What Prestwick Partners does

Prestwick Partners is a privately-held boutique investment bank founded in 2003 and headquartered in Edina, Minnesota, providing sell-side M&A advisory services to private business owners, private equity groups, and corporations. The firm operates with a team of seven professionals and has completed more than 100 transactions across seven industry verticals: Building Products & Materials, Business Services, Consumer & Food, Diversified Industrial, Healthcare, Specialty Distribution, and Technology & Software. Co-founded by Fritz Richards and Ingo Schulz, both alumni of Goldsmith Agio Helms (now Lazard Middle Market) and Greene Holcomb & Fisher (now BMO Capital Markets), the firm sells itself on senior-level hands-on engagement throughout each transaction, with no junior-staff substitution.

Prestwick generates revenue solely through transaction success-fee compensation on closed sell-side mandates; pricing terms are negotiated privately per engagement and not publicly disclosed. Its go-to-market is direct enterprise relationship selling to three primary client segments: (i) entrepreneurs and family businesses seeking liquidity or succession events, (ii) private equity groups needing portfolio company exits, add-ons, or recapitalizations, and (iii) corporations executing carve-outs and divestitures (including engagements with 3M and Mosaic Company). The firm distributes transaction announcements via its website, LinkedIn presence, and an email newsletter, and participates in industry events such as the SEMA Show and the National Safety Council Congress & Expo to source mandates.

The firm's technology stack is essentially non-existent as a product surface; Prestwick relies on conventional M&A process tools (marketing materials, CIMs, valuation analyses) and standard CRM/reporting rather than proprietary platforms, AI tooling, or APIs. Sustained client relationships with repeat-sponsor counterparties—including Champlain Capital across multiple engagements (S.R. Smith, Agam), LFM Capital, TSG Consumer Partners (Trinity Solar), Gemspring Capital (Skyline), and strategic acquirer Fluidra S.A. (S.R. Smith)—form the backbone of its deal pipeline. Operating geographies are predominantly the United States, with incidental cross-border activity into Canada.

Name

Prestwick Partners

Legal name

Prestwick Partners

Website

https://prestwickpartners.net

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Prestwick Partners is a Minneapolis-based boutique investment bank founded in 2003 that provides sell-side M&A advisory services to private business owners, private equity groups, and corporations, with a seven-person team and over 100 transactions closed across seven industry verticals.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Sell-side M&A advisory
• Middle market investment banking
• Mergers and acquisitions
• Private equity advisory
• Corporate divestiture advisory

Headquarters

HQ city

Minneapolis

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, Others

Revenue model

1. M&A Advisory Fees: Prestwick generates revenue through success-based transaction fees for sell-side M&A advisory services. The firm acts as exclusive financial advisor to clients in transactions, with terms typically not disclosed.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Prestwick Partners is a boutique investment bank that provides sell-side M&A advisory services to entrepreneurs, private equity groups, and corporations in the middle market. Its engagements span transaction initiation and process design, marketing material preparation, acquisition proposal evaluation, deal negotiation, and closing support across industries including Building Products & Materials, Business Services, Consumer & Food, Diversified Industrial, Healthcare, Specialty Distribution, and Technology & Software.

Product overview

Prestwick Partners is a sell-side M&A advisory firm that provides investment banking services to entrepreneurs, private equity groups, and corporations. The firm does not offer technology products or software platforms. Its services include M&A advisory, transaction execution, deal sourcing, and strategic advisory across various industries including Building Products & Materials, Business Services, Consumer & Food, Diversified Industrial, Healthcare, Specialty Distribution, and Technology & Software.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side M&A Advisory Exclusive financial advisory service for entrepreneurs, family businesses, private equity groups, and corporations on the sale of their companies or business units, including transaction initiation, marketing material preparation, buyer outreach, proposal evaluation, and negotiation support.
• Recapitalization Advisory Financial advisory for recapitalization transactions involving private equity sponsors and minority capital partners, including capital structure design and transaction execution.
• Corporate Carve-out Advisory Advisory for public and private corporations divesting non-core business units, product lines, or subsidiaries, including buyer identification and management of complex carve-out processes.
• Growth Investment Advisory

Quantifiable outcome

• 100+ transactions completed across diverse industries and end markets

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

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Lincoln International: Global mid-market investment bank advising on M&A and private capital raises across multiple sectors including industrials, consumer, and business services. Directly comparable to Prestwick as a multi-vertical boutique serving PE sellers, though with significantly larger headcount and international footprint.
• TM Capital: Boston-based boutique investment bank focused on sell-side M&A advisory in the middle market. Closely comparable in boutique size, senior-led engagement model, and PE-buyer relationship focus.
• Livingstone Partners: Boutique M&A advisor focused on the middle market across consumer, healthcare, industrials, business services, and technology. Closely comparable to Prestwick in sector mix, deal size, and senior-led engagement model.
• FOCUS Investment Banking: Washington, D.C.-based middle-market M&A advisor covering healthcare, technology, business services, and consumer. Comparable in boutique scale, multi-sector coverage, and lower middle-market deal focus with PE and corporate sellers.
• Harris Williams: Middle-market M&A advisor with deep sector-focused practices in consumer, healthcare, industrials, services, and technology. Comparable in target deal size and PE-seller focus, though larger and more formally sectorized than Prestwick.
• Cascadia Capital: Seattle-based boutique investment bank advising on M&A and capital raising in the middle market across consumer, industrials, healthcare, and technology. Directly comparable boutique M&A advisor with similar multi-sector coverage and PE-buyer relationships.
• Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory and capital-raising services across multiple industries. Directly comparable in deal size, sector breadth, and focus on PE and corporate sellers in the lower middle market.
• Hyde Park Capital Advisors: Tampa-based middle-market investment bank providing M&A advisory and capital-raising services across consumer, healthcare, industrials, and technology. Comparable in boutique scale, multi-sector coverage, and lower middle-market deal focus.

Broad incumbents

• KeyBanc Capital Markets: Full-service investment bank within KeyCorp providing M&A, debt capital markets, and equity capital markets services with a strong middle-market franchise. Broader incumbent that competes with Prestwick on lower middle-market M&A mandates but offers a much wider product suite.
• D.A. Davidson: Full-service financial services firm with an investment banking division covering middle-market M&A, equity capital markets, and fixed income. Competes with Prestwick for lower middle-market sell-side mandates but operates a substantially broader, multi-product platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/prestwick-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Prestwick Partners