Private equity advisory in California
36 results found
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JB Private Investments
● OpenJB Private Investments is a leading finance institution located at 311 South Ellsworth Avenue in San Mateo, California. With a strong reputation for providing personalized investment solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your future, JB Private Investments offers a range of services tailored to meet your specific needs. Trust us to guide you towards financial success and security.
311 S Ellsworth Ave, San Mateo, CA 94401, United States -
Generational Equity
● ClosedGenerational Equity is a leading, full-service M&A advisory firm located at 300 Spectrum Center Drive in Irvine, California. Specializing in finance, they offer premier business services that accelerate success for privately-held businesses. Their comprehensive suite of advisory services includes Strategic Growth Consulting, Exit Planning Services, Business Valuation, Value Enhancement Strategies, M&A Services, and Wealth Management. Generational Equity's experienced professionals guide business owners through the entire M&A process, helping them develop and implement strategic growth plans to maximize value. Their client-centric approach ensures that each client's future is at the heart of everything they do. With a focus on protecting, preparing, and guiding clients along the path to exiting for maximum value, Generational Equity helps business owners build their business valuation and exit their company at the right time for the optimal price.
300 Spectrum Center Dr Suite 870, Irvine, CA 92618, United States -
Bank of America Private Client Advisor Simone S Branigan
● OpenBank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
Brown Advisory
● ClosedBrown Advisory is a finance institution located at 38 Keyes Avenue in San Francisco, California, United States. They specialize in providing discretionary investment management services for private clients, individuals, families, single family offices, endowments, foundations, nonprofits, investment consultants, pension funds, financial institutions, wealth managers, and more. With offices in various locations worldwide, Brown Advisory offers first-rate investment performance, strategic advice, and top-notch client service to help clients achieve their long-term financial goals. With over 850 equity owners, Brown Advisory is dedicated to delivering exceptional service to clients in over 49 countries and territories.
38 Keyes Ave # 201, San Francisco, CA 94129, United States -
Capital
● OpenCapital is a vibrant and bustling restaurant located in Westminster, California, United States. Known for its delicious food and inviting atmosphere, Capital offers a diverse menu of culinary delights that are sure to please any palate. Whether you're looking for a casual lunch spot or a romantic dinner destination, Capital has something for everyone. With a focus on fresh, locally sourced ingredients and exceptional service, this institution is a must-visit for food lovers in the area. Come dine with us and experience the best that Westminster has to offer at Capital.
Westminster, CA 92881, United States -
Symphony Risk Solutions
● ClosedSymphony Risk Solutions is an independent insurance brokerage and consulting firm located at 345 California Street in San Francisco, California. Specializing in providing industry-specific advisory services, Symphony Risk Solutions offers tailored insurance solutions for a variety of sectors including energy, healthcare, construction, entertainment, real estate, and aerospace. With a team of experienced professionals, Symphony Risk Solutions helps businesses navigate complex and highly regulated industries, offering comprehensive risk management strategies to protect assets and maximize value. Additionally, Symphony Risk Solutions provides employee benefits consulting, search fund solutions, private equity expertise, and specialty risk solutions for unique organizations. Whether you are a middle market business, private equity firm, corporate executive, or high-net-worth individual, Symphony Risk Solutions is dedicated to helping you manage your risk and human capital needs effectively.
345 California St, San Francisco, CA 94104, United States -
MB Capital Ventures
● ClosedMB Capital Ventures is a finance institution located at 2604B El Camino Real in Carlsbad, California. Specializing in venture capital and investments, MB Capital Ventures provides funding and support for innovative startups and growing businesses. With a focus on strategic partnerships and long-term success, the team at MB Capital Ventures offers expertise and resources to help businesses thrive in today's competitive market. Whether you are looking for funding, guidance, or networking opportunities, MB Capital Ventures is dedicated to helping you achieve your financial goals.
2604B El Camino Real UNIT 156, Carlsbad, CA 92008, United States -
Jones Day
● ClosedJones Day is a renowned law firm located in Palo Alto, California, specializing in strategic transactional, corporate, intellectual property, and litigation services for clients in the technology and life sciences industries. With a global network of lawyers, our Silicon Valley office helps clients navigate the complexities of the global marketplace, providing expert legal counsel and innovative solutions. Located at 1755 Embarcadero Road, Jones Day is the go-to institution for clients seeking top-tier legal representation.
