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About

Changing the Game of M&A and Corporate Finance

A better approach to business advisory to help you navigate your biggest decisions with confidence.

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Our history

Bringing Together Decades of Experience in Startups, Private Equity, and Big 4 Accounting Firms

Our team comes from firms like Goldman Sachs, McKinsey & Company, and PwC. They have experience sitting in the founder’s seat, navigating high-stakes negotiations, and closing big deals. We have a collective 65 years of experience at the following companies.

Company values

Business Advisory Done Differently

We’re breaking the mold, offering a refreshing alternative to traditional firms. Our unique hourly rate model allows us to deliver best-in-class advisory to companies of all sizes, small and large.

Our Clients
Come First

Their success is our success. We foster long-lasting relationships built on trust and delivering solutions that exceed expectations.

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We foster long-lasting relationships built on trust and value.

Integrity and
Accountability

We operate with transparency, honesty, and clear ethics throughout all interactions by taking ownership of successes and setbacks.

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We take 100% ownership, holding ourselves accountable for both successes and setbacks. By upholding the highest standards of integrity and fostering a culture of accountability, we build trust with our clients and each other.

Our clients come first

Their success is our success. By understanding their unique challenges and aspirations, we endeavor to deliver solutions that exceed

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their expectations and foster long-lasting relationships built on trust and value.

Integrity and
Accountability

We operate with transparency, honesty, and clear ethics throughout all interactions. Integrity is at the very foundation

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of our firm. We take 100% ownership, holding ourselves accountable for both successes and setbacks. By upholding the highest standards of integrity and fostering a culture of accountability, we build trust with our clients and each other.

Leadership Mindset

We embrace a leadership mindset at every level of our firm. We believe that leadership is not defined by titles, but by the ability to inspire,

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guide, and empower others. We operate with the ultimate respect for each other and our clients. We encourage proactive thinking, innovative problem-solving, and the courage to take calculated risks. By fostering a culture of leadership, we drive our firm and our people towards excellence and meaningful impact.

Financial Due
Diligence

We believe work is enjoyable when it has purpose. We encourage a positive and inclusive atmosphere where collaboration,

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authenticity, and a sense of humor flourish. By celebrating successes, supporting one another, and finding joy in our work, we create an environment that not only produces exceptional results but also nurtures the well-being of our people.

Leadership Mindset

We believe that leadership is not defined by titles, but by the ability to inspire, guide, and empower others.

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We operate with the ultimate respect for each other and our clients. We encourage proactive thinking, innovative problem-solving, and the courage to take calculated risks. By fostering a culture of leadership, we drive our firm and our people towards excellence and meaningful impact.

Fulfillment and Purpose

By celebrating successes, supporting one another, and finding joy in our work, we create an environment that not only produces exceptional work but nurtures the well-being of others.

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By celebrating successes, supporting one another, and finding joy in our work, we create an environment that not only produces exceptional results but also nurtures the well-being of our people.

Our Clients
Come First

Their success is our success. We foster long-lasting relationships built on trust and delivering solutions that exceed expectations.

Integrity and
Accountability

We operate with transparency, honesty, and clear ethics throughout all interactions by taking ownership of successes and setbacks.

Leadership
Mindset

We believe that leadership is not defined by titles, but by the ability to inspire, guide, and empower others.

Fulfillment and Purpose

By celebrating successes, supporting one another, and finding joy in our work, we create an environment that not only produces exceptional work, but nurtures the well-being of others.

Our clients come first
How we’re different

Together, We’re
Offering Something Better



Embarc Advisors utilizes a one-stop-shop approach to ensure that our clients have access to the right expertise at the right time.

Were cultivating top-tier talent in M&A, capital raise, and strategic finance for both the strategic and tactical sides of growth.

Great Advisory
Without Big Fees

At Embarc Advisors, we take a different approach to traditional fee models. This means, you pay for great advice–not closing a deal. That’s an important distinction. Here’s why…

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When you incentivize closing a deal, the goal is to close a deal–any deal and, ideally, to close that deal as quickly as possible so that you can fit as many deals as possible. Firms like Embarc Advisors that bill by the hour keep their focus on giving the best advice in any given moment. There’s no motive to close a deal if it’s not in the client’s best interest. And there’s no motive to move quickly just to get to the payday faster.

One-Stop-Shop
Approach

Embarc is uniquely positioned to support our clients through the entire business life cycle across capital raise, CFO services, acquisitions, and ultimately the sale of the business.

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Incentivized by
Integrity

Embarc Advisors is one of the fastest-growing M&A Advisory firms. We attract top-tier talent that’s here to close deals. Our team attracts 3-5 times more leads and achieves…

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a higher-than-average close rate on every deal that we bring under LOI.

Our team

Hire a Team Designed to Fuel Your Transformation

Jay Jung
Founder & Principal

Jay Jung

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Phil Alberstat
Managing Director

Philip Alberstat

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Matthew Holtz
Senior Director

Matthew Holtz

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alex-bratman
Director

Alex Bratman

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justin-depardo
Director

Justin Depardo

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Director

Lance Geda

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Director

Kelcee Blue

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Director

Joong Ho Lee

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Kristine Nakamura
Director

Kristine Nakamura

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Annie Cook
Manager

Annie Cook

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Alex Pascuzzi
Manager

Alex Pascuzzi

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Patrick Dutson
Senior Associate

Patrick Dutson

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Preston Liu
Senior Associate

Preston Liu

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Uros Trifunovic
Senior Associate

Uros Trifunovic

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Cody Chan
Associate

Cody Chan

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Sneha Mathew
Associate

Sneha Mathew

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Associate

Jennifer Moon

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Clark Reynolds
Associate

Clark Reynolds

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Morgan Zheng
Associate

Morgan Zheng

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Our fee model is different, and we think that’s a good thing. 

Book a call with Embarc Advisors to hear how we can help you achieve your financial goals in business. 

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