M&A Advisors • Financing & Capital • Exit Planning
M&A Advisors • Financing & Capital • Exit Planning
Specialized Investment Banking for Financial Institutions, Insurance, and Real Estate. Comprehensive M&A Advisory including Acquisition Financing, Capital Raising, and Strategic Exit Planning.
We deliver clear, strategic valuations to guide M&A decisions. We assess financials, market position, and growth potential—empowering sellers and buyers to negotiate with confidence and clarity, aligned to long-term goals.
We support buyers through targeted acquisition strategies, valuation insight, and deal structuring—identifying the right opportunities and guiding negotiations to secure lasting value and alignment with long-term growth objectives.
We guide sellers through the M&A process with expertise in valuations, strategic positioning, and deal execution—maximizing sale value, preserving legacy, and ensuring a smooth transition aligned with personal and professional goals.
We simplify acquisition financing with strategic guidance, creative deal structures, and lender alignment—helping buyers secure funding, preserve cash flow, and confidently pursue growth opportunities without compromising long-term business objectives.
Stapleton Advisors provides PIPE offerings with tailored capital raising strategies, connecting accredited private investors to public companies. Our structured approach drives liquidity, strategic alignment, and growth for businesses pursuing efficient funding solutions.
Stapleton Advisors delivers customized private capital raising solutions, guiding businesses through strategic funding initiatives. We connect growth-minded companies with targeted investor networks to unlock capital, accelerate momentum, and align financial strategies with objectives.
Stapleton Advisors delivers tailored traditional financing solutions, aligning businesses with optimal lenders and instruments. We structure deals to support growth, liquidity, and strategic goals, helping companies build strong financial foundations and long-term success.
We're headquartered in Tampa, Florida and we work with M&A clients in the following states:
Alabama, Arkansas, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, Vermont, Washington, and Washington, D.C.
We offer a wide range of Investment Banking services, including M&A advisors, buyer and seller representation, financing & capital, business valuation, and PIPE offerings. Our team develops customized solutions for each unique project.
Our team includes seasoned business executives with deep experience in investment banking, wealth management, real estate, securities, law, accounting, and related areas. We are dedicated to providing excellent guidance.
We are committed to maintaining the highest ethical standards in all our dealings. We believe in transparency, accountability, and putting our clients' interests first, which sets us apart in the competitive landscape.
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IMPORTANT LEGAL DISCLAIMERS
The information in this material is not intended as investment, tax or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of any third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of any third-party website and is not responsible for the content thereof. Securities offered through GT Securities, Inc., member FINRA/SIPC. FINRA's BrokerCheck. Past performance of investments is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stapleton Advisors, Inc. unless a client service agreement is in place. A portion of this material was provided by Artificial Intelligence Systems. Not all services herein are fiduciary services, please see your specific written legal terms to determine if the service is a fiduciary service.
East (HQ/Mail) • 401 E. Jackson St., Suite 2340 • Tampa, FL 33602 • (813) 736-2422
West (OSJ) • 12130 Millenium Drive, Suite 300 • Los Angeles, CA 90094
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