No company affiliations.
Financial professional with nearly 30 years experience in investment banking, as an entrepreneur and investor. Founder/Co-Founder of Peritus Group, MRM, Softwhere Services, Buy Weekly, Nutri-Source, Bodi Café, Worldsight Organization and Franklin Hayes. Interested in working with the PE/VC, Secondary and Investment Banking communities, start-up to mid-market companies and investors (Angel, HNW and Institutional). Focus on California and Nevada.
Over the past 10 years, Merriman Capital has closed investment banking transactions worth more than nine billon dollars. Headquartered in San Francisco and New York, the firm is also the leading investment bank for OTCQX-listed companies. Merriman Capital’s parent company, Merriman Holdings, Inc. (OTCQX: MERR), trades on OTCQX.
Structuring transactions for PE/VC managers and Limited Partners (Co-Investments, Fund Restructuring, Secondary Transactions, etc.)
Finance and marketing advisory services for next generation start-ups and established companies.
Identifying and researching promising start-ups worldwide.
M&A Advisory / Capital Raising
Head of Technology Research, overseeing 5 senior equity analysts in Montreal and Toronto. Wrote and published research on technology stocks.