Founder - Deal Flow Yoga
Joseph Frantz has over eight years of advisory experience in the capital markets, including as macroeconomic research analyst, investment banker, and restructuring advisor.
Joseph has direct operational experience as CFO of a YC-backed photography technology startup Pretty Instant and continues to serve on the company’s advisory board. Joseph is also on the board of the Global Corporate Finance Society, a nonprofit organization dedicated to elevating the standard of financial modeling analysts. He holds an M.S. in Finance degree from Vanderbilt University and is a CFA Charterholder.
Prior to his career in finance, Joseph was a NASM-certified personal trainer and trained clients for Professional Fitness in Boston, MA and Custom Built Fitness in Walnut Creek, CA. He has been practicing yoga for over 6 years.
Teacher & Advisory Board
Melini began her career in finance at Morgan Stanley prior to beginning her life as a full time yoga practitioner. She earned her 200-hour certification with Alanna Kaivaliya and Kay Kay Clivio, and 300-hour advanced yogic studies certification with John Campbell, Ph.D. at Pure Yoga in New York City. Melini completed a 200-hour Hatha teacher training with Yogi Charu and a 100-hour Bhakti teacher training with Raghunath Cappo as well as a 100-hour Ashtanga teacher training with Kino MacGregor, she also completed a 30 hour advanced adjustments intensive with David Regelin and a 30 hour assists intensive with Dylan Werner.
Melini graduated with a BA in Economics and Political Science from the University of Michigan, Ann Arbor and a MBA in Finance and Strategic Management from The Wharton School at the University of Pennsylvania.
Ronke is an Associate at NextEquity Partners. Previously, Ronke was an Analyst in the Technology Investment Banking group at Jefferies, where she focused on business analytics, due diligence and transaction execution. She has broad technology deal experience including working on transactions for inContact and Diligent. Ronke holds a B.A. in Economics and Chinese from Tufts University and an M.S. in Finance from Vanderbilt University.
Matt is an Associate at O’Melveny and Myers. Recognized as a Top 40 under 40 “Dealmaker” by The M&A Advisor. Matt focuses his practice on mergers and acquisitions, private equity, venture capital, and other strategic and commercial transactions, including entity formation and structuring, on behalf of funds, family offices, individuals and companies. Mr. Saur has worked on transactions with an aggregate value in excess of $100 billion.
Mr. Saur has continuously been selected as a strategic advisor throughout his clients’ and their investments’ entire lifecycles–from early-stage and growth financing to late-stage and mature mergers and acquisitions. In addition, Mr. Saur has counseled numerous clients in commercial transactions, including stadium and arena developments, sponsorships, sports league formations, sports league entries, media-related transactions and licensing agreements. He has also served as a strategic advisor on several high-stakes litigation cases, including the famed Xerox Corporation suit, in which shareholders Darwin Deason and Carl Icahn sued, and ultimately settled with Xerox Corporation, which led to the takeover of Xerox by the plaintiffs.
You can red more about Matt’s workout regimen, including his Yoga routine, in the Wall Street Journal
Chris is a Director at M-III Partners and has led short- and long-term advisory assignments for clients in the retail, financial and entertainment industries, assisting clients in key operational, financial and analytical projects to improve financial performance, reduce working capital needs, obtain better insight into their businesses and set the stage for profitable growth. Chris was instrumental in leading a music entertainment company through a transformation serving as the Company’s Interim Chief Financial Officer.
Prior to joining M-III, Chris was a Private Equity Associate at Grey Mountain Partners. During his tenure there, Chris was involved in the acquisition of middle-market industrial companies and also served as the Interim Chief Financial Officer of a cloud-based “Infrastructure-as-a-Service” provider.
Prior to Grey Mountain, Chris served as an investment banker in FIG at Citigroup and RBC Capital Markets. Chris earned his Bachelor of Science degree in Business Administration with a finance concentration from the University of North Carolina at Chapel Hill. He also holds Series 79 and 63 certifications.
Andie is a New York native that is passionate about working with busy individuals to cultivate tools that manage stress and anxiety.
Outside of DFY, she is the Data & Analytics lead at a fitness startup, P.volve, and an Event Producer & Yoga Instructor with Sweat and Sound. Andie completed her 200-hour Yoga Alliance Training at Laughing Lotus. Prior to joining the wellness world, she served as an investment banking analyst at GCA Advisors.
Sophia works in Investor Relations at Rhône Capital. Previously, Sophia worked at Barclays as an Investment Banking Analyst, where she focused on M&A financing. Sophia also runs a wellness platform focused on maintaining nutrition, fitness, mindfulness and gratitude while working in NYC finance, called Wall Street Wellness. She holds a B.A. in Finance from The Ohio State University and was named the most outstanding graduate of Max M. Fisher College of Business Class of 2017.
As a Vice President at M-III Partners, Kevin works closely with management teams in the development of turnaround business plans and has led teams advising clients on the carve-out and sale of key strategic assets.
Prior to joining M-III, Kevin worked at Vista Equity Partners. While at Vista, Kevin focused on the acquisition of enterprise software, data and payments technology businesses. He was also actively involved in several of the firm’s investments across software verticals.
Prior to Vista, Kevin worked as an investment banker in the Financial Services Group at Morgan Stanley,
Kevin earned his B.A. in Economics at the University of California, Berkeley.