The 2021 Money Issue Investment Banks Directory

0
The 2021 Money Issue Investment Banks Directory

B. Riley Securities Inc.

11100 Santa Monica Blvd., Suite 800, Los Angeles 90025
brileyfin.com/brileysecurities
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, due diligence
Industry Focus:
All industries
Top Local Executive:
Andy Moore, CEO
310-966-1444

Cappello Global

10990 Wilshire Blvd., Suite 1200, Los Angeles 90024
cappellocorp.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, due diligence, restructuring, PIPE financing, cross-border advisory
Industry Focus:
Agriculture, business services, consumer products, energy
Top Local Executive:
Alexander Cappello, CEO, Chairman
310-393-6632

CEC Capital

11150 Santa Monica Blvd., Suite 450, Los Angeles 90025
CECcapitalus.com
Services Offered:
M&A, growth, capital raising, cross-border advisory
Industry Focus:
Technology, media, consumer, health care, life sciences
Top Local Executive:
Dan Chen, Managing Director
310-861-2100

CenterPoint M&A Advisors

21550 Oxnard St., Suite 960, Woodland Hills 91367
centerpnt.com
Services Offered:
M&A
Industry Focus:
Industrial, consumer, rental, distribution, food, business services
Top Local Executives:
Chris Bandouveris, Managing Principal (pictured)
Scott Berejikian, Managing Principal
818-593-7907
 

Columbia Capital Advisors

1999 Avenue of the Stars, Suite 1100, Los Angeles 90067
columbiacapitalsecurities.com
Services Offered:
M&A, private debt and equity placements, PIPE financing
Industry Focus:
Middle-market companies
Top Local Executive:
Michael Donahue, Chairman, President
310-883-4686

CriticalPoint Partners

1230 Rosecrans Ave., Suite 170, Manhattan Beach 90266
criticalpointpartners.com
Services Offered:
M&A, private debt and equity placements, restructuring, due diligence
Industry Focus:
Consumer, industrial, aerospace and defense, manufacturing, business services, apparel, distribution/logistics
Top Local Executive:
Matt Young, CEO
310-321-4400

D.A. Davidson & Co.

611 Anton Blvd., Suite 600, Costa Mesa 92626
dadavidson.com
Services Offered:
M&A, public and private debt and equity financings, fairness opinions, strategic board advisory
Industry Focus:
Consumer, diversified industrials, financial institutions, real estate, technology
Top Local Executive:
Rory McKinney, Managing Director, Head of Investment Banking
949-793-4002

DelMorgan & Co.

100 Wilshire Blvd., Suite 750, Santa Monica 90401
delmorganco.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, due diligence
Industry Focus:
All industries
Top Local Executive:
Neil Morganbesser, CEO, President
310-319-2000

Deloitte Corporate Finance

555 W. 5th St., Suite 2700, Los Angeles 90013
investmentbanking.deloitte.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, ESOP corporate finance, capital advisory services, board and strategic advisory services
Industry Focus:
Business services, consumer products, financial, life sciences and health care, industrial, packaging
Top Local Executive:
Kevan Flanigan, Managing Director
213-688-0800

Diamond Capital Advisors

1875 Century Park East, Suite 1220, Los Angeles 90067
diamondcapadvisors.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, consulting for exit strategies, liquidity analysis
Industry Focus:
Manufacturing, distribution, business services, media, health care, technology, consumer products, aerospace, digital media
Top Local Executive:
David Herman, Managing Partner
310-432-8575

Duff & Phelps

10100 Santa Monica Blvd., Suite 1100, Los Angeles 90067
duffandphelps.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, due diligence
Industry Focus:
Aerospace and defense, consumer, industrials, entertainment, health
Top Local Executive:
Sherry Cefali, Managing Director
424-249-1650

