Cabrillo Advisors provides clients with high quality solutions for business valuation, mergers and acquisitions and debt advisory services. Our experienced team serves the most dynamic venture and private equity-backed, as well as large private and public companies across the nation. Top attorneys, CPAs, investors and business advisors rely on Cabrillo’s services to fulfill the needs of the companies they represent. With deep expertise in a wide range of industries, Cabrillo is equipped to consistently deliver high quality work to its clients.
Cabrillo Advisors assisted us with a unique project prior to a formal round of financing; they were a helpful resource for an advisory project. We also use their team for IRC 409a compliance projects and have recommended them to others.
We were happy to have Cabrillo Advisors as our valuation specialist; their deliverable was well received by the audit firm so the review process went rather smoothly. We look forward to working with Cabrillo Advisors again on upcoming valuation projects.
I have used Cabrillo Advisors pretty much since the beginning and can say that I am delighted with their level of service and analysis.
As OneRoof Energy Group (TSXV:ON) prepared for an initial public offering via reverse merger transaction as part of listing the Company’s securities on the TSX Venture Exchange, we engaged Cabrillo Advisors to deliver 409A business enterprise valuations for us. The selection of the appropriate methodologies for the allocation of value, the keen consideration of numerous internal and external factors relating to the Company’s business enterprise value, and the insight gained from multiple two-way discussions were all critical elements in the delivery of the excellent service and ultimate product we received from Cabrillo Advisors. Wade Hansen and his team are extremely knowledgeable in the areas of business valuation, financial accounting and valuation analysis and we would not hesitate to retain Cabrillo Advisors in the future.
We hired Cabrillo Advisors to assist us with a complex business valuation project. It was very difficult with many issues to be worked through, and required frequent interaction with management, external auditors and our audit committee. We greatly appreciated their professionalism, and found them to be very helpful and constructive.
Our Company began using Cabrillo Advisors last year to perform 409a work. This year our Company began a process to confidentially file an S-1 registration statement that involved very tight deadlines for producing FMV and Warrant Liability valuations. Not only did Cabrillo Advisors meet the deadlines, but they responded to questions from auditors/others on virtually a 24/7 basis. Senior Cabrillo Principals even participated in calls with Board members and investors to resolve various questions after the project concluded. The Company would be way behind its goals if Cabrillo Advisors were not its partner."
We found the team at Cabrillo Advisors to be very dedicated and responsive to client needs.
Cabrillo Advisors has been highly collaborative and responsive to the valuation needs of multiple private biotech companies that I have started. They have become one of the 'go to' advisors in this space.
We have partnered with Cabrillo Advisors on numerous occasions, and are currently using them for a recurring valuation project of a closely-held entity. We have a lot of confidence in their work product and have been pleased with their responsiveness.
The Board of Directors meeting was quickly approaching and we needed a service provider that could turn the analysis around quickly. Cabrillo's team was amazing and we were able to present the analysis in the meeting!
Cabrillo Advisors, have been excellent to work with. They helped conduct a 409A valuation for our company. High quality work, fast, and good team to work with. I'd recommend them.
I have enjoyed referring many clients to Cabrillo. The feedback I've received from clients is that Cabrillo has been understanding of each company's circumstances and very responsive and easy to work with.
I have worked with Cabrillo Advisors on many transactions and with many clients. In each case, they have provided me with high quality service that is prompt, reliable and cost effective. They take pride in what they do and it shows in their work product.
Cabrillo Advisors provided a thorough financial analysis for Celula. The team is thoughtful, efficient, and responsive.
Wade Hansen and his colleagues at Cabrillo Advisors provided my company Rayspan with expert and high value services in connection with preparing rock solid appraisals of the value of Rayspan's securities. It was a pleasure to work with them.
We used Cabrillo for business valuation services two years in a row. I personally worked both with Wade and his colleagues. I was very impressed with their level of expertise and attention to detail. They were easy to work with and very flexible to accommodate our hectic schedules and requirements. They were always very responsive and I was very happy with their work. Looking forward to working with them again.
Channing came highly recommended as an advisor for specialized transactions. I hired his firm for an complex asset sales process. He was extremely insightful / helpful in packaging the transaction and assisting in the messaging, and sales process. I have and will continue to recommend him to others based on his professionalism, knowledge, and integrity.
In 2009 I led as the chairman of the board's strategy committee an open strategic evaluation process. We selected Wade and Cabrillo Advisors to advise us as well as manage the process. I was very impressed with the quality and integrity of the work performed by Wade and his team and their ability to partner with me and my management team and act as a sounding board. I expect to work with Wade in the future and strongly recommend Wade to any company wishing to have an advisor facilitate a similar process.
We retained Wade to work with the NEON Systems management team to execute an M&A strategy. We had a small team focused on M&A, and Wade was a great partner throughout all stages of the process, including analyzing purchase prices, assessing strategy fit, due diligence and helping negotiate key terms. We developed a great working relationship and successfully executed on several transactions on both the buy and side sell.
Wade and his company did an excellent job with a 409(a) valuation analysis for one of our portfolio companies. The report was accurate, timely and a good value for our limited budget at the company.