University of Southern California (USC) *B.A. in Economics *B.S. in Accounting *B.S. in Business Administration
I am an associate investment banker and M&A advisor at Columbia Capital Securities.
There are four primary reasons why you might prefer to work with me:
1. Unlike almost all business brokerage firms, our firm is a FINRA-registered broker-dealer. As well, I am a FINRA-registered representative with our firm, and this registration gives me legal flexibility to structure your transaction in ways that the typical business broker legally cannot.
2. We have the expertise necessary to advise on larger transactions than those typically managed by a business broker.
3. We are multi-service M&A and financial intermediaries that can not only help you sell (all or part of) your business, but can also help you to access capital for growth, acquisitions, or other purposes.
4. We have existing, established relationships with a large network of capital sources and private investment groups that we can access to help market your transaction.
Please don't hesitate to contact me for a free, no-obligation consultation.