Operator-minded executives.

Partnership-focused investors.

Value-driven advisors.

FIRM OVERVIEW:

Aegis Capital Advisors (“ACA”) is an operator-minded merchant bank that invests in and advises middle market companies with revenues between $50M—$250M. Led by senior private equity, corporate, and boardroom executives, the firm specializes in buyouts, growth equity investments, debt financing, turnarounds, and operational advisory services.

ACA’s leadership team has decades of collective experience working at the highest levels of finance and corporate America, including serving in the C-Suites of major global organizations, overseeing portfolios for top fund managers, and executing hundreds of transactions totaling ~$10 billion in value. This experience—combined with ACA’s powerful network of industry experts and Wall Street professionals—enables ACA to effectively partner with management teams to help them navigate capital markets, achieve operational excellence, and drive enterprise value.

Founded in 2001, the firm maintains offices in Greenwich, CT and Nashville, TN.

INVESTMENT APPROACH:

  

Our investment style is grounded in the following principles:

  • Control or lead/co-lead investments

  • Efficient due diligence and decision making

  • Constructive partnership with management teams

  • Transparent and open communication

  • Highly flexible and creative approach to transaction structuring

Our target investments include middle market companies with the following characteristics:

  • Revenue between $50M—$250M

  • Opportunity to improve business performance

  • Strong growth prospects

  • Proven management team

  • Build-up opportunities in fragmented industries

  • Geographically located in the North East, Mid Atlantic and Southeast

Our core transaction types include:

  • Leveraged buyouts

  • Management buyouts

  • Growth equity

  • Acquisition capital

  • Recapitalizations

  • Structured equity

  • Bridge Loans

  • Mezzanine Loans

  • Second Lien Loans

ADVISORY SERVICES:

Our team of capital markets experts and enterprise-level operators advise management teams with:

  • Capital markets and transactions

  • Corporate strategy and organizational development

  • Business transformation and turnarounds

  • Corporate governance and board formations