Capital Formation Strategies, Inc. is a boutique investment banking firm established in 2000 that specializes in serving lower middle-market companies. The firm's core mission is to provide senior-level attention and expertise in mergers and acquisitions (M&A) advisory, private placements of debt and equity, and strategic advisory services. They work with a diverse range of industries, helping business owners and management teams navigate complex financial transactions to achieve their strategic and financial goals. The company is a registered broker-dealer and a member of FINRA and SIPC.

Founded in

United States