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
Jacqueline manages Fortis’ Operations & Compliance Group. Jacqueline oversees post-closing operational matters, including post-closing distributions, shareholder reporting and the specific needs of Fortis’ institutional investor clients. Jacqueline also manages Fortis’ transactional responsibilities, ensuring that client obligations are satisfied in a timely manner.
Prior to joining Fortis, Jacqueline worked at an investment firm and lobbying firm where she supported portfolio companies in their M&A activity, oversaw their corporate communications, and handled compliance filings.
Jacqueline received a BA in International Relations from the University of California, San Diego and also holds a Master of Sciences degree in I/O Psychology from the University of London.