We Deliver Premium Value
San Carlos Advisors works to deliver premium value for every client. We utilize our experienced team and our proven processes to insure that our clients achieve superior results. San Carlos Advisors has a high success rate coupled with a track record of generating premium value for our clients.

We Take Every Engagement Personally
San Carlos Advisors is dedicated to providing the highest quality mergers and acquisitions (M&A), capital raising and financial advisory services to emerging and mid-capitalization technology companies. We treat every project as though it was our own company and we are committed to delivering premium value to shareholders, management and employees.

Senior Professionals Manage The Entire Project
San Carlos Advisors has over 25 years of experience in M&A and capital raising transactions. Our experience includes investment banking, finance, accounting, legal and operations. Our professionals have managed numerous transactions and have prior experience as CEOs, COOs and CFOs. San Carlos Advisors does not employ any junior people on our staff, so only experienced professionals will manage your project from the initial engagement through the transaction close.

We Utilize A Proven Process
San Carlos Advisors utilizes documented and proven M&A and capital raising processes. These “best practices” have been honed and tested and for more than 25 years. We also maintain robust proprietary databases that includes venture capital firms, private equity firms, public and private technology companies, CEOs and business consultants.