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Aron Heikali, CBI, CM&AP

Broker License # (Securities Representative) 6440927

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We specialize in complex transactions involving businesses with $4MM+ in annual revenues

Company

Columbia Capital Securities

Founded in 2007, Columbia Capital Securities is an SEC-registered, boutique investment bank with extensive contacts among both financial and strategic buyers. Our clients benefit from our expertise in conducting a thorough, hands-on approach to selling a business. We would be happy to learn more about you and discuss ways we might be able to help.

Services Offered

The list of transaction types I can help with includes the following:

1. Selling a business (whether a 100% ownership stake or less)
2. Buying a business
3. Raising capital to buyout a partner

I serve companies located all across the USA, but do also offer select services to companies headquartered abroad.

About

I am an associate investment banker and M&A advisor at Columbia Capital Securities. I am not licensed as a real estate agent. I am licensed as a securities broker and investment banker, and can serve clients across the entire USA.

There are many reasons to work with me and our firm. Here are just a few of them:

1. Unlike almost all business brokerage firms, our firm is an SEC-registered securities broker/dealer, which gives me far more legal flexibility to structure your transaction in ways that the typical business broker legally cannot.

2. We have the expertise necessary to advise on larger and/or more complex transactions than those typically managed by a business broker.

3. We are multi-service M&A and financial intermediaries that can not only help you sell your business (if you are ready), but can also help you to access capital for growth, acquisitions, or other purposes.

4. We have access to a large network of capital sources and private investment groups to which we can market your transaction.

Please don't hesitate to contact me for a free, no-obligation consultation.

Areas Served

  • Los Angeles County, CA
  • Ventura County, CA
  • Orange County, CA
  • Santa Barbara County, CA
  • San Bernardino County, CA
  • Riverside County, CA
  • San Diego County, CA
  • Kern County, CA
  • San Luis Obispo County, CA
  • Fresno County, CA

Licensed In

California(Securities Representative) 6440927

Affiliations

  • EDUCATION University of Southern California (USC) *B.A. in Economics *B.S. in Accounting *B.S. in Business Administration PROFESSIONAL LICENSURE & CERTIFICATIONS Financial Industry Regulatory Authority (FINRA) *Series 63 (Uniform Securities Agent State Law Examination) *Series 79 (Investment Banking Registered Representative Examination) CFA Institute *Level III Candidate in the Chartered Financial Analyst (CFA) program International Business Brokers Association (IBBA) *Certified Business Intermediary ("CBI") *Member M&A Source *Member Coles College of Business *Certified Mergers and Acquisitions Professional ("CM&AP")

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