Archive

Home
News & Press Release

WordPress-driven Site and Twitter to Be Key Communication Tools

San Francisco, CA, January 14, 2013 – Traversi Capital Advisors, LLC (“Company” or “TCA”), which meets the executive advisory and investment banking needs of small and middle-market companies with revenues between $5 million and $500 million, announced the launch of a new website.

David M. Traversi, TCA’s Chief Executive Officer, said, “We are excited to announce the launch of our new website, a dynamic, WordPress-driven site that will allow us to easily and continuously add valuable content that will assist our clients and prospective clients in building their enterprise value and optimizing their capital market transactions. We’ll also be tweeting this content, and invite people to follow us on Twitter at @Traversi Capital.”

 About Traversi Capital Advisors, LLC

 Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory (strategic advisory, strategic execution, executive coaching, and executive team building) for companies with revenues between $5 million and $500 million.  The Company serves the IT/Software, Business Services, Financial Services, Manufacturing, Clean Technology, Media and Entertainment, Food and Beverage, Real Estate and Building, Lodging and Hospitality, and Sports and Recreation industries.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

 For a PDF of this press release, click: TCA_Press Release_01_14_13

David M. Traversi Speaks on a Variety of Leadership Topics

San Francisco, CA, September 12, 2012 – David M. Traversi, Chief Executive Officer and Founder of Traversi & Company, LLC (an industry-leading executive advisory firm) and its wholly-owned subsidiary, Traversi Capital Advisors, LLC (a FINRA-licensed investment bank) has been named Speaker by Vistage International, Inc. (“Vistage”).  Vistage (www.vistage.com) is the world’s leading chief executive peer organization with over 16,000 members in 15 countries.  As a Speaker, Mr. Traversi is qualified to speak to any Vistage group across the globe. 

Based on his research for and material in The Source of Leadership: Eight Drivers of the High-Impact Leader (2007; New Harbinger), as well as his work for over 25 years with thousands of chief executives in a variety of industries, work that includes executive coaching, strategic advisory, and executive team building, his topics include:

  • The Traits and Functions of the High-Impact Leader
  • Creativity and Innovation: Why the Best Companies are Skipping B-schools and Chasing D-schools, and What It Means for You
  • Strategic Planning: In this High Velocity Environment, To Do or Not To Do and, If So, How To Do It
  • Execution and Accountability – What Separates Great Companies from the Others

Mr. Traversi stated, “I am thrilled and honored to named as a Speaker with Vistage.  Vistage has a stellar reputation as the global leader among CEO organizations focused on helping its members excel.  I look forward to working with Vistage groups, and helping their members optimize their leadership in what is the most challenging time in history to be a leader.”

About Traversi Capital Advisors, LLC

 Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory (strategic advisory, strategic execution, executive coaching, and executive team building) for companies with revenues between $5 million and $500 million.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

For a PDF of this pres release, click: TCA_Press Release_09_12_12

Traversi Assists with Platform Launch and Serves as Advisory Board Member

San Francisco, CA, August 15, 2012 –David M. Traversi, Chief Executive Officer and Founder of Traversi & Company, LLC (an industry-leading executive advisory firm) and its wholly-owned subsidiary, Traversi Capital Advisors, LLC (a FINRA-licensed investment bank) announced the completion of the launch of Karlin Ventures (www.karlinvc.com), based in Los Angeles, CA.  Traversi & Company developed the early-stage investment platform for Karlin Asset Management, a Los-Angeles-based private investment firm managing over $1.4 billion of unleveraged capital, and managed the search process that resulted in the hiring of TX Zhuo as Partner to lead the platform.  Mr. Traversi was also named as Advisory Board Member of Karlin Ventures.

 Karlin Ventures seeks to invest $100,000 to $1 million per investment primarily in education  technology, digital media, healthcare IT, and financial services, but considers opportunities outside those sectors as well.

 Mr. Traversi said, “Our work in launching Karlin Ventures was immensely satisfying.  We are excited with the launch, and I am excited about the opportunity to assist TX Zhuo on an on-going basis given the unique advantages the platform offers to entrepreneurs.  First, we can act very quickly.  Second, we invest with the mindset of a partner, offering support and resources long after initial funding.  Finally, through our sponsorship by Karlin Asset Management, we have a broad and deep network in the investment and operating communities and are enthusiastic about sharing our network with the companies in which we invest.  Karlin Asset Management also sponsors 20 Million Minds Foundation, a nonprofit foundation headed up by former California Senate Majority Leader Dean Florez, with a mission of supporting the creation, sharing, and proliferation of effective, affordable, and quality textbook content, embracing disruptive technologies, open educational resources, and new higher education models that bring together for-profit, nonprofit, and governmental entities.  This relationship provides us a huge head start in the education technology and digital media sectors, in particular.”

