Vicksburg Capital Partners

What Vicksburg Capital Partners does

Vicksburg Capital Partners is a privately held, New York-based boutique M&A investment banking advisory firm focused on technology and education sector companies, with a particular concentration in education technology. The firm is led by Founder and Managing Partner Peter Yoon, supported by Managing Directors Sameer Pal and Dan Kim, each bringing 18-25+ years of M&A advisory experience from prior roles at Berkery Noyes, Bank of Montreal, UBS, SunTrust Robinson Humphrey (Truist), HSBC, Bank of America Merrill Lynch, AllianceBernstein, Crowe Capital Markets, and Avondale Strategic Partners.

The firm operates four integrated service lines: Sell-Side M&A advisory (majority recapitalizations and full sale transactions), Buy-Side M&A advisory (targeted acquisition opportunities), Growth Capital Raising (structuring expansion financings and supporting dual-track processes), and Strategic Advisory (transaction guidance combining investment banking expertise with operational perspective). Broker/Dealer services are provided through a partnership with Pickwick Capital Partners LLC, a FINRA/SIPC member firm based in White Plains, NY, allowing Vicksburg to operate without holding its own broker-dealer license.

Revenue is generated through transaction-based advisory fees and professional services fees, billed on multi-year, engagement-specific contracts with pricing determined per deal. Client engagement is delivered through a senior-led, relationship-driven model, supplemented by a thought-leadership content engine including monthly market briefs, quarterly Edtech Market Updates, Healthcare Education Software Overviews, and Mental & Behavioral Health sector analyses. The firm reports having advised 'dozens' of founders and investors on capital events, with a demonstrated client base spanning EdTech (Smart Sparrow, SchoolStatus, Edlio, NWEA, Questar Assessment, ILSC Education Group, among others), media (Forbes Media), and training (Project Management Academy, Red Nucleus).

Name

Vicksburg Capital Partners

Legal name

Vicksburg Capital Partners

Website

https://vicksburgcp.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Vicksburg Capital Partners is a New York-based boutique M&A investment bank advising technology and education sector companies on sell-side transactions, buy-side acquisitions, growth capital raises, and strategic advisory, delivering senior-led engagements through a partnership with FINRA/SIPC member Pickwick Capital Partners LLC.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• M&A advisory
• Investment banking
• Sell-side advisory
• Growth capital raising
• Buy-side advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory Fees: Transaction-based advisory fees for sell-side and buy-side M&A services, including majority recapitalizations, full sale transactions, and targeted acquisition opportunities. Revenue is generated upon successful transaction completion.
2. Strategic Advisory Services: Advisory fees for strategic guidance combining investment banking expertise with operational experience. Services include swift identification of opportunities and challenges, actionable recommendations, and hands-on support for strategy implementation.
3. Capital Raising Advisory: Fees for advising on structuring capital raises to fuel expansion, including connecting clients with appropriate capital partners through an extensive investor network.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Vicksburg Capital Partners is a boutique investment bank providing senior-led mergers and acquisitions advisory and capital raising services exclusively to technology and education sector companies. The firm delivers sell-side M&A, buy-side M&A, growth capital raising, and strategic advisory engagements, with founders and managing partners directly involved on every transaction rather than delegated to junior bankers. Broker-dealer execution and broader distribution are supported through a partnership with Pickwick Capital Partners LLC.

Product overview

Vicksburg Capital Partners offers a unified M&A investment banking advisory platform focused on the education and technology sectors. The core offering consists of four integrated service modules: Sell-Side M&A (for owners seeking exits or recapitalizations), Buy-Side M&A (for acquirers seeking targets), Growth Capital Raising (for companies seeking expansion funding), and Strategic Advisory (for comprehensive transaction guidance). These services are delivered by a team of seasoned investment bankers and are complemented by market intelligence publications including Edtech Market Updates, Healthcare Education Software Overviews, and Mental & Behavioral Health market briefs. The firm operates on a senior-level, hands-on advisory model where principals lead engagements personally rather than delegating to junior staff.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Mergers and Acquisitions Advisory End-to-end sell-side M&A advisory for founders, CEOs, and boards of technology and education sector companies preparing to divest a business or controlling stake. Scope typically covers positioning, valuation, buyer identification, outreach, negotiation, and closing.
• Buy-Side Mergers and Acquisitions Advisory Buy-side M&A advisory for strategic acquirers, private equity firms, and growth investors targeting technology and education sector companies. Scope covers target sourcing, evaluation, outreach, diligence support, and transaction execution.
• Growth Capital Raising Capital raising advisory for technology and education sector companies seeking minority growth equity or expansion capital. The firm leverages its proprietary outreach engine and the Pickwick Capital Partners LLC network to engage financial sponsors and strategic investors.
• Strategic Advisory Ongoing strategic advisory engagements for technology and education sector clients on corporate finance, positioning, and transaction readiness topics outside of a formal M&A or capital-raising process.
• Outsourced Business Development Outsourced lead generation and business development service for technology and education sector clients, provided by Vicksburg's capital markets team using its proprietary outreach engine and access to the Pickwick Capital Partners LLC network to surface qualified leads and new revenue opportunities.

Quantifiable outcome

• Dozens of founders and investors advised on successful capital events
• +1 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bailey Southwell & Co. Boutique investment bank dedicated to the education sector, advising on M&A and capital raises across EdTech, K-12, and post-secondary — a tightly overlapping niche with VCP's education vertical focus.
• AGC Partners: Technology-focused boutique M&A advisor serving software, internet, and tech-enabled services companies — directly overlapping with VCP's technology segment focus.
• Berkery Noyes: Specialist middle-market M&A advisor with deep education, media, and technology vertical focus — exactly the space VCP targets, and the firm where Founder Peter Yoon previously led the Education Group.
• Cascadia Capital: Middle-market M&A advisor with a dedicated technology practice and similar boutique, senior-led engagement model. Comparable in scale and client profile to VCP.
• Drake Star Partners: Global technology boutique investment bank covering software, digital media, and tech-enabled services M&A. Comparable boutique model and target client profile to VCP.

Broad incumbents

• Houlihan Lokey: Large global investment bank with a strong middle-market M&A practice and dedicated technology and education coverage — competes with VCP on larger mandates while serving overlapping client segments.
• Lincoln International: Global mid-market investment bank with a technology, media, and telecom practice directly overlapping VCP's tech and education verticals, but at materially larger scale.
• William Blair: Mid-market investment bank with a strong technology and business services M&A practice. Serves similar client profile to VCP at larger transaction sizes.
• Lazard: Global investment bank with a dedicated education services practice and deep technology coverage — competes with VCP for sell-side mandates from larger, more sophisticated education companies.
• PJT Partners: Advisory-focused investment bank with active technology and education sector coverage — represents the larger end of competitor set that VCP's growth capital and sell-side mandates eventually graduate toward.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/vicksburg-capital-partners

Compliance2 records

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 Vicksburg Capital Partners