Adler & Company Overview

  • Service
  • Investment Bank
  • Founded
  • 1992
Founded
  • Employees
  • 4
Employees
  • Serviced Companies
  • 2
  • Serviced Deals
  • 2
  • Serviced Investors
  • 4

Adler & Company General Information

Description

Founded in 1992, Adler & Company is a boutique investment banking firm based out of Boulder, Colorado. The firm specializes in matching lower middle-market companies. The firm caters to a broad range of industries, including wholesaling/distribution, industrial manufacturing, contract manufacturing, business services, contracting, franchising, multi-unit restaurant, retail and aviation services.

Contact Information

Year Founded
1992
Service Provider Type
Investment Bank
Primary Office
  • 1035 Pearl Street
  • Suite 400
  • Boulder, CO 80302
  • United States
+1 (303) 000-0000

Adler & Company Services to Companies

Service on a Deal (2)

Company Name Service Provided Deal Date Deal Type Deal Amount
Sites-Canada Advisor: General May 2013 00000 0000000
000 0000000 0&0 Lead Manager or Arranger Aug 2007 00000 0000000
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Adler & Company Services to Investors

Service on a Deal — Buy Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Tillery Capital Lead Manager or Arranger Sep 2011 00000 0000000
000000000 00000000 Underwriter Jul 2009 00000 0000000
Creditwatch Services Advisor: General Jun 2008 00000 0000000
Kachi Partners Lead Manager or Arranger Aug 2007 00000 0000000
To view Adler & Company’s complete services on a deal — buy side history, request access »

Adler & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Adler & Company Team (7)

Name Title Deals Office Contact
Info
Kate Maloney Ph.D Chief Operating Officer Boulder, CO
Jay Adler Founder & Principal 0 Boulder, CO
Justin Ferrin Director of Operations Boulder, CO
Lisa McCormick Office Manager Boulder, CO
Michael Adler JD Strategic Advisor Boulder, CO
You’re viewing 5 of 7 team members. Get the full list »