Trisha Lotzer, J.D.

Trisha Lotzer is a Mentor Securities investment banking Senior Associate. Over the course of her career she has been involved in a diversified array of corporate advisory roles and transactions. These transactions include capital raises, as well as buy-side and sell-side M&A. She is experienced in guiding clients through the transaction process, including the initial valuation, identifying investor/buyer prospects, and advising as to deal terms.

The various industries within which Ms. Lotzer has transaction experience include health care, physicians and dental practices, information technology, SaaS, eCommerce, commercial real estate, and manufacturing. Engagement strategies facilitated clients' near-term liquidity and longer-term transition objectives.

Ms. Lotzer founded Lotzer Law Group, specializing in business transactions law. Her earlier career included key positions in estate planning at Lofy Group Wealth Management; as a consultant at Mercer Transitions and Advisors; and as Affiliations Director at UC San Francisco.

Credentials and Affiliations

Licensed Attorney- California (inactive) and Arizona (retired)
Member- Southern Arizona CCIM Chapter
Director- Tucson Commercial Real Estate Exchangors
Member- National Council of Commercial Real Estate Exchangors

Education

Juris Doctorate- University of San Diego School of Law
Intellectual Property Program- University of Haifa, Israel
BA- Biology, University of California Davis