Mary Street Capital: Transforming Investment Banking Solutions

Mary Street Capital Launches as Investment Banking Affiliate

New addition expands capital solutions and strategic advisory services for middle-market businesses

The Kaufman Rossin Group, renowned for its expertise in CPA and advisory services, has introduced Mary Street Capital, a dedicated investment banking affiliate designed to better serve family- and founder-owned middle-market businesses. This innovative venture enhances the firm’s legacy of providing meaningful, personalized investment banking and advisory support to a historically overlooked market.

Mary Street Capital aims to fulfill an essential gap within the lower middle market by delivering relationship-centered banking services tailored to the unique needs of entrepreneurs and family-owned enterprises. According to Alex Rattner, Managing Director of Mary Street Capital, the firm is committed to leveraging Kaufman Rossin's over sixty years of advisory experience to help business owners realize their aspirations for growth and successful transitions.

Core Services Offered by Mary Street Capital

The firm offers a multitude of essential services, encompassing three primary areas:

Mergers & Acquisitions (M&A)

Mary Street Capital provides expert advisory and representation throughout complex company sales, mergers, and acquisitions. Their goal is to maximize value for clients and ensure that transactions proceed smoothly, aligning with client objectives during each phase.

Corporate Finance

Tailoring solutions for capital raising, debt restructuring, and overall financial strategy is a focal point of Mary Street Capital. The firm is dedicated to supporting businesses as they navigate their paths to growth and long-term success.

Strategic Advisory

Offering strategic guidance, Mary Street Capital aligns business strategies with financial goals and enhances operational performance to ensure sustainable results. This alignment helps clients develop long-lasting, effective directives for their enterprises.

Diverse Client Base and Team Expertise

Serving a variety of industries, the investment banking team at Mary Street Capital engages with clients in manufacturing, healthcare, consumer products, technology, media, telecommunications, and transportation sectors. This diverse reach allows the team to apply comprehensive insights and tailored solutions to each client's unique challenges.

Under the leadership of Alex Rattner and Managing Director James Wolcott, the firm boasts decades of combined expertise in investment banking, corporate strategy, and M&A advisory. Rattner highlights that his experience extends over numerous successful engagements, amassing over $625 million in transaction value. In parallel, Wolcott's extensive background of over twenty-five years in corporate finance enables him to guide middle-market companies through substantial growth and liquidity events.

Integration with Kaufman Rossin Group

Mary Street Capital operates closely within Kaufman Rossin Group’s ecosystem. This collaboration enhances the firm's ability to deliver integrated solutions across various services, including tax planning, wealth management, and operational improvement. This holistic approach equips clients to address evolving and intricate business demands.

As expressed by Blain Heckaman, CEO of Kaufman Rossin, the introduction of Mary Street Capital is a significant evolution in their service offerings. The goal is to continuously support family- and founder-owned businesses at every stage of their journey, whether they are focused on growth, transitioning, or planning for future sustainability.

About Kaufman Rossin

Kaufman Rossin Group is devoted to enhancing client experiences across an impressive range of professional services. With a legacy that spans over six decades and an impressive client portfolio, they cater to businesses, entrepreneurs, non-profits, and individuals worldwide. Comprised of Kaufman Rossin CPAs and Advisors and several other specialized services, the firm emphasizes not only technical expertise but also nurturing relationships with over 700 committed team members.

About Mary Street Capital

As the investment banking affiliate of Kaufman Rossin Group, Mary Street Capital focuses on providing mergers & acquisitions, corporate finance, and strategic advisory services to family- and founder-owned businesses. Their mission is to empower clients to grow, enhance value, and secure enduring success.

Frequently Asked Questions

What is Mary Street Capital?

Mary Street Capital is an investment banking affiliate of the Kaufman Rossin Group, designed to serve family- and founder-owned middle-market businesses with tailored financial services.

What services does Mary Street Capital offer?

The firm offers services in mergers & acquisitions, corporate finance, and strategic advisory, focusing on relationship-driven solutions for clients.

Who leads Mary Street Capital?

Mary Street Capital is led by Alex Rattner and James Wolcott, who bring decades of valuable experience in investment banking and corporate strategy.

Which industries does Mary Street Capital serve?

The investment banking team serves clients across numerous sectors, including manufacturing, healthcare, technology, and consumer products.

How does Mary Street Capital integrate with Kaufman Rossin Group?

Mary Street Capital works closely with Kaufman Rossin Group to provide clients with comprehensive, integrated financial solutions, enhancing overall service delivery.

About The Author

Dedicated Author and financial expert Logan Wright here, 29 years old. After earning an economics degree, I spent a number of years working in different financial industries. My great passion is enabling everyone, from any background or experience level, to understand and be literate in financial matters.

My books and writings are centered on simplifying difficult financial ideas into doable, understandable guidance. Whether it's retirement planning, investing, or budgeting, I want to arm readers with the information they need to make wise financial choices and realize their financial objectives.

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