Where Capital Markets Expertise Meets Modern Execution

Combining institutional-grade rigor with boutique agility to empower businesses through strategic solutions.

Learn More

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.

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.

Book a Call →
Cityscape

Industries Covered

Healthcare & Life Sciences
Commercial Real Estate
Technology
Industrial & Manufacturing
Financial Services & Fintech
Consumer & Retail

Our Team

Tate Dewey
Tate Dewey
Brian Callanan
Brian Callanan
Shawn Flynn
Shawn Flynn
Samuel
Samuel Aureliano

Let's talk. We want to hear from you.

Looking to raise capital, execute a transaction, or explore strategic options? We're ready to put our experience to work for you.

Contact Us