Investment Banking

Assess, Position, and Monetize
Client Value and Competitive Position

Investment Banking

Assess, Position, and Monetize
Client Value and Competitive Position

Ankura Capital Advisors, LLC (ACA) (Member FINRA, SIPC) offers investment banking services related to mergers, acquisitions, and divestitures as well as private placement capital raises:

  • M&A financial advisory for private and publicly traded companies, investment funds, and not-for-profit organizations
    • Buy-side advisory
    • Sell-side advisory (including dispositions of divisions and non-core assets)
  • Private placement transactions: placement agent services in connection with the sale of equity, debt, and hybrid securities to financial investors and strategic partners
  • Loan brokering
  • Capital Raising

Our approach includes the following:

  • Market and strategic assessments, financial modeling, and valuations to qualify the opportunity and enhance the chances for a successful closing
  • Transaction advisory execution
  • Connections with counterparties – prospective buyers, sellers, or investors – to explain and support the client’s investment thesis

Singular Middle Market Focus

We don’t flex down to middle market in slow periods, we are the middle market. We work with family-owned businesses and founder led firms. Our firm has deep relationships with over 1,400 strategic and financial investors in the lower middle market space.

Direct Access to Senior Bankers

We pride ourselves on building trust and establishing close relationships with our clients. The senior bankers you meet on the pitch will be the ones you will be interacting directly with going forward.

One-Stop Advisory

We have a solid understanding of the process and have experience across various sectors. Whether it’s a Buy or Sell side Engagement, our deep relationships with strategic and financial investors enhance the negotiation process and increase the likelihood of a favorable close.

Our Solutions

Get in Touch
Kathleen Lauster
Senior Managing Director
Michael Mortell
Michael Mortell
Senior Managing Director

Learn more about Ankura Capital Advisors, LLC at FINRA's BrokerCheck website.