Strategic Partners


Founded in 1984, Quist Financial is one of the nation's leading independent business valuation and securities analysis firms. Quist Financial serves a broad range of clients including public and private businesses, investment entities, law firms, and high net worth individuals. Quist Financial specializes in matters involving gift and estate tax planning, ESOPs, mergers and acquisitions, goodwill and intangible asset valuations, intellectual property, corporate finance, and litigation support. With a time-tested, unbiased valuation process, Quist reports consistently stand up to the scrutiny of the Internal Revenue Service, Securities and Exchange Commission and U.S. Department of Labor-not to mention their valued clients.

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Square 1 Bank’s Venture Capital Services practice is comprised of experienced banking professionals whose sole purpose is to meet the unique needs and strategic focus of a venture firm’s Chief Financial Officer—the financial health and resources of the fund, the General Partners and the Management Company.

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American and European provider of innovative mission critical software solutions to the global alternative asset community with products including; PrivateEquityOffice, WebLP, ObjectiveFront, ObjectiveOutlook and IOCapture.

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Organizations Supported

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