• Strategic Advisory Services

     
  • Our sector expertise, proprietary data set of private companies, and industry connections make us uniquely qualified to help you pursue complex strategic opportunities with clarity.

    Expertise to Keep You Ahead of the Curve

    Our sector expertise, unique insight into private companies, and industry connections make us uniquely qualified to help you pursue complex strategic opportunities with clarity. Our professionals work hand in hand with your management team to ask the right questions, customizing the process for the unique needs of each client.

    Our strategic advisory services include:

    • Deal sourcing: We put our network to work for you, helping to identify high-potential targets before your competitors do.
    • Benchmarking: We use our rich data set to help you evaluate your business or a target company’s operating statistics or KPIs relative to companies at a comparable stage of development.
    • Strategic valuations: We use traditional valuation methodologies and private financing data to value early stage tech and life science targets.
    • Transaction support: We use our extensive data and market intelligence to help companies evaluate their strategic alternatives and execute transactions.

    Our experience fuels your success. Our team brings extensive corporate finance, valuation and M&A experience to the table, along with an unparalleled level of niche expertise and personal attention.



    Strategic Advisory Services offered by SVB Securities, a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Member FINRA, SIPC.

    Products offered by SVB Securities:

    Are Not insured by the FDIC or any other federal government agency
    Are Not deposits of or guaranteed by a Bank
    May Lose Value

  • Meet Our Team
    Julie Betts

    Julie Betts
    Managing Director

    Julie Betts is responsible for managing client engagements and leading execution for Strategic Advisory Services, including deal sourcing, benchmarking, strategic valuations, and transaction support.

    Learn more