Lumos Partners Overview

  • Service
  • Investment Bank
  • Serviced Companies
  • 43
  • Serviced Deals
  • 14
  • Serviced Investors
  • 13

Lumos Partners General Information

Description

Lumos Partners is a boutique investment bank based in Lafayette, California. The firm provides services in the areas of mergers and acquisitions, strategic advisory, capital raising, strategic plan development, business development, and valuation. Lumos Partners caters to the software, e-commerce, digital media, internet, consumer technology, and healthcare sectors.

Contact Information

Service Provider Type
Investment Bank
Primary Office
  • 309 Ray Street
  • Pleasanton, CA 94566
  • United States
+1 (415) 000-0000

Lumos Partners Services to Companies

Service on a Deal (14)

Company Name Service Provided Deal Date Deal Type Deal Amount
Next Glass Advisor: General Apr 2020 00000 0000000
0000000 0000 Advisor: General May 2018 00000 0000000
00000000 000000000 Advisor: General Nov 2016 00000 0000000
00000000 000000000 Advisor: General May 2016 00000 0000000
0000000000 Advisor: General Jul 2015 00000 0000000
00000000 Advisor: General Jun 2015 00000 0000000
0000000 Advisor: General Apr 2015 00000 0000000
000000 Advisor: General Aug 2014 00000 0000000
MetroFax Advisor: General Mar 2013 00000 0000000
AltsDirect Advisor: General Jan 2012 00000 0000000
You’re viewing 10 of 14 services to companies. Get the full list »
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Lumos Partners Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
The Jordan Company Advisor: General Nov 2020 00000 0000000
To view Lumos Partners’s complete services on a deal — buy side history, request access »

Lumos Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Lumos Partners Team (6)

Name Title Deals Office Contact
Info
Eric Kim Managing Partner & Managing Director Pleasanton, CA
Eddie Le Co-Founder & Managing Partner Pleasanton, CA
Vivek Goyal Co-Founder & Managing Partner Pleasanton, CA
Michael Clarke Vice President Pleasanton, CA
You’re viewing 4 of 6 team members. Get the full list »