Estabrook Advisors
Estabrook Advisors LLC is a privately-held Boston-based boutique investment and advisory firm, founded in 2013, providing financial advisory, M&A advisory, fund placement, and strategic private investment services to industry-agnostic corporate clients.
- Company typePrivate
- Founded2013
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Estabrook Advisors firmographics
Firmographics- Name
- Estabrook Advisors
- Legal name
- Estabrook Advisors LLC
- Website
- https://estabrookpartners.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Estabrook Advisors LLC is a privately-held Boston-based boutique investment and advisory firm, founded in 2013, providing financial advisory, M&A advisory, fund placement, and strategic private investment services to industry-agnostic corporate clients.
- Ownership category
- akta.pro rank
Estabrook Advisors industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Miscellaneous Intermediation (52391)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industry
- Debt Advisory & Financing Advisory (FSAEAGAD)
Keywords
Where Estabrook Advisors is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Estabrook Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Estabrook Advisors product offering
Product offeringCore offering
Estabrook Advisors LLC is an investment and advisory firm that provides financial advisory, mergers and acquisition advisory, and fund placement services, while also making strategic private investments across all industries. The firm supports corporate clients on transactions including deal structuring, valuation, negotiation, capital raising, and portfolio investment opportunities.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Services Provides strategic financial guidance and advisory services to companies and entities across various industries seeking expert direction on corporate financial decisions.
- Mergers and Acquisitions Advisory Offers M&A advisory services covering deal structuring, valuation, negotiation support, and transaction execution for corporate clients pursuing mergers, acquisitions, and related transactions.
- Fund Placement Services Assists investment managers and fund sponsors in raising capital and placing funds with institutional investors.
- Strategic Private Investments Makes strategic private investments across all industries to generate returns and support portfolio companies, enabling the firm to act as both advisor and capital partner.
Companies that use Estabrook Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
Estabrook Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Estabrook Advisors competitors and assessment
Company assessmentBroad incumbents
- Jefferies: Large full-service investment bank with advisory and capital placement operations that overlap directly with Estabrook's M&A and fund placement offerings.
- Lazard: Global bulge-bracket advisor with substantial M&A advisory and asset-management businesses, providing a scaled comparable for advisory mandates served by Estabrook.
- Park Hill (BlackRock): BlackRock's fund placement franchise, operating as a scaled placement agent comparable to Estabrook's fund placement service for institutional investors.
Others
- Apex Group: Large fund services and administration provider that supports private fund sponsors and investors, adjacent to Estabrook's fund placement and private investment activities.
Direct peers
- Piper Sandler: Mid-market focused advisor with significant capital placement and advisory operations, comparable on the fund placement and M&A advisory dimensions.
- Robert W. Baird: Private investment bank with M&A advisory and capital placement offerings for middle-market clients, directly comparable in mandate type.
- Eaton Partners: Dedicated private-fund placement agent helping GPs raise capital from LPs, directly comparable to Estabrook's fund placement service line.
- Evercore: Independent investment bank with M&A advisory and private capital fundraising businesses, serving as a scaled comparable to Estabrook's M&A and fund placement mandates.
- Houlihan Lokey: Public independent advisor providing M&A advisory and capital markets services, a closely comparable offering in advisory and related corporate finance work to Estabrook.
- Lincoln International: Mid-market M&A advisory and fund placement firm operating across multiple industries, directly comparable to Estabrook's integrated advisory-plus-capital-raise model at boutique scale.
Market position
Customer concentration
Estabrook Advisors social profiles
Digital presenceEstabrook Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Estabrook Advisors leadership team
Management profileNumber of profiles
Estabrook Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Estabrook Advisors 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 Estabrook Advisors
What does Estabrook Advisors do?
Estabrook Advisors LLC is an investment and advisory firm that provides financial advisory, mergers and acquisition advisory, and fund placement services, while also making strategic private investments across all industries. The firm supports corporate clients on transactions including deal structuring, valuation, negotiation, capital raising, and portfolio investment opportunities.
Is Estabrook Advisors a public or private company?
Estabrook Advisors is a private company. It is classified as unknown and is currently operating.
When was Estabrook Advisors founded?
Estabrook Advisors was founded in 2013. It employs 11 to 50 people.
Where is Estabrook Advisors based?
Estabrook Advisors is headquartered in Boston, United States, in the North America region.
Who are Estabrook Advisors's main competitors?
Broad incumbents on record are Jefferies, Lazard and Park Hill (BlackRock). Apex Group is listed as an others. Direct peers are Piper Sandler, Robert W. Baird, Eaton Partners, Evercore, Houlihan Lokey and Lincoln International.
Does Estabrook Advisors have an API?
No public API is recorded for Estabrook Advisors.
What industry is Estabrook Advisors in?
Estabrook Advisors's product category is Investment Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAD, Debt Advisory & Financing Advisory. Its NAICS code is 52394 and its SIC code is 6282.