Who We Are:

Battalion Crest is a boutique investment banking firm that specializes in advising entrepreneur and family owned companies on sale, recapitalization, merger, acquisition and capital raising transactions.
 
We are experts at selling companies and achieving liquidity events for our clients at excellent valuations.  

We have nearly thirty years of experience in successfully advising business owners in what is usually one of the most important transactions of their lives.  
 
In the capital raising arena, we have relationships and transaction experience with a broad universe of private equity investors, junior capital providers and subordinated and senior debt lenders. We understand what is required to achieve optimal pricing and terms for the benefit of our clients.

What Differentiates Us:

We quarterback a process designed to optimally navigate the complexities of a business sale, recapitalization, merger, acquisition or capital raise.

We are creative, thorough and focused in everything we do on your behalf.
 
Our comprehensive approach of fully understanding the goals of our clients and the intricacies of their businesses, producing the highest quality marketing materials and executing flawlessly has produced consistently outstanding transaction results for the business owners we represent.

We deliver senior level attention to our clients on each mandate – this dynamic ensures that you have a highly experienced hand guiding your transaction to a successful completion.