Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. Insignia Capital Group is a private equity firm in the San Francisco Bay Area dedicated to helping lower middle-market companies achieve their true business potential. Therefore, we typically separate the due diligence process into two stages: preliminary stage and a more formal deep dive. It is rather evident that this process can be a very expensive and time consuming undertaking. Sep 2011 – Present 8 years 11 months. This process continues, only with more detail, in the formal due diligence phase once the engagement letter is signed. All content is posted anonymously by employees working at Insignia Capital Group. Founded in 2011, Insignia Capital Group is a private equity firm based in Walnut Creek, California. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. View Mel Deane’s full profile to. CEO & Partner Insignia Capital Group. Join to Connect. In a role prior, he worked in the area of commercial credit with TD Canada Trust as a Small Business Account Manager where he worked closely with business owners to attain optimal financing terms. Founded in 2011, Insignia Capital Group is a private equity firm and is based in Walnut Creek, California. Prior to joining the team Mr. Shcherbakov worked for the CIBC Mid-Market Group focusing on underwriting large corporate and syndicated transactions. We are a commercial financing company helping small to medium public and private businesses across a diverse set of industries attain the most appropriate & suitable funding options given their level of financeability. All rights reserved. Prior to joining InSignia, Michelle has enjoyed a successful career for the past 18 years in the insurance industry where she developed and sold several insurance brokerages and has mentored insurance agents throughout Western Canada. Basically, our goal through the preliminary due diligence is to obtain enough information to have an understanding of whether or not the company meets our criteria required for financing. We aspire to drive professional and financial success for our stakeholders across economic cycles by helping to build exceptional companies that exceed customer expectations and set new standards of excellence in their industries. The firm focuses exclusively on lower middle-market companies. © Copyright 2020 Insignia Capital Group, L.P. We partner with company founders and management teams to help drive growth and achieve true business potential. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. Ms.Hennessy is a Relationship Manager with InSignia, focusing on business development and deal origination. During the due diligence phase if it has been determined that the opportunity does not meet our guidelines we would do our best to advise the client of alternative options that may be better suited for their current needs. Mr. Shcherbakov is Vice President with InSignia focusing on due diligence and underwriting. Prior to that Mr. Peters held several management positions with TD Canada Trust in the areas of real estate secured lending, discretionary wealth management and private investment counselling. 1333 N. California Blvd, Suite 520 | Walnut Creek, CA 94596 In doing so, we commit to bring our full selves to every interaction to create a lasting positive impact. You can view more information on Insignia Capital Group including private fund info, contact info, top management and executives, website, email addresses, and more below: Our packages are based on a comprehensive understanding of the current investment criteria and underwriting guidelines of the funding sources, which is critical to the success of the capital raise. The Company invests in technology, energy, research, and food companies. Suggest edits Founded. Mr. Peters is the Managing Director with InSignia where he is responsible for deal origination, structuring, and execution. Formerly Mr. Peters held the role of Senior Underwriter for a private capital pool of funds raised from high net worth individuals based in Calgary. They operate 2 private funds and have approximately $370.5 million in total assets under management (AUM). This is the Insignia Capital Group company profile. Glassdoor gives you an inside look at what it's like to work at Insignia Capital Group, including salaries, reviews, office photos, and more. Insignia Capital Group is a private equity company based in Walnut Creek, CA. Obtaining the appropriate financing for a client is all about the matching the right deal with the right capital through information being presented. It is a non-binding document, in that once it’s executed, it is used to guide the preparation of the final financing commitment. Insignia Capital Group. Partner Insignia Capital Group. InSignia has access to it’s proprietary and organically-grown funder’s circle spanning from traditional types of capital such as senior debt and equity to alternative financing vehicles such as mezzanine debt, subordinated debt, and asset-based lending. We look for companies with attractive business prospects that may, in certain cases, be constrained from capitalizing on available growth and value creation opportunities. Once a determination is made that the likelihood of obtaining financing is within acceptable parameters, a formal engagement will be required to proceed with the financing process which would outline the responsibilities of both the client and the advisory team. It’s also an opportunity to determine early if whether or not there are any obvious skeletons in the closet, anything of significance that could jeopardize the financing. We partner with company founders and management teams to help drive growth and achieve true business potential. Insignia Capital Group. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on middle-market companies. Insignia Capital Group General Information Description. Tel: (925) 399-8900. In many cases we would also provide feedback on how the client may position themselves to become financeable. 2011 Follow us. Prior to his role with InSignia, Mr. Peters served as a Director and Senior Underwriter for a sell-side advisory firm that specialized in providing financing for commercial real estate. About InSignia Capital We are a commercial financing company helping small to medium public and private businesses across a diverse set of industries attain the most appropriate & suitable funding options given their level of financeability. In a prior role he worked for the National Bank Financial Wealth Management and Raymond James supporting advisory teams with business development activities. Insignia Capital Group | 367 followers on LinkedIn. Report this profile; Experience. Insignia Capital Group serves customers in the United States. CEO & Partner at Insignia Capital Group San Francisco Bay Area 0 connections.