Capital Pointe Advisors is a Charlotte, North Carolina-based investment banking firm focused on serving the lower-middle market. The firm specializes in providing comprehensive financial advisory services, including sell-side and buy-side mergers and acquisitions (M&A) representation, corporate finance solutions like capital raising, and strategic advisory such as business valuations and exit planning. Their target clients are typically privately-held businesses, family-owned enterprises, and private equity groups. While the firm's registration as a Registered Investment Adviser (RIA) was terminated in 2019, its principals continue to operate in the M&A advisory space, with securities-related activities conducted through affiliated FINRA-member broker-dealers.

Founded in

United States