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Mary Street Capital Launches as Investment Banking Affiliate of Kaufman Rossin

In a significant development for the investment banking sector in Florida, Kaufman Rossin Group has officially launched Mary Street Capital. This newly established affiliate aims to enhance the advisory services available for family- and founder-owned middle-market businesses.

Kaufman Rossin, recognized as Florida's largest independent CPA and advisory firm and one of the top 50 in the United States, sees Mary Street Capital as a natural extension of its over six-decade legacy of providing trusted advisory services. The new investment banking arm is specifically designed to cater to the unique needs of entrepreneurs and business owners who have often found themselves underserved by traditional investment banks.

Meeting the Needs of the Lower Middle Market

Alex Rattner, the Managing Director of Mary Street Capital, emphasizes the affiliate's mission: "Mary Street Capital was built to meet a real need in the lower middle market, providing thoughtful, relationship-driven investment banking services to entrepreneurs and family-owned businesses." This focus highlights the firm's commitment to helping business owners not only achieve sustainable growth, but also successfully transition their companies at various stages.

Mary Street Capital offers a trio of essential services: Mergers and Acquisitions (M&A), Corporate Finance, and Strategic Advisory.

1. Mergers and Acquisitions (M&A): The firm provides advisory and representation throughout complex transactions involving company sales, mergers, and acquisitions. This expertise aims to maximize value for clients and ensure smooth transitions during these critical processes.
2. Corporate Finance: Tailored solutions in this area include assistance with raising capital, debt restructuring, and developing a robust financial strategy to support long-term success.
3. Strategic Advisory: This service focuses on aligning business strategy with financial goals and operational performance to drive sustainable outcomes.

The scope of Mary Street Capital's clientele spans diverse industries, including healthcare, manufacturing and industrials, consumer products, technology, media, telecom, and transportation.

Experienced Leadership at the Helm

Leading the charge at Mary Street Capital are Alex Rattner and Managing Director James Wolcott. Both possess extensive experience in investment banking and advisory roles, making them well-equipped to guide middle-market firms through various growth and liquidity events. Collectively, they have overseen over $625 million in transaction value, ensuring a strong foundation for the new affiliate.

As Wolcott noted, one of the distinguishing factors of Mary Street Capital is its ability to assist clients in improving performance while leveraging digital transformation—an often overlooked aspect in traditional investment banking.

Integration with Kaufman Rossin Group

Working closely with the wider Kaufman Rossin Group, Mary Street Capital enhances the firm’s ability to offer fully integrated solutions. This collaboration combines deep expertise in areas like tax planning, financial planning, insurance, benefits consulting, and operational improvements, ultimately addressing the evolving needs of clients.

Blain Heckaman, CEO of Kaufman Rossin, articulated the importance of this new venture: "The launch of Mary Street Capital represents a natural evolution of how Kaufman Rossin helps clients succeed. By adding investment banking to our suite of services, we can continue to support family- and founder-owned businesses through every stage of their journey—whether they're growing, transitioning, or preparing for the future."

Conclusion

With the introduction of Mary Street Capital, Kaufman Rossin is poised to provide invaluable support to middle-market businesses in Florida and beyond. This new affiliate not only expands the firm's advisory capabilities but also reinforces its commitment to being a trusted partner for family-owned businesses facing the challenges of today’s economic landscape. The investment banking sector welcomes this change as it underscores the importance of offering dedicated services tailored to the specific needs of underserved markets. For those interested in learning more, additional information can be found on the Mary Street Capital website and Kaufman Rossin’s official page.