1755 Embarcadero Rd, Palo Alto, CA 94303, United States -
Capital Alliance
● OpenCapital Alliance is a leading finance institution located at 500 Technology Drive in Irvine, California, United States. With a focus on providing exceptional financial services, Capital Alliance offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, Capital Alliance has the expertise and resources to help you achieve your goals. Our team of experienced professionals is dedicated to providing personalized and tailored advice to ensure that you make sound financial decisions. Visit us today to learn more about how Capital Alliance can help you secure your financial future.
500 Technology Dr #350, Irvine, CA 92618, United States -
The 99 Group - Morgan Stanley
● OpenThe 99 Group - Morgan Stanley is a finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. Specializing in financial services, they provide expert advice and assistance to clients in managing their investments and achieving their financial goals. With a team of experienced professionals and a commitment to excellence, The 99 Group - Morgan Stanley is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, United States -
Proxy Freedom
● ClosedProxy Freedom is a finance institution located at 877 Ygnacio Valley Road, Walnut Creek, California, United States. Our team of financial professionals is dedicated to providing comprehensive, holistic, and customized wealth management solutions to a select group of clients. We specialize in personalized strategies, investment management, and risk assessment to help optimize your financial goals, preserve assets, and enhance your long-term financial well-being. Our tailored financial planning services include strategic guidance, goal setting, and investment analysis to help you achieve your financial objectives and secure your future. We offer RIA, Insurance, and Private Equity services to make revenue sharing across platforms more accessible for our clients. Our philosophy is built on the foundation of Don’t Invest and Forget™, a theme known throughout the San Francisco Bay Area and beyond. Pat Vitucci began sharing this proactive, goal-based financial planning message over 30 years ago, and his legacy continues through the consultants and team members of Proxy Freedom. Founder and CEO, CJ Davidson, and Managing Partner, Bryan Caulkins, lead the team in redefining what is possible in the pursuit of financial freedom. Our commitment to excellence and focus on our clients' success make us a trusted partner in guiding you through the complexities of the financial landscape. Securities-related services may not be provided to individuals residing in states not listed, and insurance-related services may not be provided to individuals residing in states other than those specified. Advisory Services are offered through PROXY FREEDOM LLC, and Securities are offered through UNITED PLANNERS Financial Services. PROXY FREEDOM, LLC, and United Planners are not affiliated.
877 Ygnacio Valley Rd Suite 220, Walnut Creek, CA 94596, United States -
West End Partners
● OpenWest End Partners is a finance institution located at 1482 East Valley Road in Santa Barbara, California, United States. We specialize in providing strategic advisory and merchant banking investment services to a wide range of clients including emerging growth and middle market companies, private equity firms, senior management, entrepreneurs, family offices, venture investors, and lenders. Our services include M&A advisory services for public and private companies across various industry groups, senior operations and financial management, complex debt and equity structuring for US and international businesses, private equity portfolio analysis, turnarounds, and crisis management.
1482 E Valley Rd Suite 245, Santa Barbara, CA 93108, United States -
RCP Advisors
● ClosedRCP Advisors is a leading private equity investment management firm located at 1111 Bayside Drive in Newport Beach, California. Specializing in North American lower middle market buyouts, RCP offers access to private equity fund managers through various investment vehicles such as funds-of-funds, secondary funds, co-investment funds, advisory services, and investment research services. With over $7.0 billion in committed capital and 300 investments, RCP leverages its market knowledge, investment process, and strong relationships within the private equity community to select the most successful fund managers. Visit their office in Newport Beach or their headquarters in Chicago for more information on their services. Please note that the information provided on their website is for informational purposes only and should not be considered as an offer to sell or solicit an offer to buy any security.
1111 Bayside Dr suite 270 suite 270, Corona Del Mar, CA 92625, United States -
Leo Berwick
● ClosedLocated at 1339 Orange Avenue in Coronado, California, Leo Berwick is a specialized finance institution that focuses on mergers and acquisitions (M&A) tax advisory services. With a team of experienced professionals in the US and Canada, Leo Berwick works with various investors such as infrastructure funds, private equity houses, pension funds, and corporate investors to ensure their capital is deployed in the most tax-efficient manner possible. Leo Berwick also has a global alliance of transaction tax experts to support clients on deals occurring outside North America. The institution covers a wide range of sectors including consumer goods and services, business services, financial services, healthcare, technology, and more. From small strategic acquisitions in the middle market to multi-billion-dollar investments for the world's largest investors, Leo Berwick is committed to providing creative and commercial solutions to complex tax problems.
