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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 has been in marketing and sales for over 20 years. She is the founder and Chief Messaging Officer at Idea Tree Marketing, a full service marketing agency that helps businesses grow and scale by defining a clear brand message and implementing proven marketing and sales strategies to win more business. Keely became a Certified Storybrand Guide in 2018 and utilizes the framework to drive growth for her clients. Prior to the inception of Idea Tree, Keely has been an independent marketing consultant for 10 years serving financial services, consulting, and ecommerce clients. In her corporate career Keely worked in marketing and sales for such renowned brands as Vivendi Universal, Groupe Danone, and Million Dollar Baby. Keely graduated from Union College in Schenectady NY with a BA in Economics. She is the proud mother of 2 kids, loves working with her husband, and is an avid runner, meditator, and cook.

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

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