Andrew Blake

Examiner
DISC Type : cs

Senior Analyst at Envoy Capital Advisors

Charlotte, North Carolina, United States

Overview

Andrew Blake is a Senior Analyst at Envoy Capital Advisors, focusing on M&A for middle-market technology and professional services companies. He holds a Bachelor of Business Administration in Finance from the University of Kentucky and is certified with the SIE and Series 63 licenses.


During an internship, he had the opportunity to attend a StartEngine Pitch Competition hosted by Kevin OLeary.

Personality Overview

Late Adopter

Process Oriented

Overcautious

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Technology M&A
His role at Envoy Capital Advisors is centered on M&A for middle-market technology and professional services firms.
Startup Finance
As an intern at Forecastr, he created investor-grade financial models to help startups raise capital.
Venture Capital
He interned for a VC-backed software company and attended a pitch competition with prominent investor Kevin O'Leary.

Media Appearances

Andrew has no verified media appearances

Work History

8-2025
Senior Analyst at Envoy Capital Advisors
9-2023 - 8-2025
Analyst at Envoy Capital Advisors
7-2023 - 8-2023
Summer Analyst at Envoy Capital Advisors
5-2022 - 6-2023
Startup Financial Analyst Intern at Forecastr

Education

2019 - 2023
Bachelor of Business Administration from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 3 Location : Charlotte, North Carolina, United States Job Level : Junior Designation : Senior Analyst at Envoy Capital Advisors
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Andrew

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Andrew take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Andrew

Personality Compatibility


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