CTH Advisors
- Company typePrivate
- Founded2018
- HeadquartersCharleston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
CTH Advisors firmographics
Firmographics- Name
- CTH Advisors
- Legal name
- CTH Advisors
- Website
- https://cth-advisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
CTH Advisors industry classification
Industry- Product category
- Investment Banking Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Corporate Finance & Capital Advisory (BPAHADAB), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)
Keywords
Where CTH Advisors is headquartered
LocationHeadquarters
- HQ city
- Charleston
- HQ country
- United States
- HQ region
- North America
Offices14 records
Markets served
CTH Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Investment Banking Advisory Fees: Fees generated from M&A advisory (sell-side and buy-side), private placement distribution for equity and debt transactions. Every transaction is led by Managing Director-level professionals.
- Securities Transactions: Securities offered through Charles Towne Securities, LLC, a wholly owned subsidiary and FINRA member broker-dealer.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
CTH Advisors product offering
Product offeringCore offering
CTH Advisors provides investment banking and advisory services focused on the lower middle markets. Its core offerings include Mergers & Acquisitions advisory (buy-side and sell-side), private placements of equity and debt, and the CEO Whisperers advisory program covering strategic, operational, go-to-market, due diligence, and exit preparation services. Securities are offered through wholly owned subsidiary Charles Towne Securities, LLC, a FINRA member broker-dealer.
Product overview
CTH Advisors is an investment banking and advisory firm for the lower middle markets, offering a combination of seasoned investment bankers with transactional acumen and veteran business leaders (CEO Whisperers) with operational expertise. The firm operates two core service lines: Investment Banking (M&A, Private Placements of Equity & Debt) and Advisory Services (CEO Whisperers), with securities offered through its wholly owned subsidiary Charles Towne Securities, LLC.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Banking
Quantifiable outcome
- Executed >$100 billion in transactions collectively
Companies that use CTH Advisors
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles4 records
CTH Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CTH Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charlestowne HoldingsminorCharlestowne Holdings rebranded as CTH Advisors. Andy Brusman founded the firm in 2018 (previously under different branding). The firm continues operations from Charleston, SC.
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
CTH Advisors competitors and assessment
Company assessmentDirect peers
- Wedbush Securities: Independent middle market investment bank providing M&A advisory, private placements, and capital markets services to growth and lower middle market companies. Comparable boutique positioning to CTH.
- Brown Gibbons Lang & Company: Independent middle market investment bank providing M&A advisory and capital raising services. Highly comparable boutique-scale competitor to CTH in the lower middle market.
- Lincoln International: Global lower middle market-focused investment banking advisory firm providing M&A, capital raising, and valuations services, with comparable sector coverage and senior-led deal teams. Most directly comparable in scale and positioning.
- Silvermark Partners: Boutique investment bank focused exclusively on lower middle market M&A advisory and capital raising. Closely comparable boutique scale, sector-led coverage, and target client size to CTH Advisors.
Broad incumbents
- Piper Sandler: Middle market-focused investment bank with M&A advisory, equity capital markets, and sector-dedicated coverage. Overlaps with CTH's lower middle market M&A and private placement services but at significantly greater scale.
- Houlihan Lokey: Established global investment bank with a leading middle market M&A and capital markets practice, plus financial restructuring and financial advisory. Comparable in M&A advisory services but broader and substantially larger than CTH.
- Robert W. Baird: Middle market investment bank with M&A advisory and capital markets practices serving lower middle market companies. Comparable client profile to CTH's lower middle market focus.
- Oppenheimer & Co. Middle market-focused investment bank offering M&A advisory, equity capital markets, and private placement services. Overlaps with CTH's private placement distribution and M&A advisory work.
- D.A. Davidson: Middle market investment bank with a strong M&A advisory franchise and sector-specialized coverage. Direct competitor to CTH in lower middle market M&A mandates.
- Stifel Financial: Diversified middle market investment bank and wealth manager with M&A advisory, capital raising, and equity research. Competes with CTH in lower middle market advisory and private placements.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CTH Advisors social profiles
Digital presenceCTH Advisors compliance and trust
Trust signalCompliance2 records
CTH Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
CTH Advisors leadership team
Management profileNumber of profiles
Profiles25 records
CTH Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
CTH Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CTH Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CTH Advisors
What does CTH Advisors do?
CTH Advisors provides investment banking and advisory services focused on the lower middle markets. Its core offerings include Mergers & Acquisitions advisory (buy-side and sell-side), private placements of equity and debt, and the CEO Whisperers advisory program covering strategic, operational, go-to-market, due diligence, and exit preparation services. Securities are offered through wholly owned subsidiary Charles Towne Securities, LLC, a FINRA member broker-dealer.
Is CTH Advisors a public or private company?
CTH Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CTH Advisors founded?
CTH Advisors was founded in 2018. It employs 11 to 50 people.
Where is CTH Advisors based?
CTH Advisors is headquartered in Charleston, United States, in the North America region.
How does CTH Advisors make money?
Two revenue lines are on record. Investment Banking Advisory Fees are the primary driver. The others are securities Transactions.
Who are CTH Advisors's main competitors?
Direct peers on record are Wedbush Securities, Brown Gibbons Lang & Company, Lincoln International and Silvermark Partners. Broad incumbents are Piper Sandler, Houlihan Lokey, Robert W. Baird, Oppenheimer & Co., D.A. Davidson and Stifel Financial.
Does CTH Advisors have an API?
No public API is recorded for CTH Advisors.
What industry is CTH Advisors in?
CTH Advisors's product category is Investment Banking Advisory Services. Its primary akta.pro industry code is FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked), with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 523150 and its SIC code is 6211.