Nels was born, raised, and educated in the Bay Area and has spent over 25 years in Silicon Valley advising and working with technology companies as a Certified Public Accountant, lawyer, and investment banker. Away from the office, Nels can be found cheering on his three children and his favorite Bay Area sports teams, at the beach on Kauai, and occasionally on the golf course. Prior to Menalto Advisors, Nels was a Managing Director at Pagemill Partners, an M&A advisory firm, which he and his partners sold to Duff & Phelps. Nels began his investment banking career at Alliant Partners, which was sold to Silicon Valley Bank. As an investment banker, Nels has closed over 100 transactions in a broad range of technology sectors. Nels has represented clients all over the globe, and nearly half of his completed transactions have been cross-border. As a lawyer, Nels was a Partner at Gray Cary Ware & Freidenrich (now DLA Piper), one of the largest law firms in California, and he was listed in "The Best Lawyers of America." Prior to practicing law, Nels was a Senior Accountant at Price Waterhouse. Nels earned a Bachelor of Science in Commerce in Accounting from Santa Clara University and a J.D. from Santa Clara University School of Law. He is a member of the State Bar of California (inactive) and a Certified Public Accountant in California (inactive).

Originally from Michigan, Charles was educated and has lived in both Northern and Southern California and surprisingly has loyalty to sports teams in both parts of the state. Charles is the proud father of two daughters, is a self-proclaimed watch nut, and has a black belt in Aikido. Charles has extensive experience in mergers and acquisitions, business and corporate development, finance, capital raising, investor relations, human resources, and law. He is a serial entrepreneur. He has been a principal at three different businesses, all of which he sold. Over a 15 plus year investment banking career, Charles has successfully completed numerous M&A, strategic capital raise, and licensing transactions in a variety of sectors and geographies. Prior to Menalto Advisors, Charles was a co-owner and Managing Director at Pagemill Partners, an M&A advisory firm, where his closed transactions included negotiating the sale of Pagemill Partners to Duff & Phelps. Prior to Pagemill Partners, Charles co-headed several different practice groups at SVB Alliant, the then investment banking arm of Silicon Valley Bank. Before joining SVB Alliant as an investment banker, Charles was the Vice President, Finance, Corporate Development & Strategy at NetScaler, an Internet infrastructure company that was eventually acquired by Citrix. Prior to NetScaler, Charles held the position of Vice President, Corporate Development at Solectron, an EMS company, and he was the Vice President, Business Development and General Counsel at SMART Modular Technologies, a memory module manufacturer that was acquired by Solectron. Charles was also a corporate securities attorney at Wilson, Sonsini, Goodrich & Rosati. Charles has a Bachelor of Science in Civil Engineering from Virginia Tech, a Masters in Real Estate Development from the University of Southern California, and a J.D. from the University of California at Berkeley (Boalt Hall School of Law).

Originally from New York City (Brooklyn), Mark has primarily lived and worked in Silicon Valley and Boston, where he now resides. Mark has more than 20 years of experience in technology and finance, including mergers & acquisitions, technology industry equity research, and engineering. When he isn’t traveling the world advising clients, Mark enjoys spending time at home with his son and wife, and playing guitar. Prior to Menalto Advisors, Mark was a Managing Director at Pagemill Partners and began his investment banking career at SVB Alliant. As an investment banker, he has successfully completed more than 40 transactions (domestic M&A, international M&A, and strategic investments) across a broad range of technology sectors and geographies. Mark also wrote a variety of thought pieces on emerging technologies and M&A topics. Before becoming an investment banker, Mark was a Managing Director and technology industry research analyst at several Wall Street firms. Mark performed in-depth analysis of companies across the tech industry and wrote numerous reports on industry trends and technologies. He received a number of industry accolades, including the Wall Street Journal "Best on the Street" award, and was a guest analyst on a variety of TV financial news programs. Mark began his financial career as an Associate at Goldman Sachs. Prior to graduate school, Mark worked at General Electric where he managed a variety of complex electronics projects (including both software and hardware technologies). Mark earned a Bachelor of Science in Electrical Engineering, with a Computer Science minor, from Polytechnic University (now NYU Tandon School of Engineering), and both a Master's (Electrical Engineering) and an MBA (Sloan) from the Massachusetts Institute of Technology, where he completed a two-year dual-degree program.

A native of the Bay Area and a big fan of its sports teams, Erik has spent the past 15 years in Silicon Valley partnering with technology companies on strategy and corporate development initiatives in support of their strategic objectives. Erik is the proud father of two daughters, and his passions away from work include classic automobiles, motorsports, golf, world travel, and philanthropic activities. Prior to Menalto Advisors, Erik was a Director at Pagemill Partners, an M&A advisory firm, where he helped drive rapid growth in the platform culminating in an acquisition by Duff & Phelps. Prior to Pagemill, Erik worked in the Technology, Media, and Telecom group at CIBC / Oppenheimer, where he executed both equity and M&A transactions for technology companies in North America and Asia. He began his investment banking career at SVB Alliant, a boutique investment bank, that was acquired by Silicon Valley Bank. During his investment banking career, Erik has completed 33 transactions spanning the global technology landscape with more than 40% of these transactions being cross-border in nature. Erik also worked with two venture-backed companies, Tibco Software and Ikanos Communications, prior to their Initial Public Offerings. Erik has a Bachelor of Science in Business Administration with emphasis in Finance and Entrepreneurship, and a minor in Economics from University of the Pacific where he graduated Summa Cum Laude at the top of his class.

Jon primarily grew up in the Midwest, but he also lived for several years in England and Italy. Whenever possible Jon spends his free time outdoors hiking, biking, and snowboarding. He is an avid sports fan (Kentucky basketball, Reds baseball, Bengals football), car enthusiast, and enjoys traveling. Prior to Menalto Advisors, Jon was an Associate at Pagemill Partners, where he completed 14 domestic and international M&A and capital advisory transactions spanning a variety of technology verticals. Jon started his career at Deloitte Consulting in the Strategy & Operations practice, where he served public and private clients in the healthcare, industrials, and real estate sectors. Jon graduated Summa Cum Laude from Miami University (OH) with a double Bachelors of Science in Business in Accounting and Management from the Farmer School of Business.

Tim was born and raised in Vermont and as a native New Englander is a proud supporter of all Boston sports teams, especially the Patriots. Most of Tim’s free time is spent outdoors hiking, golfing, or skiing. Prior to Menalto Advisors, Tim was a Vice President at Silicon Valley Bank based in Boston, New York and the Bay Area. He focused on originating and structuring debt financing solutions for technology companies across a variety of vertical markets. Tim started his career in the technology practice at Sapere Consulting, where he helped large corporate clients develop and bring to market new and innovative products. Tim holds a B.A. in Economics with a minor in Political Science from Middlebury College, where he competed on the college’s Alpine Ski Team.