
NATE NEAD

MBA, Principal

Mergers & Acquisitions
Software & Hardware

Series 79, 82, 63

Nate Nead is an experienced M&A advisor and investment banker who has successfully managed numerous deals in the software, hardware, digital marketing, professional services and oil & gas sectors for middle-market companies. An experienced entrepreneur, Nate built his first successful company with over 25 employees while still an undergraduate. Since then, Nate has founded and operated 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 team.

In the last five years Nate has effectuated over 90mm 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’s Experience

  • Exit Strategy formulation and implementation: Working with business leaderships to develop and evaluate a range of exit options and establish the optimum value realization strategy.
  • Value Maximization: Developing a disciplined auction with both strategic and financial buyers, bolstering business value and achieving higher multiples and better overall deal terms.
  • Process Development & Management: Helping business leaders develop, manage and improve business processes to realize better operational and revenue efficiencies.
  • Growth Strategy: Working with Business Leaders to develop and implement growth strategies, including growth capital procurement with the purpose of building next-stage companies and enhanced overall value.

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 82 and 63 FINRA licenses. Nate resides in Snoqualmie, Washington with his wife and two energetic daughters. Nate is a Pacific Northwest native who loves everything outdoors.