309 Ray Street,
Pleasanton, California 94566
United States
(415) 299-8604
www.lumospartners.com
info@lumospartners.com
Lumos Partners LLC is a boutique investment bank focused on providing unconflicted advice to founders of technology, services, healthcare, and manufacturing companies. The Firm offers mergers and acquisitions, capital raising, and strategic advisory services. Lumos Partners was established in 2014 and is based in Walnut Creek, California.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | 1 | - | - | - | - | - | 1 |
| Sellside (0.2/yr) | 2 | - | 1 | - | - | - | 3 |
| 4 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2022-05-04 | - | Internet Software and Services |
| Sign-up to View | 2020-12-15 | - | Marketing |
| Sign-up to View | 2020-04-23 | - | Software |
| Sign-up to View | 2015-08-11 | 30M USD | Internet Software and Services |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Internet Software and Services | Sign-up to View | ||
| Marketing | Sign-up to View | ||
| Software | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| New York | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Growth Capital | Sign-up to View | ||
| Add-on Acquisition | Sign-up to View | ||
| Secondary Buyout | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
Sign-up to View |
1 |
| Corporate (3) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Merchantry, Inc. $30M (2015-08-11) |
|
