Advisory Services

Pivot Capital LLC comprises senior-level Mergers, and Acquisition advisors focused on bringing a comprehensive & holistic model to the investment banking industry. Working through pre-transactional design and valuation or taking our clients to market through a specially managed process, Pivot Capital has the experienced professionals and partners to help secure a complete valuation for our clients.

Pivot Capital’s Strategic Advisory Services focuses on reducing risk within a privately held enterprise while at the same time working with owners and management teams on enhancing operational growth. We work with owners and management teams to develop a strategy and course of action that best suits the client and gives them a clear path for a timeline to reach their benchmark goals and build towards harvesting the wealth created within their company.

Pivot Capital Partners gives your company the dynamic team of M&A professionals you’ve been looking for with a team that gauges its success through your success.

Mergers & Acquisitions

With over 30 years of combined M&A, Valuation, and Integration experience, the Pivot Capital team embraces a more dynamic and holistic teaming approach of analyzing a transaction from the scope of many different angles. Through this approach to process management, Pivot Capital can deliver in harvesting the VALUE built within your company.     

Capital Raises

We partner with our clients to evaluate strategic alternatives and execute plans to unlock stakeholder value. We advise on the structure and execution of equity and debt capital raising. Using our experience with transactional projects and advising on private issuances, we effectively leverage connections with finance entities and execute plans to unlock value for stakeholders.

Management Consulting

Our expertise across the financial advisory spectrum gives us the edge for market assessment. A successful business plan requires confidence in a determined market and expert analysis of current market conditions.



o Physician Practice
o Healthcare IT
o Clinical Services
o Alternate Site Care
o Medical Products / Transportation


o Real Estate Technology
o Development & Acquisition
o Management & Services
o Building Products
o Engineering & Design


o Software / SaaS
o Business Intelligence
o Financial Technology
o Security / Compliance
o e-Commerce
o Telecommunications


o Information Services
o Marketing Services
o Financial Services
o Staffing
o Consulting


o Renewables
o Energy Storage
o Energy Equipment & Services
o Research & Development
o Energy Technology


o General Manufacturing
o Industrial Services
o Logistics
o Specialty Contracting
o Distribution


o Investment & Wealth
o Blockchain
o Brokerage Services
o Insurance
o Diversified Financials


o Sports & Entertainment
o Cannabis

Connect & Pivot