Cross Keys Capital
Cross Keys Capital is a Fort Lauderdale-based middle market investment bank providing sell-side M&A advisory services to lower middle market companies, with deep expertise in healthcare provider practices and an expanding industrial/services practice, having completed over 200 transactions in nearly two decades.
- Company typePrivate
- Founded2006
- HeadquartersFort Lauderdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Cross Keys Capital does
Cross Keys Capital, LLC is a privately-held middle market investment bank founded in 2002 and headquartered at 200 E. Broward Boulevard, Fort Lauderdale, Florida. The firm specializes exclusively in sell-side M&A advisory services for lower middle market companies, organized through two primary practice groups: Corporate Advisory Services (covering business services, consumer/retail, distribution/logistics, industrials, manufacturing, natural resources, and TMT) and Healthcare Advisory Services (covering providers, HCIT/Telehealth, payors, and pharmacy/pharmaceutical services). The Healthcare & Life Sciences Group maintains deep sub-specialty expertise across more than 20 provider categories including pain management, ophthalmology, home health/hospice, neurology, and oncology, and is staffed with sector-specific personnel including a Senior Medical Advisor (Jeffrey Baumann, M.D.). Securities-related transactions are executed through an operational affiliation with Sundial Group, LLC, a FINRA member firm.
The firm operates a transaction-based revenue model earning M&A advisory fees and retainers from middle market business owners, founders, and families seeking strategic exits, recapitalizations, and business lifecycle transitions. Cross Keys targets companies "traditionally under-served by Wall Street" — owner-, founder-, and family-led lower middle market businesses requiring institutional-quality advisory execution. The firm has completed more than 200 transactions over nearly two decades, with over 20 transactions in the past year alone. Pricing is custom and not publicly disclosed; engagement typically comes through exclusive financial advisor mandates. The go-to-market emphasizes direct client engagement, process discipline, and confidentiality rather than technology differentiation, supported by a relationship-driven mix of website content, LinkedIn presence, podcast appearances, and earned-media deal announcements via GlobeNewswire.
The team comprises approximately 25-30 professionals anchored by a leadership bench of 8 Managing Directors, including co-founder David Burns and primary public-facing spokesperson Richard Becker, with Richard Becker serving as Managing Director and Jeanne Proia as Managing Director and President of Healthcare Services. Supporting ranks include Senior Advisors, Directors, Vice Presidents, Senior Associates, Associates, Senior Analysts, and Analysts, with multiple junior additions evidencing ongoing bench build-out. Notable recent mandates span Chambers Home Health & Hospice's partnership with Lucent Health Group, the Neurology Group of Bergen County's partnership with Privia Health, and SEPA Pain & Spine's partnership with DxTx Pain & Spine. The firm maintains no proprietary technology platform, software product, API, or app offering; competitive positioning is grounded entirely in human capital, sector relationships, and transaction execution expertise.
Cross Keys Capital firmographics
Firmographics- Name
- Cross Keys Capital
- Legal name
- Cross Keys Capital, LLC
- Website
- https://ckcap.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cross Keys Capital is a Fort Lauderdale-based middle market investment bank providing sell-side M&A advisory services to lower middle market companies, with deep expertise in healthcare provider practices and an expanding industrial/services practice, having completed over 200 transactions in nearly two decades.
- Ownership category
- akta.pro rank
Cross Keys Capital industry classification
Industry- Product category
- Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (52315)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Cross Keys Capital is headquartered
LocationHeadquarters
- HQ city
- Fort Lauderdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Cross Keys Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- M&A Advisory Fees: Transaction-based and retainer fees from providing sell-side M&A advisory services to middle market businesses. The firm emphasizes nearly 20 years of experience and has completed over 200 transactions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Cross Keys Capital product offering
Product offeringCore offering
Cross Keys Capital is a middle market investment bank that provides sell-side M&A advisory services to lower middle market businesses. The firm specializes in two primary practices: Corporate Advisory (generalist coverage of business services, consumer/retail, distribution/logistics, industrials, manufacturing, natural resources, and TMT sectors) and Healthcare & Life Sciences Advisory (covering providers, HCIT/Telehealth, payors, and pharmacy/pharmaceutical services). Engagements are typically structured as exclusive financial advisor relationships with custom transaction-based or retainer fee arrangements.
Product overview
Cross Keys Capital operates as a middle market investment bank offering sell-side M&A advisory services. The firm provides two primary advisory practices: Corporate Advisory Services (covering general industries including business services, consumer/retail, distribution/logistics, industrials, manufacturing, natural resources, and TMT) and Healthcare Advisory Services (covering healthcare providers, HCIT/Telehealth, Payors, and Pharmacy/Pharmaceutical services). The Healthcare & Life Sciences Group is a specialized practice addressing complex dynamics in the healthcare sector. The firm has completed over 200 transactions over nearly 20 years, focusing exclusively on the middle market traditionally underserved by Wall Street.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Advisory Services Sell-side M&A advisory services for lower middle market businesses across multiple sectors including business services, consumer and retail, distribution and logistics, industrials, manufacturing, natural resources, and TMT (Technology, Media, Telecom).
