Inertia Advisors is a division of KEMA Partners LLC and conducts all securities business through KEMAPartners LLC, a FINRA member and SEC Registered Broker-Dealer

About

Inertia Advisors provides strategic and financial advice to emerging and established technology leaders globally. Our mission is to serve our clients needs throughout the growth lifecycle as a force for positive momentum. Inertia provides an array of strategic advisory solutions including capital raising, mergers, acquisitions, capital structure optimization, recapitalizations and consulting. Our partners have an extensive network of relationships with deep industry knowledge and transaction expertise to deliver a superior level of service for clients who value judgment, candor and insight. Inertia Advisors is based in San Francisco and New York.

Inertia Advisors is a division of KEMA Partners LLC and conducts all securities business through KEMAPartners LLC, a FINRA member and SEC Registered Broker-Dealer

services for growth cycles

We provide a tailored set of services and solutions to support our clients growth and liquidity needs at each stage of the company lifecycle, including startup, growth, consolidation, and exit.

Capital Raise

Institutional private equity and growth venture Debt and structured capital, senior or subordinated

M&A Advisory

Strategic sale of businesses: sell-side Acquisition of complementary businesses: buy-side

Consulting

Capitalization structure optimization M&A sale preparation and strategic business development Buy-side landscape review and business evaluation.

Inertia Advisors is a division of KEMA Partners LLC and conducts all securities business through KEMAPartners LLC, a FINRA member and SEC Registered Broker-Dealer

Transactions

M&A Sell-Side

Pending

Acquired By

M&A Buy-Side

August 2016

M&A Sell Side

August 2016

Acquired By

M&A Sell-Side

April 2016

Acquired By

Growth Capital

March 2016

Investment By

Strategic Advisory / Growth Capital

September 2015

Growth Capital

January 2015

Investment By

M&A Sell-Side

November 2014

Acquired By

M&A Buy-Side

December 2014

Acquired

Performance title

Strategic Advisory

December 2014

Farid Ventures

M&A Advisory

December 2014

Portfolio Company Advisory

Inertia Team Full Transaction List

Inertia Advisors is a division of KEMA Partners LLC and conducts all securities business through KEMAPartners LLC, a FINRA member and SEC Registered Broker-Dealer

Companies we have worked with

Internet & Media

SAAS/Software & Data

Financial technology

Inertia Advisors is a division of KEMA Partners LLC and conducts all securities business through KEMAPartners LLC, a FINRA member and SEC Registered Broker-Dealer

Our Team

IRFan Iqbal

Managing director

San Francisco

Irfan is a founder and managing director at Inertia Advisors. Irfan has been a technology investment banker and strategic advisor since the early 2000’s. He has worked as a senior banker at global growth focused technology investment banks and emerging merchant banks, and as a public company executive. He has substantial experience raising capital, providing M&A advisory services and corporate business development. His sector experience spans Internet, Software/ SaaS , Data and Media with over 40 completed transactions for companies across the growth lifecycle from early stage to mature public companies. His transaction experience includes 15+ private capital raises, 13 public financings as a lead and co-manager and 12+ M&A transactions.

Irfan has sold companies to a variety of acquirers across the technology sector and has relationships with leading PE, growth equity and venture capital firms. Selected financial firms he has worked with include: ABS, Accel, Accel-KKR, Austin Ventures, Bain, Battery, BofA, Canaan, Francisco Partners, General Catalyst, Golden Gate Capital, Index, iNovia, Insight Ventures, IVP, Norwest, Redpoint, Rho, Riverside, Sequoia Capital, Spectrum Equity, SVB, TCV, Warburg, Wasatch.  Selected strategic acquirers he has worked with on completed transactions include: Bankrate, DTS, DrillingInfo, Cisco, Alcatel- Lucent, Qualcomm, RIMM, Zillow.

Prior to Inertia, Irfan was a Principal at Vaquero Capital and a Vice President at Pacific Crest Securities and Rutberg & Company. He also ran corporate development and FP&A at a company which he helped take public as part of the lead underwriting team, DTS Inc. He began his career as a financial analyst at SG Cowen.

Irfan received a B.B.A. in Business Honors and Finance with a minor in MIS from the University of Texas at Austin and has been a Chartered Financial Analyst since 2005.

Peter Gonzalez

Managing director

New York

Peter is a founder and managing director at Inertia Advisors. Peter lead’s Inertia’s efforts in Financial Technology, Payments, Retail Tech, and adjacent areas.  He has spent over 12 years as an investment banker in the middle-market technology sector and has an extensive network of industry contacts and venture capital relationships as well as deep domain knowledge across multiple technology sectors ranging from mobile, enterprise software, security software, and communications infrastructure.

Prior to Inertia, Peter was at Mooreland Partners where he led the firm’s efforts in Financial Technology and was also a core part of the firm’s Communications Technology practice. During his 10 years at Mooreland he worked on over 50 client projects and and transactions, including: Metavante / Nomad Payments, ADP / OneClickHR, PrePay Technologies / Edenred, Nokia-Siemens Networks / Apertio, SAP / Wicom Software, and Parametric Technologies / MKS.

Earlier in his career, Peter was at Level 3 Communications, where he held a variety of roles including Corporate Strategic Planning, CFO of a business unit, and product management functions.  Peter was also instrumental in developing a robust M&A program which resulted in the acquisitions of Genuity, ICG, and the dial-up internet businesses of McLeod USA and Sprint.

Peter also spent several years in the 1990’s with Credit Suisse group where he worked in Equity Research covering the specialty chemicals and fertilizer industries and assisting in the IPO of Omnova Solutions.

Peter has a degree in finance from Georgetown University and earned a CFA designation in 2003.

Allen Kogan

Director

San Francisco

Allen is a Director at Inertia Advisors and leads the firm’s efforts in Digital Media. He has spent 10 years as an investment banker representing mid- to late-stage technology companies in their M&A and capital raising processes.

Allen possesses deep domain expertise in the video sector (traditional broadcast, OTT and Internet new media), mobile ecosystem and human-computer interaction space. Allen possesses strong understanding of the technology stack – from embedded hardware and software to apps and services – and a wide network of industry relationships.

Prior to Inertia, Allen was at Mooreland Partners, where he was part of the founding team of the Silicon Valley office. Over 7 years at Mooreland, Allen executed transactions across various technology sectors including digital media, mobile, Internet services, ad tech, semiconductors and storage software. Selected transactions he has completed include Qumu’s divestiture to Equus Holdings, Viewdle’s sale to Google/Motorola Mobility, Scalado’s sale to Nokia, Saffron Digital’s sale to HTC, The Astonishing Tribe’s (TAT) sale to Blackberry and Diligent Technologies’ sale to IBM.

Prior to Mooreland, Allen spent several years at SVB Alliant, the investment banking arm of Silicon Valley Bank, where he executed capital raising assignments for technology and healthcare/biotechnology clients.

Allen received a B.S. in Business Administration from the Haas School of Business at U.C. Berkeley in 2005.

How Can We Help?

415-341-5820
212-731-9545