Reynolds Advisory Partners

Name

Reynolds Advisory Partners

Legal name

Reynolds Advisory Partners, LLC

Website

https://reynoldsap.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

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

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Fairness Opinions & Independent Board Advice (FSAEAGAF), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Mergers and acquisitions advisory
• Capital raising services
• Middle market investment banking
• Fairness opinion services
• Strategic advisory services

Headquarters

HQ city

Los Angeles

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, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory (Sell-Side and Buy-Side): The firm earns success fees, retainer fees, or transaction fees for acting as exclusive financial advisor on sell-side and buy-side M&A transactions for middle market private and public companies. This is the primary revenue stream.
2. Capital Raising: The firm earns fees for raising debt and equity capital for clients, including senior secured/unsecured bank debt, subordinated debt, mezzanine debt, and private equity growth capital. Fees are earned on successful capital raises.
3. Fairness Opinions: The firm provides fairness opinions to boards of directors, special committees, and other fiduciaries opining on the financial fairness of complex transactions. Fees are charged for these formal valuation opinions.
4. IPO Advisory: The firm advises companies on IPO readiness, underwriter selection, prospectus drafting, and transaction structuring. In certain situations the firm may receive a success fee as a co-manager in the underwriting.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Reynolds Advisory Partners is a boutique investment bank that provides merger and acquisition advisory, capital raising, fairness opinions, IPO advisory, special committee representation, valuation, and special situations advisory services to middle-market private and public companies. The firm acts as exclusive financial advisor on sell-side and buy-side M&A transactions and on debt and equity capital raises, executing every engagement personally through its three Managing Directors.

Product overview

Reynolds Advisory Partners is a boutique investment bank providing a suite of financial advisory services for middle-market companies. The firm does not offer a unified software product or platform but delivers services through distinct advisory offerings including sell-side M&A advisory, buy-side M&A advisory, capital raising, fairness opinions, IPO advisory, special committee representation, valuation services, and special situations advisory. These services are rendered by senior investment bankers and are not software products, modules, or technology platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Advisory Highly customized sell-side M&A process designed to extract maximum value for sellers by positioning the company to be most attractive to buyers worldwide. Targeted at middle-market private company owners pursuing a sale or liquidity event.
• Buy-Side Advisory Senior M&A banking services implementing a customized buy-side process including auction participation, target identification, valuation, negotiation, and closing support. Targeted at strategic acquirers and financial buyers seeking acquisitions.
• Capital Raising Securing cost-effective capital solutions including senior secured debt, subordinated debt, mezzanine debt, and private equity growth capital for middle-market clients. Professionals have leveraged over $30 billion of capital raised.
• Fairness Opinions Independent assessment of financial fairness of complex sell-side M&A transactions, buy-side M&A transactions, financial restructurings, and related party transactions. Targeted at public and private company boards, special committees, trustees, and other fiduciaries.
• IPO Advisory Comprehensive support for accessing public capital markets including IPO readiness assessment, financial modeling, underwriter selection, prospectus drafting, transaction structuring, and pricing. Targeted at private companies pursuing an initial public offering.
• Special Committee Representation Advisory services for public and private company boards on complex related party transactions including related party sales, buy-side M&A, financial restructurings, and going private transactions. Targeted at independent directors and special committees of public and private companies.
• Valuation Services Sophisticated independent valuation assessments for boards, investors, trustees, and fiduciaries to assist in fulfilling fiduciary duties in high-profile transactions.
• Special Situations Advisory Advisory for unique and complex situations including pre-revenue technology transfers, international transactions, management transitions, family shareholder complications, and public market transactions. Targeted at middle-market companies and their owners facing non-standard transaction scenarios.

Quantifiable outcome

• Over 400 M&A and capital raising transactions completed, representing over $100 billion of transaction value.
• +3 more outcomes

Named customers18 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators10 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Lincoln International: Global boutique investment bank focused on M&A advisory and capital raising for middle-market companies. Closely comparable business model and target client base to RAP.
• Houlihan Lokey: Leading global middle-market investment bank with deep M&A advisory, capital raising, and fairness opinion practices. Directly comparable as a senior-led middle-market advisor competing for the same complex mandates RAP pursues.
• Harris Williams: Boutique M&A advisory firm focused exclusively on selling middle-market companies across diverse sectors. Direct competitor for sell-side mandates in the same client segment as RAP.
• William Blair: Middle-market investment bank with strong M&A advisory and capital raising practices serving similar-sized companies. Direct competitor in the middle-market segment across multiple sectors.

Broad incumbents

• PJT Partners: Independent advisory-focused investment bank with strong M&A and capital raising practices. Similar boutique pedigree but operates at larger scale with broader sector coverage.
• Greenhill & Co. Independent global M&A advisor focused on larger transactions but with practices relevant to middle-market. Comparable boutique heritage and senior-led execution model.
• Stifel Financial: Diversified financial services firm with meaningful middle-market investment banking practice. Competes for sell-side and capital raising mandates across sectors.
• Jefferies: Global full-service investment bank with strong middle-market advisory franchise. Larger and more diversified than RAP but competes for the same middle-market M&A mandates.
• Robert W. Baird: Large diversified financial services firm with substantial middle-market investment banking practice. Broader service portfolio but directly competes for middle-market M&A and capital raising mandates.

Others

• CIBC Capital Markets (Cleary Gull): Specialty middle-market M&A advisory firm and affiliate of CIBC, providing sell-side advisory to lower middle market. Comparable boutique model serving similar-sized clients in adjacent geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance3 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 Reynolds Advisory Partners