Investment advisory firm in Los Altos, CA
3 results found
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Baird Global Investment Banking
● OpenBaird Global Investment Banking is a leading middle-market finance institution located at 4 Main Street, Los Altos, California, United States. With over 500 banking associates working as one global team, Baird collaborates across geographies, products, and sectors to help clients achieve great outcomes. Specializing in advisory and financing services, Baird assists publicly traded companies, private companies, entrepreneur-owned businesses, and private equity firms worldwide in achieving their unique objectives. The institution advises buyers and sellers on mergers, acquisitions, and other M&A transactions globally. Baird's investment banking group operates on a single profit and loss statement, promoting teamwork and collaboration for clients. With a dedicated Financial Sponsor group, Baird offers significant private equity perspectives and relationships to every M&A process. The institution also executes equity financing transactions for clients, including IPOs and follow-on offerings, with global distribution capabilities through its institutional sales and trading team. Baird's industry and M&A bankers work together to provide innovative capital solutions to clients, analyzing and optimizing capital structures and structuring and raising capital for various purposes. The institution's global team of investment banking professionals delivers in-depth sector expertise, transaction experience, and industry relationships to clients worldwide. Baird is known for its exceptional work environment and is consistently recognized as one of the Fortune 100 Best Companies to Work For®.
4 Main St # 50, Los Altos, CA 94022, United States -
Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
● OpenGates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.
280 2nd St # 280, Los Altos, CA 94022, United States -
Riley Friedman Asset Management
● OpenRiley Friedman Asset Management is a leading financial institution located at 4984 El Camino Real in Los Altos, California, United States. Specializing in asset management, our team of experienced professionals provides personalized investment strategies to help clients achieve their financial goals. With a focus on long-term growth and wealth preservation, we offer a range of services tailored to meet the unique needs of each individual or organization. Trust Riley Friedman Asset Management to guide you towards a secure financial future.
4984 El Camino Real #101, Los Altos, CA 94022, United States
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