Thomas Weisel Partners Builds Middle-Market Investment Bank

Thomas Weisel Partners was founded in 1999 by Thomas Weisel, a well-known investment banker.

The company's focus was on building a middle-market investment bank that could provide high-quality financial services to its clients.

With a strong leadership team and a clear vision, Thomas Weisel Partners quickly established itself as a major player in the middle market.

The company's commitment to providing exceptional service and expertise helped it attract a loyal client base and establish a reputation for excellence.

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Thomas Weisel Partners was founded in 1999 by Thomas Weisel, who secured venture capital funding from Silicon Valley investors and launched the firm with a team from the former Montgomery Securities. Weisel's vision was to create a boutique investment banking and wealth management firm that could provide personalized service to clients.

Thomas Weisel Partners quickly gained recognition for its expertise in advising clients on high-profile transactions. In 1999, the firm advised Yahoo! on its $4.6 billion merger with GeoCities, which was a major coup for the young firm.

Here are some key statistics about Thomas Weisel Partners' early success:

Thomas Weisel Partners' success was due in part to Weisel's own experience and expertise. He had a background in economics and finance, and had previously worked as a research analyst and co-founded Robertson, Coleman, Siebel & Weisel.

Thomas Weisel Partners has made 151 investments, demonstrating a significant presence in the investment landscape.

Their latest investment was in Mobiquity as part of their Series B - II on August 26, 2014.

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To succeed in the middle-market investment banking industry, it's essential to have a deep understanding of the market's dynamics. Middle-market investment banks typically focus on companies with revenues between $50 million and $1 billion.

A key factor in building a premier middle-market investment bank is to have a strong team of experienced professionals. Our team at XYZ Investment Bank has an average of 10 years of experience in the industry.

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Middle-market companies often require tailored financial solutions, which is where our expertise comes in. We have a proven track record of successfully executing complex transactions for our clients.

Our focus on middle-market companies allows us to provide personalized service and attention to detail that larger banks often can't match. This approach has helped us build strong relationships with our clients and drive growth in the market.

By leveraging our expertise and network, we've been able to provide our clients with access to capital, strategic advice, and other resources that help them achieve their goals.

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Thomas Weisel Partners has made a significant number of investments, with a total of 151 investments under their belt.

Their investment activities are quite extensive, with a notable investment being in Mobiquity as part of their Series B - II on August 26, 2014.

This shows that Thomas Weisel Partners is active in the investment space and has a clear strategy for supporting businesses at various stages of growth.

Thomas Weisel Partners has had a significant number of portfolio exits, with 67 being a notable figure. The most recent one was CVRx's IPO on June 30, 2021.

Their portfolio exits include a mix of IPOs and acquisitions, with several companies being acquired by notable firms. For instance, Sharespost was acquired by Forge Global on May 12, 2020.

One notable acquisition was SCI Solutions by R1 RCM on January 13, 2020, which is a testament to the firm's ability to facilitate strategic partnerships. The valuation figures for these exits are not publicly disclosed.

Here's a breakdown of Thomas Weisel Partners' notable portfolio exits:

The number of sources cited for each exit varies, with CVRx's IPO having 12 sources and SCI Solutions' acquisition having only 2.

Thomas Weisel Partners has been involved in several acquisitions throughout its history. Their most recent acquisition was Solar Venture Partners on February 9, 2007.

The company has acquired a total of four companies, with the earliest acquisition dating back to June 17, 1998. This acquisition was not publicly disclosed.

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One notable acquisition was made in 2000, where Thomas Weisel Partners invested in a company with a valuation of $XXM at the Series B stage. The total funding for this investment was $XXM.

Here's a summary of Thomas Weisel Partners' acquisitions:

These acquisitions demonstrate Thomas Weisel Partners' involvement in various investment stages and industries.

Thomas Weisel Partners was involved in the initial public offering of EXACT Sciences Corporation, which priced 4,000,000 shares of common stock at $14.00 per share.

The offering was led by Merrill Lynch, CIBC World Markets Corp., and Thomas Weisel Partners LLC in the U.S. portion, and Merrill Lynch International, CIBC World Markets plc, and Thomas Weisel Partners LLC in the international portion.

EXACT Sciences Corporation is an applied genomics company that has developed proprietary technologies for the early detection of several types of cancers, and has selected colorectal cancer as the first application of its technologies.

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The net proceeds of approximately $51.1 million will be used for clinical trials, research and development activities, working capital, and other general corporate purposes.

EXACT Sciences Corporation is based in Maynard, Massachusetts, and was founded in 1995.

A registration statement relating to the securities was filed with and has been declared effective by the U.S. Securities and Exchange Commission.

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