We were established in 1996 to make private investments in early-stage and emerging growth companies for which Blue Mesa played an integral role from an operating and strategic perspective. Our affiliate, Maxim Advisors, primarily serves as a strategic and transactional advisor to growth companies (public and private), their management teams, and Boards of Directors from formation through exit. Maxim helps entrepreneurs and entrepreneurial businesses accelerate value creation.
Our Founder, and Managing Partner, Marc Morgenstern, is a veteran deal maker, advisor, and entrepreneur who has structured, negotiated, and closed hundreds of transactions throughout the United States, as a principal, business advisor, or counsel. These include start-ups, venture capital and private equity investments, acquisitions and sales of public and private companies, and initial public offerings.
He is also a co-founder and Managing Partner of Access Ventures, a committed capital fund formed in 2002 to co-invest in venture-stage, technology companies. Among the Fund's exits are Synchronoss Technologies (SNCR:NASDAQ) and Be Vocal (sale to Nuance).
Mr. Morgenstern co-founded and was the CEO of Equity Realty Securities (a real estate securities placement agent), and a General Partner in Equity Investors (which developed and bought shopping centers, apartments, hotels, and office buildings).
Blue Mesa and Maxim Advisors bring unique insights and perspectives reflecting an unusually broad operating, investment, strategic, legal, and business experience.
Our Locations
California(415) 775-1072
Ohio2900 Drummond Rd.
Cleveland, OH 44120
(216) 921-8567