Peter A Sokoloff & Co
Peter A. Sokoloff & Co. was a Los Angeles-based investment-banking and M&A advisory firm focused on telecommunications and security solutions. CLA Meridian Capital announced its merger with the firm in 2018, with Pete Sokoloff joining CLA Meridian Capital as Senior Advisor.
What stands out about Peter A Sokoloff & Co
The historical Peter A. Sokoloff & Co. identity is tied to telecommunications and security-solutions M&A advisory work. The firm merged with CLA Meridian Capital in 2018, so an owner evaluating an engagement should confirm the contracting entity, current transaction team, and the role of Pete Sokoloff.[1][2][3][4][5][6][7]
What does Peter A Sokoloff & Co do?
Peter A. Sokoloff & Co. was described as a Los Angeles-based M&A advisory firm focused on telecommunications and security solutions. Its historical page identified the business as an investment-banking and advisory firm associated with Peter Sokoloff.
CLA Meridian Capital announced on July 31, 2018 that Peter A. Sokoloff & Co. merged with CLA Meridian Capital and that Pete Sokoloff joined CLA Meridian Capital as Senior Advisor. This profile therefore distinguishes the historical firm identity from the successor platform.[1][2]
The historical firm described its mission as providing advisory services and supporting corporate growth by bringing together financial and industry partnerships. Its historical materials also characterized the business as an investment-banking and advisory firm.
CLA Meridian Capital’s current services page lists M&A Advisory, Capital Raising, Buy Side Advisory, and Strategic Advisory. These are successor-platform services and should not be treated as a separately documented current service menu for Peter A. Sokoloff & Co.[2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Peter A Sokoloff & Co?
An owner considering an engagement should distinguish the historical Peter A. Sokoloff & Co. identity from the current CLA Meridian Capital platform. Public materials establish telecommunications and security-solutions advisory positioning, Pete Sokoloff’s successor-platform involvement, and named successor-platform transaction examples.
Before engagement, the owner should confirm the contracting legal entity, the professionals who will staff the transaction, the applicable sector, size, and geographic criteria, and the fee, expense, exclusivity, termination, and tail provisions. The owner should also clarify which transactions were directly led by Pete Sokoloff and how conflicts, confidentiality, regulatory approvals, and management-continuity issues are handled.[1][2][4][5][6][7]
Is Peter A. Sokoloff & Co. still an active legal or trading entity, or would a new engagement be contracted with CLA Meridian Capital
What size transactions and clients does Peter A Sokoloff & Co focus on?
The historical firm specialized in mergers and acquisitions for telecommunications and homeland-security industries and was also described as focused on telecommunications and security-solutions industries.
Current CLA Meridian Capital telecom materials identify subsectors including cable MSOs, EF&I companies, fiber service providers, ISVs, managed services firms, network construction, OSS, public-safety network providers, satellite and transport providers, service bureaus, software and network integrators, and telecom engineering, consulting, and professional-services companies.[1][2][4]
Official CLA Meridian Capital transaction pages identify LocalTel Communications as acquired by Ziply Fiber, QC Data as acquired by EN Engineering, and Apollo Video Technology as acquired by Luminator Technology Group. The LocalTel page identifies Pete Sokoloff as Senior Advisor, Telecommunications, and the QC Data page identifies him as Industry Advisor. The Apollo page states that CLA Meridian Capital served as financial advisor to Apollo and its shareholders.
These are successor-platform examples and are not presented as standalone Peter A. Sokoloff & Co. transactions. CLA Meridian Capital’s telecom page also lists Cortel, Inc. among telecommunications transaction examples.[4][5][6][7]
The historical firm’s stated focus was mergers and acquisitions. Current successor-platform materials describe M&A advisory, capital raising, buy-side advisory, and strategic advisory services.
The cited materials establish these activities at the historical-firm or successor-platform level. They do not establish that every current CLA Meridian Capital service was offered by Peter A. Sokoloff & Co. as a standalone firm.[2][3]
What does Peter A Sokoloff & Co publicly disclose about fees, process and engagement terms?
The cited historical Peter A. Sokoloff & Co. page does not state the firm’s current standalone legal-entity status, current ownership, current fee schedule, minimum transaction size, or transaction-consideration terms.
The cited CLA Meridian Capital merger announcement establishes the 2018 merger and Pete Sokoloff’s successor role but does not state that Peter A. Sokoloff & Co. remains an independently active legal or trading entity after the merger.
The cited current CLA Meridian Capital telecom page does not state minimum revenue, EBITDA, enterprise-value, transaction-size, or company-size criteria for the telecom advisory practice. The cited LocalTel, QC Data, and Apollo transaction pages do not disclose the respective transaction consideration, valuation, advisory fees, or detailed ownership terms identified in those pages.[1][2][4][5][6][7]
CLA Meridian Capital’s announcement states that CLA Meridian Capital is the investment-banking division of CliftonLarsonAllen Wealth Advisors, LLC. The announcement describes CliftonLarsonAllen Wealth Advisors, LLC as an SEC-registered investment adviser and broker-dealer and as a member of FINRA and SIPC.
This structure information applies to the successor platform and does not establish a separate current regulatory status for the historical Peter A. Sokoloff & Co. entity.[1]
The historical firm page describes an advisory mission centered on advisory services and financial and industry partnerships. The sources cited for this profile do not establish a public engagement process or sequence of transaction steps.[2]
Questions to ask before hiring Peter A Sokoloff & Co
Is Peter A. Sokoloff & Co. still an active legal or trading entity, or would a new engagement be contracted with CLA Meridian Capital?
Which current professionals would staff the transaction, and what role would Pete Sokoloff have?
What current sector, size, and geographic criteria would apply to the mandate?
What are the fee, expense, exclusivity, termination, and tail provisions?
Which recent transactions were directly led by Pete Sokoloff rather than conducted by the broader CLA Meridian Capital platform?
How are conflicts, confidentiality, regulatory approvals, and management-continuity issues handled?
Sources & research notes
- Official website / firm overview
- Identity / organization record
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
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.
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