te·los (tē′lŏs) n. goal-oriented process
Telos Advisors is a leading boutique investment bank that provides M&A advisory and private capital raising services to emerging growth companies in the Internet, Digital Media, eCommerce and Software sectors
Our philosophy is to provide our visionary and innovative clients with unparalleled domain expertise, senior-level attention and the highest commitment to achieve the most successful outcome. We pride ourselves on our depth of experience, extensive industry knowledge and breadth of relationships with the sole intention of creating deep and long-lasting relationships with our clients.
Our senior bankers have a collective 40+ years of investment banking experience with over 100+ transactions completed with an aggregate value of $45+ billion, exclusively focused on the Internet, Digital Media, eCommerce and Software sectors. Our senior bankers bring bulge-bracket and boutique investment banking experience from some of the leading investment banks in the industry: Montgomery & Co., BofA Merrill Lynch, Bear Stearns & Co., CIBC Oppenheimer, Deutsche Bank Securities / Alex. Brown & Sons and Thomas Weisel Partners.
Prior to forming Telos Advisors in April 2013, the team built the leading Internet, Digital Media, eCommerce and Software investment banking franchise at Montgomery & Co.
James Min
James Min serves as a Founding Partner and Co-Founder of Telos Advisors. Previously, James was the Managing Director and Head of Montgomery & Co.’s Media practice. His professional experience includes both investment banking and operating experience within the Digital Media sector. Prior to joining Montgomery & Co. in March 2005, James was a member of the Internet and Digital Media investment banking group at Thomas Weisel Partners in San Francisco. Before joining Thomas Weisel Partners, he was a Director at Moviso LLC (later acquired by Infospace), a leading provider of mobile media, in Los Angeles. Previously, he worked in the investment banking groups at Bear, Stearns & Co. and CIBC Oppenheimer.
James received his MBA from the University of Chicago, where he was a Ewing Marion Kauffman intern, and has a BA from the University of California, Los Angeles.
james@telosadvisors.comYale Yee
Yale Yee serves as a Founding Partner and Co-Founder of Telos Advisors. Previously, Yale was a Partner in the Media group at Montgomery & Co. Yale has been focused on the Internet and Digital Media sector since 2000 when he started his investment banking career with Deutsche Bank Securities / Alex. Brown & Sons where he provided mergers and acquisitions advisory, public and private equity capital raising and debt financing services to companies in the Internet and Digital Media sector. Yale also served as a Principal in the Technology, Media & Telecommunications Group at BofA Merrill Lynch prior to joining Montgomery & Co. Prior to beginning his investment banking career, Yale practiced corporate, finance and real estate law.
Yale received his MBA from The Wharton School at The University of Pennsylvania, JD from The University of Texas at Austin and BA in Economics from Georgetown University.
yale@telosadvisors.comJOHN SADOLIN
John Sadolin serves as a Partner and Co-Founder of Telos Advisors. Previously, John was an Associate at Montgomery & Co. where he spent more than five years focused exclusively on providing advisory services to leading private and public technology companies in the Internet and Digital Media sector. John has completed numerous transactions, including sell-side M&A, private capital raises and debt offerings. Prior to joining Montgomery & Co., John served for two years as an Officer at the Danish Emergency Management Agency (DEMA).
John received his Master of Science in Finance (MSF) from The University of Illinois at Urbana-Champaign and has a BA from The Aarhus School of Business and Social Sciences (BSS), Denmark. He speaks fluent Danish.
sadolin@telosadvisors.com
QCODE Media
received a strategic
growth investment from
Eldridge Industries
MAY 2025
FlyteVu
acquired by
Driftwood Music Group
APRIL 2025
Wonder Media Network
acquired by
Acast
DECEMBER 2024
Financial Advisor to
Warner Bros.
