Insights
Team: Coldstream Capital Partners
April 30, 2025
Jacob Atkinson
Jacob is an Associate at Coldstream Capital Partners, a team specializing in investment banking advisory services which helps business owners successfully navigate complex financial transactions and achieve their strategic and financial objectives. As an Associate, Jacob plays a vital role in executing transactions, managing deal processes, and supporting client relationships. Jacob acts as a bridge [...]
July 13, 2022
Fan Zhang
Fan is a Senior Analyst with Coldstream Capital Partners, focused on researching and developing materials related to industry trends and macroeconomic dynamics impacting clients. By understanding economic and market trends, Fan provides critical analytical and due diligence support in merger and acquisition transitions. Fan also creates company valuations based on comparative and discounted cash flow [...]
July 12, 2022
Zach Hammond
Zach is an Analyst with Coldstream Capital Partners, focused on working with the business development and technical teams. Zach’s primary responsibilities include developing client content, analyzing technical elements of deals, researching and documenting market trends, and deal sourcing. Through a critical and analytical lens, Zach is able to provide due diligence support in merger and [...]
February 1, 2022
Thomas Ovendale Jr.
Tom serves as the Technical Lead of Investment Banking at Coldstream Capital Partners, where he oversees all analytical operations and plays a pivotal role in shaping deal strategy, financial modeling, valuation, and due diligence across a diverse portfolio of complex transactions. His leadership ensures data-driven decision-making that is integral to the success of each engagement. [...]
February 1, 2022
Wendy Holden
Wendy joined the Coldstream Holdings family back in 2014 as a Front Desk Administrator and Administrative Assistant to members of the Rainier Group team. Throughout the years, Wendy has been an important member of the team and has branched out into her newest role as a Client Services Associate. Wendy’s prior experience in scheduling client [...]
November 23, 2021
Patrick Corcorran
Patrick serves on the leadership team of Coldstream Capital Partners, the investment banking arm of Coldstream Holdings. As a Managing Director, he specializes in M&A advisory, capital raising, business valuations, and strategic reviews for privately held U.S. and international companies. Over his career, he has advised on strategic acquisitions, leveraged buyouts, distressed transactions, and liquidity [...]
November 23, 2021
Glen White
Glen’s expertise is in taxation and the financial / legal structures of corporate ownership. Glen has served in leadership roles in the various companies he has worked for. He has also served as an external consultant for other companies. Glen’s operational and management titles have ranged from department manager to COO and his experience spans [...]
November 23, 2021
Evan Fisher
Evan is a Managing Director and member of the leadership team at Coldstream Capital Partners, specializing in investment banking advisory services for middle-market companies. He is a lead advisor on mergers and acquisitions, leveraged buyouts, recapitalizations, raising growth capital, and management buyouts. Evan is dedicated to serving as a trusted advisor, helping business owners successfully [...]
November 23, 2021
Dave Roberts
David brings clarity to complex issues. He leads Coldstream Capital Partners business consulting efforts throughout the country, working with Coldstream’s clients and managing relationships with its strategic business partners. David forges and maintains links with professionals who serve private companies, their owners, and board members. David has assisted business owners in planning and implementing ownership [...]
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