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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. 

Team

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.com

Yale 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.com

JOHN 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
Transactions

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

Hello Giggles
acquired by
Time Inc.

OCTOBER 2015

Series B Preferred Stock
Financial Advisor and
Private Placement Agent

SEPTEMBER 2015

Midroll Media
acquired by
The E.W. Scripps Company

JULY 2015

Unicorn Media
acquired by
Brightcove
$49,000,000

JANUARY 2014

Total Beauty Media Group
acquired by
Evolve Media

MARCH 2015

Series A Preferred Stock
Financial Advisor and
Placement Agent

NOVEMBER 2013

RUN
acquired by
Publicis Groupe

SEPTEMBER 2014

Private Placement and
Financial Advisor

NOVEMBER 2013

SET Media
acquired by
Conversant (fka ValueClick)

FEBRUARY 2014

Strategic Advisor

DECEMBER 2012

Series C Preferred Stock
$15,000,000
Financial Advisor and
Placement Agent

SEPTEMBER 2012

TRA
acquired by
TiVo

JULY 2012

Knowledge Adventure
received a strategic
investment from
DreamWorks

JULY 2012

Private Placement
Financial Advisor and
Placement Agent

FEBRUARY 2012

Private Placement
$28,000,000
Financial Advisor and
Placement Agent

JANUARY 2012

Bigpoint Games received
investment from TA Associates
and Summit Partners
$350,000,000

MAY 2011

Sometrics
acquired by
American Express

SEPTEMBER 2011

Private Placement
Financial Advisor and
Placement Agent

APRIL 2011

Viamedia received an
investment from Lake Capital

JANUARY 2011

Series A Preferred
Stock & Debt
Financial Advisor and
Placement Agent

DECEMBER 2010

Series A Preferred Stock
$13,000,000
Financial Advisor and
Placement Agent

AUGUST 2009

Lexico
acquired by
IAC

JULY 2008

Private Placement
$25,000,000
Financial Advisor and
Placement Agent

AUGUST 2011

Specific Media
acquires
Myspace

JUNE 2011

Greystripe
acquired by
ValueClick Media
$70,000,000

APRIL 2011

Transpera
acquired by
Tremor Media

FEBRUARY 2011

Tapulous
acquired by
The Walt Disney Company

JULY 2010

US Search
acquired by
Intelius

MARCH 2010

Contact

Telos Advisors, Inc.

info@telosadvisors.com

Southern California
1460 4th Street, Suite 210
Santa Monica, CA 90401
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Northern California
505 Montgomery Street, 10th Floor
San Francisco, CA 94111
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