Catalina Securities Overview
- Service
- Merchant Bank
- Founded
- 2004
- Employees
- 4
- Serviced Companies
- 5
- Serviced Deals
- 4
- Serviced Investors
- 2
Catalina Securities General Information
Description
Catalina Securities is a boutique merchant and investment banking firm. The firm offers its clients traditional investment banking services as well as strategic and transactional consulting. Catalina Securities' investment banking activity involves capital raises via equity, debt or hybrid securities, mergers and acquisitions, divestitures, corporate restructurings, strategic partnerships and joint ventures services.
Contact Information
Website
Formerly Known As
Catalina Capital Advisors
Year Founded
2004
Service Provider Type
Merchant Bank
Primary Office
- 369 San Miguel Drive
- Suite 125
- Newport Beach, CA 92660
- United States
+1 (949) 000-0000
Catalina Securities Services to Companies
Service on a Deal (4)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Rakuten Commerce | Advisor: General | Jul 2010 | 00000 | 0000000 |
| 000000000 | Advisor: General | Nov 2009 | 00000 | 0000000 |
| Legacy Sports Group | Advisor: General | Jan 2009 | 00000 | 0000000 |
| Arroweye | Advisor: General | Jun 2007 | 00000 | 0000000 |
Catalina Securities Services to Investors
Service on a Deal — Buy Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| CJM Strategies | Advisor: General | May 2009 | 00000 | 0000000 |
Service on a Deal — Sell Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Corinthian Colleges | Advisor: General | Dec 2007 | 00000 | 0000000 |
Catalina Securities Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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Request a free trialCatalina Securities Team (3)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| Carleton Breed | Managing Director of Lending Fund | Newport Beach, CA | ||
| Monu Joseph JD | Managing Partner | 0 | Newport Beach, CA | |
| Tobin Brinker | Analyst | Newport Beach, CA |