Name

SilverMark Partners

Legal name

Silvermark Partners LLC

Website

https://silvermarkpartners.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Banking Services

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Mergers and acquisitions advisory
• Investment banking services
• Capital formation advisory
• Strategic financial advisory
• Sell-side buy-side advisory

Headquarters

HQ city

Nashville

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, Others

Revenue model

1. Mergers & Acquisitions Advisory: Transaction-based fees from sell-side and buy-side M&A representation. The firm represents business owners in sale transactions with corporate buyers and in recapitalization transactions with institutional investors and private equity sponsors. Also assists in building companies through strategic acquisitions.
2. Capital Formation Services: Fees from assisting in assessment, procurement, negotiation and structuring of equity and/or debt capital from institutional sources to finance organic growth, acquisitions or recapitalization transactions.
3. Strategic Advisory: Fees for providing counsel to boards of directors and management teams regarding strategic and financial alternatives, strategic positioning of businesses, and opportunities for future growth or value creation.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

SilverMark Partners is an investment bank providing advice and services to assist companies with mergers and acquisitions, financing transactions, and other strategic initiatives. The firm delivers three core offerings: sell-side and buy-side M&A transaction representation, equity and debt capital formation from institutional sources, and strategic advisory counsel to boards of directors and management teams.

Product overview

SilverMark Partners is an investment bank offering a unified suite of advisory services centered around three core offerings: Mergers & Acquisitions (sell-side and buy-side transaction advisory), Capital Formation (equity and debt financing arrangements), and Strategic Advisory. The firm serves clients ranging from small, high-growth companies to industry-leading organizations with enterprise values exceeding $1 billion, operating across Healthcare, Technology, Business Services, and Distribution and Manufacturing sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers & Acquisitions Sell-side and buy-side transaction representation providing advisory services for business owners and corporate entities undertaking M&A, supported by industry expertise, diligent preparation, and broad relationships among strategic and financial entities.
• Capital Formation Assistance in assessment, procurement, negotiation and structuring of equity and/or debt capital from institutional sources to finance organic growth, acquisitions, or recapitalization transactions.
• Strategic Advisory Counsel to boards of directors and management teams regarding strategic and financial alternatives, strategic positioning of businesses, and opportunities for future growth or value creation.

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered regulatory.

• FINRAregulatoryOthersSilvermark Partners LLC is a member of FINRA (Financial Industry Regulatory Authority), enabling the firm to operate as a registered broker-dealer and investment banking firm.
• SIPCregulatoryOthersMember of SIPC (Securities Investor Protection Corporation), providing customer protection for securities held by the firm.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Houlihan Lokey: Global investment bank with a market-leading mid-market M&A advisory franchise alongside larger capital markets and restructuring practices. Competes with Silvermark for healthcare, business services, and tech mandates but offers a much broader service portfolio and global reach.
• Jefferies: Full-service global investment bank with strong healthcare and technology investment banking groups. Will Fitzgibbon was a Managing Director in Healthcare Investment Banking at Jefferies from 2000-2004 before founding Silvermark, making it a relevant prior-firm competitor.
• Robert W. Baird: Employee-owned, mid-market focused investment bank with substantial healthcare, technology, and business services M&A franchises. Competes with Silvermark for similar mid-market clients while also offering wealth management and equity capital markets services.
• Piper Sandler: Diversified middle-market investment bank with strong healthcare and technology coverage and capital raising capabilities. Directly competes with Silvermark in healthcare and tech M&A while also offering equity research, sales & trading, and public finance services.
• Raymond James: Diversified financial services firm with a large investment banking group covering healthcare, technology, business services, and consumer. Mid-market M&A and capital formation offerings overlap with Silvermark's services but at much greater scale.

Direct peers

• Livingstone Partners: Global mid-market M&A advisor with sector focuses in business services, healthcare, and industrials/distribution. Highly comparable boutique model serving similar deal sizes and client profiles as Silvermark, with multiple U.S. and European offices.
• Brentwood Capital Advisors: Nashville-based mid-market investment bank focused on healthcare, technology, and business services M&A and capital formation. Jack Harrington was a Partner and Managing Director at Brentwood Capital from 2003-2012 before joining Silvermark, making it the most directly comparable peer in both service mix and geography.
• Lincoln International: Global mid-market M&A advisory boutique serving clients across industrials, business services, healthcare, and technology. Closely comparable in deal size focus and transaction-based revenue model, though with substantially more offices and headcount than Silvermark.
• FOCUS Investment Banking: Middle-market M&A advisory boutique with sector coverage in healthcare, technology, business services, and consumer products. Highly comparable in deal size focus, boutique structure, and transaction-fee revenue model.
• Clearsight Advisors: Independent investment bank focused on technology-enabled business services and healthcare M&A advisory. Comparable boutique positioning serving similar mid-market clients in adjacent sectors to Silvermark's technology and business services practices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

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 SilverMark Partners