Akos Advisors

Akos Advisors

Akos Advisors

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Trusted by Founders, Business Builders and Investors

Expert navigation, so you can move forward with clarity and confidence at every stage of your transaction.

0+

Transactions Advised

$0Bn+

Aggregate Deal Value

0+ years

Average Experience of Our Senior Professionals

hero image

Trusted by Founders, Business Builders and Investors

Expert navigation, so you can move forward with clarity and confidence at every stage of your transaction.

0+

Transactions Advised

$0Bn+

Aggregate Deal Value

0+ years

Average Experience of Our Senior Professionals

hero image

Trusted by Founders, Business Builders and Investors

Expert navigation, so you can move forward with clarity and confidence at every stage of your transaction.

0+

Transactions Advised

$0Bn+

Aggregate Deal Value

0+ years

Average Experience of Our Senior Professionals

About Us

At Akos, we bring fresh perspectives, creativity, and agility to every engagement. Drawing on our experience as advisors, investors, and business operators, we deliver tailored solutions aligned with each client’s goals to achieve exceptional outcomes.

At Akos, we bring fresh perspectives, creativity, and agility to every engagement. Drawing on our experience as advisors, investors, and business operators, we deliver tailored solutions aligned with each client’s goals to achieve exceptional outcomes.

At Akos, we bring fresh perspectives, creativity, and agility to every engagement. Drawing on our experience as advisors, investors, and business operators, we deliver tailored solutions aligned with each client’s goals to achieve exceptional outcomes.

Trusted By Industry Leaders

Our Advisory Services

Mergers & Acquisitions

Mergers & Acquisitions

Strategic advisory across the full transaction lifecycle, from preparation and positioning through negotiation and successful close. 

Mergers & Acquisitions

Strategic advisory across the full transaction lifecycle, from preparation and positioning through negotiation and successful close. 

Capital Raising

Capital Raising

Advising companies on equity and debt capital solutions to support growth, strategic initiatives, and long-term value creation.

Capital Raising

Advising companies on equity and debt capital solutions to support growth, strategic initiatives, and long-term value creation.

Strategic Consulting & Transaction Preparation

Guiding founders and leadership on strategy, transaction readiness, & financial & operational preparation for major decisions.

Strategic Consulting & Transaction Preparation

Guiding founders and leadership on strategy, transaction readiness, & financial & operational preparation for major decisions.

Strategic Consulting & Transaction Preparation

Guiding founders and leadership on strategy, transaction readiness, & financial & operational preparation for major decisions.

Valuation Analysis

Valuation Analysis

Independent valuation and financial analysis to support strategic planning, transactions, fairness opinions, and informed decision-making. 

Valuation Analysis

Independent valuation and financial analysis to support strategic planning, transactions, fairness opinions, and informed decision-making.

Our Sector Expertise

Healthcare Services

Behavioral Health (Mental Health & SUD)

Healthcare-Enabled Business Services

Intellectual & Developmental Disabilities (IDD)

Post-Acute & Home-Based Care

Specialty Physician Services

Urgent Care & Retail Health

Value-Based Care

Digital Health

Clinical Decision Support & AI Diagnostics

Consumer Health & Wellness

Digital Therapeutics

EHRs and Practice Management

Revenue Cycle Management & Payments Tech

Telehealth & Virtual Care

VBC Enablement Platforms

Technology

Data Analytics & Business Intelligence

Enterprise SaaS

FinTech

GovTech & RegTech

InsureTech

IT Services & Tech-Enables Managed Services

Vertical Software

Healthcare Services

Behavioral Health (Mental Health & SUD)

Healthcare-Enabled Business Services

Intellectual & Developmental Disabilities (IDD)

Post-Acute & Home-Based Care

Specialty Physician Services

Urgent Care & Retail Health

Value-Based Care

Digital Health

Clinical Decision Support & AI Diagnostics

Consumer Health & Wellness

Digital Therapeutics

EHRs and Practice Management

Revenue Cycle Management & Payments Tech

Telehealth & Virtual Care

VBC Enablement Platforms

Technology

Data Analytics & Business Intelligence

Enterprise SaaS

FinTech

GovTech & RegTech

InsureTech

IT Services & Tech-Enables Managed Services

Vertical Software

Healthcare Services

Behavioral Health (Mental Health & SUD)

