Next Layer Capital

What Next Layer Capital does

Next Layer Capital LLC is a privately held digital asset management and consulting firm founded in 2024 and headquartered in Miami, with an additional operating presence in New York routed through its broker-dealer partner Finalis Securities LLC. The firm serves public companies, private companies, family offices, and investment firms with five interconnected advisory services — Asset Strategy, Mergers & Acquisitions, Capital Markets, Private Placements, and Investment Banking — with a stated specialization in corporate Bitcoin treasury adoption and digital asset strategy.

The firm positions itself as a tech-enabled modern advisory platform, contrasting its workflows against traditional spreadsheet-driven advisory shops. Its marketing emphasizes automated workflows, integrated platforms with real-time data sharing, AI-driven automation to reduce deal timelines, and a "dynamic" approach to client needs. Specific underlying technology components — proprietary models, data assets, integrations, or platform architecture — are not disclosed; the technology layer is described only at the level of process differentiation.

Next Layer operates an enterprise field-sales go-to-market motion, originating engagements through direct consultation booking, professional LinkedIn presence, and its website. Revenue is generated through professional advisory fees and transaction-based fees tied to capital markets, M&A, and private placement execution; securities are offered exclusively through Finalis Securities LLC (FINRA/SIPC member). Pricing is quote-based and not publicly disclosed. Leadership comprises founders Dean Callas (Managing Director) and Andreas Callas (Vice President), with Carlo Vicari as Chief Strategy Officer and Derek Lyons as VP of Capital Placements. The firm claims $15B+ in executed transactions and 50+ years of combined team experience, though neither figure is externally verified in the source material.

Name

Next Layer Capital

Legal name

Next Layer Capital LLC

Website

https://nextlayer.capital

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Next Layer Capital is a Miami-based digital asset advisory firm founded in 2024 that helps public and private companies, family offices, and investment firms navigate capital markets, M&A, and corporate Bitcoin treasury strategy. Services are delivered through a tech-enabled, AI-marketed workflow via Finalis Securities.

Ownership category

akta.pro rank

Product category

Investment Banking & Financial Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (52315)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Financial advisory services
• Investment banking
• Mergers and acquisitions
• Digital asset management
• Capital markets advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services: Professional advisory fees for strategic consulting services including asset strategy, valuation review, and exit options assessment. Services are offered through initial consultation and ongoing advisory engagements.
2. Capital Markets & M&A Transaction Fees: Transaction-based fees for mergers & acquisitions, capital markets structuring, and private placement execution. Revenue tied to deal completion and execution success.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Next Layer Capital is a digital asset management and consulting firm that delivers tech-enabled financial advisory services to corporations, family offices, and investment firms. Core offerings span Asset Strategy advisory, Mergers & Acquisitions execution, Capital Markets structuring, Private Placements facilitation, and Investment Banking services, delivered through AI-driven workflows and integrated platforms.

Product overview

Next Layer Capital operates as a unified advisory services platform offering digital asset management and consulting. The portfolio consists of five interconnected advisory services: Asset Strategy (strategic asset positioning), Mergers & Acquisitions (strategic transaction execution), Capital Markets (liquidity solutions and public offerings), Private Placements (capital raising), and Investment Banking (bespoke financial strategies). These services are delivered through a tech-enabled workflow platform emphasizing AI-driven automation and accelerated deal execution for public and private companies, family offices, and investment firms navigating capital markets.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Strategy Strategic analysis and positioning services to help clients develop and optimize their digital asset allocation and investment approaches. Targeted at corporations, family offices, and investment firms navigating digital asset adoption.
• Mergers & Acquisitions Advisory services identifying and executing strategic M&A opportunities, particularly those leveraging bitcoin and digital asset properties. Delivered to public and private companies seeking strategic transactions.
• Capital Markets Structuring liquidity solutions, public offerings, and bespoke financial strategies for clients across public and private markets. Securities offerings are executed through broker-dealer partner Finalis Securities LLC.
• Private Placements Facilitating private placement transactions and capital-raising activities for qualified investors and issuers, including high-risk illiquid and speculative investments.

Quantifiable outcome

• $15B+ in executed transactions across public and private markets
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Galaxy Digital: Galaxy Digital is a crypto-focused investment bank and asset manager offering M&A, capital markets, trading, and advisory services for digital asset companies. It is the most directly comparable full-stack crypto advisory peer to Next Layer Capital's M&A and capital markets practice.
• NYDIG: NYDIG is a Bitcoin-focused financial services firm offering institutional Bitcoin solutions including advisory, asset management, and custody. Directly comparable to Next Layer's Bitcoin corporate strategy and asset strategy services.
• Matrixport: Matrixport is a crypto financial services platform providing trading, lending, custody, and asset management for institutional digital asset clients. Overlaps with Next Layer's digital asset strategy and capital markets intermediary services.
• FT Partners: FT Partners is a boutique investment bank focused exclusively on fintech and financial services M&A advisory. Highly comparable business model, target client base (corporates and investors in fintech/crypto), and service mix to Next Layer Capital.
• Cumberland (DRW Trading): Cumberland is DRW's crypto-focused trading and liquidity arm providing institutional trading, lending, and capital markets services in digital assets. Directly comparable to Next Layer's digital asset intermediation and capital markets activity.

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with a substantial M&A and capital markets advisory practice. Competes for advisory mandates against Next Layer but as a much larger, full-service incumbent serving a wider range of industries.
• PJT Partners: PJT Partners is a major advisory firm offering strategic advisory, capital markets, and restructuring services. An established incumbent competing for capital markets and advisory mandates that Next Layer also targets.
• Coinbase Institutional: Coinbase Institutional provides prime brokerage, custody, and advisory-adjacent services for institutional digital asset clients. A broad incumbent in the institutional digital asset services space that overlaps with Next Layer's target clients.

Emerging players

• Bitwise Asset Management: Bitwise is a crypto asset manager focused on institutional Bitcoin and digital asset investment products. An emerging adjacent player serving institutional clients with digital asset exposure — overlapping with Next Layer's institutional digital asset strategy mandate.

Regional players

• Hashkey Capital: Hashkey is a Hong Kong-based digital asset financial services group offering investment banking, asset management, and trading. Comparable offerings to Next Layer but primarily serving Asian institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/next-layer-capital
• Xx.com/NextLayercap

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Next Layer Capital