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    AccesstoCapital InvestmentBanksinSoCal

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    Rob Gu
    This document lists investment banks operating in Southern California. It provides contact information for each bank, including websites, addresses, and primary contacts. Investment banks offer various strategic advisory services such as assisting with mergers and acquisitions, valuations, and raising capital through public or private offerings. They help evaluate companies and market them for sale, negotiate deals, and raise financing. The document lists over 30 investment banks currently active in Southern California.

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    AccesstoCapital InvestmentBanksinSoCal

    Uploaded by

    Rob Gu
    222 views3 pages
    This document lists investment banks operating in Southern California. It provides contact information for each bank, including websites, addresses, and primary contacts. Investment banks offer various strategic advisory services such as assisting with mergers and acquisitions, valuations, and raising capital through public or private offerings. They help evaluate companies and market them for sale, negotiate deals, and raise financing. The document lists over 30 investment banks currently active in Southern California.

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    This document lists investment banks operating in Southern California. It provides contact information for each bank, including websites, addresses, and primary contacts. Investment banks offer various strategic advisory services such as assisting with mergers and acquisitions, valuations, and raising capital through public or private offerings. They help evaluate companies and market them for sale, negotiate deals, and raise financing. The document lists over 30 investment banks currently active in Southern California.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    222 views3 pages

    AccesstoCapital InvestmentBanksinSoCal

    Uploaded by

    Rob Gu
    This document lists investment banks operating in Southern California. It provides contact information for each bank, including websites, addresses, and primary contacts. Investment banks offer various strategic advisory services such as assisting with mergers and acquisitions, valuations, and raising capital through public or private offerings. They help evaluate companies and market them for sale, negotiate deals, and raise financing. The document lists over 30 investment banks currently active in Southern California.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    Investment Banks in Southern California

    Investment banks are financial institutions that raise equity and debt capital, engineer corporate mergers and acquisitions, perform business valuations and render fairness opinions, among other activities. The majority of investment banks offer strategic advisory services for mergers, acquisitions, divestitures, management buyouts and other financial services for clients, such as the trading of derivative, fixed income, foreign exchange, commodity, and equity securities. Investment banks also assist corporate and government entities in raising capital through issuing and selling securities in the debt and equity capital markets. In mergers and acquisitions, services provided by investment banks include valuing the company, preparing a confidential offering memorandum, identifying prospective buyers, marketing the company for sale, and negotiating the purchase price and terms. In private placement financings or public securities offerings, the investment bank values the company, advises on offering price and terms, prepares the offering circular and markets the securities to prospective lenders or investors, ultimately raising the requisite financing.

    Company Bank of America Merrill Lynch *

    Website www.ml.com

    Address 10877 Wilshire Blvd. 19th Floor Los Angeles, CA 90024

    Primary Contact Amit Bajaj Principal, Global Corporate & Investment Banking Tel: 310-209-4072 Email: [email protected] Lloyd Greif President & CEO Tel: 213-346-9255 Email: [email protected] Edward M. Bixler Managing Partner Tel: 949-833-3767 Email: [email protected] Alexander G. Montano Managing Director Tel: 888-477-9301 Email: [email protected] Alex Cappello Managing Director Tel: 310-393-6632 Email: [email protected] Russell Belinsky Snr. Managing Director Tel: 310-445-4010 Email: [email protected] David Herman Managing Director Tel: 310-432-8585 Email: [email protected] Mayor Bick Managing Director Tel: 213-443-2678 Email: [email protected] Daniel Conway Managing Director Tel: 310-405-7000 Email: [email protected] Matthew Johnson Managing Director Tel: 310-696-4001 Email: [email protected] Andy Gordon Head of L.A. Investment Banking Tel: 310-407-5700 Email: [email protected] Lee Muhl Snr. Engagement Professional Tel: 310-823-6505 Email: [email protected] David Hadley President Tel: 310-321-7100 Email: [email protected]

    Greif & Co. *

    www.greifco.com

    633 West 5th Street 65th Floor Los Angeles, CA 90071 4685 MacArthur Court Suite 370 Newport Beach, CA 92660 18300 Von Karman Ave. Suite 700 Irvine, CA 92612

    BCC Capital Partners LLC

    www.bcccapital.com

    C. K. Cooper & Company

    www.ckcooper.com

    Cappello Capital Corp.

    www.cappellocorp.com

    100 Wilshire Blvd., Suite 1200 Santa Monica, CA 90401

    Chanin Capital Partners

    www.chanin.com

    11150 Santa Monica Blvd. 6th Floor Los Angeles, CA 90025 2049 Century Park East, Suite 350 Los Angeles, CA 90024

    Diamond Capital Partners

    www.diamondcapitalpartners.com

    Evercore Partners Inc.

    www.evercore.com

    601 S. Figueroa Street 44th Floor Los Angeles, CA 90017 11766 Wilshire Blvd Suite 1270 Los Angeles, CA 90025

    FocalPoint Partners LLC

    www.focalpointllc.com

    Gemini Partners Inc.

    www.geminipartners.net

    10900 Wilshire Blvd, Suite 300 Los Angeles, CA 90024

    Goldman Sachs Group, Inc.

