About Us

Founded over three decades ago, our objective was to create a financial services company which provides services that clients view as indispensable after their initial experience with us. We would measure the Firm’s success not by the number of clients but by the depth of each client relationship. 

We have pursued our objective by ensuring that all Coastridge Capital Partners clients receive the focus of senior professionals and the benefits of our network of contacts. We view every interaction with clients as the chance to build a lasting relationship. 

Our investment bankers and private equity associates have completed billions of dollars of transactions in industries including media and entertainment, health care, and technology. Our merchant banking team provides investment management and family office services to families that desire a high level of service and expertise.

Through it all, we have continued to emphasize the client experience as our primary focus. Clients who work with us know that they will receive an unparalleled level of service in an honest, client-friendly atmosphere. We are especially proud that many of our clients are clients of all three of our divisions:  investment banking, private equity and merchant banking 

Ultimately, what matters the most to us is our clients’ perspective of our services. We appreciate your interest in Coastridge Capital Partners and hope that at some point soon, you will come to know us as well. We emphasize the importance of strategic financial planning and execution. With our expertise in Investment Banking, Private Equity and Merchant Banking, we are dedicated to driving growth and innovation for lower middle market and middle market private companies.

We pick our clients as much as our clients pick us. This ensures that we are working with leading companies which offers us collectively the ability to maximize results in an efficient process, in any market environment. Simplistically, growth sells and we know how to sell it. We combine the success of your business with the unique attributes of our investment banking process.

We are changing the investment banking paradigm. Leveraging deep sub-vertical industry knowledge, a unique process orientation that marries creative storytelling, modularity and traditional process rigor, and a long-term partnership approach, we aim to deliver optimal value for our clients. We are not rooted in traditional methods and reliant on a one-size-fits-all methodology. Rather, we create a custom deal strategy designed to leverage your attributes and overcome impediments that, when effectively deployed, drives outcomes outside the norm on valuation, terms and other qualitative aspects of your transaction.

WHY HIRE Coastridge Capital Partners?

Lower middle market and middle market private companies should select us for their investment banking  and private equity needs for many important reasons:

EXPERIENCED SENIOR PROFESSIONALS

EXCELLENT PRIOR EXPERIENCE: Before joining us, our senior professionals have typically spent 20-30+ years at major Wall Street firms.  These seasoned professionals have substantial experience in representing clients in a wide variety of transactions, under various market conditions.

SENIOR LEVEL ATTENTION: Comprised mostly of only senior level professionals, we are committed to having its senior people actually execute the transaction and stay actively involved throughout the project, regardless of deal size.

PROFESSIONALS’ CONTINUITY: We have experienced very little turnover with our senior professionals within our firm.

CRITICAL MASS: Our growing investment banking group exceeds the size of most boutique investment banks.  Each of our professionals can draw on the expertise of all other senior investment bankers.

EXPERTISE

MULTIPLE INDUSTRY COVERAGE: We have also worked with companies in many different industries. With specialists in building materials & services, business services, consumer/retail, financial services, gaming/casinos, health care, industrial/distribution, media/communications, power/energy, real estate/lodging, technology/internet/software, and travel/leisure, we also have many “generalists” who have worked extensively with a wide variety of other industries. 

SPECIALIZED SERVICES: Our team includes specialists in mergers/acquisitions/divestitures, private placements, private equity, project financing and fund raising for funds to provide the full range of professional investment banking services. 

MIDDLE MARKET FOCUS: We specialize in the unique needs of lower middle market and middle market private companies, often managed by an owner/entrepreneur or owned by a financial sponsor, who are seeking creative investment banking services from senior level professionals.

CONNECTIONS

ACCESS TO INSTITUTIONAL CAPITAL SOURCES: We have access to many institutional sources of debt and equity capital.  Our excellent network of private equity funds, buyout funds, family office, RIAs, UHW investors, Pension Funds, Endowments, Insurance Companies, Sovereign Funds and  strategic corporate investors are beneficial to either raise growth capital from venture funds or to sell companies to buyout funds.  Over 1000 institutions have made formal presentations about their investment criteria to our professionals at our weekly group meetings.

MAJOR WALL STREET FIRM CONNECTIONS: Having worked previously at major firms, we have excellent connections at almost all of the major Wall Street firms.  These high level contacts can benefit our clients as we assist them on certain transactions such as public offerings, tender offers, etc.

INDEPENDENCE & CLIENT FOCUS

NO CONFLICTS OF INTEREST: As a completely independent investment banking and private equity advisory firm, we do not have the inherent conflicts of interest that can arise at major financial institutions who have in-house investment funds, trading desks, sales departments, and/or research analysts.

CUSTOMIZED FEE STRUCTURES: Unencumbered by an institutionalized fee structure and excessive corporate overhead, we can tailor our fees to our client’s needs and the nature of the transaction on a basis that is attractive to the client.

PROFESSIONALISM

PROFESSIONALISM AND ETHICS: Our senior-level professionals take pride in the firm’s corporate culture that emphasizes professionalism and “old fashioned” ethics, both externally in dealing with our clients and internally in our interactions with fellow professionals.

NO LITIGATION: The firm is particularly proud that it has not been involved in litigation during its entire 30+ year history.

CONFIDENTIALITY: We are able to maintain confidential material under close supervision, particularly when compared to larger firms in which many professionals may have access to such confidential client information.