Founded in 2014, Portside Advisors is a specialized investment banking firm that caters to the lower middle market, with a focus on founder-led and family-owned businesses. The firm provides expert, senior-level advisory services across several key areas, including sell-side and buy-side mergers and acquisitions (M&A), capital raising for growth or recapitalization, and general strategic advisory. Their mission is to offer Wall Street-level expertise with a hands-on, client-focused approach to guide business owners through complex financial transactions.

Founded in

United States