Michael Pellatz 

M&A Analyst 

 

Michael Pellatz is a true outdoorsman in the classic Oregon sense of the term. A native to the state, he embraces the natural beauty through hiking, skiing, fishing and hunting. But Michael's pursuits are not limited to our state's political boundaries; he participates in outdoor pursuits throughout the West. As just one example of that deep passion, Michael informed us that in the past year, he has skied in four different states.

 

Growing up in the Portland area, Michael went to McMinnville to attend Linfield University; he earned his bachelor's in picturesque wine-country. After his degree, Michael passed the Chartered Alternative Investment Analyst (CAIA) exams and earned the CAIA designation. Before joining FP Transitions, Michael spent nearly six years at RVK, one of the largest fully independent, employee-owned investment consulting firms in the nation. Most recently, he was on the research team covering hedge fund, liquid multi-asset and inflation sensitive investment strategies.

 

Michael is also passionate about mergers and acquisitions; in fact, this is one of the reasons that he joined us at FP Transitions. His desire was to join FPT to continue actively growing relationships the firm has already established, while also helping the M&A Team as they continue to increase the value they add to clients as well as the organization. In his new role at FP Transitions, as an M&A Analyst, Michael will be helping that team as they keep building relationships with future sellers and potential buyers. He will also manage multiple clients through all phases of their transaction. When he considers the new role, he is excited about the opportunity to be part of a small but dynamic team that can help grow the business.

 

Michael is extremely passionate about sports. He caught game balls at both Fenway Park and Wrigley Field, and he and some college friends recently won in a Portland flag football league! As Michael said, "yes- there is a league where grown adults play flag football."