Clients Testimonials
"It‘s a pleasure to recommend Wade and Cabrillo. We've worked together on various projects since 2002. Proximetry uses Cabrillo for 409 valuation work, but he and his team have some top-notch technology M&A capabilities, as well. Keep up the great work!"
Jim Arnett
CFO at Proximetry, Inc.
SAN DIEGO, CA – November 16, 2011– Cabrillo Advisors, LLC, a national financial services firm, announced today that it completed a fairness opinion for a leading enterprise software business in connection with a tender offer to provide liquidity to minority shareholders.
If you or your client has made an acquisition that requires purchase price allocation if you have intangible assets that require impairment testing, get ahead of the audit crunch and begin this necessary work today. Now is the time to begin the process of complying with the accounting procedures mandated by: ASC Topic 350 (Intangibles – Goodwill and Other), as recently amended by ASU 2011-08, ASC Topic 805 (Business Combinations)…
SAN DIEGO, CA – September 15, 2011– Cabrillo Advisors, LLC, a national financial services firm, announced today that it will begin offering shareholder representation services. Cabrillo currently serves over 400 venture backed companies on matters of M&A and valuation, and sees this new role as a natural extension of its service offering. “We see an opportunity to extend our service to clients from formation through exit and now through closure
SAN DIEGO, CA – August 4, 2011–Cabrillo Advisors, LLC, a California based investment banking and business valuation firm, announces the addition of four new members to its valuation practice. The new members bring significant valuation and accounting experience and relationships in the technology, biotechnology, digital media and real estate sectors. Their collective expertise will bolster Cabrillo’s valuation practice as well as allow for the Company’s expansion into new financial services
SAN DIEGO, CA – July 14, 2011 – Cabrillo Advisors LLC, a California based investment banking and business valuation firm, is proud to announce that their client, Hart InterCivic Inc., the leading national provider of election voting systems and election management products and services, received a strategic investment from an affiliate of H.I.G. Capital, LLC.
Excited to announce Cabrillo Advisors has closed a transaction for one of our long-term valuation clients. Hart Intercivic was acquired by HIG Capital late last week. The deal caps off a 2+ year relationship with Hart! Congrats to both Hart and the HIG team….its going to be a great partnership! For more information, please see, http://www.hartintercivic.com/pr/108
Cabrillo Advisors would like to remind you that in addition to calculating your stock option price (409a), we can also prepare stock-based compensation expense analysis and the related journal entries, as well as manage your capitalization table. What is ASC 718? ASC 718 requires that all equity awards granted to employees, consultants, and board members be accounted for at “fair value” and then expensed over the vesting term of the
Article featured in the “San Diego Business Journal” 2/21/2011 ISE Corp., a Poway maker of hybrid drive systems for buses and trucks, was acquired by a Belgium-based company in a bankruptcy court auction sale completed last month. According to bankruptcy court documents, Bluways USA, a division of Bluways NV in Belgium, acquired ISE for a total of $3.72 million, including about $3.5 million in cash, in a transaction that closed
February 18, 2011 – – San Diego, CA – Cabrillo Advisors LLC, a San Diego based investment banking and business valuation firm, is proud to announce the completion of a successful sale of ISE Corporation to Bluways. Headquartered in San Diego, ISE Corporation ("ISE") (TSX: ISE), a leading developer, integrator and distributor of hybrid-electric drive systems, has an installed base of more than 300 hybrid-electric drive systems (with approximately 14
Announced 08/10/10 ISE Corporation Bankruptcy ISE Corporation filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of California, San Diego on August 10, 2010. The debtor listed assets of $11.61 million and liabilities of $24.53 million. The unsecured creditors include Ballard Power Systems Inc., Fasken Martineau DuMoulin LLP, Goodwin Procter LLP, KPMG LLP, R. R. Donnelley Receivables, Inc., Second Star Inc.,