In order to do that we prepare a financing package that articulates the opportunity in a clear and concise manner such that financiers may better understand how the deal fits with their investment mandates, from senior bank lenders through to private equity investors. CEO & Partner at Insignia Capital Group San Francisco Bay Area 0 connections. 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. 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. CEO & Partner Insignia Capital Group. 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. Ms.Hennessy is a Relationship Manager with InSignia, focusing on business development and deal origination. We partner with company founders and management teams to help drive growth and achieve true business potential. 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. 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. Insignia Capital Group serves customers in the United States. Tel: (925) 399-8900. We partner with company founders and management teams to help drive growth and achieve true business potential. 1333 N. California Blvd, Suite 520  |  Walnut Creek, CA 94596 Therefore, we typically separate the due diligence process into two stages: preliminary stage and a more formal deep dive. 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. Partner Insignia Capital Group. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. Report this profile; Experience. We partner with company founders and management teams to help drive growth and achieve true business potential. 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. In a prior role he worked for the National Bank Financial Wealth Management and Raymond James supporting advisory teams with business development activities. 2011 Follow us. Mr. Peters is the Managing Director with InSignia where he is responsible for deal origination, structuring, and execution. Mr. Shcherbakov is Vice President with InSignia focusing on due diligence and underwriting. This is the Insignia Capital Group company profile. 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. The Company invests in technology, energy, research, and food companies. 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. Join to Connect. Founded in 2011, Insignia Capital Group is a private equity firm based in Walnut Creek, California. 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. The firm focuses exclusively on lower middle-market companies. Insignia Capital Group is a private equity company based in Walnut Creek, CA. Insignia Capital Group | 367 followers on LinkedIn. Insignia Capital Group Finance Investment Investment Management Private equity firm in the San Francisco Bay Area dedicated to helping lower middle-market companies achieve their true business potential. We look for companies with attractive business prospects that may, in certain cases, be constrained from capitalizing on available growth and value creation opportunities. Obtaining the appropriate financing for a client is all about the matching the right deal with the right capital through information being presented. Insignia Capital Group, LLC operates as a private equity firm. 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: See who you know in common; A term sheet is a document that outlines the terms by which a funding source will make a financial investment in a business. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. Suggest edits Founded. © Copyright 2020 Insignia Capital Group, L.P. Glassdoor gives you an inside look at what it's like to work at Insignia Capital Group, including salaries, reviews, office photos, and more. It is a non-binding document, in that once it’s executed, it is used to guide the preparation of the final financing commitment. This process continues, only with more detail, in the formal due diligence phase once the engagement letter is signed. An extremely important part of a financing process is well-conducted due diligence. Prior to joining the team Mr. Shcherbakov worked for the CIBC Mid-Market Group focusing on underwriting large corporate and syndicated transactions. Report this profile; Experience. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. 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. View Mel Deane’s full profile to. Sep 2011 – Present 8 years 11 months. Insignia Capital Groupis a San Francisco Bay Area private equity firm focused on lower middle-market companies. In doing so, we commit to bring our full selves to every interaction to create a lasting positive impact. All content is posted anonymously by employees working at Insignia Capital Group. 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. Founded in 2011, Insignia Capital Group is a private equity firm and is based in Walnut Creek, California. Insignia Capital Group General Information Description. It should be noted that we are not in the practice of engaging with clients where the probability of achieving a successful outcome has not reached a minimum threshold. 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. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. It is rather evident that this process can be a very expensive and time consuming undertaking. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on middle-market companies. 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. All rights reserved. In many cases we would also provide feedback on how the client may position themselves to become financeable. Insignia Capital Group. Insignia Capital Group. The firm focuses exclusively on lower middle-market companies. Not only is the financial condition of the company thoroughly reviewed but so is the entire operations of the business. They operate 2 private funds and have approximately $370.5 million in total assets under management (AUM). 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.