Lumos Partners

Investment BankingSan Francisco, United States2-10 Employees

Boutique investment bank focused on providing unconflicted advice to founders of technology, services, healthcare, and manufacturing companies.

Like you, we are founders and entrepreneurs ourselves and that is why we understand the value of getting the right advice at the right time. There exists a complex web of decisions that companies and entrepreneurs are faced with; we have the relevant experience to navigate these alternatives and bring a unique perspective that will help you optimize your success. Combined we have over 50 years of operational and banking experience in Software, E-Commerce, Digital Media, Internet, Consumer tech, Healthcare IT, and Healthcare Devices practices and total transaction value of $30+ billion.

Our mission is to focus on long term relationships with founders to provide truly independent and objective perspectives and an end-to-end platform for all of your corporate and strategic needs.

Our approach is client-centric. We strive to establish a relationship of trust with our clients and provide advice with their interests in mind. Our advice and solutions are customized to the requirements of the specific situation. We spend time with you to understand your business objectives and individual interests.

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