Eagle Partners
Eagle Partners is a San Francisco-based M&A and corporate finance advisory firm serving U.S. middle-market clients with enterprise values of $5M-$125M. It advises family-owned businesses, entrepreneurial companies, corporate divestitures, and private equity portfolio sales across diverse industries.
- Company typePrivate
- Founded1995
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Eagle Partners does
Eagle Partners LLC is a privately held, San Francisco-based mergers and acquisitions and corporate finance advisory firm serving the U.S. middle market. Founded in 1995 by Mark R. Dukas (formerly a Managing Director in the M&A Group at Bank of America Securities) and joined in 2000 by Philip M. De Carlo (formerly Executive Vice President of Bank of America's middle-market investment banking group), the firm focuses exclusively on transactions with enterprise values of $5M-$125M, EBITDA of $1M-$20M, and revenues of $5M-$100M, across multiple industries on an agnostic basis.
The firm's service offering is organized into four interconnected modules: Mergers and Acquisitions Advisory, Corporate Finance, Transaction Process, and Client Objectives. These modules cover sell-side, buy-side, and management buy-out transactions; capital raising via senior debt, subordinated debt, private equity, and bank financing; recapitalizations and joint ventures; and full transaction execution from valuation and information memorandum preparation through buyer screening, negotiation, due diligence, and legal documentation. Both managing partners are personally involved throughout each engagement.
Eagle Partners generates revenue through professional advisory fees paid on completed transactions, and serves family-owned businesses, entrepreneurial-owned companies, corporate divestiture mandates, and private equity portfolio sales. Recent strategic activity has expanded the business beyond pure advisory: in November 2025 the firm partnered with Institutional Property Advisors on a $107M commercial real estate transaction, and in March 2026 it acted as principal on a $162.5M acquisition of a 551-unit age-restricted apartment portfolio in Escondido, California, in partnership with JPMorgan Chase, Red Stone Equity Partners, the California Statewide Communities Development Authority, and Affordable Housing Access. The firm operates with 11-50 employees and is a member of the Pandion Partners international middle-market advisory network.
Eagle Partners firmographics
Firmographics- Name
- Eagle Partners
- Legal name
- Eagle Partners LLC
- Website
- https://eagle.partners
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Eagle Partners is a San Francisco-based M&A and corporate finance advisory firm serving U.S. middle-market clients with enterprise values of $5M-$125M. It advises family-owned businesses, entrepreneurial companies, corporate divestitures, and private equity portfolio sales across diverse industries.
- Ownership category
- akta.pro rank
Eagle Partners industry classification
Industry- Product category
- Mergers and Acquisitions Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Management Consulting Services (54161), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Buy-Side M&A Advisory (FSAEAGAB), Corporate Strategy Advisory (BPAHADAA), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)
Keywords
Where Eagle Partners is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Eagle Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- M&A Advisory Services: Eagle Partners provides M&A advisory and corporate finance services to middle market clients. Revenue is generated through professional advisory fees associated with transaction completion, including sell-side and buy-side engagements, capital raising, management buyouts, and financing arrangements.
- Corporate Finance Advisory: The firm arranges financing and capital for clients including bank financing, senior debt, subordinated debt, private equity, and recapitalizations.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Eagle Partners product offering
Product offeringCore offering
Eagle Partners is a San Francisco-based financial advisory firm providing mergers and acquisitions and corporate finance advisory services to middle market companies. The firm manages the full transaction process from beginning to close, including client contact, buyer/investor/lender screening, marketing strategy, offering materials, negotiations, structuring, due diligence, and closing documentation. It also arranges financing such as bank financing, senior debt, subordinated debt, private equity, and recapitalizations for clients.
Product overview
Eagle Partners is a single-service advisory firm offering mergers and acquisitions advisory and corporate finance services to middle market clients. The firm provides a unified offering consisting of four interconnected service modules: Mergers and Acquisition Advisory (covering buy-side, sell-side, and management buy-out transactions), Corporate Finance (encompassing capital raising, financing, and recapitalization), Transaction Process (end-to-end deal execution support), and Client Objectives (strategic advisory addressing personal and business considerations). There are no distinct software products, platforms, or modules—the firm delivers professional advisory services through partner-level engagement.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers and Acquisitions Advisory Advisory services for entrepreneurs preparing for retirement, family business sales, private equity portfolio company sales, management buy-outs, recapitalizations, and joint ventures, supporting buy-side and sell-side M&A transactions for middle market companies.
