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Our associates develop strong partnerships with your management. We have the flexibility to
partner with your existing management team, or to partner with new management to identify and
negotiate the best investment opportunities for your unique situation.
ASSOCIATES CONTACTS LOCATION WEBSITE
       
Excellentia

Beth Jacobs

900 5th Avenue
New York, NY  10021

Excellentia-gp.com
       
       
Garros Group Investment Banking

Phil Fresen


Garros Group LLC
32 Windermere Terrace
Short Hills, NJ 07078

GarrosGroup.com

Garros Group LLC is an investment banking boutique serving leading companies and investors in the media and information services industry. We have a specialty focus on “technology enabled marketing services”, including internet advertising, digital media, e-commerce, social media, mobile, online video and data-driven targeted marketing.

       
       
Linch Capital David Linch 3060 Peachtree Road NW
Suite 1570
Atlanta, GA 30305
LinchCapital.com
Linch Capital assists companies seeking equity or debt growth capital, pursuing a divestitures or acquisitions, and seeking financial advisory services. Our focus is on growth companies in the technology, digital and traditional media, or financial services technology sectors with operations based in the Southeastern United States.
       
       
Strategic Capital Partners James Freeman &
Ricky Novak
5820 Clarion Street
Suite 200
Cumming, GA 30040
scpibank.com
Strategic Capital Partners is a boutique investment bank that focuses on gaining access to capital markets through the development of tax mitigation and operational business strategies that focus on green, sustainable, and socially responsible initiatives.
       
       
Upwelling Capital Group Joncarlo Mark
530-758-7888
2800 Fifth St.
Suite 120
Davis, CA 95618

upwellingcapital.com

Upwelling Capital Group is a California-based investment management firm that provides customized advisory and capital solutions to institutional private equity investors. Founded in 2011, Upwelling’s services include comprehensive investment management support including strategy development, portfolio construction, investment sourcing, due diligence, and monitoring. In addition, Upwelling provides legacy portfolio solutions through active portfolio management, partnership restructurings and portfolio rebalancing strategies. 
       

 

Bridge Capital Associates, Inc., Member FINRA/SIPC