SPECIALISTS IN MERGERS & ACQUISITIONS

Who We Are

OUR TEAM

We acquired over 20 years of business leadership success with the top Customer Experience, BPO, Fulfillment & Logistics firms. Yellowstone Capital Advisors principals are licensed investment banking agents and members of the Alliance for Mergers and Acquisitions Advisors. Our analysts and financial experts have operated within industry leadership roles versus other bankers whose experience is limited to conducting deals within the industry.

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INDUSTRY INSIDERS

Yellowstone Capital Advisors are specialists in Mergers & Acquisitions who have succeeded as industry executives and operators within the Customer Experience, Business Process Outsourcing, and Fulfillment & Logistics industries.

VIEW OUR PAST PROJECTS

HOW WE STAND OUT

We are a collective of operations specialists who have developed their expertise in mergers and acquisitions over twenty years of leadership within companies in the Customer Experience, Business Process Outsourcing, and Logistics & Fulfillment industries. We know what it’s like to run a business; each member of our team has held a leadership position as an operator within the industry. We use that first hand knowledge to support our clients through expert Buy Side and Sell Side transaction representation.

WHAT WE DO

JOIN OUR TEAM

Thank you for your interest in working with our firm! We are a family run business and as the founder, I work hard to make it a successful and fun working environment. One of the reasons I started Yellowstone Capital Advisors is to create a working environment where we work with people we like and trust.

EMPLOYMENT OPPORTUNITIES

“I’ve worked closely with Trevor Allen for over ten years. His drive, professionalism, and expertise in M&A have helped Qualfon double in size through five acquisitions in seven years. His understanding of our industry and reputation with executives and investors in our industry is unparalleled.”

Disclaimer: Any testimonials presented herein do not guarantee future performance success.

Past Projects

  • Carenet Health acquired Response BPO

    MARCH 2026

    Yellowstone Capital Advisors served as financial advisor in the acquisition of Response BPO by Carenet Health South Africa. The transaction expands Carenet Health’s international footprint and strengthens its capabilities in healthcare-focused customer engagement services.

  • iQor acquired OP360

    DECEMBER 2025

    Yellowstone Capital Advisors served as financial advisor in the acquisition of OP360 by iQor CXBPO. The transaction enhances iQor’s global delivery capabilities and expands its presence across digitally enabled customer experience and back-office services.

  • ResultsCX acquired Aucera

    MARCH 2025

    Yellowstone Capital Advisors served as financial advisor in the acquisition of Aucera by ResultsCX. The transaction brings together two customer experience leaders, strengthening scale, delivery, and digital engagement capabilities across key client markets.

  • $700M PEO Firm acquired Transparent BPO

    JANUARY 2024

    Yellowstone Capital Advisors served as financial advisor in the acquisition of Transparent BPO by a $700M PEO firm. The transaction supports continued expansion of Transparent BPO’s customer experience platform and strengthens its position across key service verticals.

  • VXI acquired Chime Solutions

    MARCH 2023

    Yellowstone Capital Advisors Transaction
    VXI adds Chime Solutions’ high touch contact centers to their portfolio of customer care services

  • Qualfon acquired Lead Vision Media

    DECEMBER 2021

    Chief Mergers & Acquisitions Officer
    Qualfon entered digital lead generation and demand generation business

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Yellowstone Capital Advisors
Based in Jackson Hole, Wyoming

CAREERS

Trevor C Allen
Managing Director

PO Box 1772, Jackson, Wyoming, 83001

(404) 936-8021
Tallen@yellowstonecapitaladvisors.com

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