Crestory Capital
Crestory Capital presents itself as a business-exit and IPO-advisory firm for $1M+ revenue companies. Its stated services include confidential valuation, SDE recasting, marketing-package preparation, buyer screening, negotiation, and closing support. The firm also describes Asian and cross-border specialization and a confidential sell-side process.
What stands out about Crestory Capital
Crestory Capital publicly describes a confidential, success-fee-oriented business-sale process that includes valuation, financial presentation, buyer-financing setup, marketplace and direct buyer outreach, diligence, negotiation, escrow, and transition assistance. It states that it typically works with companies valued at $1M-$100M+ and owner-operated businesses with $1M-$10M+ in annual revenue.[1][2][3][4][6]
What does Crestory Capital do?
Crestory Capital presents itself as a business-exit and IPO-advisory firm for $1M+ revenue companies and lists Daniel Hu and Los Angeles, California contact information. Its stated services include business brokerage, capital strategy, and IPO advisory.[1][4]
The firm publicly states that it provides confidential business valuations, SDE recasting, operational optimization, CIM and blind-teaser preparation, buyer screening, negotiation, and closing support for business-sale engagements.
Its stated sell-side process also includes buyer-financing setup, private-database and marketplace distribution, direct buyer outreach, LOI comparison, due diligence, contract coordination, escrow, and transition assistance.[1][2]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
What should a business owner evaluate before hiring Crestory Capital?
Owners evaluating an engagement should confirm the legal entity signing the agreement, the exact success-fee and expense provisions, any tail or termination terms, and how partial sales or recapitalizations are treated. The Terms page does not publish a universal fee percentage, minimum fee, tail period, or termination schedule.
Owners should also request verifiable completed-transaction examples, clarify which marketplaces and buyer databases will be used, and understand how financing coordination and buyer screening will operate. The Current Listings page does not publicly identify named businesses or dated completed transactions in its displayed content.
If IPO or capital-markets support is under consideration, the scope of Crestory Capital’s role and the roles of separately engaged regulated or professional advisers should be established in writing, given the Terms page’s statement that the firm is not acting as a registered broker-dealer or investment adviser.[2][4][6]
What legal entity will sign the broker or advisory agreement, and what are the exact success-fee, minimum-fee, expense, tail, exclusivity, and termination provisions
Which completed transactions can be verified directly, including industry, size, date, buyer type, and role performed
What size transactions does Crestory Capital handle?
The firm’s homepage describes business brokerage and IPO or capital-markets advisory for $1M+ revenue companies, while its process page sets out a ten-step sell-side process involving valuation, financial preparation, buyer qualification, outreach, negotiation, diligence, escrow, and transition.[1][2]
Crestory Capital describes a confidential sell-side brokerage process that includes valuation, preparation of marketing materials, buyer screening, financing coordination, buyer outreach, LOI comparison, negotiation, diligence, escrow, and transition assistance.
The firm states that business-sale engagements have no upfront fees and that it is compensated only upon successful closing.[1][2]
The official website identifies cross-border entrepreneurs in e-commerce, food and beverage, manufacturing, and professional services as focus areas. It also describes Asian and cross-border specialization alongside U.S. business-sale and capital-markets support.[1]
What does Crestory Capital publicly disclose about fees and engagement terms?
The Current Listings page presents an Active Opportunities section but does not publicly identify named businesses or dated completed transactions in the displayed content; it also states that many larger deals are strictly confidential.
The Terms page does not publish a universal broker-fee percentage, minimum fee, tail period, or termination schedule and states that actual engagements are governed by separate written agreements.
The Terms page does not identify a firm-level broker-dealer or investment-adviser registration number or regulator record; it states instead that Crestory Capital is not acting as a registered broker-dealer or investment adviser under federal or state securities laws.[4][6]
Crestory Capital’s Terms page states that the firm provides business brokerage, capital strategy, and IPO advisory services and is not acting as a registered broker-dealer or investment adviser under federal or state securities laws.
A California Department of Real Estate public record identifies Zaihua Hu as a licensed salesperson, license ID 02254646, with an expiration date of April 7, 2029, and identifies Ronny Santana as the responsible broker.[4][5]
The stated sell-side process begins with valuation and a broker agreement, continues through CIM and blind-teaser preparation, financing setup, private-database and marketplace distribution, direct strategic-buyer outreach, NDA-protected information release, LOI comparison, negotiation, diligence, contract coordination, escrow, and transition assistance.
The firm states that business-sale engagements have no upfront fees and that compensation is payable upon successful closing.[2]
Questions to ask before hiring Crestory Capital
What legal entity will sign the broker or advisory agreement, and what are the exact success-fee, minimum-fee, expense, tail, exclusivity, and termination provisions?
Which completed transactions can be verified directly, including industry, size, date, buyer type, and role performed?
Which marketplaces, private buyer databases, and direct outreach channels will be used, and how will buyer screening be handled?
What financing partners or lender relationships will support the buyer-financing process?
If IPO or capital-markets support is considered, which activities are performed by Crestory Capital and which are performed by separately engaged broker-dealers, investment advisers, attorneys, auditors, underwriters, or investor-relations firms?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Transaction size / criteria
- Structure / regulatory context
- Structure / regulatory context
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.