Expertise You Can Count On

Chessiecap is an investment bank that executes compelling financial solutions for growing, predominantly technology-enabled, companies throughout the U.S. Many of our clients are privately-held, often founder-led, companies. Our firm specializes in advising companies on their sale to large and sophisticated counterparties, including publicly-listed companies, private equity backed strategic acquirers, financial investors, and family offices. We have particular expertise working with select closely-held and family-held businesses that are dealing with transitions and generational issues. We assist owners in recapitalizations, succession financing, sales, and ESOP conversions.

We believe that the best transactions create value for all parties to a transaction – founders, families, investors and executives. We accomplish this mission through a customized blend of Mergers & Acquisitions, Private Placements, and Corporate Finance Advisory Services designed specifically for each client’s unique goals and objectives.