About

Learn more about our team’s experience and our unique approach to servicing client needs.

Recent Clients

Since our founding in 2022, we have worked corporations and individuals of various stages and sizes. Recent clients include:

  • Series Seed startup focused on AI Tech

  • Series C startup focused Mar-Tech

  • Angel startup focused on CPG Tech

  • Family Office focused on Real Estate

Team

Bay Finance professionals have decades of combined experience in corporate finance, consulting, accounting, operating companies and have served as company officers. We share industry-based knowledge from Fortune 500 institutions, venture-backed startups and other large-cap companies.

By the numbers:

  • $1B in IPO advisory

  • $750M+ in M&A and Fundraising

  • $30M+ in bank loans and real estate

We work in a “manager-associate-analyst” team structure to provide superior results, similar to traditional large cap consulting firms.

Partners

We partner with industry leaders to provide full-scale solutions including:

  • Attorneys

  • Auditors

  • Banks

  • Brokerages

  • Consulting firms

  • Investors

  • Tax specialists

  • Valuation firms

We maintain sales connections with individuals of consequence including C-Level Executives, Entrepreneurs, Investment Managers and Professional Services companies. Our connections enable plentiful fundraising, prospecting, sales and partnering opportunities in the San Francisco Bay Area and other U.S. geos.