San Diego, CA- October 24, 2016 – Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500MM, is pleased to announce it has been selected as a finalist in several categories for Advisor of the Year 2016. The awards acknowledge local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies. Select winners will be invited as featured speakers at subsequent events, including the November Association for Corporate Growth conference “The Deals Behind the Advisor of the Year.” The Advisor of the Year awards program will be held at the world-renowned La Jolla Institute for Allergy and Immunology on Thursday, October 27. The Program will begin at 4:00 p.m. with the “Game Changers: Women in the C-Suite” panel discussion followed by the Advisor of the Year program at 5:30 p.m. Ernest Rady will serve as keynote speaker.
“We are honored to be selected as a finalist for Advisor of the Year and look forward to celebrating local advisors who bring value to their clients,” says Trever Acers, Managing Director at Objective Capital Partners. “The Objective Capital team is passionate about helping business owners and entrepreneurs achieve their growth or exit objectives and excited to be recognized by clients and our referral partners for the quality service and work product that we provide.”
“We look forward to formally recognizing these finalists,” says Paul Thiel, managing director for title sponsor BNY Mellon Wealth Management. “They are instrumental in the success of the M&A community in San Diego and, until now, have largely gone unnoticed.”
Judges assessed finalists on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Led by former Broadcom Chairman John Major and Histogen founder and CEO Gail Naughton, judges included representatives of UCSD’s Rady School of Management, CSU San Marcos’ School of Business, and the La Jolla Institute, as well as several entrepreneurs who have successfully navigated the M&A process.
Awards categories include: sell-side legal representation in a sale to a public company and / or private company; long-term strategic exit planning; financial and tax strategy and structuring of a deal; buy-side legal representation; advice for internal and/or external transition; growth capital design and execution; buy-side and / or sell-side services by an investment banker or broker; sell-side financial preparation for sale by a CPA firm; and pre-transaction estate planning.
“This program is about so much more than the recognition,” says Thiel. “It’s also an educational institution that organizes and promotes ongoing M&A seminars and conferences. This fills an important niche in the San Diego business community.”
For more information on the Advisor of the Year event and to purchase tickets, please visit www.sdadvisoroftheyear.com.
About Advisor of the Year
Advisor of the Year is a not-for-profit unincorporated community association that hosts an annual awards event to recognize and celebrate local advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. The organization also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients.
About La Jolla Institute
La Jolla Institute for Allergy and Immunology is located at 9420 Athena Circle in La Jolla and is dedicated to understanding the intricacies and power of the immune system to promote human health and prevent a wide range of diseases. Since its founding in 1988 as an independent, nonprofit research organization, the Institute has made numerous advances leading towards its goal: life without disease®.
About Objective Capital Partners
Objective Capital Partners is a leading M&A investment banking firm whose Principals have collectively engaged in more than 500 successful transactions serving the transaction needs of early-stage, growth-oriented and mid-size companies. The executive team has a unique combination of investment banking, private equity, and business ownership experience that enables Objective Capital Partners to provide large enterprise caliber investment banking services to companies with annual revenues up to $500MM. Services include sale transactions, equity and debt capital raises and comprehensive advisory services. The firm uses a proprietary process to work to achieve premium company valuation, strong pricing, and high client satisfaction rates post-sale. The firm’s industry expertise includes: software and hardware technology, life sciences, business services, IT services, healthcare services, consumer products and specialized manufacturing. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. The Principals of Objective Capital are Registered Representatives of BA Securities. Objective Capital Partners and BA Securities are separate and unaffiliated entities. Additional information on Objective Capital Partners is available at www.objectiveibv.com.
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Objective Capital Partners Contact:
David H. Crean
Managing Director
(858) 461-9490
This news release is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC make no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. Principals of Objective Capital are Registered Representatives of BA Securities. Objective Capital Partners and BA Securities are separate and unaffiliated entities.
