What Concentra Capital Group does

Concentra Capital Group, LLC is a privately held, New York-based boutique investment banking firm founded in 2020 that provides capital raising and sell-side M&A advisory services to founder-led and privately held companies. Its target client profile consists of companies generating $10 million or more in annual revenues with transaction sizes ranging from $5 million to $50 million, primarily in the Telecommunications, IT Services, and Niche Manufacturing sectors. The firm operates with a lean team of two full-time professionals (Founder Joseph J. Adipietro and Analyst Eric Shippee) plus two strategic advisors (Daniel Kosh and Edmond Farrell), with securities execution routed through an introducing broker-dealer relationship with Pickwick Capital Partners, LLC (a FINRA/SIPC member).

The firm's service offering is concentrated in two lines: Capital Raising (debt, equity, and hybrid solutions spanning senior debt, second lien, mezzanine, structured equity, refinancing, dividend recapitalizations, and rescue financing) and Sell-Side Advisory (full-sale, majority, and minority stake transactions with valuation and deal-structuring support). Pricing is transaction-based and not publicly disclosed; revenue is professional services in nature and earned on completed mandates. The go-to-market is high-touch, enterprise field sales driven by the founder's individual relationships and network. There is no proprietary technology platform — the firm's outputs are advisory judgment, capital-sourcing relationships, and deal-execution support, which is consistent with its identity as a relationship-driven boutique rather than a technology-enabled intermediary.

The firm's primary competitive asset is the career track record of its founder, who brings 25+ years of Wall Street experience across Citigroup, Credit Suisse, and Donaldson, Lufkin & Jenrette, with over $35 billion in lead-managed financings and M&A transactions at those institutions. The model is highly dependent on this principal relationship and on the firm's ability to source and close a steady flow of $5M-$50M mandates in its chosen verticals. Geographic scope is limited to the United States, the firm has no external institutional capital, no disclosed revenue, and only one named transaction to date (Schmidt Industrial Services, Metal & Cable), reflecting its early-stage status.

Name

Concentra Capital Group

Legal name

Concentra Capital Group, LLC

Website

https://concentracapitalgroup.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Concentra Capital Group is a New York-based boutique investment bank providing capital raising and sell-side M&A advisory to founder-led private companies with $10M+ annual revenues in Telecommunications, IT Services, and Niche Manufacturing.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Investment banking advisory
• Capital raising services
• Sell-side M&A advisory
• Private equity placement
• Mergers and acquisitions

Headquarters

HQ city

New York

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. Investment Banking Advisory Fees: Fees earned from capital raising and M&A transaction advisory services. Revenue is generated through advisory fees on completed transactions including capital raises, mergers, acquisitions, and divestitures.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Concentra Capital Group is a New York-based investment banking firm that advises founder-led and privately held companies on capital raising (debt, equity, and structured equity solutions for transactions of $5 million to $50 million) and sell-side M&A advisory (full company sales, majority/minority stake transactions, and equity partner introductions). Services are targeted at businesses with $10 million or more in annual revenues, with a sector focus on Technology, Telecom, IT Services, and Niche Manufacturing.

Product overview

Concentra Capital Group is an investment banking advisory firm offering two primary service lines: Capital Raising and Sell Side Advisory. Capital Raising provides comprehensive capital structure assessment and financing solutions ranging from $5 million to $50 million, including debt, equity, and structured equity options. Sell Side Advisory delivers M&A transaction support for business sales and equity partner introductions. Both services target founder-led, privately held companies with $10 million or more in annual revenues, focusing on Technology, Telecom, and Niche Manufacturing sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising

Named customers1 record

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• TM Capital: Independent advisory firm specializing in M&A and capital raising for founder-led, middle-market companies across technology, business services, and industrial sectors. Direct boutique peer with similar transaction sizes and advisor-led model.
• Cascadia Capital: Middle-market investment bank providing M&A and capital raising advisory to founder-led businesses, with deep sector coverage in technology and niche industrials. Comparable business model, client profile, and transaction size band.
• Pickwick Capital Partners: Boutique investment bank and placement agent serving middle-market issuers with private debt and equity capital raises. Highly comparable given Concentra's mid-market capital raising focus and direct partnership relationship.
• BlackArch Partners: Boutique M&A advisory firm serving founder-led and middle-market companies across the US Southeast and nationally. Comparable in client profile (privately held, $10M+ revenue businesses) and transaction size focus.
• Murphy McMahon Capital: Independent investment bank focused on serving mid-market and emerging growth companies. Similar boutique advisory model with M&A and capital raising services for founder-led businesses.
• Pickwick Capital Partners, LLC: FINRA/SIPC member broker-dealer and boutique investment bank that provides the introducing-broker-dealer relationship for Concentra Capital Group. Operates as a direct competitor in mid-market capital raising and private placements with comparable transaction size ranges.
• Signal Hill (now CBIZ): Boutique advisory firm historically focused on growth-stage and mid-market technology M&A and capital raising. Highly comparable in client profile (founder-led tech and telecom companies) and service mix.

Broad incumbents

• D.A. Davidson: Larger middle-market investment bank with full-service capital markets and M&A advisory serving companies in the same $10M-$50M revenue band. Overlaps with Concentra in deal size and founder-led client profile, though with much broader resource base.
• Houlihan Lokey: Global investment bank with a deep middle-market M&A and capital markets practice. Represents an incumbent competitor with overlapping capabilities in sell-side advisory and founder-led transitions, though at materially larger transaction sizes.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/concentra-capital-group-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Concentra Capital Group