CRESO Capital Partners
CRESO Capital Partners is a privately-held middle-market investment banking boutique advising US companies with $30mm-$550mm revenue and cross-border ASIAN/LATAM opportunities on corporate finance, M&A, growth capital, and mezzanine transactions, with securities offered via Finalis Securities LLC.
- Company typePrivate
- Founded2003
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What CRESO Capital Partners does
CRESO Capital Partners is a privately-held middle-market investment banking boutique and merchant banking firm founded in 2003 and headquartered in the Los Angeles/Irvine, California area. The firm advises US domestic companies with revenues between $30mm and $550mm, as well as cross-border ASIAN and LATAM opportunities, on corporate finance solutions, growth capital and liquidity strategies, M&A advisory, buy-side and liquidity alternatives, and mezzanine capital with an equity-preservation focus. Securities offerings are executed through a partnership with Finalis Securities LLC, a FINRA/SIPC member broker-dealer; CRESO itself is not a registered broker-dealer.
The firm operates as a single integrated advisory practice rather than a modular product platform, with no proprietary technology disclosed. Service delivery relies on a small senior team — founder and Principal Thomas J. Papa, Managing Director Joseph Pacis, and Managing Director Jose Kreidler — collectively bringing 75+ years of corporate finance, operations consulting, and investment banking experience. Transaction values on the disclosed select client list range from roughly $500K to $500mm, spanning industries including technology, telecommunications, energy, real estate, life sciences, industrials, aerospace and defense, and multimedia.
Revenue is generated through transaction fees and advisory retainers on a professional services basis; pricing is not publicly disclosed and is structured per-engagement. Go-to-market is enterprise field sales driven by direct principal engagement with business owners, supplemented by minimal digital marketing (LinkedIn, Twitter, Facebook, blog). The firm has 1-10 employees and no disclosed institutional backing, funding history, or acquisition activity.
CRESO Capital Partners firmographics
Firmographics- Name
- CRESO Capital Partners
- Legal name
- CRESO Capital Partners
- Website
- https://cresocapital.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CRESO Capital Partners is a privately-held middle-market investment banking boutique advising US companies with $30mm-$550mm revenue and cross-border ASIAN/LATAM opportunities on corporate finance, M&A, growth capital, and mezzanine transactions, with securities offered via Finalis Securities LLC.
- Ownership category
- akta.pro rank
CRESO Capital Partners industry classification
Industry- Product category
- Middle-Market Investment Banking
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239), Miscellaneous Intermediation (52391)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)
- akta.pro primary industry
- Special Purpose & Alternative Asset Brokerage (BPAJABAH)
- akta.pro secondary industry
- CRE Loan Syndication & Participation (FSALADAK)
Keywords
Where CRESO Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CRESO Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Banking Advisory: Fee-based advisory services for corporate finance solutions, M&A transactions, growth capital, and mezzanine financing. Revenue generated through transaction fees and advisory retainers for middle-market companies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory fees based on transaction type and complexity |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
CRESO Capital Partners product offering
Product offeringCore offering
CRESO Capital Partners is a middle-market investment banking boutique and merchant banking firm that delivers corporate finance solutions, growth capital and liquidity strategies, middle-market M&A advisory, buy-side and liquidity alternatives, and mezzanine capital (targeting $3mm–$15mm) for US firms with $30mm–$550mm in revenue and cross-border ASIAN and LATAM opportunities. Engagements are principal-led, with structures designed to minimize cost of capital and dilution of equity.
Product overview
CRESO Capital Partners operates as a single integrated investment banking service offering rather than a platform with modular products. The firm provides a unified suite of corporate finance and M&A advisory services centered on five core offerings: Corporate Finance Solutions, Growth Capital & Liquidity Strategies, Middle Market M&A Advisory, Buy-side & Liquidity Alternatives, and Mezzanine Capital with Equity Preservation. These services are designed to work together to support business owners through corporate finance needs, capital raising, and M&A transactions. The firm targets US middle market companies with revenues between $30mm to $550mm and focuses on minimizing cost of capital and equity dilution.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Finance Solutions Advisory services for corporate finance needs including strategy formulation and alternative solution-driven structures for middle-market companies with revenues between $30mm and $550mm, designed to minimize cost of capital and dilution of equity.
- Growth Capital & Liquidity Strategies Provides growth capital and liquidity alternatives for business owners seeking to minimize cost of capital and equity dilution, including accessing senior lenders, sub-debt, mezzanine lenders/investors, and preferred or common equity sources.
- Middle Market M&A Advisory M&A transaction advisory services focused on US-based companies and global companies with revenues between $30mm and $550mm, including sell-side, buy-side, and strategic joint venture advisory mandates.
