Navidar Group, LLC

What Navidar Group, LLC does

Navidar Group, LLC is a privately held boutique investment bank headquartered in Austin, Texas, that delivers entrepreneurial investment banking services to clients in the United States. The firm was founded in 2009 and operates with a headcount of 11-50 employees, placing it firmly in the small middle-market advisory segment. Its client-facing leadership is anchored by Co-Founder and Managing Director Stephen Day and Managing Director Phil Pool, both of whom function as the principals responsible for originating, structuring, and executing client engagements.

The firm's product surface is relationship-based advisory work rather than a packaged software or financial product. There is no disclosed technology stack, proprietary platform, recurring analytics product, or differentiated deal-execution infrastructure in the available data — the offering is the professional judgment, transaction experience, and personal networks of its senior bankers. The website (navidar.com) is listed as the primary digital presence, though source material reflects only a security/verification page rather than detailed product or service documentation.

On revenue mechanics, Navidar operates under the standard boutique investment banking model: engagement-based fees tied to M&A advisory, capital raising, and related transactional mandates for entrepreneurial and middle-market clients. Pricing is presumably structured around success-fee retainers and transaction-success percentages, which produces lumpy, deal-driven revenue rather than recurring contract income. The firm's go-to-market is principally senior-banker-led origination, supported by its Austin base and the reputational capital built over approximately fifteen years of operation.

Name

Navidar Group, LLC

Legal name

Navidar Group, LLC

Website

https://navidar.com

Company type

Private

Founded year

2009

Headcount range

11–50 employees

Short description

Navidar Group, LLC is a privately held, Austin-based boutique investment bank founded in 2009 that provides entrepreneurial investment banking advisory services to U.S. clients, led by Managing Directors Stephen Day and Phil Pool.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

Navidar Group, LLC is an entrepreneurial investment banking firm that advises businesses on mergers and acquisitions, capital raising, and other strategic financial transactions. The firm serves as an intermediary and advisor, working with company founders, entrepreneurs, and business owners to navigate complex financial decisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Banking Advisory
• Capital Raising Advisory
• Mergers and Acquisitions Advisory

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Lincoln International: Middle-market M&A advisory and capital-raising specialist with strong sponsor coverage. Operates with a similar partner-led model targeting entrepreneurial and founder-led businesses like Navidar's addressable market.
• Capstone Partners: Middle-market M&A advisory firm focused on lower- and middle-market sell-side mandates across multiple sectors. Closely comparable boutique model serving founder-owned and sponsor-backed businesses.
• Cascadia Capital: Independent middle-market investment bank with sector-focused advisory in technology, consumer, and business services. Direct competitor in the same boutique advisory category as Navidar.
• Generational Equity: Boutique M&A advisor serving lower-middle-market companies with sell-side and valuation services. Comparable in scale and entrepreneurial focus to Navidar.
• Houlihan Lokey: Global middle-market investment bank with deep M&A advisory, capital markets, and restructuring practices. Most relevant direct competitor for middle-market and growth-company mandates that an entrepreneurial IB like Navidar would pursue.

Broad incumbents

• KeyBanc Capital Markets: Investment-banking arm of KeyCorp providing M&A advisory, debt and equity capital markets, and sponsor coverage. Competes for the same middle-market advisory and capital-raising mandates as Navidar.
• Robert W. Baird & Co. Diversified wealth-management and investment-banking firm with a sizable middle-market M&A and capital-markets franchise. Competes for the same sell-side and capital-raise mandates from a broader corporate and institutional platform.

Emerging players

• AGC Partners: Technology-focused boutique M&A advisor serving growth-stage and mid-market technology companies. Comparable boutique structure competing for technology and growth-company mandates.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/2941696

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Navidar Group, LLC