Castle Creek Capital

Bunker Hill Capital is a Boston-based private equity firm specializing in long-term growth capital investments in the lower middle market. With a focus on collaborative partnerships, they work closely with management teams and strategic partners to activate the full potential of their portfolio companies. Their investment approach involves identifying compelling platforms that fit into their three deal archetypes, allowing owner-operators the time to execute optimal growth strategies over a 5-10 year period. With over 25 years of experience, Bunker Hill Capital brings together a wealth of strategic, financial, and operational resources to support their portfolio companies. They exclusively target companies that can benefit from their expertise, offering a range of value-added services. Recent updates include the sale of Taos Mountain LLC, a San Jose-based multi-cloud consulting firm, to IBM, showcasing their successful track record in driving growth and generating returns for their investors.Generated from the website

Silicon Valley Bank’s San Diego office is one of the locations where Silicon Valley Bank helps innovative companies and their investors move bold ideas forward, fast. Silicon Valley Bank provides targeted financial services and expertise through its offices in innovation centers around the world.

Raymond J. Lucia Companies is an investment advisory firm headquartered in San Diego. It provides wealth management services to more than 5,000 clients throughout the United States. The firm specializes in retirement income planning, asset management and portfolio design services. Raymond J. Lucia Companies offers a range of financial planning services and money strategy programs. It also provides small business and tax planning services, as well as investment management solutions. The firm helps individuals and businesses to design and implement financial strategies. Raymond J. Lucia Companies retirement plans are used to evaluate and assess existing retirement accounts, pensions, individual retirement accounts and annuities.