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The Presidio Group

The Presidio Group
ADVISORY SERVICE
1997 FOUNDED
51 EMPLOYEES
20 SERVICED COMPANIES
19 SERVICED DEALS
3 SERVICED INVESTORS
Description

The Presidio Group is a financial advisory firm providing services in the areas of investment banking advisory, wealth management, corporate finance, mergers and acquisitions advisory, growth capital-raising, recapitalization, leveraged buyouts, transaction advisory, planning and consulting, investment strategy formalizing and implementing, performance monitoring and reporting. The firm's clients include entrepreneurial led companies, family businesses, private equity firms and public corporations. The firm seeks to provide services in the automotive, insurance, real estate, government services and the technology-enabled business services companies.

Year Founded
1997
Service Provider Type
Financing Advisory
Primary Office
  • 12 Funston Avenue
  • Suite B
  • San Francisco, CA 94129
  • United States

+1 (415) 000-0000

The Presidio Group Services to Companies

Service on a Deal (19)

Company Name Service Provided Deal Date Deal Type Deal Amount
Auto/Mate Advisor: General Feb 2020 00000 0000000
0000 00000 0000000 Advisor: General Dec 2019 00000 0000000
000000000 Advisor: General Mar 2018 00000 0000000
00000 0000 Advisor: General Jun 2017 00000 0000000
0000000000 0000000 Advisor: General Apr 2017 00000 0000000
00000 0000 0000000 Advisor: General Jan 2016 00000 0000000
000000000 00000000 Advisor: General Jan 2016 00000 0000000
000000 00000000 00 Advisor: General Aug 2013 00000 0000000
Conversica Advisor: General Mar 2013 00000 0000000
Lexus of Woodland Hills Advisor: General Dec 2011 00000 0000000
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The Presidio Group Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Market Leader Legal Advisor Nov 2007 00000 0000000
000000000 0000 000 Advisor: General Jan 2006 00000 0000000
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Service on a Deal — Sell Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Terry Lee Companies Advisor: General Jan 2018 00000 0000000
0000 Advisor: General Mar 2016 00000 0000000
RMB Jacobus Legal Advisor Mar 2016 00000 0000000
Templeton Family Advisor: General Apr 2011 00000 0000000
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The Presidio Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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The Presidio Group Subsidiaries (1)

Company Name Industry Location Founded
00000000 000000000 PE/Buyout Oakland, CA 0000
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The Presidio Group Team (80)

Name Title Deals Office Contact
Info
Brodie Cobb Founder & Chief Executive Officer 0 San Francisco, CA
Kelly Lawson Managing Director & Partner San Francisco, CA
Doug Stewart Principal San Francisco, CA
Stephen Conte Principal San Francisco, CA
Thomas Emig Controller San Francisco, CA

68 Former Team Members

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