Crossborders

What Crossborders does

Cross Border Enterprises L.L.C. is a privately held, U.S.-based financial advisory and strategic consulting firm founded in 1991 in New York and now headquartered in St. Petersburg, Florida (816 Gasparilla Drive NE), with an additional New York presence. The firm advises IT and growth technology companies on private equity financing, mergers and acquisitions, and strategic business development, and operates across the U.S., Europe, the Middle East, and Asia. Its three core service lines are (i) corporate introductions and strategic business development, in which the firm arranges C-level introductions (CEO/COO/CFO/CIO) at major multinational corporations that may become customers or partners, (ii) private equity capital raises in the $10-30 million range, and (iii) M&A transaction representation for buyers and sellers.

The firm's delivery architecture relies on direct, relationship-based senior advisory work rather than proprietary technology; all investment banking activities flow through its wholly owned subsidiary Cross Border Private Capital, L.L.C., a FINRA-registered Broker/Dealer and SIPC member. The subsidiary is a core operating unit that enables regulated private equity placements, M&A advisory, and valuations, and is described as the legal mechanism allowing the firm to handle transactions below the radar screen of large global investment banks. Core technology is explicitly stated as not applicable; there is no software product, API, SDK, or data platform.

The business model is professional services. Corporate introductions are billed via a small upfront retainer plus a success fee calculated as a percentage of client revenues generated from each introduced customer or partner over a defined time period, aligning compensation with client outcomes. Private equity raises generate financing fees that include warrants as part of compensation. M&A mandates earn standard advisory fees structured around the transaction. There is no publicly disclosed pricing. Customer segments are growth and middle-market technology companies (including those with $10-30 million funding requirements), venture capital and private equity investors seeking exits or strategic transactions, and major multinational corporations seeking innovative, proven technologies across verticals including financial services, insurance, pharmaceuticals, telecommunications, publishing/media, food/hospitality, consumer products, energy, chemicals, transportation, retailing, and heavy industry. The firm is led by founder, Chairman and CEO David J.P. Meachin (formerly Senior Managing Director at Merrill Lynch and General Manager of International Corporate Finance at Salomon Brothers) and Managing Director Nancy L. Brenner, with stated headcount of 1-10 employees.

Name

Crossborders

Legal name

Cross Border Enterprises L.L.C.

Website

https://crossborderent.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

Cross Border Enterprises L.L.C. is a privately held U.S. financial advisory and investment banking firm founded in 1991, advising growth technology companies on corporate introductions to multinationals, private equity raises of $10-30 million, and M&A transactions via its FINRA-registered subsidiary.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Miscellaneous Intermediation (52391)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Business Transfer Intermediation (Introducers/Deal Sourcing Networks) (FSAEAIAL)

Keywords

• Investment banking advisory
• Private equity capital
• Mergers and acquisitions
• Corporate introductions
• Strategic business development

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Corporate Introductions - Retainer and Success Fee: Charges a small retainer up front plus a success fee calculated as a percentage of client revenues from each customer/partner introduced over a defined time period. Compensation is aligned with client interests.
2. Private Equity Capital Raises: Through Cross Border Private Capital subsidiary, raises private equity capital for companies with funding requirements in the $10-30 million range. Compensation includes warrants as part of financing fees.
3. M&A Transaction Representation: Represents buyers and sellers of companies, controlling interests, and minority interest investments. Assists with identification, valuation, due diligence, and structuring of acquisitions.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Cross Border Enterprises is a financial advisory and investment banking firm that assists growth and middle-market technology companies with corporate introductions to senior decision-makers at major multinational corporations, private equity capital raises in the $10-30 million range (through subsidiary Cross Border Private Capital, L.L.C.), and representation of buyers and sellers in mergers and acquisitions transactions. Services are delivered on a retainer-plus-success-fee basis, with fees aligned to client revenue outcomes from introduced customers and partners.

Product overview

Cross Border Enterprises L.L.C. is an investment banking and advisory firm that provides a suite of professional services including Corporate Introductions and Strategic Business Development, Private Equity (via its Cross Border Private Capital subsidiary), M&A Transaction advisory, and Investment Banking Services. The company focuses on assisting growth and middle-market technology companies in developing their businesses, raising capital, and making strategic connections with major multinational corporations. The services are delivered through its FINRA-registered broker/dealer subsidiary and are not structured as a unified software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Introductions and Strategic Business Development Assists technology growth clients to expand by providing C-level introductions to senior decision-makers (CEO/COO/CFO/CIO) at major multinational corporations that may become customers or strategic partners. Engagements are conducted as standalone assignments or as precursors to financing, often with repeat client engagements.
• Private Equity Capital Raising Raises private equity capital for companies with funding requirements in the $10-30 million range, with focus on U.S. and international clients expanding their businesses, delivered through the FINRA-registered subsidiary Cross Border Private Capital, L.L.C. Compensation includes warrants as part of financing fees.
• M&A Transactions and Non-IPO Exits Represents buyers and sellers of companies, controlling interests, and minority interest investments. Assists with identification, valuation, due diligence, and structuring of acquisitions for technology-focused growth companies.
• Investment Banking Advisory Services Provides private capital raising from corporate and financial venture capital/private equity firms, handles sales of technology-focused growth companies to corporate acquirers, and provides business valuation services for client companies.

Quantifiable outcome

• Multiple client companies retained Cross Border Enterprises a second time to arrange introductions based on performance

Named customers16 records

Segments3 records

Ideal customer profiles3 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

• Hampleton Partners: Tech M&A advisory boutique serving software, SaaS, and IT services companies in the lower middle market — closely comparable mandate size and intro-driven origination model.
• Clipperton: Independent tech-advisory boutique advising European and US technology companies on M&A and growth financings — similar boutique positioning around growth-stage enterprise software companies.
• Berkery Noyes: Middle-market investment bank providing M&A advisory for software, fintech, and tech-enabled services — direct overlap on deal size and client profile.
• Drake Star Partners: Global tech-focused M&A and growth advisory firm covering software, digital media, and tech-enabled services — comparable mid-market deal range and client profile.
• Pagemill Partners: Technology M&A advisory boutique for middle-market software and SaaS companies — direct comparable in deal size band, client base, and corporate-introduction services.
• GP Bullhound: Tech-focused investment banking and M&A advisory boutique serving growth-stage and mid-market technology companies in Europe and the US — directly comparable in client segment, deal size range, and corporate-introduction / financing services.
• Software Equity Group: M&A advisory firm specialized in software and SaaS transactions, serving similar growth and middle-market technology clients with sell-side, buy-side, and capital-raising services — close analog in deal size and tech focus.

Broad incumbents

• Allen & Company: Long-standing US investment bank focused on technology, media, and financial services advisory — comparable relationship-driven boutique serving similar enterprise tech client base.
• Evercore: Global independent investment bank with a strong tech M&A and capital markets practice — comparable sell-side advisory and financing services but at significantly larger scale and broader client base.
• Lazard Tech Group: Global investment bank with a dedicated technology, media, and telecom practice advising on M&A and financings — broader portfolio but overlaps on growth-tech advisory mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

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 Crossborders