Intentional Exits & Aligned Capital

Sell Without Selling Out.
Find Aligned Capital Partners.

We help you navigate exits and capital raises, matching you with partners who value legacy and impact as much as you do.

50+
Company clients advised
$2B+
Transaction value
2007
Founded
1st
First certified B Corp IBank
What We Do
Find the Right Path Forward

Whether you're exploring an exit, raising growth capital, or navigating an ownership transition, we run rigorous processes that connect you with capital partners who share your values.

See How We Work →
"
When we had a need to do a capital raise, we knew that we should work with Big Path, and it was a joy all the way through.
Melanie Dulbecco
Melanie Dulbecco
CEO, Torani
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Our Structure
Independent and Founder-Led. Twenty Years Running.

Founded 20 years ago and still founder-led, we answer to our clients, not to shareholders or corporate quotas. That's why founders trust us with the deal that matters most: their own.

"
This was a big deal in my life. 41 years, I'd been working in this business and building it, and I cared for it so much, just like a child. It's really sending it out into the world. I wanted the best for my baby. I wanted somebody that I could trust. Especially, that is the main thing, is being able to trust.
Becky Cannon
Becky Cannon
Founder, Green Sprouts
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Our X Factor
The Network That Changes the Outcome
Big Path has built a network over two decades across three distinct channels: family offices, values-aligned funds, and strategic acquirers. Big Path's Fund Placement team is a difference maker. By advising over 200 funds and developing over 200 single family and multi-family office relationships, our investment banking clients have access to one of the largest networks of family offices and values-aligned funds in the industry.
"
Big Path introduced us to six of our nine outside investors pre-IPO — three of family offices and three growth equity funds. The quality of these investors played a key role in the company's trajectory.
Matt O'Hayer
Matt O'Hayer
Founder, Vital Farms
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200+
Family Office Relationships
Single and multi-family offices built through 20 years of relationships advising and hosting exclusive annual convenings.
200+
Values-Aligned Funds
Impact and mission-driven private equity and growth equity managers, developed through decades of Fund Placement work.
20 yrs
Curating Aligned Capital
Two decades building a network that is unrivaled by other boutique investment banks.
Track Record
Select Transactions
Growth Equity
Vital Farms
Growth equity and minority ownership transition led by six values-aligned investors
Majority Sale
Celtic Sea Salt
Majority sale to values-aligned investment firm who also brought operational expertise
Minority Recap
Torani
Minority ownership transition to values-aligned private equity group
Capital Raise
Climate First Bank
Equity Raise (Series A & B) and Debt Raise from various impact investors
Our Process
1
Discovery
We learn your business, goals, and what a successful outcome looks like.
2
Positioning
We craft your story and identify the right universe of buyers or investors.
3
Process
We run a structured, competitive process that maximizes optionality.
4
Close
We negotiate, manage diligence, and guide to a successful close.
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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Big Path Capital is not a registered broker-dealer, and Finalis Securities LLC and Big Path Capital are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

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