Excelsior Capital Partners

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

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 industry

PRIMARYFSAEALAI

Institutional Capital Introduction (LP/Family Office/Endowment Matching)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Placement Agents & Capital Raising Intermediation

SECONDARYBPAJANAE

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Advisory & Consulting (Investment, Strategy)

Keywords

• Project finance advisory
• Private equity placement
• Renewable energy financing
• Commercial real estate financing
• Capital structuring services

Headquarters

HQ city

Asheville

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, Others

Revenue model

1. 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.
2. 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.
3. Tax Credit Structuring: Fees for structuring tax credit financing, HUD financing, and alternative finance structures for clients.
4. 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

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core 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

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Excelsior Capital Partners