Bret Schaffer

Senior Associate

Bret Schaffer is a Senior Associate at Plethora Businesses, where he leverages his extensive experience in investment banking to focus on company sales, majority and minority recapitalizations, raising growth capital, and mezzanine and senior debt placements.

Bret has over 20 years of experience in the investment banking industry. He has played key roles in launching and growing companies, securing major customers, and negotiating significant venture capital commitments. His expertise includes successful contract negotiations with major financial institutions, as well as managing intellectual property, risk management, and human resources. Additionally, he has experience in Chapter 11 bankruptcy reorganizations, having successfully handled a major reorganization and sale.

Earlier in his career, Bret was involved in real estate acquisitions and played a key role in significant financial transactions. He holds a B.A. in Economics from UCLA and an M.B.A. from Pepperdine University. He is a Chartered Financial Analyst (CFA) and holds series 7, 63, and 79 securities licenses.