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
Kim manages all accounting services on Fortis’ client engagements, including pre-closing advice regarding the preparation of the accounting-related provisions of M&A agreements, comprehensive evaluation of post-closing working capital adjustments, and resolution of post-closing financial and accounting issues and disputes.
Kim has extensive accounting experience spanning Big 4 public accounting, transaction advisory, and corporate finance and accounting. Kim specializes in M&A and has worked on all phases of transaction execution, from due diligence through integration and divestiture activities. Prior to joining Fortis, Kim was a Manager of Technical & Transaction Accounting at SAIC, a multibillion-dollar Fortune 500 company, where she oversaw the accounting, financial reporting and working capital analyses for the Company’s acquisitions, and served as the lead coordinator of all corporate finance M&A due diligence and integration activities. Prior to SAIC, Kim was a Manager for Transaction Advisory Services with Ernst & Young and a Senior Lead Auditor with Deloitte.
Kim is an active CPA and received her Bachelor of Accountancy from the University of San Diego.