Our Experience

Our value-add service to our clients makes the difference. Capital Strategies Group is devoted exclusively to middle-market transactions. This means we work with companies that are established, and ready for the next level, whether it is to build, buy or sell.

We work with companies whose transaction needs often fall below the threshold of the larger regional investment banking firms. We assign one, or more, of our senior bankers to each engagement, giving our clients the close personal attention and experience not always readily available.

No other Florida investment bank brings more depth of senior management and expertise in successful deal transactions than Capital Strategies Group. It's a level of experience and expertise that is usually only accessible to large corporations.

Selected Recent Transactions

Advised family berry farming, distribution & marketing company in sale to Dole Foods.

Advised family berry farming, distribution &
marketing company in sale to Dole Foods.

Executed a balance sheet recapitalization for their Dept. of Defense staffing company.

Executed a balance sheet recapitalization for their Dept. of Defense staffing company.

Arranged expanded working capital facility for one of the nation's leading screen printers.

Arranged expanded working capital facility for one of the nation's leading screen printers.

Advised and placed growth financing for nation's largest independent repair, maintenance and installation provider for electric utility substations

Advised and placed growth financing for nation's largest independent repair, maintenance and installation provider for electric utility substations

Assisted buying group with purchase and supporting debt and mezzanine financing for this educational services company

Assisted buying group with purchase and supporting debt and mezzanine financing for this educational services company

Advised client on acquisition of competing hotel and resorts.

Advised client on acquisition of
competing hotel and resorts.

Arranged working capital financing for mortgage default servicing company.

Arranged working capital financing for mortgage default servicing company.

Advised on strategic buyout of partner for this multi-state motor vehicle records management company.

Advised on strategic buyout of partner for this multi-state motor vehicle records management company.

Advised on sale of company to PIPE financed public company for this market leader in forward and reverse supply chain management and high-tech repair service company.

Advised on sale of company to PIPE
financed public company for this market leader in forward and reverse supply
chain management and high-tech repair service company.