275 Madison Avenue - 33rd Floor,
New York, New York 10016
United States
(212) 297-1724
www.excelptrs.com
Excel Partners Holdings LLC (EP Securities LLC) is a boutique investment banking firm focused on middle-market companies. The Firm offers mergers and acquisitions, capital raisings, valuations, and fairness opinion services. The Firm has experience serving clients in the business services, healthcare services, IT, software, and technology hardware sectors. Excel Partners Holdings LLC (EP Securities LLC) was established in 2008 and is based in New York City.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | 1 | 1 | - | - | - | - | 2 |
| Sellside (0.2/yr) | 1 | - | - | - | 1 | - | 2 |
| 4 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| 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 | # | Value | |
|---|---|---|---|
| Software | Sign-up to View | ||
| Internet Software and Services | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Total | Sign-up to View | ||
| 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 | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Recapitalization | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (3) | Deals |
|---|---|
|
Sign-up to View |
2 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Lixoft $17M (2020-04-02) |
|
