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Evan Lee Location
Houston, TX, US
Evan Lee Work
Managing Partner @ (December 2023 - Present)
Chairman of the Board @ (January 2026 - Present)
Board Member @ (February 2024 - Present)
CFO @ (January 2022 - November 2023)
CFO @ Beacon Funeral Partners (April 2021 - December 2021)
CFO @ (May 2019 - March 2021)
CFO @ A&L Industrial Services (May 2019 - August 2020)
CFO @ (September 2016 - January 2019)
Private Equity @ (July 2014 - August 2016)
Investment Banking @ (November 2012 - June 2014)
Valuation @ (September 2009 - November 2012)
Evan Lee Education
Indiana University - Kelley School of Business
MBA (Investment Banking Seminar)
2008-2009
Indiana University - Kelley School of Business
BS (Accounting)
2004-2008
Episcopal High School 2000-2004
Evan Lee Skills
Leadership
Accounting
Cash Flow
Corporate Finance
Mergers
Valuation
Financial Modeling
Capital Markets
Telecommunications
Investments
Finance
Strategic Planning
Mergers and Acquisitions M&A
Budgeting
Business Valuation
Microsoft Excel
Financial Analysis
Private Equity
Management
Financial Reporting
Investment Banking
Due Diligence
Intellectual Property
Assurance
Venture Capital
Mergers and Acquisitions
Oil and Gas
Evan Lee Summary
Evan Lee, based in Houston, TX, US, is currently a Managing Partner at Portal Drive Partners. Evan Lee brings experience from previous roles at Sales, Marketing & Service, Inc., Senior PsychCare, U.S. Multimodal Group and Beacon Funeral Partners. Evan Lee holds a 2008 - 2009 MBA in Investment Banking Seminar @ Indiana University - Kelley School of Business. With a robust skill set that includes Leadership, Accounting, Cash Flow, Corporate Finance, Mergers and more. Evan Lee has 2 emails and 3 mobile phone numbers on RocketReach.
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