1339 Orange Ave Unit 2, Coronado, CA 92118, United States -
Akili Capital
● OpenAkili Capital is a financial institution located at 3451 Via Montebello in San Marcos, California. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses make informed decisions about their investments, savings, and wealth management. Whether you are looking to grow your portfolio, plan for retirement, or secure a loan, Akili Capital is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
3451 Via Montebello, San Marcos, CA 92078, United States -
Verus Capital Partners
● ClosedVerus Capital Partners is a leading finance institution located in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and capital raising. We pride ourselves on our commitment to transparency, integrity, and personalized service. Visit us at 3111 Camino Del Rio North to learn more about how Verus Capital Partners can help you achieve your financial goals.
3111 Camino Del Rio N #400, San Diego, CA 92108, United States -
Heritage Wealth Management, Inc.
● ClosedHeritage Wealth Management, Inc. is a finance institution located at 11440 West Bernardo Court in San Diego, California, United States. We believe in providing our clients with a comprehensive financial advisory service that includes tax planning, retirement planning, and investment opportunities in real estate and private equity. Our team of partners has a wealth of experience in various strategic areas, ensuring that we can help you navigate even the most complex markets and life situations. As a Fee-Only Fiduciary, our primary goal is to make smart investments that will preserve and grow your wealth. Our success is measured by the security and peace of mind our clients have about their future. If you are ready to take the next step in your financial journey, contact us to see if we might be the right co-captain for you. Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor, operating in states and international jurisdictions where we are registered or exempted from registration requirements. Please note that personalized investment advice can only be provided in one-on-one communications.
11440 W Bernardo Ct # 390, San Diego, CA 92127, United States -
Mission Creek Capital Partners, Inc.
● OpenMission Creek Capital Partners, Inc. is an innovative and independent investment advisory firm located at 101 Mission Street in San Francisco, California. Specializing in providing personalized investment strategies and solutions, Mission Creek collaborates closely with clients to build relationships based on open dialogue, knowledge, and integrity. With a focus on individualized wealth management and planning, private equity distribution management, and concentrated stock transition strategies, Mission Creek serves a diverse range of clients including institutional investors, individuals, families, executives, entrepreneurs, and other investment advisors. Committed to acting in the best interests of their clients, Mission Creek adheres to the fiduciary standard and employs risk management strategies to optimize returns and reduce risk. With a team of experienced professionals and a client-focused approach, Mission Creek aims to preserve, grow, and perpetuate client wealth through tailored investment solutions.
101 Mission St #1750, San Francisco, CA 94105, United States -
Ladenburg Thalmann Financial Services
● OpenLadenburg Thalmann Financial Services is a reputable finance institution located at 24003 Ventura Boulevard in Calabasas, California, United States. With a strong focus on providing comprehensive financial services to individuals and businesses, they offer a wide range of investment and wealth management solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Ladenburg Thalmann Financial Services is committed to providing personalized solutions tailored to your specific needs.
24003 Ventura Blvd, Calabasas, CA 91302, United States -
Empower Capital Group
● ClosedEmpower Capital Group is a leading finance institution located at 708 College Avenue in Santa Rosa, California, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to empowering our clients with the knowledge and resources they need to succeed. Whether you are looking to invest, secure a loan, or plan for the future, Empower Capital Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.
708 College Ave, Santa Rosa, CA 95404, United States -
Baird Global Investment Banking
● ClosedBaird 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 -
Serpentine Venture Capital Advisors LLC
● OpenSerpentine Venture Capital Advisors LLC is a finance institution located at 1/2 Peralta Avenue, Los Gatos, California, United States. Specializing in venture capital, they offer expert advice and guidance to entrepreneurs and startups looking to secure funding for their innovative ideas. With a team of experienced professionals, Serpentine Venture Capital Advisors LLC helps clients navigate the complexities of the investment world and achieve their financial goals.
1/2 Peralta Ave, Los Gatos, CA 95030, United States -
Orchard City Wealth Management, LLC
● ClosedOrchard City Wealth Management, LLC is a finance institution located at 987 University Avenue, Los Gatos, California, United States. This institution specializes in helping mid-career tech professionals make critical financial decisions such as determining 401(k) contributions, handling stock compensation, and developing tax strategies. As a privately owned, independent, fee-only registered investment advisory firm, Orchard City Wealth Management serves as a fiduciary for its clients, providing guidance and expertise on complex financial matters. The institution's services are tailored to tech professionals facing major life transitions such as job changes, promotions, and buying a house. With a focus on aligning money with vision, values, goals, and priorities, Orchard City Wealth Management offers ongoing care and support to ensure clients make informed decisions about their finances. If you are a tech professional with equity compensation, Orchard City Wealth Management can help you navigate the complexities of RSUs, stock options, and ESPPs to maximize your financial potential.
