Leaders of Influence: Investment Bankers 2021

Custom Content from the Los Angeles Business Journal


The initial “kick off moment” for many of the region’s greatest business success stories can be traced back to the meetings that entrepreneurs had with forward-thinking, insightful and creative investment bankers.

These are the experts that really get our great ideas and concepts on the right track. The best of them will wear multiple hats, providing incredibly valuable guidance and advice while helping their clients raise money in the capital markets.

The right investment banker does more than provide an infusion of cash for your business. He or she – and the institution they represent – can genuinely prepare your organization (with the right resources, capital and guidance) for the next level of growth and beyond.

Welcome to the 2021 installment of our annual roundup of some of the best and most successful investment bankers in the region. In these pages, you’ll find profiles describing many of the genuine leading lights in a profession that has become more important than ever – and a snapshot of what makes them great.

Congratulations to the trailblazing professionals who made this list and thank you for your contributions to the local business community’s success.

Methodology: The professionals featured in these pages did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal.  Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.


Leaders of Influence: Investment Bankers
Adam Abramowitz- Intrepid Investment Bankers
Kamal R. Bajoria- Wedbush Securities
Kevin Berson- Seapoint Business Advisor
David Bonrouhi- Calabasas Capital
Diane Cabo- CriticalPoint Partners
Alexander Cappello- Cappello Global LLC
Sherry Cefali- Duff & Phelps, A Kroll Business
Matt Dawson – William & Henry Associates
Arash Farin – Sage Group
Lloyd Greif – Greif & Co.
Channing Hamlet- Objective, Investment Banking & Valuation
David Iannini – William & Henry Associates
Ranon Kent – Houlihan Lokey
Scott Kolbrenner – Houlihan Lokey
Jeremiah Mann – Intrepid Investment Bankers
Ryan McDowell – CriticalPoint Partners
Patrice McNicoll – B. Riley Securities
Jon Merriman – B. Riley Securities
Michael Metzger – Drake Star Partners
Joel Montminy – Montminy & Co.
Steve Moon – Duff & Phelps Securities, LLC
Farzad Mukhi – Duff & Phelps, A Kroll Business
Nishen Radia – FocalPoint Partners
Alex Raskin – Houlihan Lokey
Mike Rosenberg – Intrepid Investment Bankers
Artin Sedighan – Cappello Global, LLC
Dan Shea – Objective, Investment Banking & Valuation
Aaron Solganick – Solganick & Co., Inc.
Rajesh Sood – FocalPoint Partners
Nia Stefani – Xnergy Financial
Duane Stullich – FocalPoint Partners
George Swain – GeorgeSwain Investments
Matt Young – CriticalPoint Partners