“I’ve always viewed our role as much more than helping clients complete a transaction. We have the privilege of representing owners and management teams who have often spent years building their businesses, and I don’t take that responsibility lightly. Being trusted to guide a client through such a pivotal and impactful moment is incredibly rewarding. I enjoy getting to know them, understanding what they’ve built and what matters most to them, and helping them navigate the decisions and challenges along the way. Ultimately, my goal is for every client to feel that we truly understand what’s important to them and that they have a trusted advisor throughout the process.”
Elliot Wong is a Director in the Business and Financial Services group at Intrepid, where he advises founder-owned and sponsor-backed companies on mergers and acquisitions, capital advisory, and strategic alternatives. Elliot covers the financial services landscape, with specific areas of focus including wealth management, retirement services, insurance services, real estate services, and specialty lending.
Prior to joining Intrepid, Elliot was a Senior Vice President in the Business and Financial Services group at Deloitte Corporate Finance. Before his career in investment banking, Elliot spent nine years in financial services as a structured products banker and hedge fund investment professional. As a banker for Barclays and Great Curve Merchant Partners, he managed risk for credit and mortgage assets and executed complex structured transactions such as collateralized debt obligations. At C12 Capital Management, Elliot focused on special situations, pursuing investment opportunities involving financial institutions including banks, insurers, and reinsurers.
Elliot earned a Bachelor of Arts in Economics, magna cum laude, from Vanderbilt University and a Master of Business Administration from Duke University’s Fuqua School of Business, where he was a Fuqua Scholar and received the Breeden Award in Finance. Elliot lives in Charlotte with his wife and three children.