Ackrell Capital

What Ackrell Capital does

Ackrell Capital is an independent, SEC-registered broker-dealer and FINRA/SIPC member founded in 2003 and headquartered at The Presidio in San Francisco. The firm provides three core lines of financial advisory services to global middle-market and emerging growth companies: M&A Advisory (sell-side, buy-side, fairness opinions, leveraged buyouts, recapitalizations, spin-offs), Private Placements (equity placements, PIPE transactions, mezzanine and senior debt placements, project financing), and Corporate Development (reorganizations, strategic planning, international business development, special situations, IPO advisory). It is founder-led, with Mike Ackrell (formerly of ABN AMRO, WR Hambrecht+Co, and Donaldson, Lufkin & Jenrette) as Founder & Managing Partner, and a senior team drawn from bulge and major bracket institutions including ABN AMRO, DLJ, Credit Suisse, UBS, Deutsche Bank, Lehman Brothers, and Pacific Crest Securities.

The firm targets three horizontal customer segments: middle-market and emerging growth companies seeking advisory mandates, institutional investors and financial sponsors evaluating private placement opportunities, and high net worth individuals eligible for private placements. Distribution is exclusively direct, executed through senior investment banker relationships rather than marketplace or self-service channels, and the firm claims global networks primarily across Asia, Europe, and the Middle East as a differentiator.

Revenue is generated from cash placement fees (typically 2%-10% of funds raised, paid by issuers) and warrant or equity compensation, with no publicly disclosed revenue. The firm has 11-50 employees and a stated track record of principals having completed more than $50 billion in transactions across careers spanning technology, healthcare, energy, consumer, real estate, and cannabis.

Name

Ackrell Capital

Legal name

Ackrell Capital, LLC

Website

https://ackrell.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Ackrell Capital is a San Francisco-based, FINRA/SIPC-registered independent investment bank founded in 2003 that provides M&A advisory, private placements, and corporate development services to middle-market and emerging growth companies, institutional investors, financial sponsors, and high net worth individuals across global markets.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Investment banking services
• Mergers and acquisitions advisory
• Private placement financing
• Corporate development advisory
• Capital raising services

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Placement Fees: Primary revenue stream from placement fees paid by issuers of securities. Cash placement fees typically range between 2% and 10% of funds raised in private placement offerings, calculated as a percentage of the transaction value regardless of investment performance.
2. Warrant Compensation: In addition to cash placement fees, the firm may receive warrants or other equity securities from issuers as compensation for services. These provide potential upside tied to future equity value.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Ackrell Capital is an independent investment bank that delivers financial advisory services to global middle-market and emerging growth companies. The firm provides M&A advisory (sell-side, buy-side, fairness opinions, leveraged buyouts, recapitalizations, spin-offs), private placement capital raising services (equity placements, PIPE transactions, mezzanine/debt placements, senior debt placements, project financing), and corporate development advisory (reorganizations, strategic planning, international business development, special situations, IPO advisory). Fees are paid by issuers of securities rather than by investors.

Product overview

Ackrell Capital is an independent investment bank that offers a unified suite of financial advisory services to middle-market and emerging growth companies. The firm provides three core service lines: M&A Advisory (sell-side and buy-side advisory, fairness opinions, leveraged buyouts, recapitalizations), Private Placements (equity and debt capital raising), and Corporate Development (strategic planning, restructuring, IPO advisory). The firm has a track record of more than $50 billion in completed transactions and serves clients across industries including technology, healthcare, energy, consumer goods, and real estate.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Investment banking advisory on the buying and selling of businesses for middle-market and emerging growth clients, spanning sell-side advisory, buy-side advisory, fairness opinions, leveraged and management buyouts, recapitalizations, and spin-offs.
• Private Placements Capital raising services across the full lifecycle of private financing transactions, including equity placements, PIPE transactions, mezzanine and debt placements, senior debt placements, and project financing for issuers of securities.
• Corporate Development Strategic advisory services that help clients identify and act on key shareholder-value-creation opportunities, including reorganizations, strategic planning, international business development, special situations, and IPO advisory.

Quantifiable outcome

• More than $50 billion in successfully completed transactions

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Houlihan Lokey: Leading middle-market focused investment bank providing M&A advisory, capital markets, financial restructuring, and valuation services to middle-market and emerging growth companies — directly comparable in target client segment and service mix to Ackrell Capital.
• Lincoln International: Global boutique investment bank specializing in M&A advisory, capital raising, and valuations for middle-market companies, with a relationship-driven model and global network — directly comparable positioning to Ackrell Capital.
• William Blair: Independent investment bank providing M&A advisory, capital raising, and equity research for middle-market growth companies — comparable firm structure (independent, partnership-style) and similar middle-market focus to Ackrell Capital.
• Robert W. Baird: Employee-owned investment bank providing M&A advisory, equity capital markets, and debt capital markets services to middle-market companies — overlaps with Ackrell's placement and advisory service lines.
• Canaccord Genuity Group: Full-service investment bank focused on growth and middle-market companies in technology, healthcare, consumer, and cannabis sectors — directly comparable in target sectors and middle-market M&A/capital raising services.
• Seven Hills Partners: Boutique investment bank focused on M&A and capital raising transactions for technology companies — Ackrell team member Jeff Mathews previously served as Director at Seven Hills Partners, making it a directly comparable boutique peer.

Broad incumbents

• Jefferies Group: Large full-service investment bank with deep middle-market focus alongside bulge-bracket capabilities across M&A, ECM, and DCM — a broader incumbent that competes for the same middle-market mandates as Ackrell.
• Cowen Inc. Middle-market focused investment bank with strong technology and healthcare practices, including capital markets and M&A advisory — comparable in sector coverage and deal types though larger in scale.
• Oppenheimer & Co. Diversified investment bank offering middle-market M&A advisory, equity capital markets, and debt placement services — comparable service offerings targeting similar middle-market client base.
• Mizuho Securities USA: Investment banking arm of Mizuho providing M&A advisory and capital raising services to middle-market growth companies, particularly those with Asia/Japan cross-border needs — comparable global mid-market positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/ackrellcapital
• Facebookfacebook.com/ackrellcapital
• LinkedInlinkedin.com/company/ackrell-capital-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Ackrell Capital