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Seasoned investment bankers that take exceptional care of clients.

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Deep Industry Expertise

Strong Investor Relationships

Dedicated to Client Success

About Idea Tree Advisory

At Idea Tree Advisory, we know that you have poured everything into building your business. And whether it’s now or sometime in the future, you want to create financial freedom and relieve yourself of the burden of your day to day responsibilities. In order to do that, you’ll need to sell all or part of your business to the right partner at the right time, for the right price. The problem is that mergers and acquisitions are not in your wheelhouse which can leave you feeling overwhelmed and unsure of how to proceed to achieve the best outcome.

We believe that every business owner ought to have an objective third party resource to prepare, guide, and eventually execute a deal that delivers the financial and personal results you deserve.

We know that you have a handful of advisors close to your business and choosing the right one to help you take the next step is hard. Which is why we have spent over 20 years providing objective, third party, investment banking advisory services to emerging marketing businesses in a way that has helped leaders secure financial freedom and move on to pursue their next dream.

Here’s how we do it: First, we conduct a thorough discovery and analysis process where we get to know your business inside and out so that can establish your goals for the transaction and form a realistic valuation. Then, we create and execute a strategy to help you achieve your personal and financial goals. Finally, we structure the transaction in a way that allows you to you own your future and move on to your next step.

At Idea Tree Advisory, we approach each process thoughtfully. Because when we can bring investors and businesses together in a way that allows both parties to achieve their goals, everyone succeeds. And we believe that the best deals, and the best relationships, are the ones where everyone wins.

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Our Values

Collaboration
We carry the load together by building purposeful relationships grounded in cooperation and a shared vision.

Execution
We relentlessly deliver high-quality service and experiences

Respect
We act with empathy, honesty, transparency, and integrity.

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The Leadership Team

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Jeff Ng, CPA, MBA, CFA
Investment Banking Advisory & Growth Strategy

Jeff has over 20 years of investment banking and corporate finance experience. Prior to founding Idea Tree Advisory in 2019, he was a managing director, investment banking with D.A. Davidson where he focused on M&A advisory and capital markets. At Wunderlich and ROTH Capital Partners, he co-led the firm’s Consumer and Business Services Group. Jeff’s experience includes advising private and public companies in various M&A, financing, valuation, and other board advisory mandates. He began his career at Deloitte. Mr. Ng has a Bachelor of Science, Business Administration degree from the University of Southern California, Marshall School of Business and a Master of Business Administration from the University of Arizona, Eller School of Business. He is a CPA Inactive and holds the Chartered Financial Analyst designation.

Keely Ng
Marketing & Sales Strategist

Keely Ng is an executive coach, leadership trainer, and founder of IdeaTree Marketing. With more than two decades of experience spanning global brands, creative agencies, and executive development, Keely helps leaders and teams expand their capacity to perform, communicate, and thrive.

Before moving into coaching and leadership development, Keely built a successful career in sales and marketing—working with companies including MP3.com, Vivendi Universal, Group Danone, and Million Dollar Baby, as well as leading marketing strategy through her own agency, IdeaTree. Her client partnerships have crossed industries from consumer goods to IT, telecom, and design, uniting her expertise in brand storytelling with a deep understanding of human motivation and organizational growth.

In 2024, Keely became certified as an executive coach by the Meta Performance Institute and joined Novus Global. Today, she partners with executives and teams to elevate performance, strengthen culture, and achieve extraordinary results that align with their highest potential. Her work centers on helping leaders create lasting impact through vision, mindset, and strategy—transforming how they think, lead, and execute. She was later certified as a trainer, equipping her to deliver immersive leadership programs that foster growth, accountability, and sustained excellence.

Keely lives in Southern California with her husband and two children. When she’s not coaching or collaborating with teams, you’ll find her running coastal trails, experimenting in the kitchen, or fueling her lifelong love of learning and personal growth.

Jake Sigal Headshot

Jake Sigal
Managing Director & Partner

Jake Sigal is the founder and principal advisor at Sigal Holdings, where he works with venture funds, family offices, and growth-stage founders to scale companies across transportation, mobility, and automotive technologies. He is also a Partner and Managing Director at IdeaTree Automotive Partners, a boutique investment bank specializing in lower middle-market M&A, and serves as the technology operating partner at FM Capital, a venture firm focused on transforming transportation.

A two-time exited serial entrepreneur, Jake founded and led Livio and Tome, which were acquired by Ford and Valtech, respectively. He now advises executive teams on growth strategy, product-market fit, and exit planning, and regularly supports due diligence and board-level leadership for high-growth startups. Jake also serves on the board of the Consumer Technology Association, producer of CES, helping shape the future of global tech innovation.

Outside of work, Jake is a passionate cyclist, skier, and advocate for Detroit’s growing role in global mobility innovation.

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4 Things You Can Do Today To Prepare for a Future Sale

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