BEYOND

CAPITAL

INNOVATIVE INVESTMENT BANKING SERVICES

 

FOCUS

Middle-Market Services

 

 Mergers & Acquisitions  

Buy-Side Representation, Sell-Side Representation, Leveraged Buyouts, Management Buyouts

We provide M&A services to clients for their strategic transactions. Whether attempting to generate proprietary deal flow for private equity, strategic buyers or family offices, in both new platform and strategic add-on scenarios, we strive to position clients in their pursuit of optimal valuation. 

Capital Markets

 Private Capital Solutions including Equity and Equity-Linked Products, Senior Debt, Senior Stretch, Unitranche, Mezzanine and Hybrid Products

Our Capital Markets team understands complex equity and debt transactions and will advise and structure your next capital placement. Whether you seek recapitalization, refinance, growth capital or liquidity, the Capital Markets team provides clients with current capital intelligence.  We work with innovative Investment Managers to introduce institutional capital to their platforms.

Private Fund Advisory

Placement Agent for Private Equity Funds including Buyouts, Venture Capital, Debt, Special Situations, Fund of Funds and Real Estate.

 Our Fund Advisory team has developed a methodology for helping managers achieve success, which includes pre-market due diligence and positioning; packaging and marketing; closing; and ongoing follow-up. Our extensive relationships within the private equity and alternative investor community include:

  • Corporate and public pensions

  • Advisors and consultants

  • Gatekeepers

  • Fund of funds

  • Insurance companies

  • Endowments and foundations

  • Financial institutions

  • Asset management firms

  • Family offices

Regardless of Industry and Sector, Ox Capital takes a diversified approach and works with different types of clients including investment managers, corporations, families, founders, and financial sponsors.  Our team has transactional experience in Consumer, Industrial, Natural Resources, Healthcare, Real Estate, Technology, Media and Telecommunications.  

 

 ABOUT

Ox Capital operates an investment banking platform dedicated to buying, selling and raising capital for Companies, Ventures, Investment Managers and Projects.  Our Investment Banking services include Placement Agent engagements and M&A advisory for small to medium-sized private and public companies. 

Our Capital Markets team is managed by Investment Bankers with extensive experience in Placement Agent services (institutional equity and debt).  Loan Sale Advisory services include management of the sale process including portfolio and asset analysis, pricing, deal preparation, marketing, trade execution, and closing.

Our M&A team is managed by advisers with deep transaction experience.  Whether attempting to generate proprietary deal flow for private equity, strategic buyers or family offices, in both new platform and strategic add-on scenarios, we strive to position clients to pursue their optimal valuation. 

We are committed to providing unbiased advice and prudent strategies.  We look forward to the opportunity in working with you on your company’s financial and strategic future.

"Private capital markets are a complex and competitive environment and you need an advisor that will properly guide your company and deliver intelligence ahead of the curve."

Intelligent Capital.

      Maximum Results.

TEAM

 
Our team has the experience and market knowledge to guide you through complicated transactions.
ADAM JAFFE, ESQ.
PRINCIPAL

Tel: 212.844.9717

jaffe@oxcapib.com

MICHAEL PERKINS
PRINCIPAL

Tel: 310.699.7585

perkins@oxcapib.com

KEVIN BARR
BOARD OF ADVISORS

Tel: 480.766.0688

barr@oxcapib.com

Featured transactions by the principals of Ox Capital.

"In a results oriented business, our results speak for themselves."

1/3
 

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OUR ADDRESS

Gainey Ranch Financial Center

7373 E. Doubletree Ranch Road, Ste. 130

Scottsdale, AZ 85258

Email: info@oxcapib.com

 

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For any general inquiries, please fill in the following contact form:

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ALL SECURITIES AND INVESTMENT BANKING ACTIVITIES ARE OFFERED THROUGH EMERSON EQUITY LLC, MEMBER FINRA/SIPC (WWW.FINRA.ORG & WWW.SIPC.ORG). ALL INVESTING INVOLVES RISK. CONSULT YOUR FINANCIAL OR TAX PROFESSIONAL BEFORE INVESTING. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. EMERSON EQUITY LLC IS NOT AFFILIATED WITH ANY OTHER ENTITY IDENTIFIED HEREIN.

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