Christian Dougherty Joins Objective Capital Partners As Managing Director, Valuation

Posted March 21, 2019 by OCP | Post a Comment

We are pleased to announce the addition of Christian Dougherty to the Objective Capital Partners team. In his role as Managing Director of the Valuation Practice, Christian adds invaluable experience and successful leadership to our team of professionals. His world class ability to serve clients and deep access in our industries of focus make him an outstanding addition to OCP’s senior team. With a proven ability to deliver a portfolio of valuation services to clients from San Diego to New York, Chris further strengthens Objective Capital’s Valuation Practice.

(more…)

Valuation, Blog Article, OCP News

Objective Capital Partners Completes Sale of Carl Warren to Claims Technology Group of America, Inc.

Posted March 14, 2019 by OCP | Post a Comment
San Diego, CA and Orange County, CA, March 14, 2019 - Objective Capital Partners, a leading middle market investment banking firm located in Southern California and focused on mergers & acquisitions (M&A), capital raising, valuation and strategic advisory services, is pleased to announce that it served as the exclusive financial advisor to Carl Warren, a Third Party Administrator (TPA) specializing in liability and property claims management and subrogation services, on its sale to Claims Technology Group of America, Inc.
(more…)

OCP News, Sell-Side M&A

How To Navigate Investment Banking Fees

Posted February 25, 2019 by OCP | Post a Comment
If you are a business owner contemplating the sale of your business, there is one primary question that tends to arise: How do investment banking fees work? An investment banker’s expertise can often significantly increase the sale price and raise the probability of completing a successful transaction. However, before getting started with an investment bank, you want a clear understanding of what fees to expect.
 
(more…)

Investment banking, Blog Article, OCP News

Matthew J. Pelo Joins Objective Capital Partners As Vice President

Posted February 11, 2019 by OCP | Post a Comment

Objective Capital Partners is pleased to announce the addition of Matthew Pelo to the OCP team. In his role as Vice President, Matt brings valuable strategic insights and finance expertise to OCP’s clients. His leadership experience and extensive work in the areas of Genomics and Technology make him an outstanding addition to OCP’s senior team and further strengthen OCP’s Life Sciences and Healthcare Practice Group. With a proven ability to achieve exceptional results, Matt further enhances OCP’s ability to deliver premium investment banking and advisory services to our valued clients.

(more…)

Healthcare, Life Sciences, Blog Article, OCP News

10 Most Impactful Life Science and Healthcare Market Trends for 2019

Posted February 11, 2019 by OCP | Post a Comment

Cautiously optimistic. That is the tone for the Healthcare and Life Sciences Sector as we head into 2019. Many of us who attended JPMorgan’s Healthcare conference earlier this year in San Francisco, CA, walked away feeling this tone. Despite the ongoing stock market volatility, continuing Affordable Care Act (ACA) challenges, ongoing evolution of regulations, reimbursement policies and delivery models, and risk of a rise in drug price rhetoric in the United States, many are maintaining an optimistic stance for increased growth and efficiency opportunities.

(more…)

Healthcare, Life Sciences, Blog Article

NanoIVD, Inc. Retains Objective Capital Partners to Explore Strategic and Financial Partnerships

Posted January 31, 2019 by OCP | Post a Comment

San Diego, CA and Los Angeles, CA, January 31, 2019 — NanoIVD, Inc., a privately-held company, working on advancing scientific discoveries and understanding of cancer and Alzheimer’s disease for the purpose of diagnosis and treatment, has retained Objective Capital Partners, a middle-market Investment Banking firm located in Southern California and focused on strategic advisory, mergers & acquisitions (M&A), capital financing and valuation services, as their financial advisor.  Objective Capital Partners will seek to identify strategic partnerships and financial investors for NanoIVD to progress the development of their novel work. 

(more…)

OCP News

Objective Capital Partners Advises Everyone Counts on its Sale to Votem

Posted October 29, 2018 by OCP | Post a Comment

Objective Capital Partners, a leading middle market investment banking firm, is pleased to announce that it served as the exclusive advisor to Everyone Counts, a leading online voting and election software company, on its sale to Votem, a leader in blockchain voting systems.

(more…)

News Announcement

Objective Capital Partners Managing Partner, Trever F. Acers, Named in The San Diego 500 for 2018

Posted October 01, 2018 by OCP | Post a Comment

Objective Capital Partners has consistently been recognized as a leading investment banking firm specializing in M&A, capital raising, strategic partnerships, and valuations. With more than 500 advisory engagements, we are proud to serve the transaction needs of growth stage and mid-sized companies with enterprise values of up to $250 million.

(more…)

Awards

Objective Capital Partners Announced as Finalist for the Valuation Firm of The Year in the 17th Annual M&A Advisor Awards

Posted September 18, 2018 by OCP | Post a Comment

San Diego, September 14, 2018 – Objective Capital Partners, a leading middle-market M&A firm, has been nationally recognized as a Valuation Firm of the Year Award finalist by M&A Advisor for their valuation work in Life Sciences, Healthcare, and Technology.

(more…)

OCP News

Guidance for the Life Science Entrepreneur Looking for Strategic Investments in Their Business: Perfect Your Pitch

Posted August 16, 2018 by OCP | Post a Comment

This past week, David H. Crean, PhD, Managing Director and head of our Life Sciences and Healthcare Practice Group, spent time reviewing the >400 life science opportunities that were presented to him and our investment banking firm in 2017 in which entrepreneurs and business owners were looking for either capital financing, sell-side M&A, strategic advisory services or partnering/ licensing. Nearly invariably, each investment pitch lacked the complete and necessary material to tell the comprehensive story that would be compelling for an investor to write a check. These entrepreneurs are very smart and passionate about their mission but need to recognize and think like investors or strategic buyers. Investors see and hear many investment opportunities and you need to be differentiated and stand out from the masses.

(more…)

Healthcare, Life Sciences, Blog Article, Capital Raise & Financing, Sell-Side M&A, Strategic Advisory

This article is provided 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 makes no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.

Our Services

Learn about our services and how we can help you sell your business successfully.

LEARN MORE

Contact Us

San Diego Office:
3636 Nobel Dr., Suite 160
San Diego, CA 92122

Los Angeles Office:
10100 Santa Monica Blvd., Suite 300
Los Angeles, CA 90067

Trever Acers
Managing Director
858.663.8662 telephone
trever.acers@objectivecp.com

Channing Hamlet
Managing Director
858.342.4939 telephone
channing.hamlet@objectivecp.com

David H. Crean, Ph.D.
Managing Director
858.461.9490 telephone
david.crean@objectivecp.com

Jack J. Florio
Managing Director
858.864.4339 telephone
jack.florio@objectivecp.com