Solomon Partners

What Solomon Partners does

Solomon Partners is an independent, New York-headquartered investment bank founded in 1989 by Peter J. Solomon. The firm delivers tailored financial advisory services across two core capability lines — M&A and Strategic Advisory (buy-side, sell-side, special committee, activism defense, cross-border) and Capital Advisory (debt advisory, liability management, financial restructuring, special situations financing) — delivered through 13 specialized industry sector groups: Business Services, Consumer Retail, Distribution, Financial Institutions, Financial Sponsors, Fintech, Grocery/Pharmacy/Restaurants, Healthcare, Industrials, Infrastructure/Power/Renewables, Media & Entertainment, Professional Services, and Technology. The firm is led by Chairman and CEO Marc S. Cooper (in role since 2016) with Peter J. Solomon as Founding Chairman, and operates from offices in New York, Chicago, Miami, and Tampa with a stated roster of 200+ bankers including 45+ partners and managing directors.

The firm makes money on a transaction-fee basis, earning retainer, transaction, and success fees on completed M&A, capital-raising, and restructuring mandates. Engagement is high-touch and senior-led, with coverage delivered directly by industry and product bankers to enterprise clients including public and private corporations, private equity sponsors, founders and family-owned businesses, and alternative asset managers. Solomon Partners has advised on transaction value exceeding $1.0 trillion over its 35+ year history and maintains a strategic relationship with Natixis to provide clients with cross-border advisory reach across Europe, the Middle East, and Asia Pacific. The platform is supported by thought-leadership content, an industry outlook publication series, a podcast, the Cannes Lions industry gathering, and conference appearances at sector events. The firm returned to independent management ownership in April 2024 after Natixis divested its majority stake.

Name

Solomon Partners

Legal name

Solomon Partners

Website

https://solomonpartners.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Short description

Solomon Partners is an independent, New York-based boutique investment bank founded in 1989 that provides M&A, capital advisory, and restructuring services across 13 industry sectors through 200+ senior bankers, primarily serving corporations, private equity sponsors, and founder-owned businesses.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Fairness Opinions & Independent Board Advice (FSAEAGAF)

akta.pro secondary industry

Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

Keywords

• Investment banking services
• Mergers and acquisitions advisory
• Capital advisory services
• Financial restructuring advisory
• Debt advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory Fees: Transaction-based advisory fees including sell-side and buy-side M&A advisory, special committee engagements, and strategic advisory assignments.
2. Capital Advisory Fees: Fees from debt advisory, capital solutions, liability management, and financial restructuring engagements.
3. Restructuring Advisory: Compensation for advising companies, creditors, boards, and other constituencies on complex financial restructurings and distressed M&A transactions.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Solomon Partners is an independent investment bank that provides M&A advisory, capital advisory, and financial restructuring services to corporations, private equity sponsors, founders, and alternative investors. The firm delivers these services through 13 specialized industry sector groups staffed by 200+ senior bankers, with a focus on selective engagement and senior-level commitment on every transaction.

Product overview

Solomon Partners is a leading independent investment bank providing tailored financial advisory services. The firm operates as a unified advisory platform with two primary service lines: M&A and Strategic Advisory (covering buy-side, sell-side, special committee, and cross-border transactions) and Capital Advisory (covering debt advisory, liability management, and financial restructuring). These capabilities are delivered through 13 specialized industry sector groups, supported by over 200 bankers across New York, Chicago, Miami, and Tampa offices. The firm has advised on transactions exceeding $1.0 trillion over 35+ years of operation.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A and Strategic Advisory Comprehensive strategic solutions across complex M&A assignments, including buy-side and sell-side advisory, special committee engagements, activism defense, and cross-border transactions. The service is for corporations, private equity sponsors, founders, and alternative investors.
• Capital Advisory Comprehensive financing services including debt advisory, special situations financing, liability management, and financial restructuring to support clients throughout an organization's life cycle. The service is for corporations, creditors, boards, and other constituencies facing complex financing or restructuring situations.
• Industry Sector Coverage Specialized advisory services delivered across 13 industry sectors: Business Services, Consumer Retail, Distribution, Financial Institutions, Financial Sponsors, Fintech, Grocery Pharmacy & Restaurants, Healthcare, Industrials, Infrastructure Power & Renewables, Media & Entertainment, Professional Services, and Technology. Each sector group provides dedicated bankers with deep industry experience.

Named customers19 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NatixiscoreStrategic or Co-development PartnerStrategic relationship providing global advisory services and financing capabilities across Europe, Middle East and Asia Pacific. Natixis was previously a majority shareholder but sold its stake in 2026, returning control to Solomon Partners management.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Evercore: Leading independent M&A and restructuring advisory firm, often cited as the gold-standard boutique. Direct peer to Solomon Partners, with comparable senior-led coverage model, sector specialization, and independence-based positioning for special committee work.
• Moelis & Company: Independent boutique investment bank offering M&A, restructuring, and capital markets advisory across sectors. Closely matches Solomon's product set (strategic advisory, capital advisory, restructuring), mid-market focus, and senior-led delivery model.
• Lincoln International: Independent global investment bank focused on mid-market M&A advisory and capital solutions. Direct peer for lower-middle-market and middle-market transactions, with similar industry-vertical structure and senior-led deal teams.
• Centerview Partners: Elite independent M&A and restructuring advisor founded by former Goldman partners. Direct peer for the largest, highest-profile special committee and strategic advisory mandates, where conflict-free positioning is critical—directly overlapping with Solomon's positioning on boards.
• Perella Weinberg Partners: Independent advisory firm providing M&A, capital markets, and restructuring advice. Direct peer with comparable boutique scale, sector-focused coverage, and emphasis on senior-led execution similar to Solomon Partners.
• PJT Partners: Boutique advisory firm spun out of Blackstone focused on M&A, restructuring, and strategic advisory. Direct peer competing for board-level and special committee mandates similar to Solomon's, with comparable senior-partner-led coverage model.
• Houlihan Lokey: Major independent advisor with market-leading restructuring practice and strong M&A franchise. Closest direct peer given boutique scale, sector coverage, and recruiting overlap—Solomon has hired multiple senior bankers directly from Houlihan Lokey's Financial Institutions group.

Broad incumbents

• Lazard: Global advisory firm with deep M&A advisory and restructuring practice plus asset management. Broad incumbent offering Solomon's full service set alongside bigger balance sheet and international footprint; competes for the same middle- and large-cap M&A mandates.
• Jefferies: Full-service investment bank with strength in mid-market M&A, capital advisory, and sector-specialized coverage (tech, healthcare, consumer). Broad incumbent competitor for middle-market and growth-company mandates overlapping with Solomon's mid-cap coverage.
• Stifel: Diversified broker-dealer and investment bank with strong mid-market M&A advisory and capital markets capabilities. Broad incumbent competitive for middle-market mandates across consumer, healthcare, and industrials—sectors where Solomon also competes actively.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/SolomonPtners
• YouTubeyoutube.com/@solomonpartners8105
• LinkedInlinkedin.com/company/solomon-partners
• Facebookfacebook.com/solomonpartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Solomon Partners