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Strategic Equity Expands with Los Angeles Office.

SANTA ANA, Calif. -- Strategic Equity Group (SEG), a Southern California-based investment bank and valuation advisory firm has expanded, opening an office in Los Angeles, according to Managing Directors Michael Ellington and Christopher Kramer.

The Los Angeles office will be located at 9841 Airport Boulevard, Los Angeles. The Orange County office is located at 6 Hutton Centre Drive in Santa Ana's South Coast Metro area.

SEG specializes in mergers and acquisitions for middle market companies, according to Ellington who will operate out of the new office. "Our business is the middle market, a sector that has been underserved by major investment banks," said Ellington. "As such, our business has increased tremendously and we are actively recruiting professionals to service our growing list of clients."

Advising companies since 1989, SEG serves the needs of companies ranging from closely-held middle market companies to Fortune 500 companies in industries such as: branded consumer products, software and technology, manufacturing, insurance, transportation and logistics.

"We have access to a vast network of potential buyers, both institutional and industry-specific," noted Kramer. "This, coupled with our expert negotiating skills and creativity in structuring transactions, helps our clients realize the best possible overall outcome in a transaction."

As a complement to its traditional investment banking services, SEG also helps companies comply with tax and financial reporting requirements through its valuation advisory practice.

"A significant portion of our valuation advisory work is referred to us by the Big 4 and Global 7 CPA firms, where independence rules regarding audit clients preclude them from providing a valuation opinion in connection with a transaction," added Kramer, who will continue to operate out of SEG's Orange County office.

"In these cases, we assist companies and their independent audit firms with both SFAS 141 (Business Combinations) and SFAS 142 (Goodwill and Intangible Assets Impairment) compliance." Often, SEG works on engagement teams with some of California's most prestigious law firms and investment banks.

SEG's scope of services includes: Sales of closely held businesses; Business Valuations and Financial Opinions; ESOP Formation, Feasibility and Valuation; and Advisory Services in Distressed Situations.

SEG's wholly-owned subsidiary Edgewater Capital is a registered Broker/Dealer and member of the National Association of Securities Dealers (NASD), as well as the Securities Investor Protection Corporation (SIPC).

For more information on Strategic Equity Group, please visit the company's website at, or call 714-444-3833 or 310-568-9380.
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Publication:Business Wire
Date:Mar 28, 2005
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