- Healthcare & Life Sciences Group Dedicated practice group providing specialized M&A advisory services to companies operating within the healthcare and life sciences marketplace, covering providers (including Home Health/Hospice and specialty practices such as pain management, ophthalmology, neurology, dental, dermatology, orthopedics, and surgery centers), HCIT/Telehealth (Healthcare Education, Patient-Facing Solutions, Population/Health Risk Management, Revenue Cycle Management), Payors, and Pharmacy and Pharmaceutical Services (Compounding Pharmacy, CDMO, CRO, Infusion Services, Retail Pharmacy, Specialty Pharmacy). Addresses rapidly changing technologies and shifting regulatory environments.
Quantifiable outcome
- Over 200 transactions completed in nearly 20 years
- +1 more outcomes
Companies that use Cross Keys Capital
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
Cross Keys Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Cross Keys Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Lucent Health GroupminorCross Keys Capital served as exclusive financial advisor to Chambers Home Health & Hospice in its partnership with Lucent Health Group. The transaction combined one of Northeast Texas' leading home-based healthcare providers with LHG's resources and operating expertise. Financial terms were not disclosed.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Cross Keys Capital competitors and assessment
Company assessmentDirect peers
- Cascade Partners: Cascade Partners is a boutique middle-market M&A advisory firm serving lower middle market companies across healthcare, industrial, and business services. Highly comparable in size, business model (sell-side advisory), and sector emphasis to Cross Keys Capital.
- Woodbridge International: Woodbridge International is a global middle-market M&A advisory firm focused on sell-side mandates for lower middle market companies. Comparable boutique structure serving entrepreneurs and family-owned businesses across diverse verticals.
- GulfStar Group: GulfStar Group is a middle-market investment bank focused on sell-side M&A and capital advisory for lower middle market companies across healthcare, industrial, energy, and consumer. Direct competitor serving the same lower mid-market segment with overlapping sector coverage.
- Generational Group: Generational Group is a leading middle-market M&A advisory firm focused on sell-side advisory for owner/founder-led lower middle market businesses. Highly comparable target client (business owner seeking strategic exit) and similar firm model.
- Capstone Partners: Capstone Partners is a middle-market investment bank providing sell-side M&A advisory across healthcare, industrial, business services, and technology. Direct competitor with comparable deal-size focus and multi-sector coverage.
- Morgan & Westfield: Morgan & Westfield is a middle-market M&A advisory firm focused exclusively on sell-side representation for businesses typically valued under $50 million. Comparable deal-size profile to Cross Keys' lower middle market focus, particularly for healthcare and service businesses.
- Marsh, Berry & Co. MarshBerry is a middle-market M&A and advisory firm focused on insurance distribution, wealth management, and other financial services verticals. Comparable in boutique size, deal focus, and the niche-vertical specialization strategy Cross Keys deploys in healthcare.
- Benchmark International: Benchmark International is a global middle-market M&A advisory firm focused on sell-side mandates across a wide range of verticals. Highly comparable business model — exclusive financial advisor to lower middle market owners — though larger by deal volume.
Broad incumbents
- Deloitte Corporate Finance: Deloitte Corporate Finance is the M&A arm of one of the Big Four advisory firms, providing middle-market sell-side and buy-side advisory across healthcare and industrial verticals. Represents the "Wall Street-caliber competition" Cross Keys positions itself against for the underserved middle market.
- Baker Tilly Capital: Baker Tilly Capital is the investment banking arm of a large accounting advisory firm, providing middle-market M&A and corporate finance advisory across healthcare, industrial, and technology sectors. Larger and broader-based than Cross Keys, but competes for similar middle-market mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Cross Keys Capital social profiles
Digital presenceCross Keys Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cross Keys Capital leadership team
Management profileNumber of profiles
Profiles5 records
Cross Keys Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cross Keys Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cross Keys Capital
What does Cross Keys Capital do?
Cross Keys Capital is a middle market investment bank that provides sell-side M&A advisory services to lower middle market businesses. The firm specializes in two primary practices: Corporate Advisory (generalist coverage of business services, consumer/retail, distribution/logistics, industrials, manufacturing, natural resources, and TMT sectors) and Healthcare & Life Sciences Advisory (covering providers, HCIT/Telehealth, payors, and pharmacy/pharmaceutical services). Engagements are typically structured as exclusive financial advisor relationships with custom transaction-based or retainer fee arrangements.
Is Cross Keys Capital a public or private company?
Cross Keys Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cross Keys Capital founded?
Cross Keys Capital was founded in 2006. It employs 11 to 50 people.
Where is Cross Keys Capital based?
Cross Keys Capital is headquartered in Fort Lauderdale, United States, in the North America region.
How does Cross Keys Capital make money?
One revenue line is on record: M&A Advisory Fees.
Who are Cross Keys Capital's main competitors?
Direct peers on record are Cascade Partners, Woodbridge International, GulfStar Group, Generational Group, Capstone Partners, Morgan & Westfield, Marsh, Berry & Co. and Benchmark International. Broad incumbents are Deloitte Corporate Finance and Baker Tilly Capital.
Does Cross Keys Capital have an API?
No public API is recorded for Cross Keys Capital.
What industry is Cross Keys Capital in?
Cross Keys Capital's product category is Investment Banking. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 52315 and its SIC code is 6282.