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.

SAMUEL M. SCHWARTZ
Investment Banking Associate

Sam is an Investment Banking Associate at Yellowstone Capital Advisors and is located in Jackson, WY. Before joining Yellowstone Capital Advisors Sam spent 2 years building a tech-enabled startup with the goal of eliminating single use packaging. As the founder and CEO, Sam built a re-usable packaging marketplace and raised approximately $400,000 while employing several members of the community. In addition to being a professional skier for some of the world’s top ski brands, Sam holds a BS in accounting accounting degree from Montana State University receiving the Dean’s Award for Academic Excellence.

During his off time he builds his craftsmanship in mountain running, skiing, and big game archery hunting. He takes his combination of start up and financial experience to focus on valuation modeling, data room management, and assembling compelling investment banking presentations.

JAMES P. MCAVEENEY

Investment Banking Associate

JP is an Investment Banking Associate at Yellowstone Capital Advisors and is based in Atlanta, GA. JP brings a wealth of experience from the finance and consulting world, having worked with reputable firms such as Deloitte, a private equity-backed beverage company, and a medical technology company. He has spent his professional career building and developing analytic solutions to financial problems. As a highly motivated, self-disciplined worker, JP utilizes his attention to detail and analytical skills to provide meaningful insights to his team and clients.

JP graduated with BS degrees in both Finance and Information Technology from Boston College. Outside of work, he enjoys spending time at the dog park with his three dogs, going skiing, and visiting family in South Florida for relaxing beach getaways.

Board of Advisors

We are honored to have an executive board of advisors consisting of some of the industry’s most successful and honored executives. The board advises our management team on furthering the success of the firm with expertise in executive coaching, business development strategy, M&A market analysis, and strategies for creating a fun high performance workplace. To avoid conflicts of interest, our Executive Board of Advisors do not hold any positions where they currently have authority over purchasing or selling decisions at any of our buy side or sell side clients or prospective clients.

GREG HOPKINS

A 30-year veteran in the CX industry, Greg has served as Chief Client Officer growing existing accounts and strategically adding new ones at TTEC, Stream Global Services (now Concentrix), and Alorica. At TTEC, Greg lead the organization from $700M to well over $1B during his tenure.   While at Stream Global Services, he was part of a leadership team that turned the business from negative growth and EBITDA to industry leading numbers in both categories leading to an acquisition by Convergys, which is now Concentrix.

JOHN CHAPMAN

With 25 years of experience in the CX industry, John is a Charted Accountant and was the CFO of Sykes prior to and through its sale to Foundever. John brings tremendous financial experience to help our sell side clients analyze their financial options and prepare their financial operations for a successful merger or acquisition transaction.

CHAD CARLSON

With 30 years of experience in the CX industry, Chad is a successful CEO for public and private companies. Chad was the CEO of Startek while it was purchased by private equity firm Capital Square Partners. Chad was also the CEO of ResultsCX while it was purchased by private equity firm ChrysCapital. Chad was also a COO at ClientLogic when they acquired the public company Sitel to merge into the private company Sitel.

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

MEMBER OF

Principals of Yellowstone Capital Advisors LLC are licensed Investment Banking agents with M&A Securities Group, Inc. 4151 N. Mulberry, Dr. Suite 252 Kansas City, MO 64116, member FINRA / SIPC  Transactions involving securities are performed through M&A Securities Group.  M&A Securities Group and Yellowstone Capital Advisors LLC are unaffiliated entities.

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