Cabrillo Advisors, LLC (Cabrillo) is excited to announce that Wade Hansen, Founder and CEO, was recognized for Best Sell Side Investment Banking Transaction Under $25 Million at the 2016 Advisor of the Year Awards.
Cabrillo, a leading provider of M&A advisory services to middle market buy-side and sell-side clients in the United States across a spectrum of industries, won the award for its role as the sole financial advisor to ESRG Technology Group, LLC (ESRG) in its sale to Caterpillar Inc. (NYSE: CAT) Marine Division.
The acquisition includes ESRG’s comprehensive software suite for the remote monitoring and diagnostics of more than 65 on-board systems, as well as the expertise to provide meaningful recommendations to ship owners to help increase efficiency, reduce vessel downtime and assist shipyards in reducing warranty expenses.
About Advisor of the Year
Advisor of the Year is a not-for-profit unincorporated community association that hosts an annual awards event to recognize and celebrate local advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. The organization also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients. Select winners will be featured in the November ACG program, “The Deals Behind the Advisor of the Year awards.” The event was held at the La Jolla Institute for Allergy and Immunology on October 27th 2016 and was hosted by title sponsor BNY Mellon Wealth Management.
“Local advisors are integral to the renowned business climate in San Diego,” said Paul Thiel, managing director of BNY Mellon’s San Diego practice. Judges for the Advisor of the Year award included John Major, the chairman of the board of directors of the La Jolla Institute for Allergy and Immunology, and several successful entrepreneurs and representatives from the University of California San Diego’s Rady School of Management.
Cabrillo Advisors, LLC provides M&A Advisory Services to lower middle market clients, primarily in technology, media, business services and family owned businesses. Cabrillo leverages its substantial network of private equity firms, corporate acquirers and independent investors, including proprietary access to thousands of McKinsey & Company alumni worldwide.
Cabrillo also provides a full suite of transaction, tax and financial reporting valuation services to public and private companies. Valuation services include fairness and solvency opinions, business and security valuations, IP valuation, intangibles asset valuations, purchase price allocation and impairment analyses, common stock and option valuations and more. Cabrillo’s team is comprised of senior valuation alumni from the Big 4 and investment banks, bringing sophistication and expertise to every engagement.
Cabrillo Advisors is affiliated with Cabrillo Broker, LLC a FINRA registered broker-dealer and a member of the Financial Industry Regulatory Authority and the Security Investors Protection Corporation (FINRA/SIPC)