Advocate Advisors

Advocate Advisors is an independent boutique investment bank specializing in mergers & acquisitions advisory, raising debt & equity capital, and providing strategic financial options to owners of privately held, mid-size companies. Our team has started, run, scaled, acquired, and exited various companies of our own and helped countless others. We’ve been in our client’s position and understand that navigating the M&A world and capital markets can be confusing and complex. These can be some of the largest transactions of their lives, and this is not the time for owners to learn costly and regrettable lessons. We are the business owner’s true advocates in finding them financial solutions in good times and bad by providing access to thousands of buyers, investors, and capital providers to enable succession and exit plans, fund growth, or simply, buy them more runway when experiencing tough times.