About Us

Kerlin Capital Group provides investment banking advisory and transaction services for clients across a wide spectrum of industries and situations. Founded in 1994 and based in Los Angeles, we work primarily with executives, boards and owners of mid-sized companies to help them define and accomplish their strategic business objectives.

Kerlin differs from other traditional investment banking firms which are typically organized to distribute a standard lineup of products. As a private investment banking firm, we are in a unique position to provide objective advice and individualized service and to work with clients in ways that would be unheard of among the investment banking divisions of larger institutions. Our approach is straightforward, consultative and honest — we always look to the long-term best interests of our clients.

Our orientation to clients is based on enduring relationships instead of individual transactions. However, when we do lead a client through a transaction we apply decades of experience and deep relationships to achieve unparalleled results, whether it is a relatively small transaction, a make-or-break situation or a highly complex matter. In fact, we have a predilection for assignments that require us to roll up our sleeves and manage a number of moving parts.

Our goal is to provide advice and services for our clients throughout the evolution of their business, and we handle a wide range of assignments, including mergers and acquisitions, capital raising, shareholder liquidity planning and process issues.

“Kerlin has long been an important partner of Farmer Bros, helping us transform our business through two acquisitions that were strategically critical for us.”Rocky Laverty CEO, Farmer Bros. Co