Objective Capital Wins Four Awards At 2016 Advisor of the Year

Posted October 31, 2016 by admin | Post a Comment

San Diego, CA- November 1, 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 that Trever Acers, Channing Hamlet and Michael Kim were the recipients of awards at 2016 Advisor of the Year. The awards acknowledged local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies.

(more…)

investment bank, m&A, mergers & Acquisitions, Boutique Investment Bank, objective capital partners, Advisor of the Year, Award winners, Investment banking, Uncategorized

Objective Capital Partners Announced as Finalist for Advisor of the Year Awards

Posted October 21, 2016 by admin | Post a Comment

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.

(more…)

Business Sales, m&A, mergers & Acquisitions, objective capital partners, Advisor of the Year, Business Sale, Investment banking, M&A Articles, San Diego

Objective Capital Partners Expands its Investment Banking Practice to Serve Owners of Lower Middle Market Companies

Posted October 19, 2016 by admin | Post a Comment

 

San Diego, CA- October 20, 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 an expansion of their transactional and advisory services with the establishment of its Lower Middle Market Investment Banking Practice (LMM).  The LMM Practice applies Objective Capital’s highly engineered transaction processes to serve entrepreneur-led companies having revenues of $3-15MM, assisting business owners with mergers & acquisitions and capital raising transactions.

(more…)

Business Sales, Capital Raising, Lower Middle Market, m&A, mergers & Acquisitions, Middle Market, objective capital partners, Investment banking

Anatomy of a 409a Valuation

Posted October 18, 2016 by admin | Post a Comment

By Channing Hamlet

Managing Director, Objective Capital Partners

Overview

In the wake of a number of accounting scandals in the early 2000s (Enron, Tyco, WorldCom), the IRS enacted new legislation, Section 409a, to curb perceived abuses in deferred compensation.  This was mainly a reaction to executives of these companies withdrawing significant cash from their deferred compensation plans at a time when the companies were failing and shareholders were left holding the bag.

In typical IRS fashion, the reaction was significant and far-reaching.  As a result, Section 409a is a large and relatively complex body of legislation. To boil it down to a simple concept: if a company provides guaranteed compensation to a recipient, taxes are due at the time the agreement is made rather than when the compensation is paid.

As part of 409a, beginning December 31, 2008 the IRS required private companies to perform formal valuation analysis when granting stock options to ensure that the strike price of the option is granted at or above fair market value of the Common Stock.  Going back to the spirit of 409a described above, if the strike price is below fair market value, the recipient is supposed to recognize income.  As part of the 409a regulation, the IRS provides a safe harbor for companies that choose to work with a qualified appraiser.

(more…)

business valuation, market comparables, Section 409a, discounted cash flow, Valuation, 409a, Asset-based Valuation, Investment banking, San Diego, Valuation Articles

Objective Capital Partners Adds John Lee as Vice President

Posted October 11, 2016 by admin | Post a Comment

San Diego, CA- October 12, 2016 - Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500 million, is pleased to welcome the addition of John Lee fueling its ability to execute on high quality deals.  Mr. Lee brings more than 10 years of financial experience having previously worked in numerous roles with a focus on financial advisory, corporate strategy, venture capital investments, and mergers & acquisitions.  He will serve as Vice President at Objective Capital focusing on the execution of the firm’s investment banking activities.

(more…)

Uncategorized

Objective Capital Partner’s Dr. David H. Crean to Lead Discussion on Family Office Trends in HealthCare

Posted October 05, 2016 by admin | Post a Comment

San Diego, CA – October 5, 2016- Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500 million, is pleased to announce that David H. Crean, Ph.D., one of its Managing Directors, has been invited to serve as moderator for a seminar on Healthcare Investments as part of a full-day discussion on Family Office Trends. The event is hosted by Ivy Family Office Network (IvyFON) and will be held on Thursday, October 20th at the offices of Morrison Foerster, 12531 High Bluff Drive, San Diego, CA 92130. A reception will immediately follow the event.

(more…)

Family Office, Healthcare, Life Sciences, objective capital partners, Capital Raise, San Diego, Uncategorized

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