Roxbury Capital Group

What Roxbury Capital Group does

Roxbury Capital Group LLC is a privately held boutique professional services firm headquartered in New York that provides consulting, principal investing, and merchant banking services primarily to private equity firms and their portfolio companies. The firm's engagements span acquisitions support, portfolio company oversight, crisis management and corporate restructurings, and business development and strategic planning. It positions itself at the intersection of advisory consulting and capital deployment, offering principals the ability to co-invest alongside its private equity clients to align incentives.

The firm operates a relationship-driven, enterprise field sales go-to-market model with no traditional marketing channels, no disclosed partnerships, and no technology platform — its public web presence is a minimal GoDaddy-built site with no product, API, or integration surface. It has no subsidiaries, no disclosed funding rounds, no management team information available, no certifications, no patents, and no awards or recognition in the source data. Headcount is disclosed only as a range of 11–50 employees.

Revenue mechanics combine three streams: (1) advisory fees from consulting engagements (professional services model), (2) returns from direct principal equity investments likely in PE portfolio companies or co-investments (transaction-fee / investment-return model), and (3) transaction-based fees from merchant banking deal sourcing, structuring, and execution. Pricing is not publicly disclosed and engagements are quote-based given their bespoke nature. The firm is independently owned, has no parent company, and serves a domestic U.S. market with no disclosed geographic restrictions or global footprint claims.

Name

Roxbury Capital Group

Legal name

ROXBURY CAPITAL GROUP LLC

Website

https://roxburycapitalgroup.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Roxbury Capital Group LLC is a New York-based boutique consulting, principal investing, and merchant banking firm that advises private equity firms and their portfolio companies on acquisitions, restructurings, crisis management, and strategic planning.

Ownership category

akta.pro rank

Product category

Private Equity Advisory & Merchant Banking

NAICS

Other Management Consulting Services (541618), Investment Banking and Securities Intermediation (52315), Other Financial Investment Activities (5239)

SIC

Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Merchant banking services
• Private equity advisory
• Corporate restructuring consulting
• Principal investing services
• Portfolio company oversight

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Consulting Services: Advisory fees from consulting engagements with private equity firms on acquisitions, portfolio company oversight, crisis management, corporate restructurings, and strategic planning.
2. Principal Investing: Returns from direct equity investments made as principal investor, likely in portfolio companies of private equity partners or co-investment opportunities.
3. Merchant Banking Activities: Transaction-based fees and investment returns from merchant banking activities including deal sourcing, structuring, and execution for private equity clients.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Roxbury Capital Group LLC is engaged in consulting, principal investing, and merchant banking activities, principally in conjunction with private equity firms. The firm provides advisory services relating to acquisitions, oversight of portfolio companies, crisis management and corporate restructurings, and business development and strategic planning, alongside the ability to deploy its own capital alongside private equity partners.

Product overview

Roxbury Capital Group LLC is a consulting, principal investing, and merchant banking firm that operates in conjunction with private equity firms. The company provides advisory services across acquisitions, portfolio company oversight, crisis management and corporate restructurings, and business development and strategic planning. This is a professional services firm offering advisory and investment services rather than a technology product company.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Broad incumbents

• Alvarez & Marsal: Global professional services firm focused on turnaround, restructuring, and operational improvement, with deep PE practice. Directly comparable to Roxbury's restructuring and portfolio oversight offerings but with a much larger bench and global footprint.
• Lazard: Global financial advisory and asset management firm with a strong M&A advisory and restructuring franchise serving PE clients. Comparable to Roxbury across corporate finance advisory and merchant banking activities, though at substantially greater scale.
• FTI Consulting: Large advisory firm specializing in restructuring, crisis management, and corporate finance consulting for PE and corporate clients. Comparable to Roxbury's crisis management, restructuring, and portfolio oversight use cases, though operating at significantly greater scale.
• AlixPartners: Global consulting firm specializing in restructuring, performance improvement, and turnaround advisory. Directly comparable to Roxbury's crisis management and corporate restructuring use cases, especially within PE-owned businesses.

Direct peers

• Houlihan Lokey: Public investment bank with strong restructuring, M&A advisory, and capital markets practices serving PE sponsors and their portfolio companies. Directly comparable to Roxbury across the advisory and merchant banking activities described in the source data.
• Evercore: Independent investment bank with leading M&A advisory, capital markets, and private capital advisory practices. Comparable across advisory, capital raising, and merchant banking services to PE sponsors and their portfolio companies.
• Lincoln International: Mid-market investment bank providing M&A advisory and capital raising services, particularly to PE clients. Comparable mid-market positioning, PE-focused coverage, and advisory-plus-deal-execution model make Lincoln a strong boutique peer.
• Capstone Partners: Middle-market investment bank providing M&A advisory and capital raising services with strong PE sponsor coverage. Comparable boutique scale and PE-focused advisory model to Roxbury.
• PJT Partners: Investment bank with a dedicated PE advisory practice covering M&A, capital raising, and strategic advisory for sponsors and portfolio companies. Closely aligned with Roxbury's consulting, principal investing, and merchant banking positioning.
• Carl Marks Advisors: Boutique advisory firm providing restructuring, crisis management, and investment banking services to PE firms and middle-market companies. Closely mirrors Roxbury's combined advisory, restructuring, and merchant banking positioning at a similar boutique scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Roxbury Capital Group