Investment Banking

A sale, acquisition, capital raise or strategic partnership can shape your business for years to come. We lead strategy, execution and negotiation for middle-market businesses, providing thoughtful, independent advice tailored to each client’s objectives.

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Our Approach

Investment Banking for the Middle-Market

A successful transaction starts well before a deal reaches the market. We help you understand your options, assess the opportunity and navigate key decisions.

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Services We Provide

Seller Advisory

We design and execute structured, competitive sale processes aimed at enhancing enterprise value and supporting a path to closing. Our M&A advisory team provides comprehensive transaction leadership, managing the sale from preparation of marketing materials and initial buyer positioning through definitive agreement. As the quarterback for the engagement, we assemble, orchestrate and manage the broader transaction ecosystem, coordinating third-party legal, tax and accounting advisors to help reduce demands on management, address execution challenges and maintain transaction momentum.

Buyer Advisory

We execute tailored buy-side mandates, providing flexible transaction leadership rather than strict, siloed services. Our team adapts to the specific direction of each mandate, whether coordinating specialized external advisors, structuring financing options or managing third-party due diligence. As a central point of coordination, we help maintain capital discipline and transaction momentum from acquisition strategy through closing.

Capital Raising

We design and execute tailored capital raising processes to help clients identify debt and equity structures for growth, acquisitions and recapitalizations. Our professionals provide flexible leadership that adapts to each client’s specific balance sheet and financing objectives. We assess capital requirements, prepare materials for institutional capital sources and originate proposals from a network of institutional lenders and equity investors. Working with external professional advisors, we manage the due diligence process through transaction completion.

Investment Banking Representatives*

Stephen Rusch | Lead Managing Director, Investment Banking

Erik Jensen | Managing Director, Investment Banking

Rishika Mishra | Senior Associate, Investment Banking

William Mountzoures | Senior Associate, Investment Banking

Luca Ferrara | Associate, Investment Banking

Integrated Transaction Support

Successfully completing a transaction requires coordinated accounting, tax and financial advice. FD’s Outsourced Accounting team helps prepare financial records for due diligence, while the Transaction Advisory Services team provides quality of earnings (QofE) analysis and support before, during and after closing. Together, these teams help clients navigate the complexities of the transaction lifecycle.

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* Securities products and investment banking services are offered through BA Securities, LLC, member FINRA SIPC. Frazier & Deeter Advisory, LLC and BA Securities, LLC are separate, unaffiliated entities. To learn more about the professional background of Frazier & Deeter Advisory, LLC and our registered representatives, please visit FINRA BrokerCheck. Past performance, awards or testimonials are not indicative of future results. No guarantee of future performance or success is implied.

Investment banking services are provided separately from the outsourced accounting and transaction advisory services identified above, and the professionals providing those services operate independently of one another.

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