Capital Group is a Los Angeles-based private
investment bank, focused on private companies
involved in equity or equity/debt transactions in the range $3 to $85 million.
For early-stage stage companies, our emphasis includes venture
capital, private placements, and strategic
investors. For later-stage companies seeking a
liquidity event, we can assist in sell-side M&A
transactions, divestitures and arranging an IPO.
As a private investment bank, we bring Wall
Street expertise from Stanford/Harvard Business School,
precision from Columbia Law School and experience from
Goldman Sachs to deals too
small for the "bulge bracket" Wall Street firms
to consider. We
work intimately with you in five steps spanning strategic
planning to deal structure and execution:
Improve your strategic plan.
your capital structure and valuation.
effective offering memorandum.
Identify and approach investors.
our clients have revenue from startup to $80 million.
This subgroup of companies is an under-serviced
market, one which contains most American businesses.
It is also the group that has the fastest growth potential
that savvy investors look for. Simply put, our
business is to accelerate our clients towards a higher value
level, and to decrease the risks for incoming investors.
Properly done, this translates to less dilution and the
ability to be more selective in choosing investors.
We work with clients on
a national basis, and consider projects that span Europe and
Our Typical Client Profile
revenue under $80 million.
Mezzanine (pre-IPO) capital.
to dominate a niche.
Has a "story" to tell to maximize valuation potential.
Typical Transaction Size:
Repositioning company for maximum valuation.
business plans & placement memoranda.
Streamlining complex strategies and projects.
best-fit investors and structure.
Access to capital.
1. Strategic analysis of company and
2. Restructuring business or
organization to make more attractive to investors.
3. Determine appropriate valuation and
4. Identify target investor type.
5. Draft private placement memorandum.
6. Approach investors.
7. Close transaction.
8. Post-transaction monitoring.
Typical Fee Structure:
(fair market value opinions).
financing on referral basis.
Board membership; ongoing value