309 Ray Street,
Pleasanton, California 94566
United States
(415) 299-8604
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.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | - | 1 | - | - | - | - | 1 |
| Sellside (0.4/yr) | 1 | 1 | - | 1 | - | - | 3 |
| 4 | |||||||
| 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 | # | Value | |
|---|---|---|---|
| Internet Software and Services | Sign-up to View | ||
| Marketing | Sign-up to View | ||
| Software | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| New York | Sign-up to View | ||
| Total | Sign-up to View | ||
| 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 | ||
| 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 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Merchantry, Inc. $30M (2015-08-11) |
|
