Investment Banking Firms in San Ramon

Background: A private investment company that partners with entrepreneurs and management teams to invest in smaller middle-market businesses. In addition to offering capital, we are active partners in our portfolio companies throughout the tasks of strategy, activities and finance.

Background: Product management and marketing executive in top software corporation in Silicon Valley. Entrepreneur and investor in multiple startups. Have earlier worked in Microsoft for nearly 11 years.

Background: We are a US-based food and beverage manufacturing company. We are one of the leading producers of citric juice and rice herb products.

Background: We are a licensed GC (B), C. 27 and C. 53 company in the San Fran Bay Area. Looking to acquire companies in our industry that add value to us both in San Francisco Bay area as well as Orange County CA.

Background: We are a final mile company. We specialize in same-day delivery to support both online and local businesses. We are interested in the USA location for expansion.

Background: I am the head of an insurance agency with over 20 years of experience in building and scaling businesses. I am very interested in making a purchase that will help propel my business to the next level.

Background: I have experience in dentistry, family entertainment and automotive but open to any and all opportunities.

Background: We are a technology company that provides location technology services. We are linked to world-renowned brands and they are our valued clientele.

Background: We are an Education Consultancy firm in California. Looking for an expansion.

Background: Working professional with around 30 years of experience in finance, real estate and consulting.

Background: We are a supplement manufacturing brand in the healthcare and wellness space. Interested in a vertical integration.

Background: An Online bio-tech company. We use AI and advanced techniques to perform our tests. We perform high diagnostic tests using the sequencing process. We have received multiple awards from reputed companies like CNN.

Background: I am the CEO of a food and beverages firm.

Background: Direct NASDAQ and New York Stock Exchange listings and institutional funding: Direct listings have emerged as an attractive alternative to traditional initial public offerings (IPOs) as the financial landscape continues to shift. A straight public listing offers the company a few appealing advantages. This method, we believe, has the potential to boost the company's growth prospects while also providing a variety of benefits to your shareholders and stakeholders. The traditional IPO process systematically underprices the stock of companies that use it. From 1980 to 2020, companies going through the traditional IPO process have underpriced their stock by an average of 20% and left a collective $200 billion on the table. In 2020 alone was even worse with an average of 48% underpricing and USD 30 billion left on the table. Underwriters and investment banks assist in the sale of stock in a company that is going public, they make substantial purchases at a significant discount for their account and their top customers. However, the shares are often sold by the investment bank at a discount to their genuine value, which has a negative influence on the company's total valuation.

Background: We are a boutique lower middle market M&A advisory firm. Our expertise is in the privately-held micro-middle market and lower-middle markets. Advisory fees will depend upon every transaction and no upront fees.