Brentwood Capital Advisors

What Brentwood Capital Advisors does

Brentwood Capital Advisors (BCA) is a privately held, FINRA- and SIPC-member boutique investment bank founded in 1999 and headquartered in Nashville, Tennessee (relocated to the Broadwest Building, 1600 West End Avenue, Suite 1550 in August 2023). The firm specializes in middle-market M&A advisory and capital raising across four core sectors: healthcare services, healthcare technology, business services, and family-owned/founder-led businesses, with deepest expertise in healthcare sub-verticals including behavioral health, autism services, home health, hospice, infusion therapy, revenue cycle management, and contract lifecycle management. Since founding, BCA reports closing 250+ transactions with aggregate transaction value exceeding $40 billion.

BCA's service offering spans sell-side and buy-side M&A representation, recapitalizations, growth equity financing, and debt financing advisory, structured as percentage-of-transaction-value fees with negotiated retainer and milestone components. The firm does not develop technology products; its platform is senior-banker relationships and sector domain knowledge. Engagement is relationship-driven and high-touch, with Managing Directors personally involved from origination through closing. The team consists of approximately 27 professionals, including eight Managing Directors (Tom Wylly as Chairman, L.A. Galyon IV, John Allgood, Dan Beuerlein, Bryan Cloncs, Burk Lindsey, Porter Meadors, Michael Ory), two Directors (Patrick Price, Kyle Witty), four Vice Presidents, a CFO (Chris Decker), and a layered analyst and associate bench, with average partner experience exceeding 30 years.

The firm's go-to-market relies on direct senior relationships with company CEOs, boards, and PE sponsors, supplemented by referral networks of legal, accounting, and intermediary contacts, sector-specific thought leadership publications, podcast participation, and panel presence at events including the Healthcare Private Equity Conference and Nashville Health Care Council. Customer concentration is structurally low because advisory mandates are transaction-based and episodic; however, revenue predictability is exposed to capital markets cyclicality and healthcare deal-flow swings. Recent mandate activity (2025-2026) spans transactions with Werner Enterprises, Kodiak Solutions, Avesi Partners, Shore Capital Partners, Achieve Partners, H.I.G. Capital, Cressey & Company, Knack RCM, and Accel-KKR.

Name

Brentwood Capital Advisors

Legal name

Brentwood Capital Advisors LLC

Website

https://brentwoodcap.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Brentwood Capital Advisors is a Nashville-based boutique investment bank founded in 1999 providing M&A advisory and capital-raising services to middle-market healthcare services, healthcare technology, business services, and family-owned companies, with 250+ closed transactions totaling $40B+ in value.

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

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investment banking advisory
• Mergers and acquisitions
• Capital raising services
• Healthcare M&A advisory
• Middle market advisory

Headquarters

HQ city

Franklin

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

Revenue model

1. M&A Advisory Fees: BCA earns success fees and advisory fees for providing merger and acquisition advisory services, including sell-side and buy-side M&A transactions. The firm also earns fees for capital-raising assignments including growth equity, debt financing, and recapitalization transactions.
2. Transaction Advisory: The firm serves as exclusive financial advisor, co-advisor, or financial advisor on transactions, earning fees typically structured as a percentage of transaction value with milestone payments.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Brentwood Capital Advisors is a boutique investment bank providing M&A advisory and capital-raising services to middle-market healthcare services, healthcare technology, and business services companies. The firm serves as exclusive financial advisor, co-advisor, or sell-side/buy-side representative on transactions including mergers, acquisitions, recapitalizations, and growth equity financings. BCA structures fees as a percentage of transaction value with retainer and milestone components, leveraging senior banker involvement across the full deal lifecycle.

