M&A, Activism & Special Situations – Alliance Advisors

Matt Porzio

Alliance Advisors — Thu, 30 Jan 2025 12:19:58 +0000

Transformative Leader & Growth Strategist: Matt is a dynamic and results-driven executive with a proven track record of transforming client needs, organizational strengths, and market opportunities into a clear strategic vision that fuels growth and profitability. His entrepreneurial spirit and extensive expertise in technology and domain knowledge in financial services, allows Matt to drive innovation and competitive differentiation.

Matt is accomplished in leading strategic planning, business development, and organizational transformation to deliver measurable outcomes. He prides himself on being an inspirational and decisive leader that builds high-performing teams, fosters trust and collaboration, and strengthens stakeholder relationships to achieve sustained success. His background includes various investment banking and capital markets roles to start his career and 17 years building a market-leading business at IntraLinks, serving the Corporate Development, M&A, Legal, Private Equity and Capital Markets sectors.

Lou Vega

Nick Thomas — Mon, 25 Jul 2022 09:07:36 +0000

Lou brings a unique perspective to business development and has the ability to identify the Alliance service that best suits corporations’ needs. During his time at Alliance, Lou has built a stellar reputation based on his integrity and expertise in the industry.

Prior to joining Alliance Advisors, Lou spent several years working in Business Development in various industry sectors. Lou received his B.A. in Political Science with a minor in Criminal Justice from Montclair State University.

Thomas G. Kies

Nick Thomas — Mon, 25 Jul 2022 09:13:57 +0000

Thomas Kies is Executive Vice President – International, Global Partnerships at Alliance Advisors. Tom joins Alliance with over 30 years’ experience in the ShareholderServices/Proxy Governance space. Tom has held executive positions at Computershare/Georgeson, AST/DF King and most recently started up aGovernance/Proxy business at EQ who recently merged with AST. Tom has done extensive work assisting clients with reducing shareholder servicing costs.

Tom has extensive global markets experience, having lived in London, and successfully managed global proxy at EQ and Georgeson. Tom is also well known in the banking and utility space and has managed many successful proxy/governance campaigns.

Prior to joining Alliance, he held executive position at Fintech startup, FusionIQ. Tom was Executive VicePresident at EQ managing its proxy/governance business, he also held ExecutiveVice President role at Computershare Georgeson and AST/DF King. Tom was a founding partner at Laurel Hill, started a proxy/surveillance business at Manufacurers Hanover Trust Co. and started at Morrow & Co. all while assisting clients with proxy campaigns, proxy fights, activist situations and corporate governance concerns.

Tom is active member with EEI(Edison Electric Institute), AGA (American Gas Association), SSA (ShareholderServices Association) Society of Governance Professionals, NIRI (NationalInvestor Relations Institute) and CIRI (Canadian Investor Relations Institute).

Jacob Park

Nick Thomas — Fri, 19 Sep 2025 12:59:37 +0000

Jacob Park is a corporate finance and capital markets professional with more than 15 years of experience advising companies and investors across Asia.

For the past eight years, he has led SS&C Intralinks Korea, where he supported more than 200 M&A and strategic transactions and built extensive relationships with Korea’s top corporate dealmakers.

His work has spanned Conglomerates, Bio-Pharmaceuticals, Semiconductors, and SMEs, positioning him as a trusted advisor in many of the country’s most high-profile deals and investments. Prior to SS&C Intralinks, Jacob held senior roles at UBS, where he gained expertise in business development, financial market analysis (forex and derivatives), and strategic planning. His career reflects a strong record in enterprise sales, market analysis and trading, with a focus on aligning clients’ strategic goals to market opportunities.

Jacob earned his MBA from the Korea Advanced Institute of Science and Technology (KAIST). He also holds a BS in Management of Financial Institution from De La Salle University.

Ahmed Suliman

Alliance Advisors — Tue, 04 Feb 2025 16:51:14 +0000

Ahmed Suliman was born and has lived most of my life in London, and currently resides there. Since graduating from university, he has worked in the corporate governance and proxy services’ business, which has been 10 years.

During this time, he has worked for a proxy advisor and 2 proxy solicitation companies, where he has experienced working in both the buy- and sell-side of the industry, which entails working for major European listed companies. His areas of interests include and are not limited to corporate governance, proxy, ESG, M&A and activism, shareholder engagement, and investor relations.

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Katsiaryna Taran, CFA

Alliance Advisors — Wed, 21 Aug 2024 11:17:21 +0000

As an international financial professional with a strong academic background and extensive experience in team-led projects for complex analytical investments and deal engagements, Katsiaryna worked on several mergers and acquisitions, capital raisings, and private equity financing projects. She has a proven track record in numerous shareholder-related engagement projects: activist investors detection and tracking, shareholder composition identification and analysis, investor relations, and real-time stock monitoring. She implemented innovative and proprietary stock surveillance methods, which enabled corporate clients to identify activist investors prior to their public disclosure and attract more long-term institutional shareholders. She received her MBA in Financial Management from Pace University and is a CFA Charterholder.