Investment Banking for Emerging and Middle Market Companies

Who We Are

Our Team

Our team of professionals has worked on hundreds of transactions with an aggregate size of over $10 billion. Our target markets and industries range from financial services, software and computer hardware, consumer products, distribution and logistics, gaming, healthcare, manufacturing, real estate, semiconductors and many more.

Jay Turo

Managing Partner

20+ years as leader of firm and advising and investing in high growth
companies.

Dave Lavinsky

Managing Partner

Internationally renowned expert in business planning, capital raising, & new venture development; author of Start at the End.

Jeff Jones

Vice president

300+ transactions in information technology, healthcare, financial services, mobile, real estate, consumer products, & media/entertainment.

Anna Vitale

Chief Client Officer

Strategic Planning • Deal Management • Corporate Financial Analysis and Projections • Qualitative and Quantitative Research • Industry Trend Analysis • Positioning and Storytelling • Financing Strategy and Sources

Eddie Clay

Investment Banking Director

Head of transactional execution and buy side M&A. Over $1 billion+ in closed transactions.

Avi Suriel

Managing Director

25+ years experience of leading M&A and capital raising transactions, with 130 transactions totaling over $15 Billion.

Troy Centazzo

Managing Partner

Proven CXO Executive and Founder • Principal Investor • Strategic Advisor

Antonio Barzagli

Engagement Partner

Specializing in intelligent strategic planning, agile plan execution, and raising capital in support of that plan.

Bridget Quinlan

Director of Research

Oversee firm’s research practice – conducting comprehensive industry, customer and competitor analyses in order to determine and quantify market opportunities.

Geoff Sokol

Private Wealth Advisor

Specializing in Alternative Investments, Tax Mitigation, Estate Planning, and Portfolio Optimization

The RIGHT Way to Raise Capital, Sell, or Buy a Business

[email protected]

Company

Services

Contact Us

Los Angeles

12130 Millennium Dr., Suite 300 Los Angeles, CA 90094

San Francisco

201 Mission St., Ste. 1350
San Francisco, CA 94105

London

5 Merchant Square, London W2 1AY, UK

+44 20 3807 8247