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2023
2023
2020
2020
2009
2009
Ftera Advisors is a financial consulting firm, which serves two distinct groups of clients: private companies and private investors. We work with startup (angel/seed, Series A, Series B and Series C) companies and mature cash-flow positive small- and medium-size enterprises. We prefer working within health care (life sciences, medical devices, health care services and IT) but have successfully delivered positive strategic outcomes for businesses in consumer/e-commerce, software/IT/digital media, cleantech, energy/mining and agriculture sectors. We aid clients with fundraising, M&A, turnaround and strategic business development. We also step-in to fill interim CEO, CFO or COO roles. Selectively, we invest principal capital in businesses. Select private corporate clients: - Health Care: SELLAS Life Sciences, MelageniX, UniMed, Zimmerman BioPharma - Consumer: Choice Brands Group, HorseLoverZ.com, EquestrianCollections.com - Software/IT/Digital Media: Global New Age Media (Dubai), ZipHub, iMask.org - Cleantech/Energy: Altilium Energy, Omnis Mineral, RNG International, Smith Electric Vehicles Our private investor clients include family offices and private equity firms. We assist them with the target identification, deal origination, due diligence, structuring and closing transactions. We also fill-in interim C-level posts and assist with turnaround and restructuring situations within their portfolio companies. Select investor clients include CHR Capital, Circle Peak Capital, Eurasia Capital Management, and InvestrPort, among others.
2020 - 2023
2020 - 2023
2019 - 2023
2019 - 2023
Partnered with the CEO and founding team on capital raising and business development work.
2020 - 2022
2020 - 2022
2020 - 2021
2020 - 2021
2019 - 2019
2019 - 2019
Partnered with the CEO and COO to successfully deliver on several milestones critical to this 400+ employee global medical device manufacturer.
2017 - 2018
2017 - 2018
Achieved multiple milestones for SELLAS, including the completion of the company's reverse merger and financing. Managed financial operations of this Nasdaq-listed biotech company.
2012 - 2017
2012 - 2017
CHR is a family office with investments in health care, energy/mining, transportation/logistics, technology/digital media companies. The family office prefers making control equity investments. In non-control situations, it invests in bankruptcy-remote instruments/structures with equity-like payoff, including convertible debt and preferred stock. My responsibilities include originating, developing and closing private equity, leveraged buyout and structured investments (up to $25M EBITDA).