ICG Capital Securities, LLC is a mergers and acquisitions advisory firm providing services to privately held and middle market companies. Our primary activities include representing middle market business owners pursuing strategic transactions such as mergers, acquisitions, divestitures, growth capital and recapitalization. Transactions range in enterprise value from $4 million to $250 million. We are long term, value-oriented advisors with considerable experience working with closely held businesses.

​Ian Morris founded IBEX ADVISORS with the mission to provide investors extra muscle to their deal sourcing efforts. With his experience sourcing numerous deals in various industries, he has built IBEX ADVISORS with unique strategies that bring immediate value to his clients. Connecting the right business owner to the right investor is the #1 goal at IBEX ADVISORS.

Based in Charlotte, North Carolina, Summit Park is a leading middle market private equity firm focused on a wide range of industries with additional targeted sectors of interest (Test & Measurement, Food & Beverage, Industrial, Light Manufacturing) and target businesses with revenue between $20 and $100 million and EBITDA between $4 and $12 million. We provide owners with a variety of flexible options and investment structures, including all or partial liquidity. We provide companies with access to capital, strategic guidance, support in the pursuit of an acquisition plan, and additional resources that enable them to grow into bigger and better companies.We are a small business and the senior professionals of our firm are knowledgeable and engaged in each of our investments. We understand that an owner’s decision to sell is one of the most important business decisions that he or she will make, both as a result of the financial considerations as well as the potential impact on the company and its key employees. We understand the unique elements of culture in a small business and work hard to retain what is special about each company. We believe that minimizing the disruption and distraction associated with the transaction and getting the pace of change right are critical to successful investing in the lower middle market. We believe in the power of a good partnership and conduct ourselves with the values of teamwork, candid communication, trust, collaboration, and mutual respect.

• Sourced a deal which lead to a retainer fee from a Cloud Enablement company with +$11mRevenue and +$1m EBITDA and strong Revenue and GM/EBITDA margin growth potential.• Created a full valuation report for a Healthcare IT firm using a blended valuation of three methodologies: DCF, Comparable Company Analysis, and Precedent Transactions Analysis.• Worked on seven sell-side deals and 2 buy-side deals in various capacities including creating management decks, buyer lists, financial models, data rooms, and joining client calls.• Performed business development calls, created pitchbooks, and wrote marketing material.

Trust & Fund Services Specialist