About

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

Bay Finance professionals have decades of combined experience in corporate finance, consulting, accounting, operations and decision-making. We share industry knowledge from Fortune 500 institutions, public companies, large-cap private companies and venture-backed startups.

Team:

By the numbers:

  • $1B in IPO advisory

  • $750M+ in M&A and Fundraising

  • $30M+ in bank loans and real estate

Tools and processes:

  • AI software

  • Capital IQ

  • Crunchbase

  • FactSet

  • Microsoft Office

  • Premium News Outlets

  • Premium Market Research Outlets

  • Team structured to provide superior results, similar to consulting firms

Team

Recent Clients

Since our founding we have worked with businesses and individuals of various stages and sizes. Recent clients include:

  • Angel startup focused on CPG Tech

  • Series Seed startup focused on AI Tech

  • Series C startup focused Mar-Tech

  • Family Office focused on Real Estate

  • Family-owned Industrials company

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, sales and partnering opportunities in the San Francisco Bay Area and other U.S. geos.

Partners