WHAT WE DO

Keystone Capital Markets and its team of veteran deal makers provide specialized investment banking services to domestic and international middle market businesses seeking liquidity or to raise growth capital.

  1. Mergers & Acquisitions

    Veteran Deal Makers with a history of success to expertly manage and facilitate the sale, recapitalization or purchase of a business to achieve the Client’s objectives

  2. Institutional Capital

    Access institutional capital in equity and debt markets to achieve growth or liquidity goals

  3. Strategic Advisory

    Identify key areas within your business to enhance value and develop a disciplined strategy that maximizes impact prior to a transaction

SELECTED TRANSACTIONS

KCM Professionals have closed hundreds of transactions with domestic and international Buyers and Sellers. Below is a sampling of notable transactions completed by KCM Professionals.

WHAT CLIENTS SAY ABOUT OUR TEAM

  • We hired three previous investment banks, including so-called “industry experts”, but none had the prior operating experience or commitment to truly learn our business.  That capability, along with Keystone’s tenacity and creative problem-solving under unusually difficult circumstances, is the only reason this deal happened …and with better terms than any previous investment bank could deliver.

    Ted Gurneé

    Founder & CEO, OxyHeal Health Group

    Ted Gurnee
  • They took the time to understand our needs and our business. Their approach and dedication made it possible to bring the best possible partners for us to the forefront and structure a transaction that met everyone’s needs.

    Rich Scholten

    President, Residential Design Services

    Rich Scholten
  • The outcome of this deal would have been impossible without their help! They understood our business, brought us the best buyers, exceeded our expectations on price and terms and… used their experience and creativity to overcome obstacles and get it done.

    Jeff Scholz

    President, Unlimited Discovery Group

    Jeff Scholz
  • The experience, creativity and tenacity of the Capital Markets deal team definitely provided us with a “winning advantage” in an otherwise complex situation and a challenging marketplace.

    Andrew Hiller

    Owner, We R Memory Keepers

    Andrew Hiller
  • They knew exactly where to go and what to do to find the capital that we needed and were unable to raise on our own. They also knew how to position our business and negotiate the most favorable terms for us. They delivered outstanding results.

    Lance McCabe

    Chairman, Acralight International

    Lance McCabe
  • The sale of our company was a once-in-a-lifetime event; and, we knew how important it was to do it right. We also knew that it would be neither prudent nor wise to undertake this without professional guidance. After initially working with a couple of other advisors, we realized that finding the right firm was a key element to ultimate success. We truly found this partner.

    Ish Khan

    President, Choice Care

    Ish Khan
  • We had been in negotiations on a preemptive offer for many months without success. With the KCM team’s help, we were able to get through a tough deal process and a very difficult negotiation period – most importantly, the end result was a highly successful transaction that met the objectives of all parties.

    Scott Witter

    U.S. HealthWorks

    Scott Witter
  • Initially, we tried an ‘industry’ intermediary that wasn’t able to get a deal done. After we retained the KCM team, what a breath of fresh air it was! We put our faith and trust in them, and they got a deal done that no one else could have completed!

    Ann Hablitzel

    President and CEO, Hospice Care of California

    Ann Hablitzel
  • The team was one of the best seller representatives we have ever worked with. They were extremely professional and dedicated to protecting their client’s interests, while ensuring that the deal was completed. Simply put, this deal would not have happened without their involvement.

    Tony James

    CFO, Hospice Compassus

    Tony James
  • I wholeheartedly give Randy Krauthamer the highest recommendation due to his incredible tenacity that he consistently demonstrated day after day in the sale of our mid-size food manufacturing business. Randy maintained the highest professionalism while obtaining the highest price imaginable at the time for our business, in a down market! My partner and I have truly benefitted from his experience and what he did for us! I have since been retired enjoying an extra seven figures because of him. He is worth every penny of his fees, you will not regret hiring him, he is a true PRO! Thank you Randy, you are not someone I will forget and you are in my prayers!

    Barbara Lyster

    President & CEO, Superior Quality Foods

    Barbara Lyster

MEET THE PROFESSIONALS

KCM is led by a team of Senior Investment Bankers with a long history of successfully closing M&A transactions spanning a variety of industries. The KCM team brings together vast transaction experience, negotiating prowess, and industry knowledge, to help each client achieve an optimal transaction outcome.

