XMS Capital Partners goes beyond transaction-focused investment banking. Our clients know us for our thoughtful judgment, in-depth collaboration and creative solutions. Our unwavering commitment to providing the right advice is how we become a Trusted Advisor. That's what we call "Involvement Banking".

At XMS, we build trust and long-term relationships with candid, objective advice developed through hard work and rigorous analytics. We do not lend or invest capital and are not influenced by the bureaucracy of institutional cross-selling. That means our advice is truly independent and free of conflict.

Our partners average over 20 years of M&A and corporate finance experience, and we all began our careers in the trenches. We grew up building complex financial models and have a profound respect for the analytical frameworks that support informed business decisions.

We also recognize the gamesmanship that can influence transactions and the alchemy that can creep into ‘answer-driven’ analysis. We’ve been here before and we know the playbook. That gives us a distinct advantage when it comes to leveling the playing field for our clients.

As owners of our firm, we commit to client relationships and focus on long-term results, not near-term fees. We leverage our battle-tested transaction experience and extensive network of attorneys, accountants, consultants and capital providers to deliver the greatest value for our clients.
Specialties
Exclusive sale assignments for private and public companies, Acquisition target identification, valuation and negotiation, Capital structure analysis and financing advisory services, Extensive work with family-owned companies