Echelon Partners

1500 Rosecrans Ave., Suite 416, Manhattan Beach 90266
echelon-partners.com
Services Offered:
M&A, due diligence, restructuring, valuations
Industry Focus:
Asset and management firms
Top Local Executive:
Dan Seivert, CEO, Managing Partner
888-560-9027

Evolution Media Capital

2000 Avenue of the Stars, Los Angeles 90067
evolutionmediacapital.com
Services Offered:
M&A, private capital advisory
Industry Focus:
Entertainment, sports, media
Top Local Executives:
Bob Stanley, Managing Partner
CARMEN CARPENTER, Partner
424-288-2000

FocalPoint Partners

11150 Santa Monica Blvd., Suite 1550, Los Angeles 90025
focalpointllc.com
Services Offered:
M&A, private debt and equity placements, restructurings and strategic advisory
Industry Focus:
Aerospace and defense, business services, consumer, energy, financial services, health care, industrials, media and technology
Top Local Executives:
Nishen Radia, Co-Founder, Managing Partner
Duane Stullich, Co-Founder, Managing Partner (pictured)
Rajesh Sood, Managing Partner
310-405-7000

Greif & Co.

633 W. 5th St., 65th Floor, Los Angeles 90071
greifco.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, restructuring, PIPE financing
Industry Focus:
Consumer, industrials, technology, health care, food, entertainment
Top Local Executive:
Lloyd Greif, CEO, President
213-346-9250

GT Securities Inc.

12655 W. Jefferson Blvd., Los Angeles 90066
gtsecurities.net
Services Offered:
M&A, fairness opinions, private debt and equity placements, due diligence, restructuring
Industry Focus:
Computer hardware and software, consumer products, logistics
Top Local Executives:
Jay Turo, Managing Partner
David Lavinsky, Managing Partner
800-947-6978

Hamilton Grant

70 S. Lake Ave., Seventh Floor, Pasadena 91101
hamiltongrant.com
Services Offered:
M&A, private debt and equity placement, restructuring, capital restructuring,
leveraged buyouts, business strategy consulting
Industry Focus:
Middle-market companies
Top Local Executive:
Donald Bizub, CEO
310-846-3800

Houlihan Lokey

10250 Constellation Blvd., Fifth Floor, Los Angeles 90067
hl.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements,
ue diligence, restructuring
Industry Focus:
Aerospace, business services, consumer, energy, media, finance
Top Local Executive:
Scott Beiser, CEO
310-788-5254

Imperial Capital

10100 Santa Monica Blvd., Suite 2400, Los Angeles 90067
imperialcapital.com
Services Offered:
M&A, fairness opinions, solvency opinions, restructuring, IPO underwriting, PIPE financing
Industry Focus:
Aerospace and defense, business services, energy, consumer products, financial services,
energy, health care, industrial, agriculture, technology
Top Local Executive:
Randall Wooster, CEO
310-246-3700

Innovation Capital

222 N. Pacific Coast Highway, Suite 1300, El Segundo 90245
innovation-capital.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, restructuring, due diligence
Industry Focus:
Gaming, leisure, restaurant, retail
Top Local Executive:
Matt Sodl, Founding Partner, President, Managing Director
310-335-9333

Intrepid Investment Bankers,

a subsidiary of Union Bank

11755 Wilshire Blvd., 22nd Floor, Los Angeles 90025
intrepidib.com
Services Offered:
M&A advisory, buy-side target search, financing, financial restructuring
Industry Focus:
Beauty and personal care, lifestyle brands, health care, food, beverage and agriculture, digital
media, software and services, commercial and consumer tech, industrials, business services
Top Local Executive:
Eduard Bagdasarian, CEO (pictured)
310-478-9000
Jim Freedman, Managing Director, Chairman

Janas Associates

141 S. Lake Ave., Suite 102, Pasadena 91101
janascorp.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, management consulting
Industry Focus:
Middle market, manufacturing, business services, distributors, aerospace
Top Local Executive:
Carter Freeman, CEO, Chairman
626-432-7000

