What CoView Capital does

CoView Capital, Inc. is a New York-based, FINRA-registered investment banking and advisory firm founded in 1993 by Samuel Yellin and other senior professionals. The firm operates as a boutique middle-market advisor with a headcount of 1-10 employees and approximately 11 named senior professionals including Managing Directors (Samuel Yellin, John Carton, Christopher Novak, James Glanzer), Senior Vice Presidents (Keith Moh, Jeffrey Beaver), Vice President (Nick Olin), Associates, and a Senior Analyst. CoView serves closely-held and publicly-traded companies with deal values ranging from $5 million to over $1 billion, engaging in M&A advisory, capital raising, fairness opinions and valuations, and corporate finance structuring across healthcare, technology, industrial, consumer, and business services sectors.

The firm's core service offering is organized around four pillars: M&A Services (sell-side and buy-side engagements, strategic alliances, joint ventures, spin-outs, management buyouts, and mergers), Capital Raising (equity, convertible debt, mezzanine debt, senior debt, private placements, PIPEs, and securitized financing), Fairness Opinions & Valuations (expert opinions, solvency opinions, gift and tax opinions, ASC 350 goodwill testing, litigation support), and Corporate Finance (transaction structuring, valuation advice, capital structure consulting for LBOs, recapitalizations, and restructurings). Supporting modules include Sell-Side Advisory, Buy-Side Advisory, Private Placements, and a dedicated Healthcare Advisory Service operated via the September 2016 strategic alliance with The Channel Group. CoView does not operate a proprietary technology platform; the underlying technology is standard banker workflow tooling for financial modeling, due diligence, and presentation development.

CoView's business model is professional services-based, generating revenue through transaction-based advisory fees negotiated per engagement and scaled to deal value and complexity. The go-to-market motion is relationship-driven enterprise field sales: senior bankers originate mandates through direct outreach to executives, boards, and business owners, supplemented by referrals from professional advisors (attorneys, accountants), industry networks, and the firm's proprietary deal history. The firm maintains a horizontal segmentation approach targeting four buyer groups — closely held and privately owned businesses, public companies, shareholders/owners, and institutions (including private equity). Pricing is per-engagement and undisclosed; channels include the firm's website, a monthly newsletter, press release distribution through Business Wire, and senior banker participation in industry events. Geographic footprint is concentrated in the United States with incremental reach into Caribbean markets through selected cross-border mandates.

Name

CoView Capital

Legal name

CoView Capital, Inc.

Website

https://coviewcapital.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

CoView Capital is a New York-based, FINRA-registered boutique investment banking and advisory firm founded in 1993, serving middle-market and closely-held companies with M&A advisory, capital raising, fairness opinions, and corporate finance services on deals ranging from $5 million to over $1 billion.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Investment banking services
• Mergers and acquisitions advisory
• Middle-market advisory
• Capital raising services
• Fairness opinions valuations

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, Infrastructure

Revenue model

1. Advisory and Transaction Fees: CoView Capital generates revenue through advisory fees for merger and acquisition engagements, capital raising transactions, fairness opinions, and corporate finance mandates. Revenue is typically earned on a transaction basis, with fees structured around deal value and complexity.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

CoView Capital is a FINRA-registered investment banking and advisory firm providing M&A advisory, capital raising, fairness opinions and valuations, and corporate finance services to middle-market and closely-held companies. The firm originates and executes transactions ranging from $5 million to over $1 billion in deal value, delivering senior-level banker engagement across healthcare, technology, industrial, consumer, and business services sectors.

Product overview

CoView Capital is an investment banking and advisory firm offering a unified suite of financial services rather than a software product. The core offerings include M&A Services (sell-side and buy-side advisory), Capital Raising (equity, debt, private placements), Fairness Opinions & Valuations, and Corporate Finance. These services are delivered through engagement modules including Private Placements and a specialized Healthcare Advisory service offered in partnership with The Channel Group. The firm is not a technology product company but rather provides traditional investment banking advisory services to middle-market and closely-held companies.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Services
• Capital Raising
• Fairness Opinions and Valuations
• Corporate Finance
• Healthcare Advisory Services

Named customers18 records

Segments4 records

Ideal customer profiles2 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.

• The Channel Group (TCG)coreStrategic or Co-development Partner · 21 September 2016CoView Capital and The Channel Group formed a strategic alliance in September 2016 to jointly provide services to life sciences, biomedical, and healthcare companies. Within the alliance, CoView provides private placement, merger and acquisition, and other investment banking services, supported by TCG's team of scientific, clinical medicine, and management leaders in healthcare. TCG provides strategic advisory services supported by CoView's senior-level investment bankers.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Benchmark International: M&A advisory firm focused on private, lower-middle-market transactions across multiple sectors, with a similar boutique relationship-driven model.
• Houlihan Lokey: Publicly listed middle-market advisor with M&A, capital markets, and valuation/fairness opinion practices — directly comparable services to CoView but at much greater scale.
• Lincoln International: Global middle-market investment bank specializing in M&A advisory and capital raising, closely comparable in deal size, sector breadth, and senior-led boutique model.
• SC&H Capital: Boutique middle-market investment bank with M&A advisory, capital raising, and valuation services; closely comparable in size, focus, and deal range.
• PMCF (P&M Corporate Finance): Middle-market M&A advisory boutique providing sell-side, buy-side, and capital raising services — closely aligned with CoView's boutique middle-market model.

Broad incumbents

• B. Riley Financial: Provides M&A advisory, capital raising, and fairness opinions to middle-market and small-cap companies; directly overlaps CoView's service lines.
• Kroll (formerly Duff & Phelps): Global financial services firm offering valuation, fairness opinions, and M&A advisory — directly comparable fairness opinion/valuation and corporate finance offerings.
• Robert W. Baird & Co. Large diversified financial services firm with a significant middle-market M&A and capital raising practice overlapping with CoView's services.
• Oppenheimer & Co. Full-service investment bank and broker-dealer offering middle-market M&A, equity placement, and advisory — comparable services at larger scale.
• Stiefel Nicolaus (Stifel): Full-service broker-dealer with a middle-market investment banking group covering M&A, equity/debt capital markets, and fairness opinions; broader product suite than CoView.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 CoView Capital