CB Capital Partners Overview

  • Service
  • Investment Bank
  • Founded
  • 2001
Founded
  • Serviced Companies
  • 65
  • Serviced Deals
  • 46
  • 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 (54)

Company Name Service Provided Deal Date Deal Type Deal Amount
Pacific Stem Cells Advisor: General May 2019 00000 0000000
000000000000 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
Fishworks (California) Advisor: General Jun 2016 00000 0000000
Franco Bicycles Advisor: General Jun 2016 00000 0000000
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CB Capital Partners Services to Investors

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
To view CB Capital Partners’s complete services on a deal — buy side history, request access »

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
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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
To view CB Capital Partners’s complete board members history, request access »