Overturf Financial Services

Presidio Merchant Partners LLC is an investment banking firm based in San Francisco, CA, specializing in mergers and acquisitions, capital raising, and investments in the automotive retail and consumer mobility sectors. With a focus on the auto retail industry, their dealership team offers unparalleled experience in M&A, while their AutoTech Services group provides expertise in the technological and capital needs of firms serving dealerships. Presidio and its investors primarily invest in technology companies in the auto retail sector, supporting them at all stages of development through strategic capital and ideas. With a track record of over 270 transactions totaling $18.0 billion, including some of the largest strategic transactions in the history of retail automotive, Presidio Merchant Partners is dedicated to putting their clients' interests first. Whether it's a large dealership group or a single point dealership, their professionals offer thoughtful advice tailored to meet individual needs, helping clients navigate the rapidly evolving automotive industry. With their knowledge of the market, expertise in structuring complex transactions, and strong industry relationships, Presidio is recognized as a leader in the field.Generated from the website

Spectrum Financial Management, located in San Rafael, CA, specializes in integrated financial services that encompass investment management, financial planning, and tax services. Their personalized approach focuses on understanding each client's unique goals and risk tolerance to create tailored solutions that maximize opportunities while managing risks and minimizing taxes. The firm’s process includes goal establishment, comprehensive planning, diligent implementation, and ongoing reviews to ensure clients remain on track toward their financial objectives. Led by experienced professionals, Spectrum Financial Management emphasizes the importance of listening and collaboration to provide clients with a secure financial future. Generated from the website