 About Traversi Capital Advisors, LLC

 Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory (strategic advisory, strategic execution, executive coaching, and executive team building) for companies with revenues between $5 million and $500 million.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

For a PDF of this release, click: TCA_Press Release_08_15_12

Investment Banking Firm Also Arranges Mezzanine Debt Transaction Financing

San Francisco, CA, December 21, 2011 – Traversi Capital Advisors, LLC (“Company” or “TCA”),  which meets the strategic advisory and investment banking needs of small and middle-market companies with revenues between $5 million and $500 million, announced the closing of the combination of KelleyAmerit Fleet Services, Inc. and Kelley Fleet Services, LLC.  KelleyAmerit Fleet Services is now the largest provider of comprehensive, customizable fleet management solutions for large-scale public and private vehicle fleets.

David M. Traversi, Chief Executive Officer, said, “It was our pleasure to provide M&A advisory services to, and arrange mezzanine financing for, KelleyAmerit Fleet Services in this transaction.  The combined entity is now the largest single-source provider of all-inclusive fleet management services, offering unprecedented economies of scale, quality, and depth of services.  In addition, the company is a California-certified Disabled Veteran Business Enterprise and a federally qualified Service Disabled Veteran Owned Business, which allows the company’s clients to add diversity to their supply chains.  This comprehensive solution has already earned the trust of AT&T, the largest fleet in the U.S., and a number of other major fleets, and our client looks forward to the continuing expansion of its client relationships.”   

 About KelleyAmerit Fleet Services

KelleyAmerit Fleet Services, part of the Amerit Family of Companies, is a leading provider of comprehensive fleet maintenance and management solutions for large-scale private and public sector fleets, offering customizable, single-source vendor solutions on a national level. With a proven commitment to service excellence and customer focus, KelleyAmerit Fleet Services delivers unprecedented economies of scale, bottom-line value, and streamlined process management. With headquarters in Walnut Creek, CA, the company is a California-certified Disabled Veteran Business Enterprise and a federally-qualified Service Disabled Veteran Owned Business. For more information, visit www.kelleyamerit.com

 About Traversi Capital Advisors, LLC

Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory for companies with revenues between $5 million and $500 million in the following industries: Business Services, Financial Services, IT/Software, Manufacturing, Clean Technology, Media and Entertainment, Food and Beverage, Real Estate and Building, Lodging and Hospitality, and Sports and Recreation.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

For a PDF of this press release, click: TCA_Press Release_12_21_11

Carl W. Stratton Joins Expanding Team as Managing Director

San Francisco, CA, August 26, 2011 – Traversi Capital Advisors, LLC (“Company” or “TCA”),  which meets the strategic advisory and investment banking needs of small and middle-market companies with revenues between $5 million and $500 million, announced the addition of Carl W. Stratton as Managing Director.  Mr. Stratton, who has been a member of the firm’s Advisory Board since inception, decided to take a more active role in TCA after the successful sale of his financial services business.  He will be based in Philadelphia, and will provide senior leadership across all phases of the Company’s operations.   

David M. Traversi, Chief Executive Officer, said, “I have known and worked closely with Carl since 1997.  He was our Chief Financial Officer at Sirrom Capital Corporation, an NYSE-listed company over which I presided in the late 1990s and one of the largest providers of mezzanine capital in the country, and held the same position at PRE Solutions, the highly successful transaction processing company we subsequently launched in Atlanta, GA.  His intellect, integrity, financial creativity, and rigor will add tremendous value to the platform we are building here.  I am very happy he has decided to join us.”   

Mr. Stratton added, “I am thrilled to be taking a more active role with TCA.  The firm is ideally positioned to become, and is in fact rapidly becoming, one of the premier ‘boutique’ advisory firms in the nation.  In the past several years, we have witnessed the most challenging business environment in eighty years.  Times like these require the highest degree of financial acumen, creativity, and ability to execute, sometimes just to survive and always to thrive.   At TCA, we bring those talents and skills to the industries we know best.  Combined with our values-based commitment to providing institutional-quality services with the highest degree of integrity, we look forward to providing companies with precisely what they need, when they need it.”

