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Investment Bank Results - California, United States Of America


Ken Sawyer Palo Alto, California, United States

Position: Managing Director and Co-Founder

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $15,000,000

Assets Under Management: $1,000,000,000

Stage Preference: MBO/LBO, Special Situations, Secondary Purchase

Leslie Montag San Francisco, California, United States

Position: Associate

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $15,000,000

Assets Under Management: $1,000,000,000

Stage Preference: MBO/LBO, Special Situations, Secondary Purchase

Mark Bernegger El Segundo, California, United States

Position: Managing Director

Specialties: Investment Bank, Instiutional Investors

Mark Breckheimer Valencia, California, United States

Position: Managing Director

Specialties: Investment Bank, Instiutional Investors

Matt Alessi San Francisco, California, United States

Position: Associate

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $1,000,000

Maximum Investment: $6,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO, Recapitalization, Spinout

Matthew Roberts Hermosa Beach, California, United States

Position: Associate

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: $1,900,000,000

Stage Preference: MBO/LBO, Acquisition, Recapitalization

Max DeZara Menlo Park, California, United States

Position: Founder and Managing Partner

Specialties: Investment Bank, Instiutional Investors

Michael Thaden San Francisco, California, United States

Position: Senior Associate

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: $1,900,000,000

Stage Preference: MBO/LBO, Acquisition, Recapitalization

Mike Haridopolos Menlo Park, California, United States

Position: Senior Managing Director

Specialties: Investment Bank, Instiutional Investors



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