A boutique investment bank connecting business owners with the right partners.

$625M+
Enterprise Value Created
$350M+
Capital Raised
50+
Years Combined Experience
45+
Countries Represented

Sectors

Industry Coverage

Our founders bring expertise across 50+ industries and 45+ countries, the precision of a specialist with the perspective of a generalist.

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01
Industrial & Manufacturing
02
Consumer & Retail
03
Technology & Tech-Enabled Services
04
Residential & Business Services
05
Healthcare & Life Sciences
06
Distribution & Logistics

Our Process

We Don't Know Where You're Going Until We Know Where You've Been.

Every engagement begins with a thorough review of your history, financials, culture, and long-term vision. Untethered from financial institutions and outside interests, our success is always directly aligned with yours.

01
Discovery & CIM Preparation
Leadership interviews, financial review, and full preparation of your Confidential Information Memorandum and secure Data Room.
02
Partner Identification & Outreach
We identify private equity and strategic buyers aligned with your culture and objectives, then present tailored materials to each qualified partner.
03
White-Glove Execution
From introduction through closing, we manage negotiations, due diligence, and every detail, minimizing disruption while maximizing value.
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Who We Serve

Our Deal Criteria

Most investment banks save their most experienced people for their biggest deals. We built our firm around a different idea: that a $5 million EBITDA business deserves the same caliber of advisor as a $50 million one. That's the whole reason Crassus exists.

$10M–$200M
Annual Revenue
$3M–$20M
EBITDA
15%+
EBITDA Margin
6
Core Sectors

The Crassus Standard

"If we don't know where you've come from,
we can't know where you're going."

New York  ·  Chicago  ·  Miami

Transactions

Selected Experience

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Sell-Side Advisory
Project Harvest
Sell-side representation of a consumer services business. Identified and closed a partnership with a leading private equity firm.
Consumer & Retail  ·  $65M
Sell-Side Advisory
Project Relay
Managed full sell-side process including CIM preparation, partner outreach, and transaction execution through closing.
Industrial & Manufacturing  ·  $78M
Buy-Side Advisory
Project Haven
Buy-side representation sourcing and closing a strategic acquisition to expand platform capabilities and geographic reach.
Business Services  ·  $14M