- Corporate Finance Financial strategies covering funding growth, financing buy-outs and recapitalizations, extending amortization, and diversifying funding sources, including arrangement of bank financing, senior debt, subordinated debt, private equity capital, and recapitalizations for middle market clients.
- Transaction Process End-to-end transaction execution support including initial due diligence, valuation, information memorandum preparation, identifying potential investors, strategic marketing, solicitation of interest, negotiation, structuring, due diligence, review of legal documentation, and closing.
- Client Objectives Strategic advisory addressing client-specific considerations including retirement planning, health issues, management succession, diverging partner objectives, market access expansion, liquidity needs, capital investment, risk management, and legacy protection in connection with transactions.
Quantifiable outcome
- Eagle Partners has achieved significant increases in valuation over original offers received by clients on selected sell-side advisory transactions
Companies that use Eagle Partners
Customer profileNamed customers15 records
Segments5 records
Ideal customer profiles3 records
Eagle Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Eagle Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Institutional Property AdvisorscoreInstitutional Property Advisors facilitated a $107 million property sale and secured $71 million in financing for a multifamily asset in San Gabriel Valley. This transaction highlights Eagle Partners' involvement in significant commercial real estate sector activities through this partnership.
Scale indicators5 records
Recent moves4 records
Expansion highlights4 records
Eagle Partners competitors and assessment
Company assessmentDirect peers
- Cornerstone Capital Advisors: Middle-market investment bank providing M&A advisory and corporate finance services. Overlapping service offering and target client profile with Eagle Partners.
- Park Partners M&A: Middle-market M&A advisory firm focused on sell-side engagements for closely held and family-owned businesses. Direct competitor in same niche and transaction size band.
- Aptus Capital Partners: Middle-market M&A advisory firm focused on sell-side transactions for founder-led businesses. Closely comparable in target client profile and engagement size to Eagle Partners.
- Cascade Partners (now Crowe): Middle-market M&A advisory firm serving family-owned and entrepreneur-led companies, recently integrated into Crowe. Comparable transaction size band and engagement model.
- Cascadia Capital: Seattle-based middle-market M&A advisory firm serving similar family-owned and entrepreneur-led businesses. Comparable in deal-size focus and partner-led engagement model to Eagle Partners.
- Dinan & Company: Middle-market M&A advisor specializing in family and entrepreneur-owned businesses. Directly comparable client segment and transaction size band to Eagle Partners.
- Generational Equity: Large middle-market M&A firm specializing in representing family and founder-led businesses in sales to strategic and PE buyers. Direct competitor in same client niche.
Broad incumbents
- Houlihan Lokey: Large global investment bank with a strong middle-market M&A practice. Competes with Eagle Partners on mid-sized sell-side mandates while serving a much broader client base.
- Lincoln International: Global middle-market investment bank with M&A advisory and capital raising services. Comparable service offerings but operates at greater scale and geographic breadth than Eagle Partners.
- Piper Sandler: Diversified middle-market investment bank providing M&A advisory across multiple sectors. Broader scale and product portfolio than Eagle Partners but overlapping middle-market mandate.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Eagle Partners social profiles
Digital presenceEagle Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eagle Partners leadership team
Management profileNumber of profiles
Profiles2 records
Eagle Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eagle 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 Eagle Partners
What does Eagle Partners do?
Eagle Partners is a San Francisco-based financial advisory firm providing mergers and acquisitions and corporate finance advisory services to middle market companies. The firm manages the full transaction process from beginning to close, including client contact, buyer/investor/lender screening, marketing strategy, offering materials, negotiations, structuring, due diligence, and closing documentation. It also arranges financing such as bank financing, senior debt, subordinated debt, private equity, and recapitalizations for clients.
Is Eagle Partners a public or private company?
Eagle Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Eagle Partners founded?
Eagle Partners was founded in 1995. It employs 11 to 50 people.
Where is Eagle Partners based?
Eagle Partners is headquartered in San Francisco, United States, in the North America region.
How does Eagle Partners make money?
Two revenue lines are on record. M&A Advisory Services are the primary driver. The others are corporate Finance Advisory.
Who are Eagle Partners's main competitors?
Direct peers on record are Cornerstone Capital Advisors, Park Partners M&A, Aptus Capital Partners, Cascade Partners (now Crowe), Cascadia Capital, Dinan & Company and Generational Equity. Broad incumbents are Houlihan Lokey, Lincoln International and Piper Sandler.
Does Eagle Partners have an API?
No public API is recorded for Eagle Partners.
What industry is Eagle Partners in?
Eagle Partners's product category is Mergers and Acquisitions Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 52394 and its SIC code is 6282.