Abel Noser Solutions
August 21, 2021
Realized Investment Founded in 1975, Abel Noser Solutions is a financial technology firm providing a broad range of Transaction Cost Analytics (“TCA”) services including pre-trade, real-time and post-trade analysis of trading costs, performance, and benchmarking for a diverse base of asset managers and owners across multiple asset classes. Caltius provided a debt and equity investment […]
Mercer Advisors Inc.
May 31, 2008
Realized Investment Mercer Advisors is a registered investment advisor providing comprehensive financial planning and asset management services to healthcare professionals. The company also has a consulting services division specializing in improving the productivity and business value for dental practices and assisting dental practitioners with the transition and sale of their businesses. Caltius Structured Capital’s investment supported […]
Pacific Crest Securities
February 15, 2008
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 […]
PlanMember Financial Corporation
November 30, 2006
Realized Investment PlanMember is a financial services marketing and distribution company with over $1 billion in assets under management. PlanMember markets a retirement plan advisory program that delivers a broad array of retirement plan services to sponsors and participants through independent representatives and affinity and membership groups. These services include personalized planning and investment advisory services […]