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INDUSTRY

Financial Services

Capital Markets

OwnerCo is looking for resilient Capital Markets businesses contemplating their next chapter, from recapitalization to succession.
Ownerco proudly serves owners in Financial Services industries like Capital Markets and many others. The lower middle market is the heart of America, generating over $6 trillion in revenue.
In capital markets, every decision can carry weight, whether you're managing regulatory shifts, team dynamics, or long-term strategy. When it's time to consider expansion, a leadership change, or a potential exit, the path forward often blends personal and professional priorities. OwnerCo has worked closely with founder-led companies across the financial sector, helping convert long-standing relationships, reputation, and institutional knowledge into clear, strategic options. We approach each conversation with curiosity, not assumptions, and focus on what success looks like for you. We offer resources that extend far beyond a single transaction. From capital solutions tailored to your goals to introductions to trusted buyers and long-term peer support, OwnerCo is built to walk with owners through every stage of the journey. If you're ready to start planning the next chapter, we’re here to help.
Related Industries
01
Financial Planning
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02
Accounting
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MARKET SEGMENTS
03
Asset-Backed Securities
04
Capital Raising Advisory
05
Debt Capital Markets
06
Equity Capital Markets
07
Initial Public Offerings
08
Market Research and Analysis
09
Mergers and Aquisitions
10
Private Placements
11
Securities Trading
12
Structured Finance
OWNER
CO.
FOR OWNERS BY OWNERS
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Questions? Call us at (855) 600-OWNER (6963),
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This website is operated by OwnerCo Connect, LLC. We connect business owners with specialized service providers including: OwnerCo, LLC as a preferred M&A advisory partner (which represents buyers exclusively and receives compensation only from the buying party); RM Financial, LLC as a preferred lending broker; and various partners for growth services. OwnerCo Connect, LLC and our service provider partners may receive compensation for referrals or completed transactions. By using our services, you may be asked to accept our Universal Service Application Terms, Credit Authorization, and Communication Consent.
Lending services are provided through licensed lenders. RM Financial, LLC is a lending broker, not a direct lender, and does not make credit decisions. Financing terms, conditions, and eligibility are determined solely by participating lenders and may vary based on applicant qualifications. For California residents: Business loans are made by licensed lenders in compliance with applicable state and federal law. RM Financial, LLC facilitates connections to lenders but does not make lending decisions. Compensation may be received from lenders for referrals or funded loans, which may impact the placement of financing offers. Not all financing options available in the market are listed on this platform. We encourage applicants to carefully review all lender disclosures and loan agreements before proceeding.
Submitting a funding application through our platform will not impact your personal credit score. However, if you choose to accept a funding offer, the lender may perform a hard credit inquiry which could affect your credit. Funding timelines vary by product and lender, ranging from as little as 24 hours to several weeks depending on the type of financing and your specific situation. We work with multiple funding partners to provide a range of options suited to different business needs and qualifications.