Lumos Partners Overview

  • Service
  • Investment Bank

  • Founded
  • 2014

Founded
  • Employees
  • 5

Employees
  • Serviced Companies
  • 44

  • Serviced Deals
  • 17

  • Serviced Investors
  • 13

Lumos Partners General Information

Description

Founded in 2014, Lumos Partners is a boutique investment bank headquartered in Pleasanton, 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

Year Founded
2014
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 (17)

Company Name Service Provided Deal Date Deal Type Deal Amount
Gratavid Advisor: General May 2022 00000 0000000
0000 00000 Advisor: General Apr 2020 00000 0000000
000000 00000 00000 Advisor: General Dec 2019 00000 0000000
0000000 Advisor: General Oct 2018 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
GoFundMe Advisor: General Jun 2015 00000 0000000
Temando Advisor: General Apr 2015 00000 0000000
You’re viewing 10 of 17 services to companies. Get the full list »

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Lumos Partners Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
The Jordan Company Advisor: General May 2022 00000 0000000
000 000000 0000000 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 »