Stern Ventures is an end-to-end investment bank dedicated to raising capital and brokering strategic partnerships from $5 to $300 million for technology and media companies.
Stern Ventures guides clients through the entire deal process from strategic planning to successful closing, with care and integrity. We add value for our clients by identifying and negotiating with the best qualified institutional partners and streamlining the due diligence process.
Stern Ventures leverages deep industry expertise and connections to help clients achieve their strategic objectives. Our network of over 36,060 capital decision makers and C-level executives forces investors to compete for your business.
"Who can I trust for capital
"How can I get the deal that’s right for me in front of targeted decision makers without wasting time?"
"What are the common
mistakes I should avoid?"
At the time I hired Cang (Stern Venture’s Managing Partner), we were in the midst of a complicated and scary acquisition, our third in nine months. We needed ‘strategic development’ help -- analysis, sourcing, and deal management.
Cang was like manna from above in this context and he immediately dove in and virtually ran the deal to completion.
Stern Ventures, through Rainmaker Securities, LLC., a registered broker-dealer, offers the following services:
If you’re a CEO, CFO, or COO with strategic initiatives requiring significant investment capital to grow your business, Stern Ventures links you with our network of over 6,750 financial institutions.
By getting the right offer in front of multiple decision makers, we help our clients identify and arrange equity and debt financing between $5 million and $300 million for expansion, acquisitions, or recapitalization.
With C-level contacts at 12,900 domestic and 16,410 international corporate development departments, Stern Ventures facilitates your optimal M&A exit.
Whether you’re in the information technology, media, telecom, or mobile sector, we specialize in both sell-side and buy-side M&A guiding you through the entire process. By leveraging our contacts in a competitive atmosphere, you get the most from your current holdings and avoid the risk of leaving “money on the table.”
For buyouts, Stern Ventures helps LBO/MBO sponsor and debt investors craft a financing structure that meets your investment objectives ... as well as those of your stakeholders.
We listen and reflect our clients’ need for a strategic plan that provides targets with financial flexibility to operate and grow your business post buyout.
If your existing shareholders are looking to sell their equity, Stern Ventures provides a 6-9 month liquidity process ... without having to wait for an IPO or M&A event.
By facilitating secondary offerings, Stern Ventures enables exiting shareholders to monetize illiquid holdings while your company’s current capital structure stays in place.
Developing your business through both downstream and upstream partners can take many forms: expanding distribution, engaging new suppliers or channels, creating complementary product offerings, or finding opportunities to license, package, and sell your current services.
As a client, you can leverage “Stern Ventures’ broad network” to develop powerful strategic partnerships with C-level executives in companies who share your same growth objectives.
I met Cang (Stern Venture’s Managing Partner) through my contacts while looking to raise our Series A.
Cang looked over our documentation, had a couple of one on one phone meetings, prepared a long list of questions, and then analysed our business plans, decks and materials.
Cang got back to us with a long list of recommendations and potential changes to help us better present our company to VC's. Cang helped us simplify the message and more precisely highlight our product and the opportunity.
Cang ripped it apart, and gave us clear suggestions and improvements.
All Stern Venture engagements start with an initial 20-minute consultation focused on you and your strategic goals. A typical capital raising or M&A cycle takes 6 to 9 months.
Define your strategic objective
Determine your capital needs
Execute engagement agreement
Conduct advisor due diligence
Develop and present strategic plan
Meet with stakeholders
Perform valuation analysis
Confidential Information Memorandums (CIM)
Complete Business Plan
Targeted Teasers & Pitches
Organize financial statements
Set up supporting documents
Identify 150+ investment partners
Focus on qualified investors
Deal tracking and weekly updates
Identify and pitch to select investors
Private Road Show
& Due Diligence
Secure letter of intent
Evaluate term sheets
Conduct investor due diligence
Control and monitor digital data
Foster "competitive tension" among bidders
Select Leading Investor
Finalize Definitive Agreement
Obtain final approvals
Coordinate legal advising
The chart below highlights the schedule for a 6 month deal process.
Stern Ventures values our clients’ integrity and time. Thus we offer the most favorable terms to all of our clients based on our 5-5-5 deal structure.
Best Effort Underwriting
Confidential Information Memorandums (CIMs)
Contract & Closing Negotiation
Coordinate Legal Services
Fairness Opinion & Business Valuation
Foster Competitive Tension
Identify & Select Investment Banks
Leveraged & Management Buyouts
Mergers & Acquisitions: Buy and Sell Sides
Private Road Show
Stern Ventures is an end-to-end investment bank serving technology companies with strong fundamentals.
As our client, we guide you through the entire deal-making process from strategic planning to successful closing.
