Through investment bank Mid-Market Securities, LLC, I advise mostly “lower middle market” companies with revenues from $10-100 million and manage transactions such as:
- Business sales, mergers & acquisitions and various forms of ownership transition planning (immediately or staged over time), management buyout, management buy-in, and/or family succession, etc.
- Raising private equity or debt capital for growth and/or restructuring
- Project finance, in conjunction with colleagues who possess particularly deep energy expertise
- Establishing strategic relationships such as alliances or joint ventures.
Mid-Market Securities is headquartered in New York, and has about two dozen bankers from both well-known Wall Street firms and lesser known firms that serve smaller companies. We’re experienced in a number of industries, speak the languages of international business, and have conducted several international transactions.
We offer smaller and mid-sized companies the insights, international access, processes and professionalism large companies expect.
I live in the San Francisco Bay Area, a few minutes across the Golden Gate Bridge from San Francisco.
In hope that clients, prospective clients and others may benefit from my thoughts and observations, I have been writing occasional blog articles since 2007 on a variety of topics pertinent to the owners/shareholders of smaller companies.
Office (415) 294-0002