Capabilities
How We Help
Three core services built around the moments that matter most: finding the right buyer, raising aligned capital, or transitioning on your own terms.
What We Do
Our Services
Find the Right Buyer
We run a rigorous sell-side process, drawing on our deep network of values-aligned acquirers, family offices, and impact investors to find a buyer who truly fits.
  • Positioning & story development
  • Curated buyer identification
  • Competitive process management
  • Term sheet & negotiation advisory
  • Diligence management through close
Raise Aligned Capital
Whether you need capital for growth or are looking to sell part of your company, we connect you with our curated network of values-aligned investors and family offices who will share your interest in impact.
  • Investor targeting & outreach
  • Materials & pitch development
  • Term negotiation & close
Transition on Your Terms
Recapitalizations, partial liquidity events, and ownership transitions structured around your goals, your culture, and the next chapter you actually want to write.
  • Partial liquidity & recapitalizations
  • Ownership transition structuring
  • Management buyout advisory
  • Succession & continuity planning
  • Values-aligned capital partners
Is It a Fit?
Who We Work With
Capital Raises
$15M – $150M
Growth equity, structured capital, and impact raises for companies ready to scale with the right partners.
Exits & M&A
$15M – $300M
Revenue range for companies we advise on sell-side exits and ownership transitions.
Who You Are
Values-Led
Founders and companies who've built businesses that make a difference and want a capital partner who will continue their legacy.
Family Office & Traditional Capital Sources
Two Decades of Relationships, One Unmatched Network
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.
Not sure which path is right?
A confidential conversation is always the right first step.
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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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