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The firm was founded in 1990 initially focused on the
Pacific Northwest region then in 1998 the firm shifted to focus solely on the global technology sector in institutional equities (research, sales, trading) and investment banking (mergers and acquisitions and public offerings). Scott Sandbo was
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region. The bank focused on the global technology sector in institutional equities (research, sales, trading) and investment banking (mergers and acquisitions and public offerings).
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investment banking unit, KeyBanc
Capital Markets (KBCM), announced its intention to acquire Pacific Crest and Pacific Crest was merged into KBCM in 2015.
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David Spitz, Managing
Director at Pacific Crest Securities: Measure Your Success: Tell Your Story Using SaaS Metrics (Video + Transcript) | SaaStr
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At the time of the acquisition, Pacific Crest
Securities had 170 employees in their offices worldwide.
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698:"ARCHITEXT: Investment bank Pacific Crest Securities opens Boston office • Daily Journal of Commerce"
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Pacific Crest was an active managing underwriter for technology initial public offerings including
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companies' operational and financial metrics. The SaaS survey has become a standard for reporting
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In 2010 Pacific Crest established an annual survey to provide benchmark information to private
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to provide data and perspectives on the dynamics impacting the technology landscape in China.
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In 2011 Pacific Crest acquired
Shanghai-based investment research firm, Pacific Epoch, from
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616:"Pacific Crest Securities Buys Shanghai-based Bank to Help Navigate the China Web Chaos"
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545:"SaaS Results and Benchmark Data from Pacific Crest | OpenView Labs"
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569:"Customer Success Takeaways from the Pacific Crest SaaS CEO Survey"
217:, margins and customer acquisition data for private SaaS companies
398:"Concentrated effort: The best of the boutiques and regionals"
252:"BrokerCheck - Find a broker, investment or financial advisor"
573:
Customer
Success and Product Experience Software | Gainsight
96:'s investment banking unit, KeyBanc Capital Markets (KBCM)
641:"KeyCorp to Buy Pacific Crest Securities as Profit Rises"
521:"Lessons Learned From The 2013 Pacific Crest SaaS Survey"
191:
and
Greenwich Associates for its technology research.
325:"Institutional clients eat up Pacific Crest research"
350:"Pacific Crest Securities among 'best of boutique'"
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145:, Equity Investments (research, sales, and trading)
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276:"Pacific Crest Securities Llc SEC Registration"
185:was president. Pacific Crest was recognized by
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673:"Key locks up Pacific Crest Securities deal"
446:"Facebook adds 25 more underwriters for IPO"
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134:Scott Sandbo (CEO), Daniel Shank (CFO/COO)
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496:"2016 Pacific Crest SaaS Survey – Part 1"
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7:
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639:Johnson, Andrew R. (2014-07-17).
301:"Fewer, Cheaper Exits for Tech"
374:"The sunny side of the Street"
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696:Gellner, Arrol (2001-05-15).
164:was an American independent
124:Worldwide technology sector
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494:Skok, David (2016-10-17).
702:Daily Journal of Commerce
162:Pacific Crest Securities
17:Pacific Crest Securities
168:initially based in the
402:Institutional Investor
378:Institutional Investor
188:Institutional Investor
256:brokercheck.finra.org
677:www.bizjournals.com
645:Wall Street Journal
354:www.bizjournals.com
329:www.bizjournals.com
151:Number of employees
61:George Edward Glass
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181:chairman and CEO,
143:Investment banking
36:Financial services
519:Columbus, Louis.
500:For Entrepreneurs
170:Pacific Northwest
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705:. Retrieved
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452:. 2012-03-08
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215:growth rates
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183:George Glass
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101:Headquarters
22:Company type
475:www.sec.gov
426:www.sec.gov
422:"424(B)(4)"
305:www.wsj.com
120:Area served
722:Categories
707:2020-12-18
682:2021-12-17
658:2020-12-17
625:2021-12-17
620:TechCrunch
602:2021-12-13
579:2021-06-28
554:2021-06-28
530:2021-06-28
505:2021-04-27
480:2021-10-29
471:"Form S-1"
456:2021-10-29
431:2021-10-29
407:2020-11-21
383:2020-09-16
359:2020-09-16
335:2021-04-27
310:2021-04-27
285:2020-10-16
280:sec.report
261:2020-10-16
238:References
130:Key people
653:0099-9660
229:KeyCorp's
90:Successor
549:OpenView
200:Facebook
139:Products
85:Acquired
32:Industry
450:Reuters
204:Workday
196:Alibaba
176:History
94:KeyBank
72: (
67:Defunct
57:Founder
47: (
42:Founded
651:
525:Forbes
649:ISSN
211:SaaS
202:and
82:Fate
74:2015
70:2015
49:1990
45:1990
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