Cabrillo Advisors

Investment Banking

Investment Banking


Wade Hansen, Managing Director

Wade Hansen

Wade is the Founder and Managing Director at Cabrillo Advisors and has extensive experience executing M&A, financings and business valuations for public and private clients. Prior to founding Cabrillo Advisors, and its predecessor firm MHT Partners in Dallas,Texas, Wade was a founding principal at Dell Ventures in Austin, Texas, where he invested in hightech (software, semiconductor) business services, and Internet based companies. Wade began his postgraduate career at McKinsey & Co, where he served hightech and pharma companies on matters of M&A and post merger management. He started his career as a licensed CPA in Ernst and Young’s Audit Department.

Wade has an MBA with distinction from Northwestern’s Kellogg Graduate School of Business and graduated from San Diego State University with a bachelor’s degree in Accounting summa cum laude. Wade holds FINRA (http://www.finra.org) Series 7, 24, 63, and 79 licenses.
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Channing Hamlet, Managing Director

Channing Hamlet

Channing is a Managing Director at Cabrillo Advisors and has conducted a multitude of business valuations and fairness opinions throughout his career. Prior to Cabrillo, he was a Principal at LLR Partners, a $260 million private-equity firm, where he was involved in structuring private equity investments, due diligence and advising portfolio companies at the Board level. Channing has also worked in Legg Mason’s Investment Banking group, where he was involved in transaction execution for mergers and acquisitions for companies in a broad range of industries.

Upon graduating from Cornell University with a Masters degree in Operations Research and a BS in Mechanical Engineering he worked for Mars & Co, a boutique strategy consulting firm, where he advised clients on growth strategies, competitive assessments and strategic acquisitions often requiring valuation analysis. Channing holds FINRA (http://www.finra.org) Series 7, 63 and 79 licenses and is an Accredited Valuation Analyst (AVA).
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Russell Zanetti, Director, Investment Banking/Valuation Services

Russel Zanetti

Russell Zanetti is a Director in the Valuation Group of Cabrillo Advisors, LLC. Russ brings over ten years of experience in investment, valuation and financial advisory services related to business transactions, performing valuation analyses for businesses, valuation of common and preferred stock in early-stage/pre-IPO companies, complex instruments and derivatives, fixed income securities, equity research/trading, portfolio management, as well as stock-based compensation. I have implemented leading approaches in business and equity valuation, working with public and privately-held companies across different industries, domestically and internationally.

Prior to Cabrillo, Russ was a Director with Silicon Valley Bank’s Valuation practice in the Bay Area where he provided a wide-range of valuation and advisory services for emerging/high growth companies, working with some of the top venture backed companies in the US and across the globe – including two of the top performing IPO’s in 2011 & 2012. Russ also conducted due diligence for valuation assignments, executive management and venture capitalist interviews, business plan review, financial analysis, market and industry research. He also lead the Accelerator valuation team and SVBA’s technical committee, provided thought leadership on valuation issues, and created and analyzed complex valuation models for determining the value of equity securities, debt, and embedded derivatives.

Prior to joining SVB, Russ worked at Deloitte Financial Advisory Services LLP where he performed business valuations in a wide-range of industries for such purposes as tax planning and compliance, strategic planning and financial reporting. His valuation and financial advisory engagements have included the valuation of closely-held-businesses, derivative securities and intangible assets.

 Mr. Zanetti earned his MBA from Bentley University, and a bachelor's degree in finance from Bentley University.

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Ken Merkey, Director

From 2010 to 2012, Ken Merkey was a Senior Vice President with the Sunway Hotel Group. Prior to that Mr. Merkey was a Vice President of Northland Securities, Inc. He is a licensed finance professional (Series 7 & 63) and a licensed mortgage broker (Nevada) with significant experience in underwriting real estate transactions and corporate finance transactions.
 
Mr. Merkey has held senior management positions at Citigroup, Itochu Corporation, and Thomson McKinnon Securities .As a Vice President of Citibank he was responsible for project financing and relationship banking in the petroleum industry and was located in New York, Singapore and London. At Itochu Corporation he was a Vice President and head of the corporate development division in New York. With Thomson McKinnon Securities he was a Vice President and head of the Project Finance Department.  Additionally, from 1994 to 1996 he was Chairman and CEO of Trans World Gaming Corporation (NASDAQ:IBET). From 1996 to 1997 he was Chairman and CEO of Trans Arctic Petroleum Corp, a Canadian public company.
 
Mr. Merkey is a graduate of Yale University and has completed postgraduate work at Wharton Business School and Stanford University. He spent 6 years as a submarine officer in the US Navy. He has been licensed as a gaming manager in Louisiana and France.