Private Capital Corporation
#7 Mount Lassen Drive
Suite C 116
San Rafael, California 94903
Ph: (415) 524-8266 ext. 17
Fax: (415) 448-5298
Private Capital (PCC) is an investment-banking firm established in 1976 when Employee Stock Ownership Plans (ESOP) burst onto the financial scene. The creator of the ESOP was securities lawyer Lou Kelso who participated in the first 200 of these plans. In 1978, PCC acquired Kelso Company. In 1981, PCC sold its interest in Kelso and reverted to ESOP consulting and private placements. But some clients continued to ask for help in refinancing, selling or acquiring other companies. This activity led to a new beginning and PCC eventually became a pioneer in designing and implementing comprehensive assessment of ownership options for privately held, mid-market companies.
Our leadership in strategic and financial advisory markets is the result of an interdisciplinary approach. We use proprietary knowledge to analyze client situations, financial opportunities and risks associated with ownership and management succession. Consider this record:
Knowledge Summit at American College features Ralph Christie, chairman and CEO of Merrick & Co. He reviews how his company, faced with a dark future, used strategic succession planning to achieve great success.