Cabrillo Advisors

Investment Banking

Testimonials

“Wade and Cabrillo in general have done a great job for us on both 409a work and M&A activities. Cabrillo is a relatively small and focused Firm, and we are extremely pleased with the attention we receive from Wade and Channing. These guys are true professionals, with extensive knowledge and backgrounds, along with high energy, creativity and integrity. I won't hesitate to recommend Wade and to use his Firm again in the future.”

Gregg L. Burt
-President and CEO

Hart Intercivic Inc

Investment Banking

Cabrillo offers a full suite of strategic advisory and investment banking execution services for middle-market clients. We established the firm to focus exclusively on the middle-market and provide each senior level attention and expertise. We treat our clients' businesses as our own and strive to provide, conflict free, objective and un-biased advice (the advice we would want). We work collaboratively with our clients and tend to develop lasting client relationships.

Buy-Side

  • Growth Strategy Development
  • Target Company Identification
  • Negotiation
  • Due Diligence
  • Post-Acquisition Integration

Sell-Side

  • Business Valuation
  • Exit Strategy Development
  • Sale Preparation
  • Sale Process Execution
  • Negotiation of Terms

Capital Formation

  • Growth Strategy
  • Capital Structure Analysis
  • Capital Resource Identification
  • Debt and Equity Capital
  • Extensive Network of Financial and Strategic Investors