Product overview

Brentwood Capital Advisors operates as a boutique investment banking firm offering a unified platform of advisory services rather than discrete software products. Their core offering encompasses Mergers and Acquisitions Advisory and Capital Raising Advisory, organized across four sector practices: Healthcare Services, Healthcare Technology, Business Services, and Family-Owned Business Advisory. The firm does not offer modular software products; instead, they provide relationship-driven financial advisory services tailored to middle-market companies in healthcare and related sectors. Transaction types include sell-side advisory, buy-side advisory, recapitalizations, and growth equity financing.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory Provides M&A advisory services including sell-side and buy-side representation, deal structuring, valuation, and transaction execution for middle-market healthcare and business services companies.
• Capital Raising Advisory Assists growth-oriented companies in raising debt and equity capital through strategic introductions to private equity firms, institutional investors, and lenders.
• Healthcare Services Sector Advisory Specialized advisory services for healthcare services companies including home health, hospice, behavioral health, autism services, infusion therapy, and post-acute care providers.
• Healthcare Technology Sector Advisory Advisory services for healthcare technology companies including revenue cycle management, contract lifecycle management, population health, and health IT firms.
• Business Services Sector Advisory M&A and capital raising advisory for business services companies across various sub-sectors.
• Family-Owned Business Advisory Specialized liquidity and transition planning for family-owned and founder-led businesses, including valuation, process design, and partner selection.

Quantifiable outcome

• 250+ transactions closed
• +1 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• FINRAcoreOthersBCA is a member of the Financial Industry Regulatory Authority (FINRA), providing regulatory oversight and broker-dealer licensing.
• SIPCcoreOthersBCA is a member of the Securities Investor Protection Corporation (SIPC), providing customer protection for securities held in customer accounts.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• TM Capital: TM Capital is a middle-market M&A advisory boutique with healthcare and business services practices, directly comparable to BCA in transaction size, sector mix, and engagement model.
• Harris Williams: Harris Williams is a middle-market M&A advisory boutique with dedicated healthcare services and healthcare technology practices, directly competing with BCA for sell-side and recapitalization mandates in the same sub-sectors (behavioral health, RCM, home health). Both firms run senior-led engagement teams, and BCA has previously hired from Harris Williams (per Jocelyn Riopel's prior tenure).
• PCE Investment Bankers: PCE is a healthcare-focused middle-market M&A advisory firm with deep relationships across behavioral health, autism, and post-acute services—directly comparable to BCA's healthcare services vertical. Both serve PE-backed and founder-led healthcare companies on sell-side and recapitalization mandates.
• EdgePoint Capital Partners: EdgePoint is a healthcare-focused middle-market investment bank advising on M&A and capital raises for healthcare services and technology companies, overlapping substantially with BCA's healthcare services and healthcare technology verticals. Comparable by sector focus, client type (PE-backed and founder-led), and transaction size range.
• Edgemont Capital Partners: Edgemont Capital is a healthcare services and healthcare technology focused M&A advisor serving middle-market clients—directly comparable by sector specialization, sponsor relationships, and senior-led model.
• Livingstone Partners: Livingstone is a global mid-market M&A advisor with a strong healthcare practice, frequently competing with BCA on healthcare services transactions in the U.S. Comparability stems from shared healthcare vertical focus and middle-market transaction size range.
• Brown, Gibbons, Lang & Company: BGL is a middle-market investment bank with dedicated healthcare services and business services coverage, competing for the same sell-side and recapitalization mandates as BCA. Both are senior-led boutiques serving PE and family-owned companies.
• MHT Partners: MHT Partners is a healthcare-focused middle-market investment bank advising on M&A and capital raising—directly comparable by sector specialization, PE-sponsored client base, and senior-led model.
• Hyde Park Capital: Hyde Park Capital is a middle-market M&A advisor with healthcare and business services practices serving PE-backed and founder-led companies—comparable in client profile, transaction size, and senior-led engagement model.

Broad incumbents

• D.A. Davidson: D.A. Davidson is a larger, diversified middle-market investment bank with a healthcare group that competes with BCA on healthcare services M&A. While broader than BCA, its middle-market healthcare practice directly overlaps with BCA's core verticals.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brentwood Capital Advisors