987 University Ave # 8, Los Gatos, CA 95032, United States -
Opportunity Capital Partners
● OpenOpportunity Capital Partners is a finance institution located at 2201 Walnut Avenue in Fremont, California, United States. Specializing in providing investment opportunities and financial solutions, Opportunity Capital Partners is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, they offer a range of services including investment management, financial planning, and asset allocation. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, Opportunity Capital Partners is here to provide personalized and strategic financial guidance.
2201 Walnut Ave #210, Fremont, CA 94536, United States -
Robert W Baird & Co
● ClosedRobert W. Baird & Co is a finance institution located at 1661 Page Mill Road in Palo Alto, California, United States. Known for their time-tested processes in managing fixed income and equity funds, they focus on controlling risk and delivering performance. Their venture capital and private equity teams specialize in investing in B2B technology and services companies. The institution has been consistently recognized as a best workplace, attracting talented individuals who ensure the quality and continuity of their services. With expertise in the industrial equipment market and key public companies, Baird offers financial advice and services including Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets, and Private Equity. Their experienced teams prioritize performance, risk management, and exemplary client service. They also provide objective bond market research and specialized services such as loan evaluation and securitized product analysis.
1661 Page Mill Rd, Palo Alto, CA 94304, United States -
Silicon Valley Capital Partners
● ClosedSilicon Valley Capital Partners is a leading finance institution located at 1731 Technology Drive in the heart of San Jose, California. As a prominent player in the finance industry, we specialize in providing strategic capital solutions to businesses in the Silicon Valley region and beyond. Our team of experienced professionals offers a wide range of financial services, including venture capital investments, private equity funding, and strategic advisory services. With a focus on innovation and growth, Silicon Valley Capital Partners is dedicated to helping businesses thrive and succeed in today's competitive market.
1731 Technology Dr #810, San Jose, CA 95110, United States -
Stifel
● OpenStifel is a finance institution located at 10100 Trinity Parkway in Stockton, California, United States. As a leading financial services firm, Stifel offers a wide range of services including investment banking, wealth management, and advisory services to clients. With a strong reputation for delivering personalized and tailored financial solutions, Stifel is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Stifel's team of experienced professionals are dedicated to providing expert guidance and support every step of the way.
10100 Trinity Pkwy #320, Stockton, CA 95219, United States -
Ellington Financial, LLC
● ClosedEllington Financial, LLC is a finance institution located at 8343 Church Street in Gilroy, California. With an additional office at 345 5th Street, Suite 3 in Hollister, California, Ellington Financial is dedicated to providing expert financial advice to clients. Led by Kristi, a passionate and experienced Financial Advisor since 1993, the team at Ellington Financial is committed to helping individuals understand and navigate their financial situations. Nick, following in his mother's footsteps, also plays a key role in assisting clients with investments and financial planning. With a focus on economics and investment research, Nick brings a unique perspective to the team. Securities and advisory services are offered through LPL Financial, ensuring that clients receive top-notch guidance and support. Whether you're looking to invest, plan for the future, or simply better understand your finances, Ellington Financial is here to help. Contact them today to schedule a consultation and take control of your financial journey.
8343 Church St, Gilroy, CA 95020, United States -
Arrowroot Family Office
● ClosedArrowroot Family Office is a finance institution located at 1107 Investment Boulevard in El Dorado Hills, California, United States. We specialize in empowering families and entrepreneurs through comprehensive financial solutions. At Arrowroot Family Office, each client is assigned an entire team based on their individual financial planning needs and goals. Unlike many investment advisory firms, we are not influenced by private equity owners or shareholders solely focused on profits. Our multidisciplinary group of advisors collaborates with high net worth individuals, entrepreneurs, families, and family offices to help them achieve their financial goals. Your success is our purpose at Arrowroot Family Office. Visit us at 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292.
1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762, United States -
Angeles Capital Group
● OpenAngeles Capital Group is a finance institution located at 545 South Figueroa Street in Los Angeles, California. As a leading financial services provider, Angeles Capital Group offers a wide range of investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Angeles Capital Group is dedicated to providing top-notch financial services and personalized guidance to its clients. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, Angeles Capital Group is here to help you every step of the way.
545 S Figueroa St, Los Angeles, CA 90071, United States
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