Main Office +1 (858) 345-6542
WILLIAM VALLADOLID'S WEBSITE
A private investment consultant working to provide a better experience.
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Welcome
I have spent the last 20 years of my career providing services as a financial advisor, corporate cash manager, and investment banker. I began my financial career in 1997 at Bear Stearns Equity Division in San Francisco. During my career, I worked in San Francisco, New York, and London.
Who I AM
William Valladolid
I work with a family office and Fund Manager / Merchant Banker / Investment Banker that specializes in: vetting, structuring, valuing, and negotiating investments, including acquisitions on its’ own behalf and that of several prominent wealthy families. I currently assist in advising families with a combined net worth in excess of $3 BN.
The original family office was founded and incorporated in 1987, and reincorporated in Delaware in November 2004. Today, it is a boutique family office with a Fund Manager and Merchant Banker that is focused on middle market growth companies.
With over twenty years of experience, I have personally contributed in the pioneering of sustainability and impact investing. My service approach is based on two important tenets. First, adding sustainable performance, and second, sustainable works. Building on these tenets, I work to buy companies that can profit from products, policies, and practices that encourage solutions to major problems facing the world though innovation, reduced costs, and increased efficiencies. My investment decisions represent judgements about the future and, in this sense, I see myself as an agent for my clients' aspirations.
My investment process begins with the creation of a core global equity portfolio through a “fundamental bottom up” process. Using a globally-driven process with broad representation criteria allows us to take into account critical macro and microeconomic forces that affect all companies. However, what sets me apart is that I focus my assessment on the materiality of the sustainability issues associated with an individual company’s business model and the intrinsic risks that arise from that business model.
As an investor who places a high value on long-term returns, I believe that ownership brings with it responsibilities and I seek to represent clients who want to be engaged owners. Thus, I advocate for accountability and transparency in corporate operations and decision making. Furthermore, I deploy investors’ capital to support progressive principles of corporate governance. Given this goal of impactful and proactive ownership, my assessment of companies considers governance, products & marketing, workplace, environmental, stewardship, community & human rights.
As mentioned, I began my financial career in 1997, at Bear Stearns Equity Division in San Francisco. At Bear Stearns, I helped manage a portfolio of $1 BN. My clients were some of Silicon Valley’s largest technology companies. In 2000, I transferred to CIBC Oppenheimer and was with Merrill Lynch from 2010 to 2015. During my career I worked in San Francisco, New York, and London. In 2015, I was recruited to Morgan Stanley. I was instrumental in sourcing investment banking deals for the investment banking division of Morgan Stanley.
Currently, my team consists of senior exports with adequate mix of technology, valuation, M&A, managerial and turnaround experience, and in-depth cultural understanding of entrepreneurs. We have provided and performed investment management restructuring and recapitalization services in the past, to both middle market financial service providers and companies.
Family & community
Family and friendships are very important to me. My family and I live in the community of Carmel Del Mar, where I volunteer my time to various organizations. I also enjoy time with my family, especially my wife and kids. When spare time presents itself, I like running, surfing, and training.
About My Services
Funding
I help businesses get funding through several sources. I have relationships with Multi-Family Offices that make PE investments via senior convertible preferred stock structures from $1,000,000 to $100,000,000 in: consumer products, software, children’s products, TMT, manufacturing companies, water (treatment and distribution) the craft beer, and quick service restaurants.
Our Merchant Banking practice seeks to make acquisitions (worldwide) in conventional businesses. We seek acquisitions in: pet care products, healthcare services, consumer products, quick service restaurants, infra-structure projects, specialty hospitals, water treatment, resident care facilities, and energy companies.
Currently, I have several million dollars to put to work in hard money loans across all industries. In addition, I have access to real estate development loans.
My Services Focus
- Mergers & Acquisitions – Over 20 years of experience in transactions ranging from $75 million to $1.8 BN.
- Corporate Finance – Over 20 years global corporate finance (equity & debt) experience across multiple industry sectors.
- Bridge loans – Hard money loans between $250,000 and $3.5 million, nationwide, all industrial sectors, and high LTV ratios with solid collateral.
- Wealth Mgmt. & Asset Mgmt. - $450 AUM, with $3 BN under advisory amongst several families.
- Merchant Banking – Syndicators of capital to acquire companies for our own portfolio.
"Working for my clients to provide a better experience."
Why Choose Me?
- Specialized Merchant Banker
- Substantial underwriting, merger & acquisition, and financial advisory experience
- Significant workout, restructuring experience
- Venture Capital and Private Equity fund management and buyout experience
- Combine deep domain knowledge and transactional experience with first class execution
- Creative, yet practical approach for all transactions
- Senior level Investment Bankers with direct relationships to private investors
- Relationship oriented, high degree of integrity, and client advocacy
- Team player with good verbal and written communication skills