San Rafael Capital Partners, LLC
San Rafael Capital Partners, LLC states that it is a full-service intermediary investment bank focused on all segments of healthcare. Its stated services include buy-side and sell-side M&A advisory, acquisitions, project funding, divestitures, asset monetization, and capital raising.
What stands out about San Rafael Capital Partners, LLC
San Rafael Capital Partners publicly positions itself as a healthcare-focused intermediary investment bank serving domestic and international clients. Its public company page identifies transactions involving capital requirements from $25 million to $500 million, while the current official homepage does not publish named completed transactions, fee terms, or firm-level securities-registration status.[1][2][3]
What does San Rafael Capital Partners, LLC do?
San Rafael Capital Partners, LLC identifies itself as a full-service intermediary investment bank focused on healthcare. The firm states that it provides investment banking and merger-and-acquisition intermediary services.
The firm’s public company page identifies a 2-10 employee size range and states that it specializes in transactions involving capital requirements from $25 million to $500 million.[1][2]
San Rafael Capital Partners states that it supports acquisitions, project funding, divestitures, and asset monetizations. Public descriptions also identify buy-side and sell-side advisory and capital-raising support.[1][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.
Published criteria: The firm's public company page states that it specializes in transactions involving capital requirements from $25 million to $500 million and identifies the company size as 2-10 employees.[2]
What should a business owner evaluate before hiring San Rafael Capital Partners, LLC?
A healthcare owner evaluating the firm should ask for representative completed healthcare transactions and seller references, together with an explanation of the proposed buyer universe and outreach process. The owner should also request the engagement fee, success-fee structure, minimum fee, expense reimbursement, exclusivity, termination, and tail provisions.
Because the current official homepage does not state firm-level securities-registration status, the owner should identify the legal entity performing each advisory or capital-raising service and verify applicable regulatory registrations directly with the relevant regulator. An owner should also ask how conflicts are managed when the firm works on buy-side and sell-side assignments and what transaction size, valuation range, and capital structure the firm currently targets.[1][2]
Which healthcare transactions has the firm completed in the last three years, and can it provide seller references
What buyer universe and outreach process would apply to the business
What are the engagement fee, success fee, minimum fee, expense reimbursement, exclusivity, termination, and tail provisions
What size transactions and clients does San Rafael Capital Partners, LLC focus on?
The firm states that it is focused on all segments of the healthcare industry. A January 2014 launch report identified medical facilities, staffing and practices, and healthcare manufacturing and distribution as focus areas.[1][3]
The current official homepage does not identify named completed transactions, transaction values, buyer identities, or an official transaction archive. The sources cited for this profile therefore do not establish named transaction examples for selection.[1]
The firm’s stated transaction work includes acquisitions, buy-side and sell-side M&A advisory, project funding, divestitures, asset monetization, and capital raising.
A January 2014 launch report described the firm as focused on healthcare mergers and acquisitions and on companies considering acquisition or private-equity growth.[1][3]
What does San Rafael Capital Partners, LLC publicly disclose about fees, process and engagement terms?
The current official homepage does not identify named completed transactions, transaction values, buyer identities, or an official transaction archive. It also does not publish fee percentages, minimum fees, expense terms, exclusivity provisions, termination terms, or tail provisions.
The same homepage does not state a firm-level SEC, FINRA, or state securities-registration identifier or registration status.[1]
The official homepage identifies the business as San Rafael Capital Partners, LLC and describes it as an intermediary investment bank.
The current official homepage does not state a firm-level SEC, FINRA, or state securities-registration identifier or registration status. That status should be verified directly with the relevant regulator before engagement.[1]
Publicly stated service lanes indicate that the firm acts as an intermediary for acquisitions, buy-side and sell-side M&A advisory, project funding, divestitures, asset monetization, and capital raising.
The current official homepage does not publish fee percentages, minimum fees, expense terms, exclusivity provisions, termination terms, or tail provisions. Specific outreach methodology, engagement mechanics, and contractual terms should be confirmed directly with the firm.[1]
Questions to ask before hiring San Rafael Capital Partners, LLC
Which healthcare transactions has the firm completed in the last three years, and can it provide seller references?
What buyer universe and outreach process would apply to the business?
What are the engagement fee, success fee, minimum fee, expense reimbursement, exclusivity, termination, and tail provisions?
Which legal entity performs advisory and capital-raising services, and what securities or state regulatory registrations apply?
How are conflicts managed when the firm works on buy-side and sell-side assignments?
What valuation range, transaction size, and capital structure does the firm currently target?
Sources & research notes
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.