RESULTS YOU CAN COUNT ON Since 2005 , Alta Fintech has impacted over $ 500 Million in value for private companies, NGO's and investors.

INSPIRED VISION AND FORWARD THINKING FOR YOU BUSINESS

ALTA Finance & Technology was formed in 2005 after nearly a decade of mergers and acquisitions experience with leading Private Equity, Corporate Finance and Investment Banking institutions.

Since those early days, we have learned a lot about balancing the need for results with developing a thoughtful approach to growth strategies that incorporate relevant market and customer insights driving long-term success.

Our philosophy is not just about spending money.  We have honed a unique ability to provide world-class solutions in fast-paced, results-oriented environments.  In every engagement we take on, our goal is to structure a partnership that provides you with leading talent, market expertise, and technical acumen necessary to propel your business forward.  We make a difference, guaranteed!

Located on the West Coast, we are an agile group of professionals able to seamlessly integrate with existing leadership teams and DELIVER RESULTS in the areas of Financial Operations, Strategic Development, and Access to Funding.

  • July 1998

    INVESTMENT BANKING M&A ANALYST

    Started Investment Banking with J.P. Morgan in New York City focused on Consumer Products and New Media Technology Sectors

  • July 1999

    DIRECTOR OF CORPORATE DEVELOPMENT

    Focused on strategic growth and development for United Business Media in San Francisco, focused on N. America business units

  • May 2003

    PRIVATE EQUITY ASSOCIATE

    Led all aspects of the investment process for family office targeting turnaround acquisitions in SMEs operating in the Western U.S.

  • August 2005

    Created Alta Fintech

    Started Alta Fintech to create accounting, financial operations, and M&A strategies for global and emerging growth clients;  Industries focused on include:

    1. B2B SaaS
    2. Consumer Products
    3.Asset Management 

  • March 2014

    Added Cannabis Industry

    Initiated first project for a medical marijuana dispensary client based in the Pacific Northwest.

  • Feb 2017

    Begin focus On Cannabis Industry

    Having worked with several cannabis companies (including cultivators, processors, and retailers) and learning about their growing needs, ALTA Fintech decided take to the deep dive and focus efforts in the cannabis industry.

  • Dec 2018

    Alta Fintech Repositions

    After realizing our passion for working with cannabis companies across the value chain, ALTA has decided to take nearly 20 years of experience and tailor it to the cannabis industry