ATALYST | FINANCIAL GROUP

www.atalyst.com

ATALYST is a trusted investment banking and mortgage banking firm. Our advisory services are all centered on devising strategies to meet our client’s goals then leveraging our experience and relationships to optimize deal execution. We have earned our reputation of excellence by providing clients with peerless advice and senior level attention. We serve a broad base of customers including developers, entrepreneurs, business owners and mid-cap companies. Investment Banking • Corporate advisory (M&A, debt & equity financing) • Restructuring advisory Mortgage Banking • Institutional loan origination • Private money lending We founded ATALYST on the premise that creating a corporate culture rooted in integrity, service, hard work, and diligence would attract the best employees and translate to the highest levels of client satisfaction. FINRA CRD: 4723317 / NMLS ID: 369363 / CAL BRE: 01980073 / NV DRE: 181750 Securities offered through Finalis Securities LLC Member FINRA/SIPC. Atalyst Financial Group and Finalis Securities LLC are separate, unaffiliated entities.

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ATALYST is a trusted investment banking and mortgage banking firm. Our advisory services are all centered on devising strategies to meet our client’s goals then leveraging our experience and relationships to optimize deal execution. We have earned our reputation of excellence by providing clients with peerless advice and senior level attention. We serve a broad base of customers including developers, entrepreneurs, business owners and mid-cap companies. Investment Banking • Corporate advisory (M&A, debt & equity financing) • Restructuring advisory Mortgage Banking • Institutional loan origination • Private money lending We founded ATALYST on the premise that creating a corporate culture rooted in integrity, service, hard work, and diligence would attract the best employees and translate to the highest levels of client satisfaction. FINRA CRD: 4723317 / NMLS ID: 369363 / CAL BRE: 01980073 / NV DRE: 181750 Securities offered through Finalis Securities LLC Member FINRA/SIPC. Atalyst Financial Group and Finalis Securities LLC are separate, unaffiliated entities.

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Country

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State

California

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City (Headquarters)

Walnut Creek

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Employees

1-10

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Founded

2010

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  • Managing Director

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  • Managing Director

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  • Managing Director

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    Phone (***) ****-****

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