Excelsior Capital Partners
- Company typePrivate
- Founded2011
- HeadquartersAsheville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Excelsior Capital Partners firmographics
Firmographics- Name
- Excelsior Capital Partners
- Legal name
- Excelsior Capital Partners
- Website
- https://excelsiorcap.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Excelsior Capital Partners industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (52315)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)
- akta.pro secondary industry
- Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
Keywords
Where Excelsior Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Asheville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Excelsior Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Consulting Services: Strategic consulting fees for companies at various growth stages, ranging from identifying market opportunities to helping companies identify and engage the right technical and management staff.
- Equity and Debt Placement: Facilitation fees and transaction-based compensation for placing equity and debt capital with Private Equity Funds and Family Offices. Excelsior helps structure capital stacks including equity, debt, credits, and incentives.
- Tax Credit Structuring: Fees for structuring tax credit financing, HUD financing, and alternative finance structures for clients.
- Management Functions: For earlier-stage companies, Excelsior has taken on management functions until the company develops internal resources, potentially including ongoing advisory retainers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom project-based pricing |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Excelsior Capital Partners product offering
Product offeringCore offering
Excelsior Capital Partners is a boutique financial advisory firm that structures equity, debt, mezzanine, tax credit, and HUD financing transactions, placing capital with Private Equity Funds and Family Offices. It also provides strategic planning and consulting services to companies preparing for capital raises or sales, with sector specialization in Alternative Energy and Power, Media and Entertainment, and Commercial Real Estate.
Product overview
Excelsior Capital Partners is a capital advisory and financing firm offering a unified suite of advisory services. The core offering encompasses Financial Structuring, Debt and Equity Placement, and Tax Credit Structuring, complemented by Strategic Consulting, Strategic Planning, and Strategic Partnerships services. The firm specializes in sector-focused financing for Alternative Energy and Power, Media and Entertainment, and Commercial Real Estate. All services are delivered through direct advisory engagement rather than a software product platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Financing Services Structuring and placement of equity, debt, mezzanine, tax credit, HUD, and alternative financing transactions for companies seeking capital, including connections to Private Equity Funds and Family Offices. Projects structured range from $20-400 million USD.
- Strategic Planning Development of strategic plans including market analysis, competitive landscape assessment, and implementation roadmaps to position companies for capital raises or business sales.
- Consulting Services Strategic consulting for companies at various growth stages, including identification of market opportunities, executive management functions for earlier-stage companies, and engagement of technical and management staff.
- Alternative Energy Project Financing Structured financing for integrated renewable energy power plants including biomass, biogas, biofuels, geothermal, hydro, solar, and energy storage projects, with technology commercialization and complex project finance support.
- Commercial Real Estate Financing Finance products for commercial properties including debt, equity, mezzanine financing, CMBS, lease structures, construction, mini-perm, refinance, and HUD financing for multifamily, office, hospitality, shopping centers, medical offices, and single-tenant properties.
- Media and Entertainment Advisory Advisory services for media and entertainment companies spanning production, finance, technology innovation, advertising, digital delivery, distribution models, and corporate strategy support for digital transition.
Quantifiable outcome
- Strategic Plans have added millions of dollars of value for clients preparing for capital raises or business sales
Companies that use Excelsior Capital Partners
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Excelsior Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Excelsior Capital Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Excelsior Capital Partners competitors and assessment
Company assessmentDirect peers
- Maxim Group: Middle-market investment bank and broker-dealer providing capital raising and advisory services. Comparable boutique-scale placement agent focused on small- and mid-cap transactions across multiple verticals.
- Houlihan Lokey: Middle-market investment bank with strong capital markets, restructuring, and sector-focused (including real estate and energy) advisory practices. Directly comparable in serving mid-sized capital raise and advisory mandates across similar transaction sizes to Excelsior's $20M–$400M range, though at substantially greater scale.
- Network 1 Financial Securities: Boutique broker-dealer focused on institutional equity and debt placement for small- and mid-cap issuers. Direct peer in placement-agent business model and target transaction size range.
- Jefferies: Diversified capital markets and advisory firm with active Energy, Real Estate, and Media coverage. Comparable in placing equity and debt with institutional investors and Family Offices for growth and middle-market companies.
- Piper Sandler: Middle-market investment bank with sector-focused capital markets and M&A advisory. Comparable in targeting growth-stage companies in energy, media, and real estate sectors for institutional capital raises.
- B. Riley Financial: Middle-market financial services platform with capital markets, investment banking, and advisory practices serving growth companies. Comparable in serving mid-market clients across multiple sectors for capital placement and advisory work.
- A.G.P. / Alliance Global Partners: Middle-market placement agent and investment bank focused on institutional capital raises for growth companies. Direct competitor in the equity/debt placement business model Excelsior operates.
- ThinkEquity Capital Markets: Boutique placement agent focused on equity and debt capital raising for small- and mid-cap companies. Closely comparable in size, business model, and placement-focused service offering to Excelsior.
- EF Hutton (EF Hutton America): Placement agent and capital markets advisor focused on private and public capital raises for growth-stage companies. Direct competitor in structuring and placing capital with institutional investors.
Broad incumbents
- Eastdil Secured: Large, established commercial real estate capital markets advisor (now part of JLL) with deep institutional investor relationships. Comparable specifically for Excelsior's Commercial Real Estate vertical, where it represents a much larger incumbent competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Excelsior Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Excelsior Capital Partners leadership team
Management profileNumber of profiles
Profiles2 records
Excelsior Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Excelsior Capital Partners M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Excelsior Capital Partners
What does Excelsior Capital Partners do?
Excelsior Capital Partners is a boutique financial advisory firm that structures equity, debt, mezzanine, tax credit, and HUD financing transactions, placing capital with Private Equity Funds and Family Offices. It also provides strategic planning and consulting services to companies preparing for capital raises or sales, with sector specialization in Alternative Energy and Power, Media and Entertainment, and Commercial Real Estate.
Is Excelsior Capital Partners a public or private company?
Excelsior Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Excelsior Capital Partners founded?
Excelsior Capital Partners was founded in 2011. It employs 1 to 10 people.
Where is Excelsior Capital Partners based?
Excelsior Capital Partners is headquartered in Asheville, United States, in the North America region.
How does Excelsior Capital Partners make money?
Four revenue lines are on record. Consulting Services are the primary driver. The others are equity and Debt Placement, tax Credit Structuring and management Functions.
Who are Excelsior Capital Partners's main competitors?
Direct peers on record are Maxim Group, Houlihan Lokey, Network 1 Financial Securities, Jefferies, Piper Sandler, B. Riley Financial, A.G.P. / Alliance Global Partners, ThinkEquity Capital Markets and EF Hutton (EF Hutton America). Eastdil Secured is listed as a broad incumbent.
Does Excelsior Capital Partners have an API?
No public API is recorded for Excelsior Capital Partners.
What industry is Excelsior Capital Partners in?
Excelsior Capital Partners's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEALAI, Institutional Capital Introduction (LP/Family Office/Endowment Matching), with a secondary code of BPAJANAE, Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing). Its NAICS code is 523940 and its SIC code is 6282.