Lumos Partners Financial Advisor Overview

Lumos Partners FAQ


Where is Lumos Partners headquartered?

Lumos Partners is headquartered in San Francisco, California.

When was Lumos Partners founded?

Lumos Partners was founded in 2014.

What sevices does Lumos Partners offer?

Lumos Partners offers Capital Raising, Fairness Opinions and M&A Advisory.

Lumos Partners

Lumos Partners LLC

San Francisco, California
United States
www.lumospartners.com
info@lumospartners.com

Lumos Partners is a boutique investment bank focused on providing advice to founders of technology, services, healthcare, and manufacturing companies. The Firm offers mergers & acquisitions, capital raising, and strategic advisory services. Lumos Partners was established in 2014 and is based in Pleasanton, California.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) 1 - - - - - 1
Sellside (0.2/yr) 2 - 1 - - - 3
  4

Most Recent

Target Company Date Value Type
Sign-up to View 2022-05-04 - Internet Software and Services
Sign-up to View 2020-12-15 - Marketing
Sign-up to View 2020-04-23 - Software
Sign-up to View 2015-08-11 30M USD Internet Software and Services
View All >>

Sector Experience

Sector # Value
Internet Software and Services Sign-up to View
Marketing Sign-up to View
Software Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  New York Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Growth Capital Sign-up to View
Add-on Acquisition Sign-up to View
Secondary Buyout Sign-up to View
Total Sign-up to View

Top M&A Clients

PE Firms (1) Deals
Sign-up to View
1
Corporate (3) Deals
Sign-up to View
1
Sign-up to View
1
Sign-up to View
1

Deal Values

Value # TOTAL
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Merchantry, Inc.
$30M (2015-08-11)