Inverness Advisors

Inverness Advisors Division provides capital raising and mergers & acquisitions advisory services to clients in the technology, media and healthcare industries. Our bankers are veteran dealmakers with deep domain expertise and decades of experience working with growth companies and a clear understanding of the issues and challenges that they face.


Derek Mattson – Managing Director
415.354.3252 /

Derek Mattson is a founding partner and Managing Director at Inverness Advisors. During the course of his career, Derek has advised clients on a wide variety of M&A transactions as well as both public and private financings. Derek started his investment banking career with Cowen & Company in the mid-1990s and previously worked as head of TMT M&A for Friedman, Billings, Ramsey and Managing Director with Montgomery & Co. Earlier in his career, Derek spent a number of years with Allianz AG’s global strategic development group in Munich, Germany. Derek received a BS degree from the University of Delaware, and an MBA degree from the Haas School of Business at the University of California, Berkeley.

Tom Peters – Managing Director
415.354.3244 /

Tom Peters is a founding partner and Managing Director at Inverness Advisors. Tom focuses on technology and digital media and especially the opportunities created where those two come together. Tom began his investment banking career in the M&A group at Dillon, Read & Co. in New York in 1987. In 1991, Tom joined Hambrecht & Quist in San Francisco to help start the firm’s M&A practice and has focused on M&A advisory work and capital raising transactions for emerging growth technology and healthcare companies since that time. Tom was the lead banker on numerous transactions at H&Q through the 1990’s and the early part of this decade. He actively identified and sponsored direct investments through H&Q Venture Partners and other investment funds.

Prior to forming Inverness Advisors, Tom was Head of Communications & Digital Media Technology at Montgomery & Co., a firm he joined in 2005. Tom has advised on over 150 transactions. He focused exclusively on M&A transactions for the first half of his career and over the last ten years has been actively involved in both negotiated M&A and capital raising transactions. He has worked on a wide range of transactions with clients across all sectors of technology, communications and media. Tom graduated magna cum laude from Washington and Lee University and received his MBA from the University of Virginia’s Darden Graduate School of Business.

David Stubbs – Managing Director
415.354.3242 /

David Stubbs is a founding partner and Managing Director at Inverness Advisors. David has over 10 years of investment banking experience and has been an instrumental part in building the healthcare practices at some of the leading banking franchises. Prior to Inverness Advisors, David worked with the healthcare teams at Thomas Weisel Partners, Deutsche Bank, and Salomon Smith Barney. He received a BA from the University of California at Los Angeles, and an MBA from the University of Chicago Graduate School of Business.

David A. Rappaport, CFA – Director
415.354.3247 /

David Rappaport is a Director at Inverness Advisors. Prior to joining Inverness, David worked with the healthcare teams at Thomas Weisel Partners and SG Cowen. David received a BBA degree from the University of Wisconsin – Madison and an MBA from Goizueta – Emory University. David is a CFA charter holder.

Ann Pan, Associate
415.354.3246 /

Prior to joining Inverness, Ann was an Associate with the investment banking team of WestPark Capital, Inc., where she worked on raising capital for Chinese companies in the U.S. market. Previously, she was with the investment banking division of Merriman Curhan Ford & Co., where she was an Analyst in the life sciences, technology, consumer, and clean technology industries. Ann received her B.A. from University of California, Berkeley in Economics with an emphasis on International Economics as well as a minor in Chinese Language. She holds FINRA Series 7 and 66 licenses.

Charlie Harper, Analyst
415.354.3240 /

Charlie joined Inverness in 2010, and works with the Technology and Media team as an Investment Banking Analyst. He is responsible for providing support to the senior partners and for managing day-to-day projects and analyses. Prior to joining Inverness, Charlie served as in Investment Banking Analyst at the CRT Capital Group. He holds a B.A. from the University of Colorado.

Inverness Advisors Branch Office

415 Jackson St., Suite 200
San Francisco, CA 94111