Investment Banking

When the future beckons, making the right move is paramount. For business owners selling a company or seeking growth through acquisition, our investment banking team provides the experience to enhance certainty to close and help optimize transaction value.

PKF O’Connor Davies Capital, LLC (DBA PKF Investment Banking) is the investment banking affiliate of PKF O’Connor Davies committed to serving the lower middle market with expertise, extensive resources, insight, confidentiality and integrity. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

Delivering exceptional guidance through every step of the process along with the expertise to maximize value and enhance certainty to close.

Relying on our expertise are business owners across a range of industries, including entrepreneurs, family-owned businesses, private equity-backed companies and public corporations. We devote particular attention to privately owned companies with revenues between $10 million and $150 million and have developed a unique understanding of this market’s operations, objectives and concerns. Delivering a level of professionalism typically available only to larger organizations, we provide:

What Sets Us Apart?

High-Caliber, Concentrated Attention
Our senior leaders are actively involved from the start of each deal to its completion. With impressive investment banking credentials, each brings credibility, a reputation for integrity and a track record of excellence to every engagement.

Extensive Reach, Exceptional Marketing
Our sizable network includes direct industry, related industry, financial and international entities, as well as emerging targets. Marketing to a larger pool of potential buyers or sellers creates more choices for our clients, increases the potential for success and can help drive more favorable terms and higher value.

Customized, Effective Execution
Tailored to meet precise business objectives as well as individual preferences, our approach is both systematic and flexible in order to help achieve optimal results.

Comprehensive Subject Matter Expertise
Our clients enjoy full access to all PKF O’Connor Davies’ tax, accounting, valuation, due diligence and management advisory services professionals. These skilled specialists perform financial due diligence, identify risk mitigation opportunities and advise on specific issues that may arise.

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