What Ocean Capital does

Ocean Capital LLC is a privately held capital markets consultancy registered in Charlestown, Nevis (Saint Kitts and Nevis), operating with a team of 1-10 employees. The firm provides consultancy and lead management services for raising capital worldwide, with a stated focus on mid-level market transactions and large long-term projects of $500M and above. Its service portfolio spans capital markets fund raising, corporate and convertible bonds, preferred and common shares, derivatives and hybrid securities, bank instruments, high-frequency trading, cash management, and full-service project finance.

The firm's competitive positioning rests almost entirely on the credentials of its three-person executive team: a chairman (Joe Mann) with two decades of Mastercard issuing and capital markets trading experience, a CIO (Sir Patrick Bijou) who is a former BlackRock Director and founder of multiple hedge funds, and a CEO (Bobby Wilson) with 40+ years in bank lending, underwriting, and automotive fleet leasing. The firm makes no use of proprietary technology platforms, software products, or AI/ML capabilities; service delivery is relationship-driven and direct, with engagements initiated through the company website and individual executive email addresses.

Ocean Capital generates revenue through professional services fees on advisory and consulting engagements, with no publicly disclosed pricing tiers, fee schedules, or contract structures. Go-to-market is sales-led, employing direct consultancy outreach to mid-level market enterprises and large project sponsors globally. The domicile in Nevis, combined with the leadership's cross-jurisdictional banking background, suggests the firm is structured to serve international clients across multiple regulatory environments. No parent company, subsidiaries, funding rounds, or institutional investors are disclosed, and the ownership structure is not publicly documented.

Name

Ocean Capital

Legal name

Ocean Capital LLC.

Website

https://oceancapitalllc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Ocean Capital LLC is a private, Nevis-based capital markets consultancy offering fundraising, lead management, and project finance services to mid-level market enterprises and large long-term projects of $500M+, led by executives from BlackRock, Mastercard, and senior banking.

Ownership category

akta.pro rank

Product category

Capital Markets Consultancy

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Capital markets consulting
• Fundraising advisory
• Project finance services
• Lead management services
• Mid-level market securities

Headquarters

HQ city

Charlestown

HQ country

St. Kitts & Nevis

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Capital Markets Consultancy: The company provides consultancy services for raising capital worldwide, including capital markets fund raising and accountancy services based on best practices used worldwide. Revenue is generated through service fees for advisory and consulting engagements.
2. Lead Management Services: Lead management services for connecting capital seekers with investors and capital providers, generating revenue through facilitation fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Ocean Capital LLC is a capital markets consultancy that provides lead management and advisory services for raising capital worldwide. The firm offers a full range of mid-level market services including corporate bonds, convertible bonds, preferred and common shares, derivatives and hybrid securities, with a secondary focus on large long-term projects from $500M and up. It also delivers full-service project finance and accountancy services grounded in worldwide best practices.

Product overview

Ocean Capital LLC operates as a single unified capital markets consultancy offering integrated financial services. The core offerings consist of Capital Markets Fund Raising (consultancy and lead management for worldwide capital raising), Mid Level Markets (corporate bonds, convertible bonds, preferred/common shares, derivatives, and hybrid securities for projects from 500M and up), Project Finance (full service financing), Consulting, and Lead Management services. These services are delivered together as a comprehensive capital markets solution, with the company leveraging over two decades of combined expertise in banking, trading, and treasury management.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Markets Fund Raising Consultancy and lead management services for raising capital worldwide, providing full capital markets fund raising and accountancy services based on worldwide best practices for clients seeking long-term advisory relationships.
• Mid Level Markets Services Full range of mid-level market securities services spanning corporate bonds, convertible bonds, preferred shares, common shares, derivatives and hybrid securities, with a secondary focus on large long-term projects from $500M and up.
• Project Finance Full-service project finance offering that combines financing, capital markets fund raising, and securities services for large-scale projects.
• Consulting Professional consultancy services helping clients with capital raising strategies and financial planning.
• Lead Management Lead management services connecting clients with capital raising opportunities by linking capital seekers to investors and capital providers.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Direct peers

• PJT Partners: Advisory-focused investment bank serving mid-market and large clients with capital markets, strategic advisory, and restructuring services. Similar service breadth covering capital raising mandates.
• Houlihan Lokey: Independent advisory firm with a strong mid-market focus on capital markets, M&A, and restructuring. Directly comparable to Ocean Capital's mid-level market positioning and capital raising advisory services.
• William Blair: Private investment bank with mid-market capital markets and advisory services. Comparable focus on mid-level market debt and equity issuance.
• Cowen (acquired by TD Cowen): Middle-market investment bank historically focused on capital markets, equities, and advisory for growth and mid-market clients. Comparable mid-market positioning and service mix.
• Moelis & Company: Global advisory firm specializing in M&A, restructuring, and capital markets advisory for mid-market and large-cap clients. Comparable business model focused on bespoke advisory mandates.
• Lincoln International: Mid-market investment bank offering M&A, capital advisory, and financing services. Compares on mid-market positioning and capital raising focus.
• B. Riley Financial: Diversified financial services firm with capital markets, investment banking, and advisory practices serving mid-market companies. Comparable mid-market capital advisory model.

Broad incumbents

• Jefferies: Full-service investment bank with strong mid-market capital markets and advisory coverage. Overlaps with Ocean Capital's bond, equity, and project finance offerings but at vastly greater scale.
• Robert W. Baird: Diversified financial services firm with significant capital markets and advisory operations. Comparable services in equity and debt capital raising for mid-market clients.
• Oppenheimer & Co. Middle-market investment bank offering capital markets, advisory, and wealth management services. Overlaps with Ocean Capital's bond, equity, and structured securities offerings.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks6 records

Key highlights4 records

Customer concentration

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 Ocean Capital