Services
INVESTMENT BANKING & STRATEGIC ADVISORY SERVICES
At Pasadena Private Strategic Advisory (PPSA), we help our clients understand, evaluate, and manage risks and opportunities in order to maximize enterprise value. We advise on the best way and time to sell or buy a business.
We offer traditional investment banking services including capital raising, capital structure optimization, mergers and acquisitions, and private equity investments. Our typical clients are privately-owned, family-run mid-sized companies who have carved out a strong competitive niche in Southern California.
Please explore our services and contact us with any questions.
Succession & Exit Planning |
Raise Capital |
Buy & Sell Companies |
Advisory Services |
WELCOME TO PPSA
Behind the Story
Pasadena Private Financial Group (PPFG) was decades in the making, beginning as a vision by its founding partners to create a financial firm for successful business owners that could be more creative and responsive than traditional firms to the unique financial needs of lower-mid cap business owners.
Since the launch of our wealth management division in May 2018, PPFG has added supporting lines of business to help our clients grow their businesses and achieve their financial goals.
Pasadena Private Strategic Advisory (PPSA) services was launched in 2022 as a full-service investment bank to advise our clients on how best to meet their financial challenges through debt, equity, and M&A services.
We invite you to dive deeper into our areas of expertise above and contact us should you have any questions.
Protect what you have. Accelerate value in what you build. Control how you exit. Define your legacy. Contact Pasadena Private Strategic Advisors today.