Valcrest Capital - Boutique Investment Banking & Capital Advisory

$97B+

In Aggregate Transaction Volume

50+ Years

Leadership Experience

540+

Transactions Completed

Transaction experience shown reflects the prior roles and deal history of Valcrest Capital’s advisory board.

Principal Focus Areas:

Capital Markets Advisory

We advise companies on raising equity and hybrid capital, from private placements to public offerings and structured financing solutions. Our advisory team brings decades of experience structuring complex transactions, capital restructurings, and market offerings.

M&A Strategic Advisory

We guide companies through strategic M&A transactions, from founder exits to acquisitions and recapitalizations. Our advisory team brings decades of experience structuring complex deals, optimizing transaction structures, and delivering successful outcomes.

Financial Restructuring

We guide companies through financial restructuring transactions, from debt workouts to balance sheet optimization and recapitalizations. Our advisory team brings decades of experience structuring complex deals, resolving financial challenges, and delivering successful outcomes.

About Valcrest Capital

Valcrest is a boutique investment bank that combines institutional-grade rigor with boutique agility to empower lower middle-market companies through strategic capital solutions that create lasting value.

Our advisory board brings over 50 years of combined experience and has executed $97B+ in capital markets transactions, including IPOs, follow-ons, and private placements. Entrepreneurs first, bankers second - we offer the sophistication of a large bank with the agility of a founder-led shop.

By integrating AI and data intelligence, we accelerate outreach, improve matchmaking, and deliver superior execution. We partner with visionary entrepreneurs and growth companies determined to reach their peak potential.

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