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Avera Global Partners

2001 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services designed to provide institutional quality in every aspect of its operations from the investment process to client service. The company's alternative investment management services uses both quantitative and qualitative techniques to identify long and short portfolio candidates based on trends in relative earnings momentum and relative valuation, enabling customers to maximize the absolute returns arising from stock.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • Two Embarcadero Center
  • Suite 2350
  • San Francisco, CA 94111
  • United States

Avera Global Partners Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Avera Global Partners Executive Team (3)

Name Title Board
Seat
Contact
Info
Phillip Oelze Jr. President & Chief Operating Officer
Kevin Lammert Chief Financial Officer
John Boich Founder & Chief Investment Officer