- Buy-side & Liquidity Alternatives Acquisition support and liquidity alternatives for business owners considering strategic options, including buy-side mandates, recapitalizations, and structured liquidity events that preserve equity where possible.
- Mezzanine Capital - Equity Preservation Targeted mezzanine capital of $3mm–$15mm for growth, recapitalization, and acquisitions for companies with EBITDA greater than $2mm–$15mm, structured to preserve equity ownership while supporting capital stack needs.
- Cross-border ASIAN and LATAM Opportunities Advisory and capital introduction services for cross-border acquisition financing and growth capital opportunities connecting Asian and Latin American markets with US middle-market firms and investors.
Companies that use CRESO Capital Partners
Customer profileNamed customers26 records
Segments12 records
Ideal customer profiles1 record
CRESO Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CRESO Capital Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves1 record
Expansion highlights5 records
CRESO Capital Partners competitors and assessment
Company assessmentDirect peers
- MarshBerry: A middle-market investment banking and consulting firm focused on financial services, insurance and related sectors. Comparable to CRESO as a boutique advisory firm serving smaller-to-mid cap companies, though concentrated in financial services M&A.
- Lincoln International: A global mid-market investment banking advisory firm specializing in M&A, capital raising and special situations. Directly comparable to CRESO in mid-market M&A advisory focus, with broader geographic reach and sector specialization.
- Performance Securities: A boutique investment banking firm providing M&A advisory and private capital placement for middle-market companies. Directly comparable to CRESO in deal size range and cross-border mezzanine/private placement focus.
- Stout: A global advisory firm with strong investment banking, valuation and consulting practices. Comparable to CRESO in middle-market M&A and capital advisory, especially across industrial and technology verticals.
- Boxwood Capital: A boutique middle-market M&A advisory firm focused on family-owned and closely-held businesses. Comparable to CRESO in alternative capital advisory, recapitalization and growth equity for sub-$500M revenue companies.
- MVP Capital Partners: A boutique investment banking firm providing M&A advisory and capital raising services to middle-market companies. Directly comparable to CRESO as a similarly-sized boutique focused on mid-market transactions and capital introduction.
Broad incumbents
- Piper Sandler Companies: A diversified investment bank with a strong middle-market M&A and capital markets franchise. Comparable to CRESO in serving middle-market companies, but operates as a full-service public firm with broader product coverage.
- Robert W. Baird & Co. A large employee-owned investment bank with a sizable middle-market M&A and capital raising practice. Comparable to CRESO in middle-market advisory, particularly for companies in the $30M–$500M+ revenue band, but with deeper capital markets capabilities.
- Houlihan Lokey: A globally scaled middle-market investment bank with strong M&A advisory, capital markets and restructuring practices. Comparable to CRESO in serving middle-market clients across diversified sectors, but vastly larger and more institutionalized.
- Cowen (TD Cowen): An investment bank with a focus on growth-oriented middle-market M&A and capital markets advisory. Comparable to CRESO in targeting growth-stage and middle-market technology and life sciences issuers, though operating at substantially greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
CRESO Capital Partners social profiles
Digital presenceCRESO Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
CRESO Capital Partners leadership team
Management profileNumber of profiles
Profiles3 records
CRESO Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CRESO Capital Partners 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 CRESO Capital Partners
What does CRESO Capital Partners do?
CRESO Capital Partners is a middle-market investment banking boutique and merchant banking firm that delivers corporate finance solutions, growth capital and liquidity strategies, middle-market M&A advisory, buy-side and liquidity alternatives, and mezzanine capital (targeting $3mm–$15mm) for US firms with $30mm–$550mm in revenue and cross-border ASIAN and LATAM opportunities. Engagements are principal-led, with structures designed to minimize cost of capital and dilution of equity.
Is CRESO Capital Partners a public or private company?
CRESO Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CRESO Capital Partners founded?
CRESO Capital Partners was founded in 2003. It employs 1 to 10 people.
Where is CRESO Capital Partners based?
CRESO Capital Partners is headquartered in Irvine, United States, in the North America region.
How does CRESO Capital Partners make money?
One revenue line is on record: investment Banking Advisory.
Who are CRESO Capital Partners's main competitors?
Direct peers on record are MarshBerry, Lincoln International, Performance Securities, Stout, Boxwood Capital and MVP Capital Partners. Broad incumbents are Piper Sandler Companies, Robert W. Baird & Co., Houlihan Lokey and Cowen (TD Cowen).
Does CRESO Capital Partners have an API?
No public API is recorded for CRESO Capital Partners.
What industry is CRESO Capital Partners in?
CRESO Capital Partners's product category is Middle-Market Investment Banking. Its primary akta.pro industry code is BPAJABAH, Special Purpose & Alternative Asset Brokerage, with a secondary code of FSALADAK, CRE Loan Syndication & Participation. Its NAICS code is 523 and its SIC code is 6282.