About Core Venture PartnersMerchant banking and financial advisory firm, focused on the under-served middle market sector.
The removal of The Glass-Steagall Act that combined investment banks with commercial banks has created a void in the early stage and middle market advisory sector that Core addresses.The firm is led by Joe Martinez an investment banker with experience as the CFO and CEO of several public companies who has led numerous funding and M&A transactions.
The primary focus of the firm is to assist companies with financial and organizational structuring that provides for debt and equity funding alternatives. This advice includes the proper preparation for an initial public offering or the eventual sale of the company if an exit is the objective of the company. Preparation is the key to a proper strategy once the objective of the company is determined so that an action plan is put in place with clearly defined milestones.
Having worked as an operating executive with Fortune 500 companies such as Xerox and IBM, and as a senior executive with several highly visible Silicon Valley venture funded companies that went public via an IPO, Mr. Martinez is acutely aware of the challenges encountered by most entrepreneurs. His experience as the CEO of public companies his contacts and relationships established with Wall Street financial institutions and law firms have provided him with the experience necessary to assist companies with all levels of financial and organizational advice. In addition a very valuable component to Core are the relationships that Mr. Martinez has established with successful global operating executives and entrepreneurs from Europe, China, Australia and The Americas. These executives have specific areas of expertise that provide our clients with senior level advice in the areas of marketing, technology, legal and finance as well as in country culture, language and presence.