DBO Partners, founded in 2012, is an independent investment banking firm dedicated to providing client-focused, confidential, and thoughtful advice. Specializing in Mergers & Acquisitions, Private Capital Raising, Strategic Advisory, Financial Restructuring, and Fairness Opinions, DBO Partners serves a diverse range of public and private companies across various industries. With a commitment to building long-term relationships, the firm operates from its headquarters in Silicon Valley and an office in New York, offering tailored financial solutions and strategic guidance.
Serves as the primary operational hub, housing key leadership and deal teams, focusing on strategic advisory and investment banking services, particularly for technology and growth companies in the Silicon Valley ecosystem.
Located on Sand Hill Road, renowned as a center for venture capital and technology finance, providing proximity to key clients and industry players.
Emphasizes a client-centric, collaborative, and discreet approach, typical of boutique investment banks focused on high-value advisory. The culture fosters rigorous analysis and long-term relationship building.
Its Sand Hill Road location places DBO Partners at the epicenter of innovation and investment, facilitating access to a dynamic network of tech companies, entrepreneurs, and investors critical to its advisory practice.
While DBO Partners has physical offices in the United States (Silicon Valley and New York), its advisory services and client engagements often have a global reach. The firm supports clients in navigating international markets, cross-border M&A transactions, and connecting with global investors, leveraging its expertise and network, although its primary operational footprint is US-based.
2882 Sand Hill Road, Suite 100
Menlo Park
CA
USA
Address: 780 Third Avenue, Suite 2502, New York, NY 10017
To provide comprehensive advisory coverage across key US financial centers, tapping into the New York market for deal origination, capital raising, and client relationship management on the East Coast.
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As of April 2025, DBO Partners (Acquired by Piper Sandler)' leadership includes:
DBO Partners (Acquired by Piper Sandler) has been backed by several prominent investors over the years, including:
In the past year, DBO Partners recognized internal talent by promoting Kyle Meng and Sean Mooney to Managing Director, and Alex Friedberg to Director in January 2024, strengthening its senior advisory team. No major external executive hires or departures were publicly announced.
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DBO Partners typically utilizes a professional email format common in the financial services industry. The most probable format combines the first initial and last name of the employee, followed by the company's domain.
[first_initial][last]@dbopartners.com
Format
gdean@dbopartners.com
Example
80%
Success rate
Haveli Investments • April 2, 2024
DBO Partners acted as financial advisor to Certinia in securing a significant growth investment from Haveli Investments, aimed at accelerating Certinia's growth and innovation in the professional services automation software market....more
Splunk Inc. • September 21, 2023 (announced)
DBO Partners served as a financial advisor to Splunk in its definitive agreement to be acquired by Cisco for approximately $28 billion. This landmark transaction combines two leaders in data analytics, security, and observability....more
BioCatch • December 19, 2023
DBO Partners acted as financial advisor to Permira on its acquisition of a majority stake in BioCatch, a leader in behavioral biometrics and digital fraud detection. This investment aims to support BioCatch's continued global expansion....more
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