KAL Capital Markets

100 W. Broadway, Suite 205, Long Beach 90802
kalcapitalmarkets.com
Services Offered:
M&A, private debt and equity placements, merchant banking
Industry Focus:
Aerospace and defense, industrials
Top Local Executives:
Trevor Bohn, Co-Founder, Partner (pictured)
Ryan Murphy, Co-Founder, Partner
949-404-4201

Kerlin Capital Group

624 S. Grand Ave., Suite 2410, Los Angeles 90017
kerlincapital.com
Services Offered:
M&A, private debt and equity placements, strategic planning, family ownership planning
Industry Focus:
Manufacturing, distribution, services, food, technology
Top Local Executive:
William Doyle, Managing Partner
213-627-3300

Lincoln International

633 W. 5th St., 66th Floor, Los Angeles 90071
lincolninternational.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, restructuring valuations
Industry Focus:
Industrial, business services, consumer/retail, health care
Top Local Executive:
Christopher Petrossian, Managing Director
213-283-3700

MJC Partners

300 S. Grand Ave., #4050, Los Angeles 90071
Services Offered:
Strategic consulting, investment banking, M&A
Industry Focus:
Financial institutions in the Western U.S., community banks
Top Local Executive:
Michael Cavallaro, Founder, CEO, Chairman
213-278-0429

Moelis & Co.

1999 Avenue of the Stars, Suite 1900, Los Angeles 90067
moelis.com
Services Offered:
M&A, restructuring, risk advisory, capital markets, private fund advisory
Industry Focus:
Consumer, retail, tech, financial, energy, media, industrials
Top Local Executive:
Ken Moelis, CEO, Chairman
310-443-2300

Montminy & Co.

12100 Wilshire Blvd., Suite 150, Los Angeles 90025
montminyco.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, restructuring
Industry Focus:
Business services, consumer products, health care, industrials, media and entertainment,
real estate, technology
Top Local Executive:
Joel Montminy, CEO, President
310-230-8600

New Century Capital Partners

1510 11th St., Suite 203, Santa Monica 90401
newcenturycap.com
Services Offered:
M&A, fairness opinions, private debt and equity placements
Industry Focus:
Cybersecurity, internet/digital marketing services, health care services and medical devices
Top Local Executive:
Mark Salter, Founder, CEO, Managing Partner
310-451-9073

NewCap Partners Inc.

2447 Pacific Coast Highway, Suite 200, Hermosa Beach, 90254
newcap.com
Services Offered:
M&A, private debt and equity placements, strategic advisory
Industry Focus:
Technology, aerospace, manufacturing, software, health care
Top Local Executive:
Tom Turney, Managing Principal
310-645-7900

Ocean Park Advisors

5200 W. Century Blvd., Suite 420, Los Angeles 90045
oceanparkadvisors.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, due diligence, restructuring
Industry Focus:
Renewable energy, food, agriculture
Top Local Executive:
Bruce Comer, Managing Director
310-670-2093

Park Lane

2029 Century Park East, Suite 437, Los Angeles 90067
prkln.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, due diligence
Industry Focus:
Sports teams, leagues, businesses
Top Local Executive:
Andrew Kline, Managing Director
310-201-8496

Reynolds Advisory Partners

5900 Wilshire Blvd., Suite 920, Los Angeles 90036
reynoldsap.com
Services Offered:
M&A, fairness opinions, private debt and equity placements
Industry Focus:
Middle-market companies
Top Local Executive:
Douglas Reynolds, Managing Director
626-316-6090

Roth Capital Partners

11150 Santa Monica Blvd., Suite 300, Los Angeles 90025
roth.com
Services Offered:
IPO underwriting, PIPE financing
Industry Focus:
Business services, consumer, health care, cleantech, technology
Top Local Executives:
David Enzer, Managing Director
Russ Nudelman, Director
800-991-2788

Rothschild & Co.

