Teamwork, Success

Sierra is more than a typical business advisor or investment bank, we are a partner in your success.

We work with you to build strategies that align with your needs. We are both generalists and specialists, and assist you where you need us most.

We have deep experience in finance, sales, staffing, planning, and capital analysis. As the need arises, we are registered investment bankers and can guide you through buying, selling, and fundraising.

Services

Business Advisory

  • Restructuring
  • Forecasting & analysis
  • Interim management
  • Staffing & succession
  • Marketing & sales

Mergers & Acquisitions

  • Sell-side advisory
  • Buy-side advisory
  • Asset purchase
  • Asset disposition
  • Spinoffs

Fundraising

  • Capital strategy
  • Due diligence
  • Investor presentations
  • Investor outreach
  • Alternative transactions

Founding Principals

Our principals have served as leading executives in public and private companies, large and small. In addition to fundraising and M&A, our industry experience includes strategic planning, software, energy, IP, manufacturing, consumer products, securities and capital markets. We have been involved in over $10 billion in transactions.

Our Employees

Harold Lea

  • SEC/Finra investment banking Series 79, 63 and 82 registrations‬
  • ‪BS, Marketing and Finance, University of Oregon‬
  • ‪MBA, Northwestern University‬

Richard Schank

  • BS & MS, Civil Engineering, UC Berkeley
  • MBA, University of Chicago

Contact Us

We have a keen ability to dig deep and produce valuable results – quickly. We would be happy to speak with you to discuss how we can help.

Offices in the San Francisco Bay Area

info@sierra-advisors.com

Sierra Advisors offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.