Investment Bankers in California

Chak Reddy
M&A Advisor at Elite Mergers & Acquisitions, Inc.
Chak Reddy is a Mergers and Acquisitions Advisor with Elite Mergers & Acquisitions, Inc. Elite Mergers & Acquisitions specializes in selling and recapitalizing businesses with revenues between $5 million and $100 million - Businesses too large for business brokers to adequately handle but...
Folsom, California
(916) 220-3052
Beth DaSilva
Beth DaSilva is president and founder of Fleetridge Pacific. She has over 20 years experience both managing and advising Healthcare companies. She is a Certified M&A Advisor and has Bachelors degrees in Business Administration and Accounting and specialized education related to Risk Management,...
San Diego, California
(619) 523-0303
John A. Reilly
Managing Director, Investment Banking at WestPark Capital, Inc.
John Reilly has over 30 years of experience in financial advisory and investment banking.Mr. Reilly started his career in 1978 with Integrated Resources Inc., an investment bank in New York City and was instrumental in the financing of middle market technology, telecom, media, and energy projects....
Los Angeles, California
(424) 202-2414
Jay Joshi
Managing Partner at CEO ally, Inc.
Jay has deep knowledge, skills and experience in the areas of strategy development, financial analysis, valuations and transaction management. He has a Masters degree from the University of California, Los Angeles and a Bachelors degree in Engineering from the University of Pune.Prior to joining...
Valencia, California
(310) 614-9606
Anil Kumar
Managing Director at Funding Coalition LLC
Anil Kumar is top Level Professional with over 24 years’ rich experience and specialist skills in Mergers & Acquisitions, Strategy Planning, Liaison / Network Management, International Marketing and Organisational Growth. He provides extensive leadership and guidance in Strategic advisory, M...
Petaluma, California
(707) 637-2835
Bill Yu
Managing Director at Crestridge Consulting
Mr. Yu shares responsibility for sourcing, evaluating, and structuring transactions. His experience working with companies in China affords Crestridge a keen understanding of the needs of its clients. Prior to joining Crestridge Consulting, Mr. Yu worked as financial analyst then senior financial...
El Monte, California
(626) 454-3470
Ian Beadle
Mr. Beadle joined Littlebanc in 2013 after graduating with his Masters in Business Administration degree from the USC Marshall School of Business, where he graduated with honors. While at USC Mr. Beadle worked as an Investment Analyst with GrizzlyRock Capital, an emerging hedge fund focused on...
Orange County, California
(949) 715-4893
John Calcagnini
Managing Director, Healthcare Investment Banking at Sterne Agee CRT
John Calcagnini is the Managing Director of the Healthcare Investment Banking group at CRT Capital Group, now branded as the Sterne Agee CRT. John has over 28 years of experience as a financial professional. Prior to CRT Capital Group, he was also the Managing Director of the Healthcare Investment...
Los Angeles, California
(310) 415-1993
Tom Korzenecki
Principal Managing Director
14 years diversified operating and financial, M &A experience in the petroleum and chemical industry, with four years of merger, acquisition and divestiture work for ARCO, ARCO Chemical and Occidental Petroleum. His responsibilities included divesting major assets in Europe and he was a key...
Pasadena, California
(626) 676-1880
Jack Simonian
Managing Partner and M&A Advisor at Meritage Partners, Inc.
Jack Simonian brings to Meritage Partners, Inc. the experience of a proven M&A advisor and business development professional with a diversified skill set and background. He currently manages M&A opportunities focusing on privately held companies in a variety of market sectors including...
Newport Beach, California
714-671-7868 x101

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