Allan Siposs
Managing Director
Allan Siposs is a seasoned dealmaker with significant expertise in Mergers & Acquisitions and Pre-Transaction Planning for middle market businesses. Industry experience includes: industrial manufacturing, business services, and consumer products.
Craig Primo
Managing Director
Craig Primo has 18 years of M&A and accounting experience working for a global 10 investment bank and respected regional boutiques. Domain experience includes transportation, e-commerce, behavioral health, contract manufacturing, and outdoor products.
Randy Krauthamer
Managing Director
Randy Krauthamer has over 20 years of experience advising clients in Mergers & Acquisitions. Randy has completed more than 100 mergers & acquisitions and capital raise transactions and brings a wealth of negotiation experience to critical situations.
Geoff Blunt
Managing Director
Geoff Blunt has over 20 years of transaction experience in Mergers & Acquisitions and Corporate Finance. Industry specialties include Building Products, Industrial Components, Food & Beverage, and Healthcare Services.
David Luvisa
Managing Director
For more than 25 years, David Luvisa has advised hundreds of entrepreneurs in the preparation and successful navigation through the complex M&A process across multiple industries including Business Services, Technology, Manufacturing and Healthcare.
Brad Schreiber
Managing Director
Brad has over 20 years of investment banking experience, advising on domestic and international M&A and capital raising transactions across an array of industries, with a focus on consumer products and industrial manufacturing sectors.
Doug Burke
Managing Director
Doug Burke has over 20 years of investment banking experience in M&A and private placements and 10 years of operational finance experience. Industry specialities include technology, software, digital media and advertising, and security.
Avi Suriel
Managing Director
Avi has over 25 years of M&A and Corporate Finance experience with Wall Street and middle market firms. With over $15 Billion in transaction experience, his industry expertise includes consumer products, manufacturing, retail, healthcare and technology.
Stuart Moss
Managing Director
Stuart has over twenty years of experience operating and buying/selling businesses, as well as helping business owners develop growth strategies to optimize the value of their companies.  Areas of industry expertise include food & beverage, healthcare, manufacturing, and B2B services.
Erik Choy
Director
Erik Choy has over 15 years of experience in investment banking advising privately-held and publicly-traded companies on a variety of transactions including Mergers & Acquisitions, corporate divestitures, and financings. Erik has completed over 50 domestic and international transactions across a wide range of industries, with strong expertise in the aerospace, defense, industrial technology, manufacturing and business services sectors.
Kevin Green
Director
Kevin Green has over 16 years of healthcare experience working in biopharmaceuticals and managed care, including eight years of M&A and licensing experience in Corporate Development at Allergan. Domain experience includes drugs, devices, and cosmeceuticals.
Kirk Adams
Director
Kirk has over 30 years of operational and investment experience focusing on the Digital Transformation of Businesses. He has direct experience with business creation, purchase, and Chinese joint ventures. His expertise spans technology from hardware, SaaS software, distribution, business development and business model development.
Mike McCarthy
Senior Vice President
Mike brings over 20 years of corporate finance, M&A, valuation and consulting experience to KCM. Mike has deep knowledge in both consumer and industrial sectors.  Industry experience includes general manufacturing, business services, consumer products and automotive.
Amy Skallerud
Assistant Vice President
For over 20 years, Amy has provided insightful research and analysis in support of mergers & acquisitions and corporate finance transactions. Her broad marketing and savvy analytics have contributed to over 250 successful transactions in a wide variety of industries.
Jonathan Sanchez
Associate
A former U.S. Airforce intelligence officer and veteran of Operation Iraqi Freedom, Jonathan brings critical operations and execution perspective to KCM.  Additionally, Jonathan has extensive experience in working with manufacturing, distribution and water technology industries.
Jack Fecteau
Associate
Jack provides crucial research, analysis and support to the KCM transaction teams. He has experience across industrial, consumer, healthcare and media services sectors. Jack graduated from the University of Utah with a B.S. in Finance.

Wyatt Chaffin
Analyst
Wyatt started his career in finance as an analyst at Goldman Sachs in the Private Wealth Management division. As an analyst at KCM, he supports the transaction teams with research and analysis. Wyatt holds a B.S. in Marketing from Arizona State University and a M.S. in Finance from the University of Utah. Wyatt is also a level II candidate in the CFA program.

CONTACT US

IRVINE
IRVINE
114 Pacifica, Suite 370
Irvine, CA 92618
(949) 397-2700

SAN DIEGO
SAN DIEGO
4225 Executive Square, Suite 600
San Diego, CA 92037
(858) 800-4948

SALT LAKE CITY
SALT LAKE CITY
2750-H Rasmussen Road, Suite 201
Salt Lake City, UT 84098
(801) 335-6417

DROP US A NOTE

Major decisions require significant research and serious discussion. If you would like to speak with a Partner at Keystone Capital Markets to discuss options and strategies, please complete the form, and a Partner will contact you shortly.

All information will be held in strict confidence.

* fields are compulsory