CB Capital Partners

CB Capital Partners Overview

Service Investment Bank
Founded 2001
Founded
Serviced Companies 66
Serviced Deals 45
Serviced Investors 6

CB Capital Partners General Information

Description

Founded in 2001, CB Capital Partners is a specialized investment banking firm based in Newport Beach, California. The firm provides mergers and acquisitions advisory services including sale assignments, divestitures, fairness opinions, corporate partnering and restructuring, leveraged and management buyouts, tender offers, financial advisory assignments, and takeover defenses. Additionally, CB Capital also offers private and public equity services such as private placements, debt placements, financing, private placements, and bridge loans. The firm caters to emerging growth and middle-market companies in technology, healthcare, real estate, energy, financial services, industrial manufacturing, and consumer retail sectors.

Contact Information

Year Founded
2001
Service Provider Type
Investment Bank
Primary Office
  • 620 Newport Center Drive
  • Suite 1100
  • Newport Beach, CA 92660
  • United States
+1 (949) 000-0000

CB Capital Partners Services to Companies

Service on a Deal (53)

Company Name Service Provided Deal Date Deal Type Deal Amount
LegacyShield Placement Agent May 2018 00000 0000000
000 0000000000 Advisor: General Mar 2018 00000 0000000
000000 000000 0000 Advisor: General Feb 2018 00000 0000000
000000 000000 0000 Advisor: General Feb 2018 00000 0000000
000000000 00000000 Advisor: General Nov 2017 00000 0000000
00000 000000000000 Advisor: General Jul 2017 00000 0000000
000000000 00000000 Debt Financing May 2017 00000 0000000
000000000 (0000000 Advisor: General Jun 2016 00000 0000000
Franco Bicycles Advisor: General Jun 2016 00000 0000000
Guar Resources Advisor: General Jul 2015 00000 0000000
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CB Capital Partners Services to Investors

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Service on a Deal — Buy Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
China Gold Stone Mining Development Advisor: General Dec 2013 00000 0000000
000000 00 Advisor: General Mar 2013 00000 0000000
000000 00 Advisor: General Jun 2012 00000 0000000
Everbright Development Overseas Advisor: General Dec 2008 00000 0000000
NRV Acquisition Advisor: General Feb 2003 00000 0000000

CB Capital Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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CB Capital Partners Team (20)

Name Title Deals Office Contact
Info
Charles Baecker Chief Operating Officer Newport Beach, CA
Jules Jomsky Managing Director, Investment Banking Newport Beach, CA
Christopher Baclawski Founder & Managing Partner 0 Newport Beach, CA
James Urioste Partner & Director, Business Development Newport Beach, CA
Jacqueline McClung Partner, Operations Newport Beach, CA

9 Former Team Members

CB Capital Partners Board Members (3)

Name Representing Role Since
Michael Lutton CB Capital Partners Advisory Board Member, Real Estate & Finance Consultant 000 0000
Richard Schatz MD CB Capital Partners Advisory Board Member, Healthcare Consultant 000 0000
Rick Mina CB Capital Partners Advisory Board Member, Consumer & Retail Consultant 000 0000