Objective Capital Partners Welcomes Matt Ramirez as Associate

Posted May 10, 2018 by OCP | Post a Comment

We are excited to announce the addition of experienced finance professional, Matt Ramirez, to the firm. Matt brings with him a great depth of finance experience having served previously as a Senior Associate with Ernst & Young's Assurance Services Practice where he led teams in the execution of public and private company financial statement audits.

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San Diego

Objective Capital's David H. Crean Receives The 2018 Health Care Heros Award

Posted February 27, 2018 by OCP | Post a Comment

San Diego Business Journal Health Care Heros Award

San Diego, March 1, 2018 – The San Diego Business Journal’s 2018 Health Care Heroes Awards chose Objective Capital Partners’ David H. Crean, Ph.D. from among the finalists to receive the Health Care Hero Award for Company Executive for his role in healthcare innovation and support.

Leading Objective Capital Partners’ Life Sciences & Healthcare Investment Banking Practice, David leverages more than 20 years of life sciences R&D and corporate development experience. In his Managing Director role, David helps companies secure growth capital, establish strategic partnerships, and achieve exit transactions.

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News Announcement, David H. Crean, Healthcare, Life Sciences, San Diego

Objective Capital Opens Los Angeles Office

Posted March 07, 2017 by admin | Post a Comment

San Diego, CA- March 7, 2017 - Objective Capital Partners, a leading M&A investment banking firm specializing in middle market M&A and capital raise, healthcare & life sciences and valuation advisory services, is pleased to announce that the firm has opened a Los Angeles office as part of Objective Capital’s continued commitment to serve its Los Angeles and Orange County clients. This new office will broaden Objective Capital’s footprint in the Southern California region and further support Objective Capital’s team members serving its Los Angeles and Orange County clients as the firm continues to grow. Channing Hamlet, Managing Director of Objective Capital, will serve as principal lead at the Los Angeles office.

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business valuation, Capital Raising, m&A, mergers & Acquisitions, Orange County, Trever Acers, Channing Hamlet, David H. Crean, Middle Market, objective capital partners, Southern California, Investment banking, Los Angeles, San Diego, Uncategorized

San Diego Venture Group (SDVG) Adds Trever Acers to Its Board of Directors

Posted January 31, 2017 by admin | Post a Comment

San Diego, CA- February 1, 2017 - 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 Trever Acers, one of its Managing Directors, has been elected to serve on the Board of Directors for San Diego Venture Group (SDVG).  SDVG is a non-profit organization designed to bring together entrepreneurs, advisors and capital providers who are interested in new ventures and furthering individual companies, as well as San Diego’s overall innovation community.

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Board of Directors, Innovation, Trever Acers, mergers and acquisitions, Mike Krenn, San Diego Venture Group, SDVG, San Diego, 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.

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

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.

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

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.

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

It’s All About the Exit -A Fireside Chat With Bob Nascenzi and Objective Capital’s Trever Acers

Posted September 13, 2016 by admin | Post a Comment

San Diego, CA – September 14, 2016- Objective Capital Partners is pleased to announce that Trever Acers, one of its Managing Directors, will be a guest speaker in a fireside chat alongside Bob Nascenzi to address important topics in the exit of a business on October 5, 2016.  The event is sponsored by MIT Enterprise Forum San Diego and will be held a National University, Sanford Center in La Jolla, CA from 5-7 PM.  

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investment bank, m&A, fireside chat, mergers and acquisitions, San Diego, Uncategorized

Objective Capital Partners Adds CardioCell to Expanding Portfolio of Life Science Companies

Posted September 07, 2016 by admin | Post a Comment

Following Positive Results in Phase IIa Heart Failure Clinical Trial,

CardioCell Chooses Objective Capital to Help Manage Rapid Growth

SAN DIEGO – Sept. 7, 2016 – Objective Capital Partners, a leading middle market investment bank and mergers and acquisition (M&A) advisory firm focused on transactions for companies with enterprise values up to $500 million, is pleased to announce that it has recently been retained by CardioCell LLC to help manage its growth needs. CardioCell, a global biotechnology company that uses allogeneic stem cells for cardiovascular indications, recently announced positive data from its Phase IIa clinical trial “Safety and Efficacy of Intravenous Infusion of Ischemia-Tolerant Allogeneic Mesenchymal Stem Cells in Patients With Non-ischemic Cardiomyopathy” at the European Society of Cardiology (ESC) Congress and is currently planning a Phase III study in early 2017.

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m&A, Business Consulting, Cardiovascular, mergers and acquisitions, Capital Fund Raising, Investment banking, life science, San Diego

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

Posted October 22, 2015 by admin | Post a Comment

SAN DIEGO (October 20, 2015) — Objective Capital Partners is pleased to announce it has been selected as a finalist for the inaugural Advisor of the Year award. This award acknowledges local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies. Winners will be invited as featured speakers at subsequent events, including the November Association for Corporate Growth conference “The Art of the Deal.”

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Mergers & Aquisitions, Advisor of the Year, San Diego, Uncategorized

Our Services

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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