Investment Banking
Providing comprehensive advisory services tailored to the needs of middle-market and emerging growth companies.
Full-service investment banking platform backed by a wealth of transactional experience and longstanding relationships with top tier investors. We are dedicated to guiding our clients through complex financial transactions and strategic initiatives, ultimately helping them achieve their goals with confidence and clarity.
Maximize your growth opportunities
Our advisory expertise encompasses a wide range of services, including public & private capital markets advisory, mergers & acquisitions, and strategic corporate advisory.
Full-service client solutions
Explore our recent transactions and success stories to see how Kingswood has helped clients achieve their financial goals.

Recent Transactions

Our latest deals and success stories

Expert Guidance for Middle-Market Success
Kingswood’s expertise includes, but is not limited to, private and public capital markets
advisory, debt financings, M&A SPAC advisory and other strategic advisory.

Frequently Asked Questions

Investment Banking

What investment banking services does Kingswood offer?

We are a full-service investment banking platform primarily providing M&A advisory and capital raising services to public and private companies.

Who are your typical clients?

Our clients tend to be emerging growth and middle-market companies, often still founder/entrepreneur led, in need of help accessing capital for strategic growth opportunities or executing on complex financial solutions such as an IPO or sale. We work with companies across various industries but have established a strong track record in the Technology, Defense, Natural Resources, and Healthcare verticals.

How does your typical advisory process work?

We tailor our approach to each client situation, beginning with a thorough understanding of their business and objectives. Kingswood prides itself on working hard to execute the best possible transaction for every client regardless of the size or complexity.

How can I get in touch to learn more?

You can contact us via email at .