EXECUTIVE TEAMRick Fink
CEO, Managing Director and Co-Founder Adam Lezack
Managing Director and Co-Founder Ryan Simkin
Managing Director and Co-Founder
Associate Director, M&A Data and Analytics Kayla Berkman
Director, M&A Tori Geft
Senior Director, M&A Melissa Mackin
Senior Director, Systems and Infrastructure Erin Moran
Associate, M&A Accounting & Reporting Jessica Mueller
Associate Director, M&A Kim Ocampo
Senior Director, M&A Accounting Jacqueline Shawhan
Director, M&A Operations & Compliance Ben Yu
Associate, M&A Accounting & Reporting
Phone: 858.200.8692 | Email: firstname.lastname@example.org
Adam co-leads Fortis’ professional, operational and administrative teams. Adam is primarily responsible for overseeing all aspects of client engagements, including the engagement process and resolution of post-closing issues.
Prior to forming Fortis, Adam was a senior M&A attorney at DLA Piper and Heller Ehrman. Adam’s practice focused exclusively on M&A, where he represented public and private companies in a wide variety of M&A transactions involving aggregate cash and stock consideration exceeding $7.3 billion. Adam regularly represented clients in a variety of transactions, including stock acquisitions, divisional asset acquisitions and divestitures, exchange offers, restructurings, going-private transactions, joint ventures, distressed company acquisitions, cross-border acquisitions and other business combinations.
Adam received his Master of Laws degree from University of San Diego School of Law, a J.D. from Robson Hall School of Law and a Bachelor of Commerce degree from the University of Victoria.