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Lloyd H. Gilbert 9841 Airport Boulevard P: 310.568.9380 Strategic Equity Group provides investment banking and valuation advisory services to middle market companies. The firm has offices in Los Angeles and Orange County and its affiliate, Edgewater Capital, is a member firm of the Financial Industry Regulatory Authority. Clients, both public and private, typically have revenue up to $100 million. SEG is a relationship driven, results oriented firm that specializes in the following areas:
The firm's client roster includes closely-held middle market companies as well as Fortune 500 companies across a wide spectrum of business sectors including technology, service, and manufacturing. Lloyd Gilbert joined Strategic Equity Group in 2005. He provides corporate finance and investment banking services to middle market companies preparing for a sale, acquisition or equity or debt financing. He has experience in a number of different industries including technology, consumer goods, entertainment, business services, healthcare and basic materials. Prior to joining Strategic Equity Group, Lloyd was a Vice President at Koffler & Company, an investment bank located in Los Angeles providing merger and acquisition advice to middle market companies. He also spent two years assisting technology companies as the Director of a business incubator based at UCLA, and eight years originating, underwriting and syndicating bank debt at Citicorp. Lloyd earned his Master of Business Administration degree with a concentration in Finance from the UCLA Anderson School of Management and his Bachelor of Arts degree in Political Science from Johns Hopkins University. Lloyd has graduated from UCLA's Director Training and Certification Program and holds NASD Series 7, 28 and 63 Securities Licenses.
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