Our Team
TREVOR ALLEN
Managing Director
Trevor Allen has over 20 years of operational, financial, executive leadership, and M&A experience with the top Customer Experience, Business Process Outsourcing, and financial restructuring and turnaround firms, including Qualfon, APAC Customer Services, and Alvarez & Marsal LLC.
As the Chief Mergers & Acquisitions Officer at Qualfon for 7 years, he led the company through five successful acquisitions more than doubling the company’s size. Over half of those transactions were “private looks” for assets not represented by sell side investment bankers resulting in attractive valuations.
As the CEO of Perceptis LLC, an education technology and services company owned by Frontier Capital, he led the company through a multi-year turnaround, successful capital raises, and ultimately an exit to BlackBoard Students Services & Providence Capital.
While at Alvarez & Marsal, he worked on mid market and multi-billion dollar M&A buy-side and sell-side transactions.
He’s worked with corporate entities across the United States, Asia, Mexico, and Europe, operating in and completing transactions in the USA, South America, Central America, the Caribbean, and Asia.
Trevor’s roots are planted among the mountains in Jackson Hole, Wyoming where he serves on several companies’ board of advisors, mentors aspiring entrepreneurs, and gives back through community service and philanthropic projects in the USA and Mexico.
ADAM KING
Specialist, BPO Investment Banking
Adam serves as a Specialist, BPO Investment Banking for Yellowstone Capital Advisors and is located in Holladay, Utah. With over 28 years of accounting and finance experience he has spent the last 18 years focusing primarily on Deal Desk Support within the BPO Industry. He has a keen understanding of the global nature of the industry with a specialization in pricing, real estate, contracts, shared services and back-office. Adam is committed to his work and tirelessly tends to the details for all projects he is involved in.
Before joining Yellowstone Capital Advisors Adam spent 18-years working in Business Enablement functions within the BPO Industry. Prior to this experience he worked in the banking and the powersports software industry. He has directly supported books of business ranging from $115M to $2.2B in annual revenues in over 30 countries within the BPO Industry. He has also built and managed teams that span 7 countries and 4 continents.
Adam attended Westminster College in Salt Lake City where he received his MBA and BS in Accounting. In his spare time, he enjoys spending time with his family and dogs, being involved in youth sports, and unwinding on the beach.
MARISOL SANCHEZ
Lead Manager
Marisol Sanchez serves as Lead Manager at Yellowstone Capital Advisors, where she oversees project execution and client engagement across multiple transactions. With more than 30 years of corporate leadership experience, she brings a strong background in operations, strategy, and relationship management. At YCAP, Marisol focuses on guiding clients through critical stages of the M&A process, ensuring seamless coordination between advisory teams and stakeholders.
SAM SCHWARTZ
Investment Banking Associate
Sam Schwartz is an Investment Banking Associate at Yellowstone Capital Advisors and has worked for the company since it’s founding. He is located in Jackson, WY and has 5 years of entrepreneurship & finance experience. He has a technical background in Accounting earning the Dean’s Award for Excellence from Montana State University in 2017. Sam’s financial skillset led him to starting two companies where he raised $300K in equity capital in one venture and bootstrapped a business to $2M in revenue within 12 months in the other venture.
Before joining Yellowstone Capital Advisors, Sam was a professional big mountain skier for 10 years sponsored by top brands such as K2 Skis and Backcountry Access.
Sam spends his time in the mountains around Jackson Hole as an athlete tackling large challenges in ski mountaineering, ultra running, & bow hunting. He is a full time volunteer in Jackson at Coombs Foundation that gives underrepresented youth a mentor to ski with.
