What Neri Capital Partners does

Neri Capital Partners is a privately held, boutique investment bank founded in 2006 and headquartered in Peachtree City, Georgia (Atlanta metro). The firm provides merger and acquisition advisory services — business valuations, sell-side representation, buy-side searches, debt and equity capital raises, and exit planning — to small and lower middle-market business owners, typically targeting companies with $500K-$10M in EBITDA and $1M-$75M in revenue across sectors including manufacturing, healthcare, technology, aerospace, construction, and automotive. The core technology stack is the BizEquity platform, which runs patented valuation algorithms against 24 third-party business data sources to produce market-aligned valuations at a fraction of traditional cost.

The firm generates revenue through professional services fees on each closed transaction, supported by free business valuations and free strategy calls used as top-of-funnel lead generation. Distribution is sales-led and relationship-driven, relying on referrals from accountants, attorneys, and wealth advisors rather than paid marketing. The advisory team is composed entirely of former operators who have personally founded, grown, and exited their own businesses, which the firm positions as its primary differentiator versus generalist investment bankers.

Cumulatively, Neri Capital has performed over 1,048 business valuations and closed over 238 transactions across 19 years, with a stated 95% business owner exit rate against an industry average of 20%. The firm claims active deal coverage across North America, South America, Europe, and Asia from its single U.S. office. Headcount is reported as 1-10 employees, consistent with a lean boutique operating model, and there is no disclosed external institutional ownership, funding, or subsidiary structure.

Name

Neri Capital Partners

Legal name

Neri Capital Partners

Website

https://nericap.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Neri Capital Partners is a Peachtree City, Georgia-based boutique investment bank founded in 2006, providing M&A advisory, valuations, exit planning, and capital raises to small and lower middle-market business owners across multiple sectors globally.

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Miscellaneous Intermediation (52391), Miscellaneous Financial Investment Activities (523999)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Lower Middle-Market Business Brokerage (FSAEAIAB), Buy-Side Search & Acquisition Advisory (FSAEAIAD)

Keywords

• Investment banking services
• Mergers and acquisitions advisory
• Business valuation services
• Exit planning advisory
• Sell-side representation

Headquarters

HQ city

Newnan

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, Others

Revenue model

1. M&A Advisory Services: Revenue generated from merger and acquisition advisory services including sell-side representation, buy-side searches, and transaction facilitation for small and lower middle-market businesses
2. Business Valuations: Fees from providing comprehensive business valuations using proprietary technology and algorithms
3. Debt/Equity Raise Facilitation: Fees from raising debt and equity capital for businesses, including introductions to lenders, development of complete loan packages, and coordination of due diligence
4. Exit Planning Services: Fees from certified exit planners developing definitive exit plans for privately held business owners

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Neri Capital Partners is a boutique investment bank that delivers a full suite of merger and acquisition advisory services to small and lower middle-market businesses (typically $1M-$75M revenue, $500K-$10M EBITDA). Core services include business valuations powered by patented algorithms, sell-side representation, buy-side acquisition searches, debt and equity capital raises, and certified exit planning. Engagements are tailored by sector and deal size across industries such as manufacturing, healthcare, industrial, aerospace, technology, and consumer.

Product overview

Neri Capital Partners operates as an investment bank for small and lower middle-market businesses, offering a unified suite of merger and acquisition advisory services. The core offering centers on business valuations using proprietary patented algorithms, complemented by seller representation (sell-side M&A advisory), buy-side business searches, debt/equity capital raises, and exit planning services. The firm also provides free market sector reports as educational resources. All services are delivered through their team of experienced transaction advisors and are tailored to various industry sectors including technology, healthcare, industrial, aerospace, telecom, and consumer.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuations Comprehensive business valuation services using patented algorithms that analyze data from 24 big business data sources to provide market-aligned valuations for small and lower middle-market businesses.
• Seller Representation Sell-side M&A advisory services guiding business owners through bilateral and structured sale processes, including LOI negotiation, due diligence coordination, and definitive purchase agreement negotiation.
• Buy-Side Searches Buy-side business search services for high net worth individuals, corporations, and private equity firms to identify and acquire businesses not on the public market, including target identification, executive summary preparation, and transaction support.
• Debt/Equity Raises Capital raising services for early or late stage businesses including debt financing, lines of credit, mezzanine/subordinated debt, venture debt and equity, and receivable factoring through relationships with high net worth individuals and venture funds.
• Exit Planning Certified exit planning services to develop definitive exit plans for privately held business owners, including identifying objectives, quantitative and qualitative analysis, business valuation, and value building initiatives.

Quantifiable outcome

• 95% business owner exit rate vs 20% industry average
• +4 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered minor.

• Transaction AttorneysminorImplementation/ SI/ Consulting PartnerRecommended legal professionals engaged to draft and negotiate Letters of Intent (LOI) and Definitive Purchase Agreements on buy-side and sell-side transactions.
• Tax and Trust AttorneysminorImplementation/ SI/ Consulting PartnerAdditional advisors recommended as part of exit planning engagements to address tax minimization and trust planning needs.
• Wealth AdvisorsminorImplementation/ SI/ Consulting PartnerAdvisory partners recommended for exit planning engagements to coordinate wealth management and estate planning aspects of business transitions.

Scale indicators7 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Generational Group: Largest US lower-middle-market M&A advisory firm, focused on sell-side mandates and exit planning for businesses with $1M-$50M EBITDA — directly comparable to Neri Capital's core service offering and target market.
• Woodbridge International: Global lower-middle-market M&A advisor with proprietary valuation methodologies and a similar cross-border reach (Americas, Europe, Asia) — directly comparable in deal size, service mix, and target client profile.
• Transworld Business Advisors: Franchise-driven business brokerage and M&A advisory serving sellers and buyers of lower-middle-market businesses — overlaps with Neri on sell-side representation and business valuation services.
• Sunbelt Business Brokers: Network of business brokers and M&A intermediaries focused on main-street and lower-middle-market transactions, including valuations and exit advisory — competes head-on for Neri's core sell-side mandates.
• Cornerstone Business Services: Boutique M&A advisory for lower-middle-market businesses with a similar full-service offering (valuations, sell-side, buy-side, financing) — directly comparable in scale and target segment.

Broad incumbents

• Houlihan Lokey: Global investment bank with a large M&A and valuation practice extending into middle-market deals — competes on larger mandates but downstream pressure bears on Neri's upper end of target deal sizes.
• Piper Sandler: Diversified middle-market investment bank offering M&A advisory and capital raising — relevant broad incumbent with growing coverage in Neri's deal-size territory.

Others

• M&A Source: Industry association and training/information platform for lower-middle-market M&A intermediaries; thematic peer that supports the same advisor ecosystem rather than competing for mandates.
• Exit Planning Institute: Credentialing and education body for the Certified Exit Planning Advisor (CEPA) designation that Eric Togneri holds — adjacent ecosystem enabler, not a competing service provider.

Emerging players

• Valuation Research Corporation: Independent valuation firm serving corporate and legal clients globally with business and intangible asset valuations — partial overlap with Neri's valuation practice, but more enterprise-tilted.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Neri Capital Partners