Spotter is a market leader in tech-enabled logistics, developing AI software to automate the long-haul spot market trucking industry in the US. The company has previously been backed by investors such as Gradient, Google’s AI-focused VC fund.
When the Spotter team needed to fund further growth without taking more dilution, they turned to Kingswood to help deliver a tailored structured capital solution.
Soul World Bank is an emerging “new economy” financial services platform being built to operate as a licensed international financial institution, offering a suite of banking and cross-border financial services.
The business is positioning itself at the intersection of traditional banking and digital asset infrastructure, including stablecoin-native products and tokenization capabilities designed to create yield opportunities backed by real-world assets.
Cerebras is a US-based company building specialized AI hardware for large-scale machine learning. Founded in 2016, it is best known for its Wafer-Scale Engine, the largest computer chip ever built. Its technology enables faster training and inference for large language models and AI workloads.
Cerebras has raised $1B+ from investors such as Tiger Global, Fidelity, and more.
Somatix is a medical technology company specializing in AI-powered remote patient monitoring, whose proprietary platform enables real-time analysis of patient behavior and clinical insights. Vitalist is a publicly traded wearable operating-system focused technology company. This acquisition marks the next phase of Vitalist's growth by adding to the VitalOS operating system and expanding the serviceable market from retail consumers and enterprise users into clinical environments.
By adding Somatix's medical grade analytics to VitalOS, Vitalist is building one connected platform that can power wearables across retail, enterprise, and healthcare.
Frequently Asked Questions
Everything you need to know about partnering with Kingswood
Yes. Kingswood is a FINRA-registered broker-dealer, which means we can execute securities transactions, structure capital raises, and advise on deals that require a licensed intermediary. Many advisory firms operating in this space are not registered, which limits what they can legally do.
Three things: a national wealth management network of 300+ advisors that generates proprietary deal flow, purpose-built sourcing technology that goes well beyond off-the-shelf databases, and a full-service platform spanning M&A, equity and debt capital, public markets, and operational support.
Investment banking advises companies and their owners on transactions — selling a business, raising capital, acquiring another company, or going public. Wealth management focuses on managing personal and family assets over time. Kingswood operates both practices under one roof, which creates natural advantages for clients on either side.
We advise on growth equity, private debt, structured capital, and public equity offerings. The right deal structure always depends on the company's stage, ownership goals, and how the capital will be deployed.
Timing a sale is a major decision that depends on market conditions, your industry's trajectory, your personal goals, and the state of your financials. We take a consultative approach and are happy to have that conversation well before you're ready to transact. Many of our best relationships started a year or more before a deal closed.
We never list businesses on public marketplaces or broadcast your interest in a transaction. All outreach and introductions are handled through direct, private channels with established contact protocols designed to protect your business, your employees, and your reputation.
Yes. Any M&A transaction or capital raise will involve legal documentation and tax implications that require experienced counsel. We work alongside your legal and tax advisors throughout the process and can recommend experienced professionals if needed.