Name

Current Capital Partners LLC

Legal name

Current Capital Partners LLC

Website

https://currentcap.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Banking and Advisory Services

NAICS

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

SIC

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

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Mergers and acquisitions advisory
• Corporate management services
• Private equity investing
• Restructuring advisory services
• Middle market investment banking

Headquarters

HQ city

New York

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, Technology or R&D, Infrastructure

Revenue model

1. Mergers & Acquisitions Advisory: Provides buy-side and sell-side M&A advisory services, strategic reviews, and capital structure advisory to corporate and investment firm clients. Generates success-based transaction fees.
2. Corporate Management Services: Board of Directors services, expert witness testimony in complex corporate litigation, restructuring advisory, and operational/strategic consulting.
3. Private Equity Investing: Co-investments alongside private equity sponsors and direct investments in lower middle market companies, generating returns through equity participation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Current Capital Partners LLC is an independent advisory and merchant banking firm that delivers mergers and acquisitions advisory (buy-side and sell-side execution, strategic and capital structure reviews, restructuring advisory), corporate management services (board of directors service, expert witness testimony in complex corporate litigation, Chief Restructuring Officer engagements, and operational and strategic consulting), and private equity investing (co-investments alongside private equity sponsors and direct investments in lower middle market companies). Services are provided to private equity and investment firms, family-owned businesses, other private companies, and public companies, principally in the industrial and services sectors.

Product overview

Current Capital Partners LLC is an independent advisory and merchant banking firm offering three integrated service lines: Mergers and Acquisitions Advisory (providing buy-side/sell-side execution, strategic reviews, and restructuring advisory), Corporate Management Services (board services, expert witness testimony, and consulting), and Private Equity Investing (co-investing in lower middle market companies). The firm leverages an Advisory Board of over 20 executives and an Executive Network of 100+ industry veterans to support client engagements across industrial and services sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory Comprehensive M&A advisory services offering actionable ideas, buy-side and sell-side execution, strategic and capital structure reviews, and restructuring advisory for investment firms and corporate clients seeking industry expertise, senior attention, and an independent perspective.
• Corporate Management Services Board of directors services for public and private companies, expert witness advice and testimony in complex corporate litigation, Chief Restructuring Officer services, and operational and strategic consulting for investors and financial institutions.
• Private Equity Investing Private equity investing focused on lower middle market and smaller companies with an integrated operating, finance, and investment approach, including direct investments and co-investments alongside private equity sponsors.

Quantifiable outcome

• Served on 40+ boards of directors including Fortune 500 companies
• +2 more outcomes

Named customers8 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

Partnerships

One partnership is on record.

• Compass LexeconcoreStrategic or Co-development PartnerJonathan Foster is affiliated exclusively with Compass Lexecon as an expert witness in complex corporate litigation matters involving M&A, restructuring, valuation, and governance issues.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Robert W. Baird: Global investment bank with strong middle-market M&A advisory, particularly in industrials and business services, and an active sponsor coverage practice.
• Stifel Financial: Mid-market focused investment bank with diversified M&A advisory, capital markets, and restructuring practices serving industrials and PE clients.
• Houlihan Lokey: Large global independent advisory firm with significant M&A advisory, restructuring, and valuation practices serving PE sponsors and corporates; directly comparable to Current Capital in M&A and restructuring services but at materially greater scale and global reach.
• Jefferies Group: Full-service investment bank with strong middle-market M&A advisory franchise targeting industrial and PE clients; competes for many of the same sponsor-led mandates Current Capital pursues.

Direct peers

• Lincoln International: Global mid-market M&A advisory firm focused on industrials, business services, and consumer; very close comparable in sponsor coverage, sector focus, and deal size sweet spot.
• Brown Gibbons Lang & Company: Mid-market investment bank with M&A advisory and capital markets services for industrials, consumer, and business services; comparable boutique competitor for sponsor and middle-market corporate mandates.
• PMCF (Plante Moran Corporate Finance): Middle-market M&A advisory practice serving industrial, business services, and consumer companies; comparable in deal size band and sponsor relationships.
• Capstone Partners: Middle-market M&A advisory firm with strong industrials, business services, and consumer coverage; direct comparable in deal size, sponsor orientation, and sector focus.
• Livingstone Partners: Independent M&A advisory boutique focused on industrial, business services, and consumer transactions for PE and corporate clients; closely comparable in size, sponsor focus, and sector mix.

Regional players

• Outcome Capital: Specialty healthcare and life sciences M&A advisory boutique; less of a direct competitor but comparable in the boutique advisory model targeting PE and corporate clients in defined verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

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 Current Capital Partners LLC