Mobius Capital provides corporate financing advisory, mergers and acquisitions advisory, IPO advisory, and private wealth management for founders, executives, and investors navigating complex financial decisions.
ABOUT MOBIUS CAPITAL
Mobius Capital is a Newport Beach, California based advisory firm focused on capital markets, strategic transactions, and long-term wealth management and creation. We advise technology companies, private equity firms, and entrepreneurs on corporate financing, mergers and acquisitions, and public market transitions. Our work spans the full lifecycle of a company, from growth capital and strategic acquisitions to IPO preparation and liquidity events.
Our approach is disciplined, independent, and aligned with long-term outcomes.
Solutions
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How we help
We advise companies on raising capital across private and public markets, helping leadership teams access the right investors and structure financing that supports long-term growth.
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How we help
Mobius advises founders, corporate leaders, and private equity firms on strategic acquisitions, exits, and consolidation opportunities.
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How we help
For companies preparing to enter public markets, Mobius provides strategic guidance throughout the IPO preparation process.
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How we help
Mobius provides wealth advisory for founders, executives, and high-net-worth individuals seeking a disciplined and integrated approach to managing complex assets.
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How we help
Tax outcomes are often the largest variable in any transaction or investment strategy. Mobius works with clients to design tax structures that protect capital, reduce friction, and align with long-term objectives.
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How we help
Mobius advises clients on risk management strategies designed to protect capital, preserve wealth, and support long-term financial planning. This includes structuring insurance solutions in coordination with specialized partners.
Our ideal clients
Mobius Capital works with founders, executives, and investors navigating significant financial decisions. Our clients typically operate in complex markets and require experienced guidance across capital strategy, transactions, and long-term wealth planning. We partner with individuals and organizations who value disciplined advisory and long-term relationships.
READ OUR
Our private wealth advisory practice is designed for founders, executives, investors, and families with complex financial needs who want integrated guidance across investments, tax strategy, and long-term planning.
We work primarily with technology companies, private equity firms, and founder-led businesses operating in sectors such as AI, enterprise software, infrastructure, and emerging technology.
Our engagements typically involve capital raises or M&A transactions between $10M and $500M, though we occasionally advise on larger strategic transactions.
Yes. Many of our wealth management clients begin working with us before a business sale or IPO to prepare their financial strategy for a liquidity event.
The first step is an introductory conversation where we review your situation and determine whether our advisory services are a good fit.
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