Growth Capital and M&A Advisory Services for Technology Entrepreneurs and Investors

 
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Services

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.

 
 
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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

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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

 

 

 

 

 

 
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Companies We've Worked With

 
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Internet & Media

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SAAS/Software & Data

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Financial Technology

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Testimonials

“Inertia recognized the strategic value of our data software platform to major traditional publishers. Focused positioning, differentiating us in a crowded sector, to the right business unit leaders created a competitive process that yielded a great outcome for our team. The Inertia team worked tirelessly to prepare us and navigate to a successful closing.” - Dan Benyamin, VP Data Products, Condé Nast (formerly CitizenNet, CEO)

“Inertia recognized the strategic value of our data software platform to major traditional publishers. Focused positioning, differentiating us in a crowded sector, to the right business unit leaders created a competitive process that yielded a great outcome for our team. The Inertia team worked tirelessly to prepare us and navigate to a successful closing.”

- Dan Benyamin, VP Data Products, Condé Nast (formerly CitizenNet, CEO)

“The team at Inertia developed a deep understanding of our technology and the ideal end market application from the start. Their knowledge enabled a process that led to an ideal outcome.” - Brad Shepard, CEO of Kredible

“The team at Inertia developed a deep understanding of our technology and the ideal end market application from the start. Their knowledge enabled a process that led to an ideal outcome.”

- Brad Shepard, CEO of Kredible

“The team at Inertia took time to understand our business and critical industry trends to thoughtfully identify the right set of buyers. The team ran a high-quality, efficient process that yielded a premium outcome.  We received substantial support to prepare us for diligence and negotiations for a timely closing. Rafael Zimberoff, CEO ShipRush

“The team at Inertia took time to understand our business and critical industry trends to thoughtfully identify the right set of buyers. The team ran a high-quality, efficient process that yielded a premium outcome.  We received substantial support to prepare us for diligence and negotiations for a timely closing.

Rafael Zimberoff, CEO ShipRush

 
"..the Inertia team played a critical role in identifying potential buyers from around the world, developing interest from multiple parties, and ultimately helping us achieve a successful outcome with CreditInfo, despite having to navigate several difficult situations." -Clare McCaffery, Managing Director, Coremetrix (former CEO of VisualDNA)

"..the Inertia team played a critical role in identifying potential buyers from around the world, developing interest from multiple parties, and ultimately helping us achieve a successful outcome with CreditInfo, despite having to navigate several difficult situations."

-Clare McCaffery, Managing Director, Coremetrix (former CEO of VisualDNA)

"…With the Inertia’s guidance and hard work, we successfully completed a sale to Bankrate, Inc. with a wonderful return to our investors. The Inertia team has both great strategic advisory skills, but also an amazing network in fintech. I would recommend to any other fintech companies looking at strategic alternatives." -Matthew Goldman, SVP and Chief Product Officer, Bankrate Credit Cards (former CEO of Wallaby)

"…With the Inertia’s guidance and hard work, we successfully completed a sale to Bankrate, Inc. with a wonderful return to our investors. The Inertia team has both great strategic advisory skills, but also an amazing network in fintech. I would recommend to any other fintech companies looking at strategic alternatives."

-Matthew Goldman, SVP and Chief Product Officer, Bankrate Credit Cards (former CEO of Wallaby)

 
 

The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance or success

Our Team

 

IRFAN IQBAL

MANAGING DIRECTOR
SAN FRANCISCO

Irfan is a founder and managing director at Inertia Advisors. Irfan has over 15 years of technology investment banking experience. He has worked as a senior banker at global growth focused technology investment banks, emerging boutique firms, and as a public company executive. He has substantial experience providing M&A advisory services, raising private capital, strategic financings and public equity offerings. His sector experience spans Internet, Software/ SaaS, Data and Digital Media with over 60 completed for companies across the growth lifecycle from early stage to mature public companies.

Irfan has sold companies to a variety of acquirers across the technology ecosystem and has completed private capital financings with leading PE, growth equity, structured debt and venture capital firms. Selected financial firms he has worked with include: ABS, Accel-KKR, Audax, Battery, BofA, Canaan, iNovia, Insight Ventures, IVP, Norwest, Partners for Growth, Riverside, Sequoia Capital, Spectrum Equity, SVB, Wasatch, among others.  Selected strategic acquirers he has worked with on completed transactions include Bankrate, Conde Nast, Descartes, DTS, DrillingInfo, Cisco, Alcatel- Lucent, J2 Global, Qualcomm, RIMM, Red Bend Software, Zillow. In addition he has worked on IPO and Follow-on offerings for HomeAway, Zillow, Bazaarvoice, Brightcove, Cray, DTS, InterVideo, Tibco, among others.

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 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.

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.

 

Peter Gonzalez

INDUSTRY ADVISOR
NEW YORK

Peter serves as an industry expert in Financial Technology and Real Estate Technology to Inertia Advisors. Peter is currently a Vice President at Real Matters and previously was a co-founder of Inertia.

Prior to Inertia, was at Mooreland Partners where he led the firm’s efforts in Financial Technology and was part of the firm’s Communications Technology practice. 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 also spent several years in the 1990’s with Credit Suisse group where he worked in Equity Research.

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

Colin Lestrange

BUSINESS DEVELOPMENT
NEW YORK

Colin spearheads Inertia’s business development efforts. Prior to joining Inertia, Colin founded an HR tech company called HireOwl, which was sold to a strategic busyer in late 2016. Colin spent his time at HireOwl scaling up a labor marketplace and structuring revenue generating partnerships.

Colin began his career in equity research. He covered small-large cap technology and media companies at Prudential Equity Group, Oppenheimer & Co., and Wells Fargo Securities.

Colin has a degree in international business from Loyola University.

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News

 
 

DESCARTES ACQUIRES SHIPRUSH

Strengthens e-Commerce Shipping Capabilities on the Global Logistics Network
READ MORE…

MAY 19, 2017

 

WISDOMTREE AND ADVISORENGINE STRENGTHEN ADVISOR GROWTH PROGRAM THROUGH KEY TECHNOLOGY ACQUISITION

Companies Integrate Kredible, a Technology-Enabled, Research-Driven Practice Management Firm Designed to Help Advisors Acquire New Clients. READ MORE…

APRIL 27, 2017

 
 
 

CONDÉ NAST ENTERS INTO AGREEMENT TO ACQUIRE LEADING SOCIAL DATA AND MARKETING PLATFORM CITIZENNET

Acquisition Will Extend Condé Nast’s Data Platform with Industry-Leading Audience Targeting and Campaign Optimization Capabilities Across Social Platforms READ MORE…

FEBRUARY 8, 2017

CREDITINFO ACQUIRES VISUALDNA CREDIT & RISK BUSINESS FOR PSYCHOMETRICS AND ALTERNATIVE DATA

READ MORE…

AUGUST 2016

 
 
 

PARTNERS FOR GROWTH BACKS NIMBLE MONEY

READ MORE…

FEBRUARY 4, 2016

REAL MATTERS’ SOLIDIFI BUYS LINEAR TITLE & CLOSING FOR UP TO $96 MLN

Solidifi Acquires Linear Title and Closing to Broaden Reach of Innovative Technology Platform READ MORE…

APRIL 5, 2016

 
 
 

BANKRATE, INC. ANNOUNCES ACQUISITION OF WALLABY FINANCIAL

Helps Consumers Maximize Credit Card Rewards, Deepens Mobile Expertise & Establishes Ongoing Customer Relationship With Audience

DECEMBER 1, 2014

 
 

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

 
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How Can We Help?

 
 
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 415-954-7140

 
 
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