Healthcare-Enabled Business Services

Intellectual & Developmental Disabilities (IDD)

Post-Acute & Home-Based Care

Specialty Physician Services

Urgent Care & Retail Health

Value-Based Care

Digital Health

Clinical Decision Support & AI Diagnostics

Consumer Health & Wellness

Digital Therapeutics

EHRs and Practice Management

Revenue Cycle Management & Payments Tech

Telehealth & Virtual Care

VBC Enablement Platforms

Technology

Data Analytics & Business Intelligence

Enterprise SaaS

FinTech

GovTech & RegTech

InsureTech

IT Services & Tech-Enables Managed Services

Vertical Software

Our Approach

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Strategic Alignment

Strategic Alignment

We begin by aligning on your objectives, priorities, and long-term vision. This ensures that every strategic decision, process design, and negotiation is grounded in what matters most to you.

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Rigorous Preparation

Rigorous Preparation

We conduct a deep analysis of financial and operational performance to understand the true drivers of value. This preparation allows us to evaluate opportunities with clarity, anticipate key questions, and develop a well-supported strategic and financial perspective.

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Disciplined Execution

Disciplined Execution

We guide each phase of the process with precision, discretion, and sector expertise running a structured approach designed to maximize outcomes while minimizing disruption.

Our Values

To accelerate innovation and drive positive impact by providing expert strategic and financial guidance and customized solutions to visionary, mission-driven leaders.​

To accelerate innovation and drive positive impact by providing expert strategic and financial guidance and customized solutions to visionary, mission-driven leaders.​

To accelerate innovation and drive positive impact by providing expert strategic and financial guidance and customized solutions to visionary, mission-driven leaders.​

Service

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Excellence

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Diversity

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Growth

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Service

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Excellence

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Diversity

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Growth

We prioritize exceptional service by fostering close, long-term relationships with our clients, providing proactive guidance and comprehensive support. Beyond our clients, we are dedicated to serving our communities by using our expertise and resources to uplift those around us.​​​​​​

Client Testimonials

“I highly recommend Eugene and his team for any M&A opportunity.”

Wallid Kazi

Environmental, Remediation, and Infrastructure Services, CEO

"The Akos team's commitment was unmatched as they used their expertise to ensure the best outcome."

Dr. Jacob Rastegar​​

Co-Founder,  UrgentMED​​

“The experience of working with [the Akos team] was truly exceptional."

AJ Heffernan

CFO, Choozle

"We are so grateful to have found the ideal partner to help us accelerate our growth." 

Mike Kaiser

Chairman and Former CEO, People's Care 

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Parker Smith

CEO, Simplifyance

“The Akos team expertly drove a competitive process that helped us
maximize our outcome and find a phenomenal strategic partner.”

Rich Andersen

Chairman and CEO, UnitiMed

“I highly recommend Eugene and his team for any M&A opportunity.”

Wallid Kazi

Environmental, Remediation, and Infrastructure Services, CEO

"The Akos team's commitment was unmatched as they used their expertise to ensure the best outcome."

Dr. Jacob Rastegar​​

Co-Founder,  UrgentMED​​

“The experience of working with [the Akos team] was truly exceptional."

AJ Heffernan

CFO, Choozle

"We are so grateful to have found the ideal partner to help us accelerate our growth." 

Mike Kaiser

Chairman and Former CEO, People's Care 

“Eugene and his team at Akos have been an incredible resource for us at Simplifyance.”

Parker Smith

CEO, Simplifyance

“The Akos team expertly drove a competitive process that helped us
maximize our outcome and find a phenomenal strategic partner.”

Rich Andersen

Chairman and CEO, UnitiMed

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Los Angeles

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San Francisco

Akos Advisors LLC 2026.

Securities are offered through Finalis Securities LLC, Member FINRA/SIPC. Akos Advisors is not a registered broker-dealer and is not affiliated with Finalis Securities LLC.
This website is for informational purposes only and does not constitute an offer, solicitation, recommendation, or investment advice. Products and services may not be available in all jurisdictions. Investments involve risk, including potential loss of principal.
Private placements are speculative, illiquid, and may involve substantial risk. Investors should conduct their own due diligence and consult legal, tax, and financial advisors before investing. Please refer to Finalis Securities LLC’s Form CRS for additional information.