Addicus Capital Advisors

Addicus Capital Advisors is more than a traditional investment bank – we're your strategic partners in wealth creation and optimization. We specialize in guiding business owners, like you, through complex events from mergers and acquisitions to restructurings and recapitalizations. In addition, we support you through the entire wealth creation process to harvest value and manage the outcome. Our seasoned team brings a wealth of experience with over 300 transactions spanning a wide range of industries.

Investment Banking

There's a lot more to deals than negotiating a price. We assist entrepreneurs with the crucial structuring work on the front end of a transaction. From tax planning to corporate structuring, we have the experience to understand the full picture and ensure your deal is optimized for success, before it is too late.

BUY AND SELL-SIDE M&A
RESTRUCTURING
RECAPITALIZATION
VALUATION
CAPITAL RAISING

Family Office

We believe our relationship truly matures after the transaction closes. We take a holistic view of your wealth, considering not only your financial goals but also your legacy aspirations and those issues or problems you are determined to avoid. Our comprehensive services include post-closing investment opportunities, estate and structural planning, enterprise administration and beyond meant to fill in the gaps often left when you sell your business. We provide these services to support you in your aspiration and prepare your family wealth enterprise to be managed by future generations.

INCOME TAX PLANNING
ESTATE PLANNING
ENTITY/OWNERSHIP STRUCTURE
CORPORATE STRUCTURING & SUCCESSION PLANNING
PRIVATE EQUITY INVESTMENTS
REAL ESTATE STRUCTURING
TRUST & ESTATE ADMINISTRATION
BALANCE SHEET REPORTING & CASH FLOW ANALYSIS

Recent Sell-Side Advisory Transactions

Addicus Capital Advisors Team

Allow us to introduce ourselves