Discovery in the sale
of certain assets to
Night Media
APRIL 2024
Transmit.Live
acquired by
LionTree
DECEMBER 2022
Podchaser
acquired by
Acast
JULY 2022
Team Coco
(Conan O’Brien)
acquired by
SiriusXM
MAY 2022
Chartable
acquired by
Spotify
FEBRUARY 2022
Donut Media
acquired by
Recurrent Ventures
NOVEMBER 2021
WorldWinner,
a division of Sony
Pictures Entertainment /
GSN Games,
acquired by
Game Taco &
Platinum Equity
MAY 2021
AdvertiseCast
acquired by
Libsyn
MARCH 2021
Series B Preferred Stock
$16,000,000
Financial Advisor and
Placement Agent
NOVEMBER 2020
Series A Preferred Stock
$45,000,000
Financial Advisor and
Placement Agent
OCTOBER 2020
Simplecast
acquired by
SiriusXM
JUNE 2020
Xumo
acquired by
Comcast
FEBRUARY 2020
Pineapple Street Media acquired by
Entercom
JULY 2019
DBA – Digital Brand Architects
acquired by
United Talent Agency
FEBRUARY 2019
Series B Preferred Stock
Financial Advisor and
Private Placement Agent
DECEMBER 2018
Recargo
acquired by
innogy
OCTOBER 2018
Placecast
acquired by
Ericsson
FEBRUARY 2018
JASH
acquired by
Group Nine Media
NOVEMBER 2017
Genesis Media merged with Altitude Digital
AUGUST 2017
RYOT Corp
acquired by
AOL / Verizon
APRIL 2016
JUICE Mobile
acquired by
Yellow Pages Canada
MARCH 2016
Clearstream.TV
acquired by
Engine, a company of
Lake Capital
NOVEMBER 2015
Total Beauty Media Group
acquired by
Evolve Media
MARCH 2015
Hello Giggles
acquired by
Time Inc.
OCTOBER 2015
RUN
acquired by
Publicis Groupe
SEPTEMBER 2014
Series B Preferred Stock
Financial Advisor and
Private Placement Agent
SEPTEMBER 2015
SET Media
acquired by
Conversant (fka ValueClick)
FEBRUARY 2014
Midroll Media
acquired by
The E.W. Scripps Company
JULY 2015
Unicorn Media
acquired by
Brightcove
$49,000,000
JANUARY 2014
Series A Preferred Stock
Financial Advisor and
Placement Agent
NOVEMBER 2013
Private Placement and
Financial Advisor
NOVEMBER 2013
Strategic Advisor
DECEMBER 2012
Series C Preferred Stock
$15,000,000
Financial Advisor and
Placement Agent
SEPTEMBER 2012
TRA
acquired by
TiVo
JULY 2012
Sometrics
acquired by
American Express
SEPTEMBER 2011
Knowledge Adventure
received a strategic
investment from
DreamWorks
JULY 2012
Private Placement
$25,000,000
Financial Advisor and
Placement Agent
AUGUST 2011
Private Placement
Financial Advisor and
Placement Agent
APRIL 2011
Greystripe
acquired by
ValueClick Media
$70,000,000
APRIL 2011
Series A Preferred
Stock & Debt
Financial Advisor and
Placement Agent
DECEMBER 2010
Lexico
acquired by
IAC
JULY 2008
Tapulous
acquired by
The Walt Disney Company
JULY 2010
Private Placement
Financial Advisor and
Placement Agent
FEBRUARY 2012
Private Placement
$28,000,000
Financial Advisor and
Placement Agent
JANUARY 2012
Specific Media
acquires
Myspace
JUNE 2011
Bigpoint Games received
investment from TA Associates
and Summit Partners
$350,000,000
MAY 2011
Transpera
acquired by
Tremor Media
FEBRUARY 2011
Viamedia received an
investment from Lake Capital
JANUARY 2011
US Search
acquired by
Intelius
MARCH 2010
Series A Preferred Stock
$13,000,000
Financial Advisor and
Placement Agent
AUGUST 2009
Telos Advisors, Inc.
1460 4th Street, Suite 210
Santa Monica, CA 90401
505 Montgomery Street, 10th Floor
San Francisco, CA 94111