Access over 36,060 financial and corporate development departments through our active network of strategic contacts, managing directors, and C-level executives.
Our deep insights into each of your prospective partner’s tastes and preferences enable you to connect with multiple partners and target the "sweet spot" for specific institutions. This includes offering you a brief synopsis of each company’s:
Mr. Quach, a registered representative of Rainmaker Securities, LLC., is the Founder & Managing Partner of Stern Ventures. Previously, Mr. Quach served as the VP of Finance & Strategy at Untangle, Inc. where he spearheaded the company’s acquisition growth strategy, doubling the size of the parent company.
As part of the Technology Investment Banking Group at Morgan Joseph TriArtisan, Mr. Quach sourced and executed equity, debt, and M&A transactions representing over $250 million in aggregate value.
A co-founder of two startups in the digital publishing and display sectors - Emiscape & Magmazines - Cang holds five U.S. utility patents.
Prior to these ventures, Mr. Quach served as an Equity Research Associate at Dodge & Cox, an investment management firm with over $200 billion in AUM, where he analyzed companies in the cellular, automotive, and retail sectors.
He also served as an economic analyst at the Economic and Social Council (ECOSOC) of the United Nations in New York.
MBA from U.C. Berkeley’s Walter A. Haas School of Business BA in Economics with Honors (Phi Beta Kappa) from Occidental College
CFA Charterholder FINRA Series 7, 24, 62, 63, & 79 Licenses
With an over $250 million track-record of success, here’s exactly why Cang is a trusted advisor in the investment banking industry.
Syndicated private placement for Green Biologics (Biotech, Cleantech) from Sofinnova Partners (European VC) and Swire Pacific (Global Conglomerate).
Private placement for Yellowpepper (Mobile Payment) by Latin Idea Ventures (Latam VC).
Syndicated private placement for Advanced Data Center (Data Center).
Total Defense (Consumer Security Software) with Untangle Inc. (Network Security Software).
LocalBizNOW (Digital Media) by MDC Partners (AdTech Holding Company).
Ms. Wang, a registered representative of Rainmaker Securities, LLC. and VP at Stern Ventures, has over 10 years and $200+ million in M&A experience. Previously, Ms. Wang served as Senior Manager of Corporate Development at EFI, Inc., where she helped develop and execute the Company’s acquisition growth strategy.
During her tenure, Ms. Wang successfully managed and closed numerous M&A transactions, representing over $100 million in aggregate value. Her efforts enabled EFI’s target of $1 billion revenue in 2016.
As part of the Wells Fargo Corporate Development team, Ms. Wang executed strategic acquisitions of asset-backed loan portfolios and aircraft leasing JV’s, representing over $110 million in transaction value.
Prior to, Ms. Wang was part of the Wells Fargo Corporate FP&A group, focusing on forecasting, budgeting and analysis for the Wholesale Commercial Banking division. She was instrumental in the post-merger integration of the Wachovia Bank acquisition, as well as in the implementation of key company-wide finance initiatives.
M.S. Financial Engineering from Columbia University B.S in Electrical Engineering from University of California, Los Angeles
FINRA Series 79 & 63 Licenses
Mr. Kennedy serves on the Board of Advisors to Stern Ventures. Currently, Mr. Kennedy is the Founder & CEO of Sift Finance, a robo-advisor that helps startups map and operationalize successful business models.
Previously, Mr. Kennedy founded WCK Consulting LLC providing key strategy and financial advisory services to over 30 companies including Colingo, Locbox, and Expertus.
Prior to consulting, Mr. Kennedy underwent a 6-year tour of investment banking and equity research. He worked for notable firms, including Green Street Advisors (the #1 sell-side shop covering REITs) and Tier1 Research. During his tenure at Thomas Weisel Partners, he worked on deals representing over $1 billion in aggregate value.
He also served 2 years at SVB Financial Group providing venture financing & industry connections to startups.
Mr. Kennedy is also a Finance Instructor at the Investment Banking Institute, iXperienceCT, and Summerfuel where he has taught financial analysis, modeling, M&A, and LBO to over 1,000 students.
Our network ... and your success
Our robust network of 36,060 managing and C-level connections means that your prospective partners aren’t just pre-qualified, but will actually compete for your business.
The right experience ...
to determine your optimal financial
The right commitment ...
to dedicate ourselves to your best
The right connections ...
to deliver competitive results that
help you succeed.
For an in depth look at our Transaction Experience, you can read more on our Who We Are page.
Connect directly with Stern Ventures today and secure your initial consultation focused on
defining your own strategic initiatives and business goals.
4 Embarcadero, Suite 1400
San Francisco, CA 94111