The people on your deal
A small team, so the people you meet are the people who sell your business.
Alex Morgan
Alex founded ASK Business Advisors in 2014 after 9 years in middle-market investment banking in Los Angeles. Alex has led more than 40 sell-side transactions for owners of service, manufacturing, and distribution businesses.
CM&AA, CBI
Dana Brooks
Dana leads valuations and the sell-side financial review. Before joining ASK in 2017, Dana spent 8 years in transaction advisory at a regional accounting firm.
CVA, FINRA Series 79 and 63
Jordan Lee
Jordan builds buyer lists, prepares confidential information memoranda, and manages due diligence. Jordan joined ASK in 2022 from a San Diego private equity firm.
Maya Chen
Maya supports valuations and buyer research. Maya holds a finance degree from San Diego State University.