Investment Banking & Advisory Services

Helping successful entrepreneurs plan, prepare, and sell their business for maximum value.

Investment Banking & Advisory Services

Welcome to PPSA

Welcome to Pasadena Private Strategic Advisors

We help our clients understand, evaluate, and manage risks and opportunities in order to maximize enterprise value, advising on the best way and time to buy or sell a business.

 

At PPSA, we offer traditional investment banking services including capital raising, capital structure optimization, mergers and acquisitions, and private equity investments. Our traditional clients are privately-owned, family-run, mid-sized companies that have carved out a strong competitive niche in Southern California.

Welcome to PPSA

Welcome to Pasadena Private Strategic Advisors

We help our clients understand, evaluate, and manage risks and opportunities in order to maximize enterprise value, advising on the best way and time to buy or sell a business.

 

At PPSA, we offer traditional investment banking services including capital raising, capital structure optimization, mergers and acquisitions, and private equity investments. Our traditional clients are privately-owned, family-run, mid-sized companies that have carved out a strong competitive niche in Southern California.

Valuation & Forecasting

Profitability & Optimization

Planning & Preparation

Professional Services

Debt & Equity Raise

Business Marketing

Diligence

Documentation

Valuation & Forecasting

Profitability & Optimization

Planning & Preparation

Professional Services

Debt & Equity Raise

Business Marketing

Diligence

Documentation

Our Approach

Not Your Traditional Investment Banker

We often work with clients well ahead of an actual sale to best plan and position them to maximize the value of their business and after-tax proceeds.

 

Planning for a sale may include obtaining capital for additional growth, identifying and helping remove perceived weaknesses impacting value, acquiring and rolling up additional entities, or selling a portion of the company in order to offer the business owner multiple “bites of the apple.”

 

Pasadena Private Strategic Advisors (PPSA) presents a unique perspective and creative approach to finding the financial solutions that address our lower-middle market client’s needs, including helping you find investors, buyers, or obtain money.

Protect what you have. Accelerate value in what you build. Control how you exit. Define your legacy. Contact Pasadena Private Strategic Advisors today.
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