Global Strategic Advisory Services

Financial advisors to exceptional growth companies

Learn More

Mergers & Acquisition Advisory

Extensive track record of structuring and negotiating complex transactions

Learn More

Capital Raising

Transatlantic network of venture capital, growth equity, and strategic investors

Learn More

Partnership Development

Broad access to decision makers at Fortune 5000 enterprises

Learn More

FIRM

Ultra Advisors is a boutique advisory firm focused on M&A Advisory and Capital Raising. We partner with leading technology companies, financial sponsors, and strategic enterprises. We make great deals happen by bringing innovative solutions to challenging problems. The success of our firm is measured by the strength of our execution in helping our clients realize their vision and goals. Our team is made up of┬áseasoned veterans with deep domain expertise and an understanding of trends and innovations impacting our clients. We bring years of execution experience structuring and negotiating complex transactions and an in-depth understanding of the investment criteria of investors across our sectors. Our broad network of decision makers relationships at the most acquisitive strategic enterprises and financial sponsors can greatly accelerate our client’s businesses and increase the likelihood of success of their transaction processes. Every client benefits from dedicated senior-level attention at every step of their transaction and from partners that know first-hand the responsibilities of being an entrepreneur in a high growth industry.

STRATEGIC ADVISORY

  • Mergers & Acquisitions
  • Corporate Divestitures
  • Valuations & Fairness Opinions
  • Takeover Defenses
  • Management Buyouts
  • Take-Private Transactions

CAPITAL RAISING

  • Venture Capital
  • Growth Equity
  • Strategic Investment
  • Recapitalization
  • Mezzanine Debt
  • Venture Debt

INDUSTRIES

We are a technology focused firm with deep domain expertise and strong relationships across the following sectors:

FinTech

AdTech

ComTech

RegTech

Enterprise Software

Healthcare IT

Medical Devices

Digital Commerce

We started Ultra Advisors to be a different kind of advisory firm. Our values are simple, put the entrepreneur first and treat the client businesses as if they were our own. That is why we named our company ultra, going beyond what is usual or ordinary. It is also why all senior partners at our firm have prior operating experience in additional to financial services depth.

Most founders will only experience the growth equity and exit transaction processes a few times in their lives. The decisions made during these transactions will have a meaningful, if not critical, impact on the lives of their teams and shareholders. Negotiating the other side of these transactions are teams that have closed tens if not hundreds of deals. Often this gap in experience is leveraged to extract additional value in subtle ways. We aim to level the playing field in transactions by providing in-depth guidance around every step of the process. We believe choosing the right banker is the most important choice an entrepreneur will ever make.

We have built our careers by working to create great outcomes, not by closing the first deal that comes our client’s way. We believe this is not only the right thing to do for our clients, but also good business. The result has been satisfied clients, which is evidenced by the number of inbound client / board referrals we receive.

We would welcome the opportunity to get to know you and learn more about your business. Please contact us to setup a time to discuss how we might help you achieve your vision.

Regards,

Thomas J. Fast

Thomas J. Fast, CPA
Managing Director
MBA Harvard Business School
BS Virginia Tech

CONTACT US

Ultra Advisors

1 N Water St, Suite 301
Norwalk, CT 06854