Team
At the core of MOK Advisors is its people. Our leadership team has significant experience in mergers and acquisitions, management
consulting, and investing.
Michael O’Koomian
Founder and Managing Director
Michael O’Koomian is the Founder and Managing Director of MOK Advisors. He is responsible for the firm’s strategy and operations, and is closely involved with every client engagement. Michael has strong relatability to most entrepreneur or founder-led companies, having previously built, led and successfully exited his own personal companies. His unique prior experiences of investment banking, corporate strategic advisory and being a full-time business owner also differentiates himself from most other investment bankers or M&A advisory firms.
Michael began his professional career working in management consulting specializing in M&A and growth strategy engagements. At Citigroup, he worked in management for the top-ranked Americas Equity Research division, with exposure to various equity divisions including banking, equity capital markets and sales and trading.
Michael is a life-long wellness enthusiast and die-hard Boston sports fan. He resides in Manchester-by-the-Sea, MA with his wife and twins.
Justin Lundberg, Esq.
Director
Justin was an associate at the Boston firm of Testa, Hurwitz and Thibeault, and the Manhattan firm of Proskauer Rose, LLP. Justin also owns several businesses and eventually left practicing law full time in order to pursue entrepreneurial interests. As a business owner, he has successfully bought and sold companies in diverse industries at different stages of growth and development, consistently adding value to their bottom lines. Justin has been a director on Boards of publicly traded companies and private companies, in both the Fitness and Cannabis space, successfully guiding them through liquidity and acquisition events.
Justin holds a J.D. from Suffolk University Law, and a M.S. from Worcester Polytechnic Institute.
Eric Taylor
Vice President
Eric is a Vice President at MOK Advisors. Prior to his current role, Eric was a Vice President in Houlihan Lokey’s Industrials group. He previously served as an Associate in the consumer group at Harris Williams and held a number of sales and operations roles within ExxonMobil’s downstream division.
Eric holds a B.S. in Chemical Engineering from Howard University and an MBA from Harvard Business School.
Jonathan Chadick
Associate
Jonathan is an Associate at MOK Advisors. Before joining MOK, he was an Associate at Ardent Advisory Group with a focus on multi-unit M&A transactions. Prior to his career in investment banking, Jonathan was on the leadership team at Longboard Asset Management, a commodity hedge fund.
Jonathan holds a BS in Economics from Wharton Business School at the University of Pennsylvania and an MBA from the University of Notre Dame.
Testimonial 1
MOK Advisors approach is both deeply personal and deeply analytic. A combination that is rarely found in synergy within an individual. First, Michael establishes a foundation of steadfast professionalism and profound mutual respect that generally takes years of getting to know an individual. This makes the difficult task of trusting the person representing you, and the biggest decisions of your life easier at first, and then essential later down the road. As your banker, he learns your company inside and out, and in ways that you haven’t even looked at it. He spends an inordinate amount of time discussing the pitfalls and downsides of the sale so that when they occur, both broker and seller and prepared. Michael listens when it’s time to listen, negotiates when it’s time to negotiate, pulls back when it’s time to pull back. But most valuable of all, supports you when you weaken throughout the process.
Derik Fay
Around the Clock Fitness
Testimonial 2
MOK Advisors has been an invaluable resource for Alloy. As a strategic partner and trusted advisor, Michael has helped us navigate some very critical and complex negotiations. Michael is creative in his approach to problem solving and always keeps our companies’ best interests in mind. He’s also a genuinely nice guy, which is very important as often business deal points are effected by the personalities of the entities.
Rick Mayo
Alloy Personal Training Solutions
Testimonial 3
When we decided to sell, we needed an advisor who possessed a keen knowledge of the fitness industry and the intricacies of our specific niche business. MOK Advisors was the only advisor that fulfilled all of those requirements. Michael’s relationships within the financial community coupled with owning and operating large and medium sized models proved to be what was needed to get our business sold. His intellect, organizational and interpersonal skills are why I would highly recommend him over any other M&A advisory firm.
Al Tassel
Former Multi Fitness Club Operator
Testimonial 4
When I decided to sell my gyms after 37 years of ownership, I began searching for the right M&A advisor to help me get the right buyer with the best terms. MOK Advisors actually came to me as an advisor that specialized in selling gyms and the related real estate. I found him to be well connected to potential buyers and very knowledgeable on sale leasebacks. Michael put together a very professional package and we had many prospective buyers. Selling the real estate was simple and quick with Michael’s guidance and about 8 months later, we sold the businesses.
Tony Rea
Gold’s Gym
Testimonial 5
Michael O’Koomian takes the time to listen and understand the complete operations and logistics of your business. He gives professional advice and suggestions based on his own experiences. MOK Advisors recently sold my properties and operating businesses. This was a unique type a deal that needed a very experienced banker with the ability to create synergy between both buyers. Michael made it his priority to keep my financial goals and exit strategy a successful reality. MOK provided me with a methodical, strategic, and realistic solution for the sale of all my commercial properties and its operating businesses. Which they successfully executed – always having the client best interests in mind. He was able to satisfy a profitable exit strategy for my retirement.
John Grossi
Latitudes
Testimonial 5
When searching for an investment banker with industry knowledge and operational experience, we were lucky to find Michael O’Koomian at MOK Advisors, who helped is complete the sale of our Orangetheory Area Developer territory and related studios. MOK’s thoughtful approach to valuation, CIM development, and marketing enabled us to close the deal in four short months. As a previous fitness operator, Michael brings a unique perspective to investment banking in the health club world. His keen insight empowers him to connect buyers and sellers to capitalize on efficiencies and maximize value for both parties. Further, Michael’s experience yields expertise in managing franchise operations sales and acquisitions. I highly recommend the team at MOK to anyone in a franchise system seeking a growth or exit strategy.
Jay Wagnon
Orangetheory Fitness
Let’s Talk.
Selling or buying a business is complex and we’re here to advise you every step of the way. Contact us to learn how MOK Advisors can add value to the process.
Boston Area Office
160 Sylvan Street
Danvers, MA 01923
(617) 600-2788
contactus@mokadvisors.com
Contact us to learn how MOK Advisors can add value to the process.