CLOs on the Move

Credit Union of Southern California

www.cusocal.org

 
At CU SoCal, we believe we are more than a place to save and borrow money. We are a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they are looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million
  • www.cusocal.org
  • 8101 E. Kaiser Boulevard Suite 300
    Anaheim, CA USA 92808
  • Phone: 562.698.8326
  • Fax: 714.990.5492

Executives

Name Title Contact Details

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Generational Equity

Generational Equity and its professionals work with middle-market business owners who are contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers, or divestitures. Our highly experienced Merger and Acquisition specialists provide insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for sale, or should the focus be on building value for a future sale? We regularly conduct informational one-day conferences that provide business owners with an overview of the process necessary to successfully sell a private middle market business for maximum value. The information presented in the conference is a vital part of a strategy to ultimately sell your business for the highest possible price. Our seasoned M&A professionals can help the business owner anticipate challenges and understand what needs to be done at every juncture of a transaction. For every client that goes to market, we prepare a customized marketing strategy that presents the business to the most appropriate potential buyers while maintaining strict Client confidentiality.