Who We Are

Beechwood Advisory is a boutique advisory firm with expertise in mergers and acquisitions. The firm serves lower and middle-market corporations worldwide. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. We deliver integrity, insight, and impact to each and every relationship.  

Advisory

There’s no replacement for an advisor who has the combination of in-depth knowledge of your industry and M&A tactics. If you’re interested in selling your business or buying a company, our team can provide unparalleled guidance. 

We're experienced in helping interested sellers:

  • Showcase key-metrics to strengthen valuations
  • Define and target the best-suited buyers 
  • Structure and negotiate transactions
  • Evaluate the merit of each bid received

We're experienced in helping potential buyers:

  • Develop and formulate M&A strategies
  • Identify, screen and initiate discussions with acquisition targets
  • Structure and negotiate transactions
  • Arrange acquisition financing

Leadership

At Beechwood Advisory, our team combines an entrepreneur's perspective with deep domain expertise to position companies for successful exits. We believe in placing our clients first. 

 

Jonathan Gonen

JONATHAN GONEN

Jonathan Gonen is a founding member of disruptive technology companies (Curious Minds, TeleSign, and TSN Advertising) that have collectively raised over $80 million in venture capital. He has held a seat on the Board of Directors for Ringadoc (acquired), LoanMart (acquired), BrandReporter (acquired), and TeleSign (acquired).   

Jonathan received a Bachelor of Arts in Political Science and Economics from Emory University. Recently he was honored by his alma mater with the prestigious 2016 Emory Entrepreneur Award.

PHIL KIM

Phil Kim is a co-founder of Michelson Runway Accelerator and former President of the Michelson 20MM Foundation where he built a new social impact platform investing in seed stage educational technology startups. In addition to his work at 20MM, he oversees early stage investments at Karlin Asset Management (an investment firm with $1.4 billion in capital under management).

Phil received a Bachelor of Arts in Economics from Princeton University. He is actively engaged as a mentor in the entrepreneurship programs at Wharton, MIT, and Stanford.

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CHRIS SHAFER

Chris Shafer has co-founded several companies with innovative business models. As a founder he has secured major motion picture studios as clients, partnerships with Fortune 500 companies, and outside investment by engaging executives, startup leadership, and venture capitalists.

Chris received a Bachelor of Arts in Biological Sciences from the University of Southern California. He is a published scientific author in the field of neuroscience and a black belt in mixed martial arts.