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Westlake Village - Financial Services |
Specialties: Business Valuation - M&A - Capital Raising |
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Davis BlaineChairman - The Mentor Group/Mentor Securities
 Preeminent valuations and appraisals. Investment banking representing buyers and sellers, and raising capital. Full service national firm. Expertise in every industry. Senior professionals who also provide expert testimony.
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(818)991-4150
(818)991-4904 Fax
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200 N Westlake Blvd
Westlake Village, CA 91362-7061 -
MAP
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| Profession |
Financial Services |
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| Specialty |
Business Valuation - M&A - Capital Raising |
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| Group |
WLK1 [GL - EC] ~ PNG ~ M$A |
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| Business Name |
The Mentor Group/Mentor Securities |
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| Title |
Chairman |
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| Address |
200 N Westlake Blvd
Suite 204
Westlake Village, CA 91362-7061
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| Work Phone |
(818)991-4150 |
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| Fax |
(818)991-4904 |
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| Web Site |
www.thementorgrp.com |
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| Member 1-Sheet |
Click to view
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| Member Since |
1/1991
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Investment banking services for growing middle market companies with revenues at least $10 million. Experienced deal makers completing sales and purchases of business and raising debt, mezzanine and equity. Prior transactions of our professionals valued at several $billion.
Valuations and appraisals for any business or business asset. Spans all industry sectors based on senior professionals with clarity to solve complex client needs. Thorough solutions for clients of any size, private and public.
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Investment Banking services include seller and buyer representation – buyer due diligence; management/leveraged buyout; corporate rollup; bank and bridge financing; mezzanine debt; equity capital; strategic/joint venture partnering; ESOP financing.
Valuation and appraisal – shareholder liquidity/exit options; fairness and solvency opinion; purchase price allocation; ESOP valuation; estate/discount valuation; option pricing; IRS/court expert testimony; patent, film library and 60 other intellectual property (IP) valuations; cheap and restricted stock; corporate conversion; bank collateral and asset sale appraisals; bankruptcy.
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Target market: active middle market firm from $10 to $500 million of revenues. Business and IP valuations done for startups. Valuations and appraisals, including fairness and solvency opinions, also provided to major public companies (over $1 billion in revenue) and those in bankruptcy. Geographical coverage all of U.S. and many foreign countries – China, Japan, Korea, Europe, England, Norway, Mexico, and South America.
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Manufacturing, retail distribution and service companies. From aerospace, agriculture and advertising to automobile manufacturers and dealerships, parts makers, and repair shops. Others: real estate development brokerage, construction services and materials, computer parts and software; internet connectors and suppliers to consumer distributors; financial institutions; furniture to garment to luggage to home and business fixtures; toys, games and giftware; hospitals, pharma, medical devices and practices; wineries, food processing and crops to grocers and specialty retailers and restaurants; paper, wood, steel, aluminum, glass makers to the many product applications; radio, TV, movie production to film and game shows.
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California
o Glendale
o Whittier
o Newport Beach
o Palm Springs
o Santa Rosa
o Westlake Village
o Santa Monica
Chicago, IL
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| Member 1-Sheet |
Click to view
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| Graduate Degrees |
MBA, Finance, The University of Michigan
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| College Degrees |
BA, Dartmouth College
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Speaking/Teaching
Experience |
Speaker at national seminars on M&A, valuation, and appraisal
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| Organizations |
ASA
Marquis Who's Who in America
FINRA
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| License Number |
FINRA 147682
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