Strategic Advice from Founders to Founders

Revolutionizing the realm of investment banking in the era of vertical SaaS and data, AI, digital media, advertising and marketing technology, commerce and retail media, and supply chain

Suzane, Windsail

Our Philosophy

We believe premium exits are not driven by timing alone, but by positioning, preparation, and execution. Our role is to help founders understand buyer logic, align their businesses with how value is underwritten, and run processes that maximize optionality and outcomes—while remaining deeply aligned with the personal and strategic goals behind every transaction.

Suzane Mokbel – Managing Partner

Suzane brings over 20 years of experience advising founders and management teams on M&A, capital raising, and premium strategic exits across media, advertising, AdTech, MarTech, retail media, commerce technology, healthcare information and marketing services. She works closely with founder-led businesses to position their companies for premium exit outcomes, with experience spanning CTV, OTT, DOOH, creative and other programmatic advertising, data and analytics platforms, AI-driven marketing technologies, agencies, and experiential marketing as well as supply chain.

Over the course of her career, Suzane has advised on numerous sell-side and buy-side transactions, partnering with both strategic acquirers and private equity investors. Her advisory work is grounded in buyer underwriting logic, execution discipline, and a deep understanding of how strategic and financial buyers evaluate assets in today’s market.

Prior to co-founding Windsail Partners, Suzane held roles at KPMG, Houlihan Lokey, Petsky Prunier and Merrill Lynch within their technology and media advisory practices, education technology, and healthcare information.

Outside of advising clients, Suzane enjoys cycling, outdoor activities, traveling with her two children, and actively manages a real estate portfolio.

Suzane holds Series 63 and 79 (investment banking) FINRA regulatory licenses.

Boris, Windsail

Boris Fridman – Managing Partner

Boris is a founder, operator, investor, and advisor with over 30-years serving in senior roles. With a background as an entrepreneur, he brings extensive experience in building and leading successful technology companies in the mobile, consumer internet, and marketing sectors.

Before co-founding Windsail Partners, Boris was a Managing Director at Madison Alley, a boutique middle-market investment bank focused on media and advertising. Prior to Madison Alley, he was the CEO of Crisp Mobile, a premium mobile advertising platform for brands and agencies, which was acquired by Quotient. He also served as COO of SJ Labs, the developer of the revolutionary magicJack VoIP consumer device, which was eventually sold to VocalTec.

As an entrepreneur, Boris founded and served as CEO of Broadbeam Corporation, a premier supplier of wireless middleware products to enterprises worldwide.

Outside of advising clients, Boris enjoys hiking, traveling with his wife, dining with friends, and staying active, often clocking more than 15,000 steps a day.

Boris holds Series 63 and 79 (investment banking) FINRA regulatory licenses.