Pacific Crest Securities

Pacific Crest


February 2008


January 2014

Realized Investment

Pacific Crest Securities is a leading technology-focused investment bank that conducts equity research, institutional sales and trading, M&A advisory, and public and private financings in the technology sector. The firm’s highly focused and collaborative approach enables Pacific Crest to identify the key emerging technology trends for North America’s and Europe’s largest institutional investors, venture capitalists, and technology companies. Pacific Crest has received numerous awards for its expertise, including Institutional Investor’s “Best of the Boutiques” award for its technology research and Greenwich Associate’s #1 technology sales ranking.

In February 2008, Caltius Mezzanine partnered with CIVC, a Chicago-based private equity firm, to provide a growth financing package to Pacific Crest.

Portland, Oregon

“We are pleased to have partnered with Caltius to complete this investment as it is validation of the success of our single sector model, strength of our team and size of our future growth opportunities. Caltius’ ability to structure a creative and flexible financing package that meets our unique needs will facilitate the acceleration of our key initiatives and market share gains.”

Scott E. Sandbo, Chairman and CEO, Pacific Crest Securities


Loans made or arranged pursuant to a California Financing Law License, where applicable.