Emerson Equity Overview
- Service
-
Placement Agent
- Year Founded
-
2003
- Employees
-
105
- Serviced Companies
-
12
- Serviced Deals
-
12
- Serviced Investors
-
37
Emerson Equity General Information
Description
Founded in 2003, Emerson Equity is a placement agent firm headquartered in San Mateo, California. The firm offers securities brokerage and financial advisory services to corporate and individual clients. The firm provides services in estate planning, investment planning, retirement planning, and business owner planning. Additionally, the firm specializes in college planning, brokerage checking, dividend reinvestment, capital markets annuities, loans, insurance, employee benefits, and funds transfer advisory services.
Contact Information
Website
www.emersonequity.comYear Founded
Corporate Office
- 155 Bovet Road
- Suite 725
- San Mateo, CA 94402
- United States
Emerson Equity Services to Companies
Service on a Deal (12)
Emerson Equity has provided services on 12 deals. It last acted as a general advisor to Cardio Diagnostics on a made for . The deal was made in 2022.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Cardio Diagnostics | Advisor: General | Oct 2022 | ||
| Cardio Diagnostics | Advisor: General | May 2022 | ||
| Q30 Innovations | Advisor: General | Dec 2021 | ||
| Ghost Tequila | Advisor: General | Nov 2021 | ||
| Spring Hills | Advisor: General | Oct 2021 | ||
| Q30 Innovations | Advisor: General | Sep 2020 | ||
| Denny Pines Partners | Advisor: General | Dec 2019 | ||
| Tahoe Blue Vodka | Advisor: General | Feb 2019 | ||
| Click Therapeutics | Advisor: General | Aug 2015 | ||
| Palmaz Scientific | Lead Manager or Arranger | Sep 2014 |
Emerson Equity Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Emerson Equity FAQs
-
When was Emerson Equity founded?
Emerson Equity was founded in 2003.
-
Where is Emerson Equity headquartered?
Emerson Equity is headquartered in San Mateo, CA.
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What is the size of Emerson Equity?
Emerson Equity total number of employees/professionals is 105.
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What service provider type is Emerson Equity?
Emerson Equity's service provider type is Placement Agent.
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