Excel Partners Financial Advisor Overview

Excel Partners FAQ


Where is Excel Partners headquartered?

Excel Partners is headquartered in New York, New York.

When was Excel Partners founded?

Excel Partners was founded in 2008.

What sevices does Excel Partners offer?

Excel Partners offers Capital Raising, Fairness Opinions and M&A Advisory.

Excel Partners

EP Securities LLC

275 Madison Avenue – Suite 1901,
New York, New York 10016
United States
(212) 297-1724
www.excelptrs.com

Excel Partners is a boutique investment banking firm focused on middle-market companies. The Firm offers mergers and acquisitions, capital raising, valuation, and strategic consulting services. The Firm has experience serving clients in the business services, healthcare, IT, software, and software sectors. Excel Partners was established in 2008 and is based in New York, New York.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) 2 - - - - - 2
Sellside (0.4/yr) 1 - - 1 - 1 3
  5

Most Recent

Target Company Date Value Type
Sign-up to View 2025-11-11 - Healthcare Services
Sign-up to View 2023-03-20 - Business Services
Sign-up to View 2020-04-02 17M USD Software
Sign-up to View 2019-11-25 - Internet Software and Services
Sign-up to View 2017-05-01 10M USD Software
View All >>

Sector Experience

Sector # Value
Software Sign-up to View
Business Services Sign-up to View
Healthcare Services Sign-up to View
Internet Software and Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  North Carolina Sign-up to View
France Sign-up to View
Domestic Sign-up to View
Cross-border Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Recapitalization Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (4) Deals
Sign-up to View
2
Sign-up to View
1
Sign-up to View
1

Deal Values

Value # TOTAL
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Lixoft
$17M (2020-04-02)