    www2.goldmansachs.com

    Fox Plaza Suite 2600 2121 Avenue of the Stars Los Angeles, CA 90067 6033 W. Century Blvd. Suite 150 Los Angeles, CA 90045 2301 Rosecrans Avenue, Suite 4160 El Segundo, CA 90245

    Growthink Securities

    www.growthink.com

    Hadley Partners, Incorporated

    www.hadleypartners.com

    * Denotes LAEDC member firm

    Investment Banks in Southern California


    Houlihan Lokey www.hl.com 1930 Century Park West Los Angeles, CA 90067 Scott Adelson Senior Managing Director Tel: 310.553.8871 Email: [email protected] Paul Fejtek Managing Drector Tel: 949-852-1700 Email: [email protected] Christopher Shepard EVP, Managing Director, Co-Manager Tel: 310-246-3752 Email: [email protected] Stephen Perry Managing Director Tel: 949-769-3323 Email: [email protected] Alec Ellison Co-head, Investment Banking Tel: 310-445-1199 Email: [email protected] William Doyle Managing Partner Tel: 213-627-3300 Email: [email protected] Kenneth Moelis Chief Executive Officer Tel: 310-443-2300 Email: [email protected] James Montgomery Chief Executive Officer Tel: 310-260-6940 Email: [email protected] Franck Petitgas Co-Head, Investment Banking Tel: 213-553-3300 Email: [email protected] Gordon Gregory Managing Director Tel: 310-432-6776 Email: [email protected] Mark Salter Managing Director Tel: 310-451-9092 Email: [email protected] Thomas Turney Managing Principal Tel: 310-645-7900 Email: [email protected] Stewart Kim Managing Partner Tel: 310-268-0885 Email: [email protected] Joel L. Reed Principal Tel: 858-704-3200 Email: [email protected]

    Hunter Wise Financial Group, LLC

    www.hunterwise.com

    2361 Campus Drive Suite 100 Irvine, CA 92612 2000 Avenue of the Stars 9th Floor, South Tower Los Angeles, CA 90067 10940 Wilshire Blvd. Suite 1600 Los Angeles, CA 90024 11100 Santa Monica Blvd. Los Angeles, CA 90025

    Imperial Capital, LLC

    www.imperialcapital.com

    Janes Capital Partners

    www.janescapital.com

    Jefferies & Company, Inc.

    www.jefferies.com

    Kerlin Capital Group, LLC

    www.kerlincapital.com

    555 South Flower Street Suite 2750 Los Angeles, CA 90071 1999 Avenue of the Stars, Suite 1900 Los Angeles, CA 90067

    Moelis & Company LLC

    www.moelis.com

    Montgomery & Co., LLC

    www.monty.com

    100 Wilshire Blvd., Suite 400 Santa Monica, CA 90401

    Morgan Stanley

    www.morganstanley.com

    1999 Avenue of the Stars, Suite 2400 Los Angeles, CA 90067

    Mosaic Capital LLC

    www.mosaiccapital.com

    15165 Ventura Blvd., Suite 425 Sherman Oaks, CA 91403

    New Century Capital Partners LLC

    www.newcenturycap.com

    1999 Avenue of the Stars, Suite 1100 Los Angeles, CA 90067

    NewCap Partners, Inc.

    www.newcap.com

    5777 W. Century Blvd. Suite 1135 Los Angeles, CA 90045 11111 Santa Monica Blvd. Suite 910 Los Angeles, CA 90025 12340 El Camino Real Suite 450 San Diego, CA 92130

    PGP Capital Advisors, LLC.

    www.pgpcapital.com

    RA Capital Advisors LLC

    www.raca.com

    * Denotes LAEDC member firm

    Investment Banks in Southern California


    Revolution Partners, LLC www.revolutionpartners.com 1888 Century Park East Suite 1110 Los Angeles, CA 90067 11100 Santa Monica Blvd. Suite 550 Los Angeles, CA 90025 11111 Santa Monica Blvd. Suite 2200 Los Angeles, CA 90025 520 Broadway Suite 350 Santa Monica, CA 90401 660 S. Figueroa Street, Suite 1600 Los Angeles, CA 90017 Joshua Tanzer Managing Director Tel: 310-228-1970 Email: [email protected] Byron Roth Chairman & CEO Tel: 949-720-5721 Email: [email protected] Mark Vidergauz Managing Director and Chief Executive Officer Tel: 310-478-6619 Email: [email protected] David Siemer Founder & Managing Director Tel: 310-496-4504 Email: [email protected] Yukuo Takenaka President & CEO Tel: 213-593-4006 Email: [email protected] Kevin Burke Managing Director Tel: 310-268-8330 Email: [email protected] Jonathan S. Howe Managing Director Tel: 213-688-4406 Email: [email protected]

    Roth Capital Partners, LLC

    www.roth.com

    Sage Group

    www.sagellc.com

    Siemer & Associates, LLC

    www.siemerassoc.com

    Takenaka Partners LLC

    www.takenakapartners.com

    Trinity Capital LLC

    www.trinitycapitalllc.com

    11755 Wilshire Blvd., Ste. 2450 Los Angeles, CA 90025

    Wedbush Morgan Securities Inc.

    www.wedbush.com

    1000 Wilshire Blvd. Suite 830 Los Angeles, CA 90017

    * Denotes LAEDC member firm

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