Investment Firms

Our merchant banking services and investments are focused on acquisitions and funding of startups through middle market companies in a variety of industries, including life sciences, technology, energy, and manufacturing.

Incuvate works with medical device entrepreneurs to develop early stage concepts into innovative products and leads them to market via new companies we finance, build and manage.

Kaiser Permanente Ventures, the corporate venture capital arm of Kaiser Permanente, invests in medical devices, health care services and health care information technology companies.

Managed by Okapi Venture Capital, Okapi Ventures invests in emerging and early-stage information technology and life science companies in Southern California.

This middle market investment firm serves the health care industry, among many others. In late November, the firm hosts a sizable health care conference.

Members of this large angel investor group provide funding to early-stage, high-growth companies throughout Southern California. In addition to capital, its members provide counsel, mentoring and access to potential investors, customers, strategic partners and management talent.

The Mentor Group is a full service, national investment banking, financial advisory, valuation and appraisal firm. We are preeminent in the due diligence and support provided for selling companies, private placements and value opinions. Our senior professionals have valued and sold nearly every type of business and business asset. We are experienced, responsive and results […]

Versant Ventures, a healthcare-specific venture capital firm, invests in emerging medical devices, pharmaceuticals, healthcare and healthcare information technology.