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Investment Banking

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M&A Advisors • Financing & Capital • Exit Planning

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Investment Banking

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M&A Advisors • Financing & Capital • Exit Planning

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Industry Focus

 Specialized Investment Banking for Financial Institutions, Insurance, and Real Estate. Comprehensive M&A Advisory including Acquisition Financing, Capital Raising, and Strategic Exit Planning.

M&A Brokerage Services

Valuation

Buy Side Advisory

Buy Side Advisory

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.

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Buy Side Advisory

Buy Side Advisory

Buy Side Advisory

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.

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Sell Side Advisory

Sell Side Advisory

Sell Side Advisory

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.

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Finance Sourcing

Sell Side Advisory

Sell Side Advisory

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.

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Financing & Capital

PIPE's, private investment in a public entity. Stapleton Advisors works with PIPE's.

PIPE's

Private Capital

Private Capital

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.

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Capital Raising for business acquisitions, working capital, investments, growth and more.

Private Capital

Private Capital

Private Capital

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.

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Traditional Financing, banks, SBA, private lenders.

Financing

Private Capital

Financing

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.

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Where We Work

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.


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Our Company

Our Services

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.

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Our Team

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.

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Our Values

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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