Investment Banking, Private Equity and Financial Advisory

INVESTMENT BANKING, PRIVATE EQUITY, AND FINANCIAL ADVISORY FIRMS
ASSOCIATIONS, ORGANIZATIONS, AND COMPANY INFORMATION
ASSOCIATIONS AND ORGANIZATIONS
Rocky Mountain Venture Capital Association (RMVCA) – www.rockymountainvca.com/
Rockies Venture Club – www.rockiesventureclub.org
Association for Corporate Growth (ACG) Denver – www.acg.org/denver
INVESTMENT BANKING FIRMS
Green Manning & Bunch – www.gmbltd.com/
Green Manning & Bunch is a 25-year-old middle-market investment bank with offices in Denver and Phoenix. GMB provides
senior level expertise, focus and results to middle-market transactions valued between $10 million and $250 million. Four
practice areas focus on Building Materials & Services, Healthcare, Industrials and Technology. GMB's investment banking
services include sell-side and buy-side mergers and acquisitions (M&A), recapitalizations, divestitures, private financings of
equity and debt, financial advisory services and fairness opinions.
Headwaters MB – www.headwatersmb.com
Headwaters MB is an independent, middle-market investment banking firm providing strategic merger and acquisitions,
corporate finance services and merchant banking through proprietary sources of capital. Headwaters is headquartered in
Denver, CO, with 8 regional offices across the United States and partnerships with 14 firms covering 27 countries.
SDR Ventures – www.sdrventures.com/index.html
SDR Ventures is a boutique investment bank serving the lower middle market, including companies with values up to $300
million. Operating beyond the confines of a traditional investment bank, SDR is reinventing the way business owners
approach the market, offering transaction advisory, capital formation, strategic advisory and performance exchange
services. Representatives of SDR Ventures offer securities through Colorado Financial Service Corporation, a FINRA member
broker-dealer. SDR Ventures and Colorado Financial Service Corporation are separate entities.
St. Charles Capital – www.stcharlescapital.com
St. Charles is distinguished by the experience of our senior partners, our deep industry expertise, and our track record of
successful engagements. The firm’s partners have on average nearly 20 years of investment banking experience with
middle-market companies. Collectively, the firm’s investment bankers have completed more than 200 merger and
acquisition transactions valued in excess of $7.1 billion in total consideration, and have raised nearly $1.4 billion in private
capital.
St. Vrain Partners – www.stvrainpartners.com
St. Vrain Partners, Ltd. was founded in Denver in 2011 by experienced professionals who are committed to superior client
service. We offer investment banking, corporate finance, and advisory services to public and private companies,
institutional investors and lenders, and public agencies. We specialize in small to middle market companies with a focus
on food, water, energy, manufacturing and technology. We help build value by leading our clients to attain optimum
transaction structure
W.G Neilsen & CO. – www.wgnielsen.com/index.html
W.G. Nielsen & Co.'s primary client base consists of private companies and institutional investors. Our transaction size
typically falls between $25 to $200 million; however, our expertise affords us the opportunity to be scaleable. It is our
philosophy that the relationship with the customer is more important than the size of the transaction. We endeavor to
surpass every client's expectations while assisting them in realizing their goals. Our expertise is providing solutions, our
strength is building partnerships.
PRIVATE EQUITY FIRMS
Bow River Capital – www.bowrivercapital.com/
Bow River targets lower middle market companies located in Canada and US Rocky Mountains and the Midwest/Southwest
in geography in the shape of a boot that we call the “Rodeo Region.” We seek companies with proven management, EBITDA
of $4 to $10 million and enterprise values between $20 and $50 million with a strong preference toward owner-operated
businesses. Prospective investments must have strong products or services, a defined market niche, and the potential for
significant growth in revenue and cash flow.
Cheyenne Capital, LP – www.cheyennefund.com
Cheyenne Capital is a private equity firm headquartered in Denver, Colorado. Our primary investment focus is acquiring
sound businesses with a clear path to value creation, and private equity funds that invest in such companies. Our firm seeks
to capitalize on our longstanding relationships, disciplined investment process and private equity expertise to generate
strong returns for investors.
Denargo Capital, LLC – www.denargocapital.com
We are dedicated to helping business owners and management enhance the full potential of their business enterprise and
providing liquidity to stakeholders. We accomplish this mission in a number of complementary ways by providing or
raising capital for growth and liquidity; by investing directly in control positions in private companies, and by assisting
management and shareholders to improve performance, and to maximize value and liquidity. Our team is composed of
experienced operations managers, investment bankers, and strategic thinkers who focus on helping business owners and
investors build and create value and liquidity. Our breadth of experience encompasses a wide range of industries,
businesses, transaction types and capital structures.
KSL Capital Partners – www.kslcapital.com
KSL is a private equity firm specializing in travel and leisure enterprises in five primary sectors: hospitality, recreation, clubs,
real estate and travel services. KSL has offices in Denver, Colorado and New York. KSL’s current portfolio includes some of
the premier properties in travel and leisure. KSL also owns other premier recreation businesses, including Squaw Valley and
Alpine Meadows, two of the leading ski resorts in North America; and Western Athletic Clubs, the owner and operator of
luxury fitness clubs in California.
Meritage Funds – www.meritagefunds.com
Founded in 1998, Meritage is a Denver-based manager of private investment funds. The Meritage team is a unique blend
of investment and operating talent. We contribute both capital and expertise to every investment we make, working as a
partner with entrepreneurs to accelerate the growth of their businesses. In total, we manage three investment funds
representing more than $600 million of committed capital. We are currently investing Meritage Fund III and are actively
seeking new investment opportunities.
Platte River Equity – www.platteriverventures.com
Platte River Equity (Platte River) is a private equity investment firm based in Denver, Colorado, focusing on small and middle
market operating companies. Utilizing the significant operating expertise of its principals, Platte River serves as a valueadded partner to the management teams of its portfolio companies
Vestar Capital Partners – http://www.vestarcapital.com
Vestar is a leading private equity firm specializing in middle-market management buyouts and growth capital investments.
For 25 years, we have been seeking out talented management teams and supporting their entrepreneurial dreams,
allowing them to run their companies as owners, with an eye toward long-term value creation. Our investments in
management have achieved a performance record that’s among the best in our field: 69 transactions completed, in
companies with a total value of more than $30 billion, with consistently excellent returns. Since our founding in 1988, we
have managed six investment funds dedicated exclusively to middle-market private equity investing. Today Vestar has
approximately $5.5 billion of committed capital. From our headquarters in New York, we invest in a wide variety of
industries, in companies that primarily range in value from $250 million to $750 million.
FINANCIAL ADVISORY FIRMS
Arcstone Partners – www.arcstonepartners.com
We focus on fast-growing technology and tech-enabled companies; in so doing, we have valued private companies as large
as Facebook and as small as Quora... when it was just Adam & Charlie. Some have rocketing arcs like Instagram, and
others have been on a slow simmer since the Apple II+ was hot tech. But no matter what the size, status or industry, we
take great care of our clients. Like it's our own company, our own team.
Clear Creek Partners – www.clearcreekpartners.com/
Clear Creek Partners provides financial advisory services for emerging companies . We work with entrepreneurs and CEO’s
of private businesses. We strive to first understand the personal needs and business objectives of each client. We partner
with company management to determine an optimal strategy and capital structure. Then we select and access the best
financing sources and strategic partners in an effort to achieve each client's unique goals. We specialize in institutional
capital raises and sell-side acquisitions with transaction sizes ranging from $3 million to $30 million.

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