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
Kayla assists clients and counsel during the pre-signing and closing periods to finalize transaction documents and facilitate the closing process. Kayla also serves as an account manager of transactions during the post-closing period to support clients on any issues which may arise.
Prior to joining Fortis, Kayla practiced corporate law at Cooley LLP, representing a large number of private and public clients on a wide variety of general corporate, financing, M&A, commercial contract and employment related matters.
Kayla received a J.D. from the UCLA School of Law.