Vesticor Advisors

What Vesticor Advisors does

Vesticor Advisors, LLC is a boutique M&A and capital advisory firm serving closely-held companies in the lower middle market. The firm is organized around three service pillars: M&A Advisory (sell-side, buy-side, divestitures, and management buyouts), Strategic Advisory Services (valuations and management advisory for private company owners and financial sponsors), and Capital Raising Advisory (transitional capital, growth capital, and recapitalization across the capital structure). Clients are described as entrepreneurs, founders, family-business owners, and shareholders of privately-held businesses operating across manufacturing, B2B and B2C services, distribution and logistics, energy, consumer products, restaurants, healthcare, technology, casinos and hospitality, real estate, and financials.

The firm is privately held with leadership constituting the firm's entire ownership; there is no disclosed venture capital, private equity, or institutional investor backing. The senior team includes Managing Partner Gary D. Rakan (nearly 30 years in financial services, founder of Infinity Capital Partners, holding FINRA Series 7, 63, and 24 licenses), Managing Director and Head of Business Development Derryk Madsen (20+ years across Guggenheim Investments and Salient Partners, Series 7, 66, and 24 licenses), and Jeff Bacigalupi (nearly three decades of M&A advisory, former CFO of a publicly traded company, prior roles at Deloitte, Susquehanna International Group, and Bernstein Research). Securities services are offered through a partnership with Finalis Securities LLC, a separate unaffiliated FINRA/SIPC member broker-dealer.

Vesticor operates a relationship-based, direct go-to-market with no proprietary technology platform, no API or developer interfaces, and pricing structured around bespoke engagement-based transaction fees that are not publicly disclosed. The firm maintains four U.S. offices (Lansing, MI as headquarters; Cincinnati, OH; Petoskey, MI; Jupiter, FL) and supplements referral-driven origination with educational content such as the 'Achieving Superior Outcomes,' 'Introduction to Private Company Valuation,' 'Strategic Alternatives For Liquidity,' and 'Economics of Equity Rollover' reports.

Name

Vesticor Advisors

Legal name

Vesticor Advisors, LLC

Website

https://vesticor.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Vesticor Advisors is a boutique M&A and capital advisory firm serving entrepreneurs, founders, and family-owned businesses in the lower middle market across M&A advisory, strategic advisory, and capital raising services, with four U.S. offices.

Ownership category

akta.pro rank

Product category

M&A and Capital Advisory Services

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Mergers and acquisitions advisory
• Capital raising advisory
• Strategic advisory services
• Middle market investment banking
• Private business valuations

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. M&A Advisory Fees: Fees earned from advising on mergers, acquisitions, and divestitures for closely-held companies in the lower middle market. Services include sell-side advisory, buy-side advisory, divestitures, and management buyouts.
2. Capital Raising Advisory: Fees from advising companies on private placement and capital raising processes, including debt restructuring, growth capital, and recapitalization transactions.
3. Strategic Advisory Services: Fees for strategic advisory engagements including valuations, management advisory services, and strategic alternative reviews for private company owners and financial sponsors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Vesticor Advisors is a boutique M&A and capital advisory firm that provides a full spectrum of services to closely-held companies in the lower middle market. Its offerings span M&A advisory (sell-side, buy-side, divestitures, management buyouts), strategic advisory (valuations, management advisory, strategic alternative reviews), and capital raising advisory (transitional capital, growth capital, recapitalization). The firm earns transaction-based advisory fees and is not a registered broker-dealer, with securities-related services offered through partner Finalis Securities LLC.

Product overview

Vesticor Advisors is a boutique M&A and capital advisory firm offering a unified suite of services for closely-held companies in the lower middle market. The firm's core portfolio centers on three service pillars: M&A Advisory (encompassing Sell-Side Advisory, Buy-Side Advisory, Divestitures, and Management Buyouts), Strategic Advisory Services (including Valuations and Management Advisory), and Capital Raising Advisory (covering Transitional Capital, Growth Capital, and Recapitalization). Additionally, the firm provides educational reports and resources including 'Achieving Superior Outcomes,' 'Introduction to Private Company Valuation,' 'Strategic Alternatives For Liquidity,' and 'Economics of Equity Rollover.' All services are delivered through direct client engagement by the firm's leadership team rather than through a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Advisory
• Buy-Side Advisory
• Divestitures
• Management Buyouts
• Strategic Advisory Services
• Valuations
• Management Advisory Services
• Capital Raising Advisory

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Generational Group: A boutique M&A advisory firm focused on the lower middle market, advising owner-operated companies on sell-side, buy-side, and recapitalization transactions. Directly comparable to Vesticor in client profile, transaction size, and service mix.
• North Point Advisors: Boutique M&A advisory firm serving lower middle market companies and financial sponsors on sell-side, buy-side, and recapitalization engagements. Directly comparable in positioning and service mix.
• Founders Advisors: Lower middle market M&A advisory firm assisting founder-led and family-owned businesses with sell-side, buy-side, and capital raising mandates. Closely comparable to Vesticor on client type and engagement scope.
• Brentwood Capital Advisors: Boutique middle-market M&A and capital advisory firm serving privately-held businesses, family-owned companies, and financial sponsors. Directly comparable to Vesticor's lower middle market focus and relationship-driven model.
• Cascadia Capital: Middle-market investment bank providing M&A advisory, capital raising, and strategic advisory services to owner-operators and financial sponsors. Comparable to Vesticor in deal size band and service breadth.
• SDR Ventures: Middle-market M&A advisory firm providing sell-side and capital raising services to closely-held companies. Comparable to Vesticor in boutique scale and lower middle market focus.
• Avalon Advisors: Middle-market investment bank providing M&A advisory and capital raising to private companies, family businesses, and financial sponsors. Overlaps with Vesticor in deal scale and target clientele.

Broad incumbents

• Houlihan Lokey: A large global investment bank with a significant middle-market M&A franchise that often competes with boutique advisors for lower middle market mandates. Larger scale and broader capabilities than Vesticor but overlaps on transaction advisory.
• Stout: A broader financial advisory firm with a dedicated middle-market M&A practice that competes for the same lower middle market mandates. Less specialized than Vesticor but overlaps directly on M&A advisory services.
• Robert W. Baird: Large investment bank with an active middle-market M&A and capital advisory practice serving private companies and financial sponsors. Overlaps with Vesticor in lower middle market sell-side and capital raising engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/sellyourcompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Vesticor Advisors