US Capital Global provides sell-side, buy-side, and divestiture financing and advisory for mergers and acquisitions (M&A), specifically for the emerging growth and middle market arena ($50 million to $1 billion in revenue or enterprise value). Business exit event and acquisition services with financing at the firm are provided by US Capital Global Securities, LLC, a registered broker-dealer and member of FINRA and SIPC. US Capital Global’s team of seasoned senior bankers have significant M&A experience in the middle market, having successfully completed numerous transactions in that market across a wide range of industries, with their experience encompassing both domestic and international transactions. The firm offers clients personalized service, creative solutions, and the ability to close transactions quickly and on the best possible terms.



A Complete M&A Solution from Inception to Post-Close Liquidity


At US Capital Global, we have deep sector knowledge in investment banking and corporate finance, with the ability to finance deals swiftly with senior-level banker attention on transactions. For diligence and readiness to launch analysis, we are supported by US Capital Global Partners, our experienced advisory and diligence group, using proprietary FinTech tools and processes for enhanced data analytics. Our Sales and Marketing Division has an extensive network of potential buyers (and sellers for our buy-side clients) to maximize corporate transaction value (and transaction terms) for our clients, coupled with all the benefits of a tried-and-tested digital marketing infrastructure. We can also provide the debt and equity needed for our buy-side clients to effect their purchase transactions. Upon sell-side post-close liquidity, our experienced Asset Management Division and our Wealth Management Division support our clients with tax-efficient structures and a comprehensive suite of wealth management services

Sell-Side M&A Representation


US Capital Global utilizes its wide network of economic, strategic, and private equity buyers to bring clients the highest market valuation.

The firm has experience with a wide range of sellers, having represented:
• Family-owned and founder-owned companies in obtaining liquidity
• Owners implementing an exit strategy
• Companies obtaining growth capital
• Public companies going private
• Corporations divesting a division or product line
• Shareholders in facilitating management buyouts
• Multinational corporations

Buy-Side Services for Private Equity Groups & Corporate Development


US Capital Global generates deal flow through an in-house team of experienced research professionals focused on meeting the client’s specific investment criteria.

US Capital Global buy-side services offer the firm’s private equity and corporate acquirers:
• Significant deal flow
• Proactive representation in the "search environment"
• Leverage of large proprietary database
• Financially qualified targets
• Analytical support for business valuation and deal structuring
• Debt and/or equity acquisition funding
• Transaction completion on the best possible terms

Jeff Sweeney

Jeffrey Sweeney

Founder and Chairman

Charles Towle

Charles Towle

Managing Partner and COO

Frank Villarreal

Frank Villarreal

Managing Director and Partner

Mitchell R. Cohen, Esq.

Mitchell R. Cohen, Esq.

Senior Vice President and Partner

Mergers and Acquisitions Q&A / FAQs

What M&A services does US Capital Global provide?

US Capital Global provides sell-side, buy-side, and divestiture financing and advisory services for mergers and acquisitions, with a focus on the emerging growth and middle market arena.

What size companies does the M&A practice focus on?

The page states that US Capital Global focuses on emerging growth and middle market companies, defined as businesses with approximately $50 million to $1 billion in revenue or enterprise value.

Which affiliate provides business exit and acquisition services with financing?

The page states that business exit event and acquisition services with financing are provided by US Capital Global Securities, LLC, a registered broker-dealer and member of FINRA and SIPC.

What does US Capital Global offer in sell-side M&A representation?

The page states that US Capital Global uses its network of economic, strategic, and private equity buyers to help clients seek the highest market valuation.

What types of sellers has US Capital Global represented?

The page lists experience representing family-owned and founder-owned companies seeking liquidity, owners implementing an exit strategy, companies obtaining growth capital, public companies going private, corporations divesting divisions or product lines, shareholders facilitating management buyouts, and multinational corporations.

What does US Capital Global provide for buy-side clients?

The page states that US Capital Global provides buy-side services for private equity groups and corporate development teams, including deal flow, proactive search representation, proprietary database leverage, financially qualified targets, valuation and structuring support, acquisition funding, and transaction completion support.

How does US Capital Global support diligence and transaction readiness?

The page states that diligence and readiness-to-launch analysis are supported by US Capital Global Partners, the firm’s advisory and diligence group, using proprietary FinTech tools and processes for enhanced data analytics.

Can US Capital Global help finance acquisition transactions?

Yes. The page states that US Capital Global can provide the debt and equity needed for buy-side clients to complete purchase transactions.

How does US Capital Global support clients after a sell-side transaction closes?

The page states that upon sell-side post-close liquidity, the firm’s Asset Management Division and Wealth Management Division can support clients with tax-efficient structures and wealth management services.

Who are some of the senior professionals shown on the M&A page?

The page lists senior professionals including Jeffrey Sweeney, Charles Towle, Frank Villarreal, Mitchell R. Cohen, Esq., and David Reinikainen.





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