Our Portfolio

Our Companies

We have partnered with top-tier entrepreneurs in multiple industries and sectors. Our activities have included direct investments, M&A advisory, capital formation advisory from startup to IPO, financial strategy and advanced valuation services. We are routinely applauded by our clients for the high quality of services that we provide. We attribute this to our unique experience having held executive positions for our entire careers with world class New York and San Francisco based firms. The following is a small sampling of some of the companies we have worked with either through direct investment or as an investment bank.

- Integrated Medical Systems

- Laser Power Corporation 

- Cubic Corporation

- General Dynamics Electronic Systems

- Enerdyne Technologies

- Dot Wireless

- Jabra

- Miva Corporation

- Pat & Oscars


- Salesforce.com

- Ardesta

- Esperion

- Launch (Yahoo Music)

- HealthMedia

- California Skin Research (Dermtech)

- Ardesta

- HealthMedia

- WebSideStory

- Sircon

- Media.net

- Nomadix

- PacketAir

- Pulse Entertainment

- Palm Pictures

- Tomotherapy

- Listen.com (Real Networks)

- The Firm