User:Jmackleberry/sandbox

Pacific Crest Securities

Pacific Crest Securities was founder in 1990 as a regional investment bank focused on the Pacific Northwest. In 1998 Pacific Crest shifted its focus and concentrated its efforts entirely on the technology sector as it believed the increasing connectivity driven by the Internet would reshape the technology sector.

Pacific Crest grew significantly and became a leading investment bank in the technology sector.


 * From 2004-2015 Pacific Crest was rated top three by Greenwich Associates for technology research and received consistent accolades/high ratings by Institutional Investor (Best of Boutiques).
 * From 2010-2019 the firm was the #1 managing underwriter of software initial public offerings (IPOs), acting as managing underwriter on 50 software IPOs. Notable public offerings include: Alibaba (BABA), Facebook (FB), ServiceNow (NOW), Workday (WDAY), ZOOM (ZOOM).

Pacific Crest focused on Mobility, Cloud, and SaaS and was known for its unique approaches and capabilities to gain insights on these big shifts.


 * The annual Technology Leadership Forum (1999-current) in Vail, Colorado and the Emerging Technology Summit (2006-current) in San Francisco.
 * The (now) KBCM SaaS survey which provides operational and financial bench marking for SaaS management teams and investors to gauge results and make strategic and operational decisions.
 * Mosaic Industry Leader panels examined emerging themes and disruptive technologies.
 * Pacific Epoch acquisition in 2011 provided in-depth proprietary data for unique perspectives on the key dynamics impacting the China technology landscape.

The firm was led since its transition in 1998 by CEO and Chairman, Scott Sandbo and President, George Glass.

KeyCorp's investment banking unit, KeyBanc Capital Markets (KBCM), announced its intention to acquire Pacific Crest in July 2014 and Pacific Crest was merged into KBCM in 2015, currently operates as the Technology Specialists of KBCM.

At the time of the acquisition, Pacific Crest Securities had 170 employees located in offices in Portland, Oregon, Boston, New York, San Francisco, Stamford, Connecticut and international offices in Beijing, London as well as the Pacific Epoch office in Shanghai.