Next Move Partners

Name

Next Move Partners

Legal name

Next Move Partners, LLC

Website

https://nextmovepartners.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Palo Alto

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. Advisory Services: Professional advisory fees for strategic consulting on capital raising and M&A transactions. Revenue likely generated through engagement fees, success fees, and/or retainer arrangements for advisory services provided to emerging growth companies navigating U.S. public markets.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Next Move Partners is a strategic advisory firm that guides executive teams and boards of emerging growth companies through capital raising (debt and equity), mergers and acquisitions, and public market transactions, including going public. The firm combines capital markets strategy execution with regulatory and compliance expertise to support companies transitioning from private to public ownership.

Product overview

Next Move Partners is a strategic advisory firm, not a technology product company. Their offering consists entirely of professional advisory services for capital markets strategy execution, helping emerging growth companies navigate U.S. public markets. Services include capital raising advisory (debt and equity financing), M&A transaction support (buy-side and sell-side), regulatory compliance guidance (SEC and stock exchange requirements), and transaction coordination (acting as primary liaison and quarterback between advisory teams). The firm serves companies from pre-revenue startups through $500 million revenue across industries including technology (software/hardware), healthcare, biotech, medical devices, transportation, and financial services. There are no distinct software products, modules, or technology offerings — only advisory consulting services delivered by their team of experienced operators.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Markets Strategy Execution Strategic advisory engagement guiding executive teams and boards through the planning and execution of capital markets transactions, delivered via a proprietary 5-step process. Designed for emerging growth companies preparing to access public markets.
• Capital Raising Advisory Advisory services supporting companies in raising debt and equity capital, leveraging the firm's capital markets execution expertise. Targeted at executive teams and boards of emerging growth companies.
• Mergers and Acquisitions Advisory Advisory services for buy-side and sell-side M&A transactions, supporting emerging growth companies pursuing strategic combinations. Targeted at CEOs, CFOs, and boards evaluating or executing M&A.
• Regulatory and Compliance Advisory Advisory services covering regulatory and compliance considerations tied to public company readiness, capital markets transactions, and corporate governance. Targeted at executive teams and boards preparing for public market exposure.

Quantifiable outcome

• $650M+ raised in financing transactions as operators or advisors
• +2 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Houlihan Lokey: Global investment bank specializing in M&A advisory, capital markets, and financial restructuring. Larger incumbent that competes for the same emerging growth advisory mandates.
• William Blair: Global investment bank and wealth manager with strong mid-market M&A advisory and capital raising capabilities. Established incumbent serving growth-oriented companies across sectors.
• Canaccord Genuity: Global full-service investment bank with strong mid-market M&A advisory and capital markets capabilities. Larger incumbent offering overlapping services to emerging growth clients.

Direct peers

• Lake Street Capital Markets: Boutique investment bank focused on small and mid-cap companies, offering capital raising, M&A advisory, and equity research. Comparable in client segment and service scope.
• Aegis Capital Corp. Full-service broker-dealer and investment bank focused on small-cap equities and emerging growth companies. Comparable in service offering and target market.
• EF Hutton (EF Hutton America): Investment bank specializing in small-cap and micro-cap public companies, providing capital markets advisory and equity research. Comparable boutique model serving similar emerging growth issuers.
• ThinkEquity: Investment bank focused on small-cap and emerging growth companies with capital markets advisory and corporate finance capabilities. Comparable boutique positioning.
• Maxim Group: Full-service investment bank and wealth management firm with strong small-cap and emerging growth focus. Comparable advisory services for capital raising and M&A transactions.
• Roth Capital Partners: Boutique investment bank focused on small-cap and emerging growth companies, providing capital raising and advisory services. Closely comparable in target market segment and service mix to Next Move Partners.
• Dawson James Securities: Investment bank and wealth management firm specializing in small-cap companies, particularly in healthcare and technology. Comparable boutique model serving similar emerging growth issuers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/nextmovepartners

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

Investments

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

Frequently asked questions about Next Move Partners