633 W. 5th Street, Suite 6700, Los Angeles 90071
rothschildandco.com
Services Offered:
M&A, growth capital raising, equity and debt advisory, restructuring
Industry Focus:
Technology, automotive, financial services, business services, consumer, industrial
Top Local Executive:
David Baron, Head of Western Region
213-621-3700

Sage Group

11111 Santa Monica Blvd., Suite 2200, Los Angeles 90025
sagellc.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, due diligence, restructuring
Industry Focus:
Branded consumer, including apparel, retail, beauty/personal care
Top Local Executive:
Mark Vidergauz, CEO
310-478-7899

Salem Partners

11111 Santa Monica Blvd., Suite 2255, Los Angeles 90025
salempartners.com
Services Offered:
M&A, fairness opinions, solvency opinions, private debt and equity placements, due diligence
Industry Focus:
Aerospace and defense, life sciences, media and entertainment
Top Local Executive:
John Dyett, Managing Director
310-806-4200

Solganick & Co. Inc.

1240 Rosecrans Ave, Suite 120, Manhattan Beach 90266
solganick.com
Services Offered:
M&A
Industry Focus:
Software, health care IT, ecommerce and digital media, IT and technology-enabled services, artificial intelligence, fintech
Top Local Executive:
Aaron Solganick, CEO
310-684-3130

Spartan Group

16 N. Marengo Ave., Suite 307, Pasadena 91101
spartantsg.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, PIPE financing
Industry Focus:
Metals/transportation, food and beverage, retail
Top Local Executive:
John Johnson, Managing Director
626-204-6380

Stout Risius Ross

10100 Santa Monica Blvd., Suite 1050, Los Angeles 90067
stout.com
Services Offered:
M&A (healthy and distressed), fairness opinions, solvency opinions, restructuring, valuation of companies and complex securities
Industry Focus:
Health care, life sciences, technology, entertainment, aerospace and defense, automotive, business services, consumer, retail, food, industrial
Top Local Executive:
John Calcagnini, Managing Director, Investment Banking
310-601-2300

Synergy Advisors

840 Apollo St., Suite 213, El Segundo 90245
synergyadvisorsllc.com
Services Offered:
M&A, private debt and equity placements
Industry Focus:
Health care, health care IT, consumer retail, business services
Top Local Executive:
Bob Maggiacomo, Managing Partner
310-414-3200

Trinity Capital

11755 Wilshire Blvd., Suite 2450, Los Angeles 90025
tcib.com
Services Offered:
M&A
Industry Focus:
Restaurants, food/agriculture, generalist
Top Local Executive:
Kevin Burke, Founder, Managing Director
310-268-8330

Wedbush Securities

1000 Wilshire Blvd., Los Angeles 90017
wedbush.com
Services Offered:
Public and private financings including IPOs, at-the-market offerings and PIPEs, M&A advisory, Restructuring
Industry Focus:
Life sciences, tech and media, financial institutions, consumer
Top Local Executive:
Burke Dempsey, Executive Vice President and Head of Investment Banking
213-688-8000

WestPark Capital Inc.

1900 Avenue of the Stars, Suite 310, Los Angeles 90067
wpcapital.com
Services Offered:
M&A, fairness opinions, private debt and equity placements, IPO underwriting, PIPE financing
Industry Focus:
Health care, life sciences, energy, retail, technology
Top Local Executive:
Richard Rappaport, CEO, Chairman
310-843-9300

William & Henry Associates

1901 Avenue of the Stars, Second Floor, Los Angeles 90067
williamhenryassociates.com
Services Offered:
M&A, private debt and equity placements, strategic and financial advisory
Industry Focus:
Manufacturing, technology, distribution, consumer products, health care
Top Local Executive:
David Iannini, CEO, Chairman, President
602-327-3803
Keep reading the 2021 Money Issue.

No posts to display