New York
Investment Bank
Helping New York business owners transition with clarity, confidence, and maximum value.
How we work

New York City, New York

New York has long stood as a global epicenter of finance and investment banking. As part of our strategic expansion, Deal Capital has established a presence in the heart of New York City to better serve the region's dynamic middle-market. Together with our network of trusted partners, we address a wide spectrum of financial matters, including sales, acquisitions, mergers, and divestitures.

Our team of seasoned M&A professionals works closely with business owners and entrepreneurs across the New York and New Jersey markets—specifically those operating companies with EBITDAs between $5 million and $100 million. We prioritize careful planning, strategic positioning, and expert guidance throughout the seller representation process to ensure optimal outcomes.

Veteran business owners understand both the volatility and rewards of running a company. When it's time to plan your exit, you’ll want the transition to be as seamless as possible. Whether you're just exploring the idea of a sale or ready to take the next step, Deal Capital provides the insights and support you need.

From valuation and preparation to marketing and closing, our team offers a comprehensive, professional approach tailored to your goals. Begin your next chapter with confidence—contact one of our New York M&A professionals today.

Our M&A Process
Strategic Planning
Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.
Assess Financial Readiness
Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal. This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.
Research Target Industry
Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.
Target List Building
Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.
Target Outreach
Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.
Engage Targets
Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.
Letter of Intent (LOI)
Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.
Due Diligence
Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.
Closing
Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.
Target Integration
Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.

New York Investment Bank

Experienced business owners know that a successful transition hinges on more than just timing—it’s about making the right strategic decisions throughout the process. At Deal Capital, we help you align every aspect of your sale or acquisition to ensure you maximize value while minimizing risk. From financial and legal hurdles to tax and operational planning, we’re with you every step of the way.

If you're preparing to sell, we assist in structuring your business to attract strong offers, leveraging our vast network to secure top value. For buyers in New York’s dynamic financial landscape, we help identify the right opportunities and navigate the complexities of acquisition. Our global network and hands-on advisory approach make us the ideal partner for your next big move.

Connect with our New York team today to begin your transition with confidence.