Overmont serves as the dedicated investment banking arm of Whitley Penn, a prominent accounting and consulting firm. It focuses on the middle-market sector, offering specialized financial advisory services. The core services include sell-side and buy-side M&A advisory, helping businesses navigate complex transactions, and capital sourcing to facilitate growth, acquisitions, or recapitalizations. Additionally, Overmont provides strategic advisory services to help clients with long-term planning and value creation. Their expertise spans various industries, including Consumer, Energy, Healthcare, Industrials, and Technology.

Founded in

United States