 About Traversi Capital Advisors, LLC

Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory for companies with revenues between $5 million and $500 million in the following industries: Business Services, Financial Services, IT/Software, Manufacturing, Energy and Environment, Media and Entertainment, Food and Beverage, Real Estate and Building, Lodging and Hospitality, and Sports and Recreation.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

For a PDF of this press release, click: TCA_Press Release_08_26_11

PNC Proactive Northern Container Acquired by Pacific Southwest Container

San Francisco, CA, May 9, 2011 – Traversi Capital Advisors, LLC, a leading strategic advisory and investment banking firm, announced the successful closing of Pacific Southwest Container, LLC’s (“PSC”)  acquisition of the assets of PNC Proactive Northern Container, LLC (“PNC”).  Traversi Capital Advisors acted as the exclusive advisor to PNC.

PSC, a Modesto, CA-based manufacturer of corrugated and foam packaging, single-face lamination, folding cartons, and point-of-purchase displays, acquired the assets of Stockton, CA-based PNC to expand its overall capacity and bolster its value-add capabilities.  PNC, which was owned and controlled by a holding company that also owns and controls Proactive Packaging and Display, Inc. (“PPD”) in Ontario, CA, had opened the Stockton facility in 2007 to manufacture high-end, graphic-heavy products to the agricultural and consumer product markets. 

About Traversi Capital Advisors, LLC

Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory for companies with revenues between $5 million and $500 million in the following industries: Business Services, Financial Services, IT/Software, Manufacturing, Energy and Environment, Media and Entertainment, Food and Beverage, Real Estate and Building, Lodging and Hospitality, and Sports and Recreation.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

For a PDF of this press release, click on: TCA_Press Release_05_09_11

 Traversi Capital Advisors to Provide Private Placement and M&A Advisory Services

 San Francisco, CA, September 27, 2010 – Traversi & Company, LLC, a leading provider of executive advisory services to companies across the nation, today announced it has formed Traversi Capital Advisors, LLC, to meet the investment banking needs of small and middle-market companies with revenues between $5 million and $500 million, including private placements of equity and debt, mergers and acquisitions advisory, restructurings, and executive advisory. Traversi Capital Advisors is a new member of FINRA (“Financial Industry Regulatory Authority”). The Company also announced it is building its resources in anticipation of significant expansion in 2011 and beyond.

 David M. Traversi, Chief Executive Officer, has been providing investment banking and corporate advisory services to high quality companies across the U.S. for nearly 25 years. He has managed hundreds of transactions totaling over $4 billion. In the 1990s, he was a General Partner of Montgomery Securities (now Banc of America Securities), where he headed up the Real Estate and Building group and co-headed the Financial Services Technology group. Since then, he ran one of the largest providers of mezzanine capital in the U.S., started several successful operating companies, and advised scores of companies and their executives in a variety of industries.

 Mr. Traversi said, “Our Company has enjoyed tremendous success in the past decade, and we are proud to have added value to many companies in a wide variety of industries. Given most of our clients need investment banking services from time to time, adding these capabilities will be make us all that more valuable to our clients.”

 He added, “In the past several years, we have witnessed the most challenging business environment in eighty years. Times like these require the highest degree of financial acumen, creativity, and ability to execute, sometimes just to survive and always to thrive. We bring that to the table in the industries we know best – Business Services, Financial Services, IT/Software, Manufacturing, Clean Tech, Media and Entertainment, Food and Beverage, Real Estate and   Building, Lodging and Hospitality, and Sports and Recreation.  Combined with our values-based commitment to providing institutional-quality services with the highest degree of integrity, we look forward to providing companies with precisely what they need, when they need it.”

 About Traversi Capital Advisors, LLC

 Traversi Capital Advisors, LLC, the investment banking arm of Traversi & Company, LLC, founded in 1999, is an investment banking and executive advisory firm specializing in private placements of equity and debt, merger and acquisition advisory, restructurings, and executive advisory for companies with revenues between $5 million and $500 million in the following industries: Business Services, Financial Services, IT/Software, Manufacturing, Energy and Environment, Media and Entertainment, Food and Beverage, Real Estate and Building, Lodging and Hospitality, and Sports and Recreation.  The Company maintains corporate offices in San Francisco, CA.  Its phone number is (800) 689-7941.  Its website is located at www.traversi.com.

For a PDF of this press release, click: TCA_Press Release_09_27_10


Twitter: TraversiCapital

© 1999-2016. Traversi Capital Advisors, LLC.,