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Mentor Securities is a preeminent middle market investment bank dedicated to providing the highest quality, step-by-step advice to help you maximize value and successfully complete a transaction.

Full Service Investment Bank


Advisory Services

  • Targeted acquisitions
  • Divestitures
  • Strategic alternative analysis
  • Management / leveraged buyouts
  • Fairness opinions
  • Intellectual property / business valuations
  • Appraisals
  • ESOPs
  • JV / strategic alliances
  • Board presentations
  • Court testimony

Core Competence

  • Deal structuring
  • Tactical advice
  • Industry / market intelligence
  • Buyer / seller sources
  • Financing sources
  • Valuation expertise
  • IP focus
  • Battle tested by third party scrutiny - SEC, IRS, States' Dept of Corporations, Federal Government
  • Entrepreneurs
  • Business operators

Capital markets

  • Market insights
  • Debt / equity placements
  • Mezzanine / bridge funding
  • Capital structure analyses
  • Debt restructuring
  • Selection of public underwriters
  • Focus on middle market deals

Mergers & Acquisitions

  • Proprietary access to key decision makers at acquirors
  • Thorough understanding of value proposition from buyer perspective
  • Senior level relationships at private equity groups
  • Specialized knowledge to structure transactions which maximize seller valuation