Lineage Partners is an investment banking firm focused on serving the middle market, specifically entrepreneurs, family-owned businesses, and private equity groups. Their primary services include providing expert advice on mergers and acquisitions (M&A), facilitating capital raising for growth or liquidity, and offering strategic advisory. The firm prides itself on its senior-level attention and customized, objective advice to help clients navigate complex financial transactions and achieve their long-term goals.

Founded in

United States