Boutique Advisory Services

Bulge-Bracket Experience


We recognize the years of work that our clients have dedicated to growing their businesses. If the path to maximizing value includes selling a business, we commit to running a customized process focused on realizing value for shareholders, management, and company employees.

  • Sell-Side Advisory
  • Buy-Side Advisory
  • Minority / Majority Recapitalizations
  • Fairness Opinions

The pH Partners Process

  • Create marketing materials, including a detailed financial model and management presentation carefully designed to highlight the most value-creating growth opportunities
  • Utilize our broad network of sector relationships to develop the pool of potential buyers
  • Coordinate a creative approach to managing buyer contact, whether it be an exclusive process or broad auction
  • Interact closely with management, board of directors and share holders regarding timing, structure and negotiation of the transaction
  • Navigate unique family situations and dynamics
  • Identify and consider tax strategies and estate planning issues


pH Partners takes a personalized approach to capital formation. We seek out capital and strategic partners to help grow your business. Our capital provider universe includes the following:

  • Traditional growth equity / venture capital
  • Strategic syndicates of equity
  • Hybrid and vertically-focused funds
  • Highly patient, family office capital

The pH Partners Process

  • Develop a thorough understanding of near and long-term shareholder objectives and develop a recommendation for an ideal capital structure
  • Craft an investment thesis designed to differentiate and highlight the opportunity for prospective partners/investors
  • Create marketing materials, including a financial model and detailed management presentation that articulate the growth story fueled by a new capital infusion
  • Evaluate each potential partner’s ability to provide value-added benefits that enhance growth initiatives
  • Negotiate and structure a financing solution customized to meet our client’s stated objectives


pH Partners recognizes that certain clients and technologies benefit most from validating strategic partnerships.

  • Unlocking significant value creation
  • Leading to subsequent value inflection points

Examples of strategic partnerships we have brokered include:

  • Telemedicine company partnering with a leading diagnostic company to enable new distribution channels
  • Innovative LNP delivery technology license with leading biotechnology company
  • Sales and distribution partnership for oncology diagnostic company with leading central lab

The pH Partners Process

  • Identify the strategic stakeholders in the patient journey, engage them then align interests and priorities
  • Engage Stakeholders and align interests / priorities
  • Create a wide array of potential, mutually-beneficial partnerships
  • Ensure the client receives maximum value for the hard work and expertise they bring to the partnership


pH Partners is a private investment vehicle offering creative capital solutions across the capital structure. We offer an alternative to traditional private equity and venture capital –our funds are comprised of industry-leading family offices, private investors, and thought leaders across a variety of industries.

Whether we’re financing an acquisition, infusing growth capital, or providing liquidity to founders, we are partners in fueling your company’s growth.

Target Investment Attributes:

  • Established cash-flow businesses with a reference-able operating history
  • Strong brand in niche segments
  • Undergoing strategic change via acquisition or founder transition
  • Superior management teams

Deal Types:

We are open to a variety of equity and debt structures, as well as partnering with other strategic or financial capital providers

Engaging pH Partners: Our engagement structures foster long-term relationships focused on driving shareholder value and succeeding together. The earlier we engage with our clients, the greater impact we can have in guiding you through an envisioned transaction. We welcome the opportunity to engage with clients 12 months or more ahead of time.