Netrex Capital Markets

What Netrex Capital Markets does

Netrex Capital Markets is a FINRA/SIPC-registered boutique investment bank founded in 2018 by Ralph Pascucci and Todd Ragland, operating as Netrex Capital Markets, LLC from Melville, New York with a second office in North Palm Beach, Florida. The firm provides debt advisory and capital arranging services to private equity sponsors and middle-market companies, targeting transactions with debt sizes of $25-500+ million and EBITDA of $10-100+ million. It also runs a smaller Mergers & Acquisitions Advisory practice focused on owner-operated and family-owned businesses with $2-20 million EBITDA.

Core delivery revolves around a proprietary four-step advisory process — Prepare, Target, Execute, Close — supported by what the firm describes as a "Netrex Virtual Data Room" for diligence document distribution. There is no proprietary technology platform in the software-product sense; the firm's assets are relational and human, centered on a 600+ lender network across regional banks, private debt, specialty, mezzanine and special situations providers, producing 100+ weekly lender interactions.

The business is professional services revenue: bespoke engagement-based advisory fees per closed transaction, with no publicly disclosed fee schedules. Across 80+ closed transactions since inception, the firm has placed $11+ billion of debt. The 34-person team is organized into co-founders, managing partners, managing directors, directors, vice presidents, associates, analysts and operations roles, with customers concentrated among middle-market private equity sponsors and a handful of recurring PE relationships.

Name

Netrex Capital Markets

Legal name

Netrex Capital Markets, LLC

Website

https://netrexcapitalmarkets.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Netrex Capital Markets is a FINRA-registered boutique investment bank that provides debt advisory and capital arranging services to middle-market private equity sponsors and companies with $25-500M+ debt size. Founded in 2018, it has a 600+ lender network and an M&A advisory practice.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Debt Capital Raising Intermediation (Private Debt/Mezzanine/Bonds) (FSAEALAM)

Keywords

• Debt capital markets
• Investment banking services
• M&A advisory
• Private equity advisory
• Capital arranging services

Headquarters

HQ city

Melville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Debt Advisory and Capital Arranging Fees: Netrex generates revenue through advisory fees for debt capital markets services provided to private equity firms and middle-market companies. As a boutique investment bank, the firm likely earns transaction-based fees upon successful deal completion, including fees for refinancing, LBO financings, add-on acquisitions, dividend recapitalizations, and structured credit arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Netrex Capital Markets is a boutique investment bank offering debt advisory and capital arranging services to private equity firms and middle-market companies. The firm operates a four-stage process (Prepare, Target, Execute, Close) to help clients secure debt sizes of $25-$500+ million, and also provides M&A advisory for owner-operated and family-owned businesses.

Product overview

Netrex Capital Markets is a boutique investment bank offering two core services: Debt Capital Markets Advisory and Mergers & Acquisitions Advisory. The Debt Capital Markets practice helps clients navigate credit markets through a four-stage process (Prepare, Target, Execute, Close), leveraging over 600 lender relationships to secure optimal financing terms. The M&A Advisory practice focuses on owner-operated businesses with $2-20 million EBITDA, offering transaction types including buyouts, recapitalizations, and growth capital. The firm also operates a proprietary Virtual Data Room as an operational tool to manage deal documentation and due diligence. The company was founded in 2018 and maintains offices in Florida and New York.

Differentiator

Problem solved

Functional benefit

Products and services

• Debt Capital Markets Advisory

Quantifiable outcome

• 500+ unique lender relationships maintained
• +4 more outcomes

Named customers9 records

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 indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Houlihan Lokey: Global investment bank with a large middle-market debt advisory and capital arranging practice serving PE sponsors and corporates. Closely comparable business model to Netrex, though at much larger scale.
• Lincoln International: Middle-market investment bank advising PE sponsors on M&A and debt capital raising. Highly comparable in target client (lower- to mid-market PE), service mix, and relationship-driven delivery model.
• Piper Sandler: Public middle-market investment bank with a dedicated debt capital markets practice serving PE-backed borrowers. Comparable in middle-market focus and product mix (debt advisory, M&A, capital raising).
• Capstone Partners: Middle-market investment bank with dedicated debt capital markets and M&A advisory services. Comparable in target client segment, product offering, and boutique execution model.
• D.A. Davidson: Middle-market focused investment bank providing debt capital markets, M&A and equity advisory to PE sponsors and corporates. Directly comparable in deal size focus and relationship-driven service model.
• Brown Gibbons Lang & Company: Middle-market investment bank advising on M&A and debt capital raising for PE-backed and family-owned businesses. Comparable in transaction size band and PE sponsor client orientation.

Broad incumbents

• Stifel Financial: Diversified brokerage and investment bank with significant middle-market debt capital markets and advisory capabilities. Larger scale and broader product set than Netrex, but overlapping client base among PE sponsors.
• Lazard: Global advisory firm with a middle-market sponsor practice and debt restructuring expertise. Competes with Netrex on larger PE-led debt mandates, but at much broader scope including M&A and equity underwriting.
• Fifth Third Securities: Bank-affiliated debt capital markets and advisory business within a large regional bank. Competes with Netrex for middle-market PE sponsor debt mandates, leveraging balance-sheet capability Netrex does not have.

Emerging players

• Cain Brothers: Specialty investment bank focused on healthcare and related sectors, providing debt advisory, M&A and capital markets services to PE sponsors and operators. Comparable in boutique, sector-fluent debt advisory model, though narrower industry focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/netrexcapitalmarkets

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Netrex Capital Markets