Trevor Wong's Contact Details

Trevor Wong's Company Details

Lateral Investment Management

San Mateo, CA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Lateral Investment Management is a private investment firm that enables transformational growth at owner-operated middle market businesses in North America through tailored credit and private equity strategies. We focus on partnering with successful business owners who have high conviction in their future growth and companies that have reached an inflection point where they need substantial capital and support to scale to the next level. We offer company founders and owners the support of an institutional investor without loss of control. We are willing to work out complex situations. In addition to capital, we provide our strategic perspective, industry relationships, deep operational expertise, and value-added resources to position companies for enduring success.Lateral was built by entrepreneurs for entrepreneurs – specifically, for business owners with established and growing companies that need additional capital and help to reach the next level. We know there are always unexpected twists and turns along the way in any successful business journey. Lateral develops creative financing solutions and tailored support – not a cookie-cutter approach – to match each specific situation. We act as a trusted partner, working collaboratively with our portfolio companies to leverage our suite of comprehensive value-added resources and capabilities.Lateral structures its investments to mitigate risk while partnering closely with business owners. Lateral makes non-control and control investments and focuses on the manufacturing, healthcare, infrastructure, and technology industries. Lateral Investment Management, LLC is a Registered Investment Advisor and is a licensed finance lender with the State of California.