Corporate Strategy | M&A | Wealth Management
Marber Capital is a San Francisco-based firm that provides solutions ranging from pre-transaction planning to transaction execution (M&A), to post-transaction asset management. We serve private companies, closely-held businesses, family offices and high net worth individuals. Our range of services comprise strategic consulting, capital raising (debt and equity), M&A execution services and wealth management solutions. Certain representatives of Marber are registered as broker dealer agents. Marber is also registered as an Investment Advisor in the State of California.
With a combined expertise in private equity, equity research, corporate finance and wealth management, 0ur team excels in strategy formulation, corporate financial analysis and project management. Our professionals provide a broad range of support services in the context of corporate and financial strategy. Unlike a traditional consultancy or investment bank, we operate in both areas by helping formulate strategy, recommending the optimal transaction (merger, acquisition, ESOP, debt/equity raise, hybrid), and then executing the transaction. On the wealth management side, as an RIA we help individuals, families and businesses plan for future liquidity events, diversify to manage risk, and/or advise on overall cash management. Our partners include top wealth managers, and we refer clients to the one most suited to the client's specific needs.
Our unique approach integrates corporate strategy as a precursor to strategic transactions thereby enhancing overall value. Every client benefits from individualized and long-term advice from the pre-transaction stage to post-transaction integration. As a boutique firm of specialists, our clients benefit from a senior professional's involvement in every aspect of the project. A senior professional personally manages each engagement and remains integrally involved in all phases of the assignment.
With no in-house lending, proprietary trading, or asset management divisions, our advisory practice remains independent and unbiased. Along with deep industry contacts and a selective network of attorneys, bankers, and CPAs the firm brings unparalleled value to clients. To best serve our clients, we draw upon substantial expertise in financial analysis, research, consumer products marketing, and industry specific resources while collaborating with private equity, lenders, and other professional advisors.
If you are considering a transaction, are currently in the midst of one, or require assistance with wealth planning in conjunction with, or unrelated to a transaction, please feel free to contact us at firstname.lastname@example.org.