Alan Fullerton

Partner

Alan Fullerton has been an investment banker to large corporations, middle-market firms and family-owned firms for over 25 years.  He is a senior advisor to management teams and business owners, with significant experience in arranging equity financings ($5 million to $100 million) and executing buy-side and sell-side M&A mandates.  An advocate for his clients, Alan has led business owners and boards of directors through over fifty sell-side transactions, as well as multiple buyside, equity and debt transactions, totaling over $2 billion in value.

Alan has been a winner and sector finalist for several national M&A awards for his transactions in industrial services, healthcare, consumer products, business services, travel services, and highly engineered industrial products, including for deals closed with Fortune 500 and Global 500 corporations, private equity-backed companies, closely-held businesses, and middle-market publicly traded companies. He is prior member of the board of directors of ACG Boston (2017-2023) and current member of the board of Central Catholic High School.

He is a member of the Mirus fairness opinion committee, a position he also held at his previous firm.  Before his investment banking career, he was a member of technical staff and project leader with the 2500-person engineering consulting firm TASC, later the advisory services business of Northrop Grumman.

Alan holds a BS from M.I.T. in Mechanical Engineering, an MS from Brown University in Electrical Engineering, and an MBA from the Ecole des Ponts of Paris France. He holds Series 7, 24, 63 and 79 licenses from FINRA.

He lives in Lexington, Massachusetts and Chocorua, New Hampshire with his wife, son and two daughters. In his spare time, he is an enthusiastic supporter of all their volleyball activities.

Check the background of this investment professional on FINRA’s BrokerCheck.