Metolius Partners

What Metolius Partners does

Metolius Partners Inc. is a privately held, boutique investment banking and business advisory firm specializing in mergers & acquisitions and capital raising for middle-market companies. Founded in 1994 and headquartered in Morton Grove, Illinois, the firm operates with a lean three-person senior team — Founder Andy Chidester and Managing Directors Todd Brown and Craig Zummer — whose collective experience spans investment banking (Matrix Capital Markets Group, Amherst Partners, Duff & Phelps), Big Four advisory (Deloitte, 14 years), strategy consulting (Boston Consulting Group), and corporate strategy (McDonald's Corporation). The firm's core offering is a five-service suite covering sell-side M&A advisory, buy-side M&A advisory, debt and equity capital raising, financial restructuring/distressed asset sales, and pre-M&A consulting.

The business model is professional services fee-for-engagement: advisory fees on completed transactions, with no disclosed pricing tiers, no recurring SaaS or platform component, and no proprietary technology stack. Securities execution is handled through Finalis Securities LLC (FINRA/SIPC), an unaffiliated broker-dealer that provides regulatory infrastructure under which the senior team holds Series 7, 79, and 63 registrations. Client acquisition runs on direct relationship development and professional referrals — the firm does not employ digital marketing, outbound sales development, or channel partnerships. Documented transaction history shows broad sector coverage across building products distribution and manufacturing, nuclear power products, industrial manufacturing, transportation products, consumer products, plastics molding, food and dairy manufacturing, and metals manufacturing, including cross-border mandates reaching into Germany, Sweden, the Czech Republic, and Ireland.

The firm is founder-owned and independently operated, with no institutional capital, no parent company, no subsidiaries, and no disclosed funding rounds. Revenue is not publicly disclosed. Operating geographies span the US Midwest as the home base, the broader United States, and select European markets reached through cross-border engagements; the firm has not signaled systematic geographic expansion beyond these opportunistic cross-border mandates.

Name

Metolius Partners

Legal name

Metolius Partners Inc.

Website

https://metoliuspartnersinc.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Metolius Partners is a boutique M&A and capital-raising advisory firm serving US middle-market companies. Founded in 1994, the three-senior-professional team delivers sell-side, buy-side, capital-raising, and restructuring advisory across industrial, building products, food, and consumer sectors.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Management Consulting Services (54161), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Middle-market M&A advisory
• Investment banking services
• Capital raising advisory
• Financial restructuring services
• Business sale advisory

Headquarters

HQ city

Evanston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. M&A Advisory Services: Advisory fees for sell-side and buy-side M&A transactions, including business sales, mergers, and acquisitions for middle-market companies. Securities are offered through Finalis Securities LLC Member FINRA/SIPC.
2. Capital Raising Services: Debt and equity capital raising advisory for middle-market businesses, including financial restructuring and distressed asset sales.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

Metolius Partners is a boutique financial advisory firm that provides mergers and acquisitions advisory, debt and equity capital raising, financial restructuring and distressed asset sales, and pre-M&A consulting services. The firm primarily serves middle-market business owners and corporate executives across industrial manufacturing, distribution, building products, food and consumer, healthcare, and business services sectors. Securities are offered through an affiliated broker-dealer, Finalis Securities LLC.

Product overview

Metolius Partners is a business advisory firm offering a suite of M&A and capital-raising services. The core portfolio consists of five interconnected service offerings: Mergers & Acquisitions Sell-Side Advisory (assisting business owners in selling companies), Buy-Side Advisory (helping acquirers find and complete acquisitions), Debt and Equity Capital Raising (facilitating capital access), Financial Restructuring/Distressed Asset Sales (advising on distressed situations), and Pre-M&A Consulting/Preparation Advisory (preparing companies for transactions). These services are delivered by a team of investment banking professionals and are offered primarily to middle-market businesses across various industries including industrial manufacturing, distribution, building products, food and consumer, healthcare, and business services. Securities for transactions are offered through affiliated broker-dealer Finalis Securities LLC Member FINRA/SIPC.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers & Acquisitions Sell-Side Advisory Advisory services assisting middle-market business owners in selling their companies, including valuation, positioning, marketing to buyers, and transaction negotiation.
• Mergers & Acquisitions Buy-Side Advisory Advisory services assisting acquirers in identifying, evaluating, and completing acquisition targets, including cross-border transactions.
• Debt and Equity Capital Raising Advisory services helping middle-market companies raise capital through debt financing, equity financing, or hybrid capital solutions. Securities are offered through Finalis Securities LLC.
• Financial Restructuring/Distressed Asset Sales Advisory services for companies undergoing financial difficulty, including restructuring guidance and distressed asset disposition.
• Pre-M&A Consulting/Preparation Advisory Advisory services preparing companies for M&A transactions, including operational optimization and strategic positioning prior to a sale or acquisition.

Named customers13 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Matrix Capital Markets Group: Middle-market investment bank specializing in M&A advisory, capital raising, and financial advisory for industrial, distribution, and consumer companies; comparable because Metolius Founder Andy Chidester was previously a Managing Director at Matrix, and the firm's sector focus and deal type closely mirror Metolius's.
• Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory, capital markets, and restructuring services; comparable because Andy Chidester served as Vice President at BGL and the firm operates an analogous middle-market M&A platform across industrial and consumer sectors.
• Lincoln International: Global middle-market investment bank focused on M&A advisory and capital raising; comparable because Lincoln competes for the same middle-market sell-side, buy-side, and cross-border mandates that drive Metolius's deal flow.
• Generational Group: Middle-market M&A advisory firm focused on privately held businesses and generational transitions; comparable because Generational competes directly for the founder- and family-owned sell-side mandates that comprise a meaningful portion of Metolius's deal flow.
• Madison Street Capital: Middle-market investment bank providing M&A advisory, capital raising, and valuation services; comparable due to overlapping middle-market focus and reliance on exclusive sell-side mandates in similar industries.
• Livingstone Partners: Global mid-market M&A advisory firm; comparable because it offers sell-side, buy-side, and restructuring advisory for middle-market industrial, business services, and consumer companies that closely overlap Metolius's target sectors.
• Stout: Middle-market advisory firm offering M&A, restructuring, valuation, and capital raising services; comparable because Stout competes for the same middle-market deal mandates and shares Metolius's emphasis on industrial, distribution, and consumer sectors.
• Amherst Partners: Boutique middle-market financial advisory firm providing M&A and capital raising services; comparable because Metolius Founder Andy Chidester served as Managing Director at Amherst, and the firms share a focus on transactions for industrial and consumer middle-market businesses.

Broad incumbents

• Duff & Phelps (now Kroll): Global advisory firm offering M&A, valuation, restructuring, and capital markets services; comparable because Metolius's Founder was previously a Managing Director at Duff & Phelps, and the firm remains an indirect reference for buyer/investor relationships in adjacent advisory work.

Regional players

• Prairie Capital Partners: Middle-market private investment firm and advisory focused on U.S. lower middle-market companies; comparable due to overlapping Illinois-based presence and similar focus on owner-led business transactions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/metolius-partners-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Metolius Partners