EXPERIENCED

We Have Decades of Investment, Corporate Finance

and Operations Experience with Leading Global Firms

ALIGNED

We Focus on Complete Alignment of Incentives

with Our Investors and Clients on Every Transaction

CONNECTED

We Have Unique Access to Proprietary Deal-flow from

our Advisory Business and Our Extensive Network of Relationships

COHESIVE

Many of Our Senior Professionals

Have Been Colleagues For a Decade or More

COLLEGIAL

We Develop Personal Relationships with Our Clients and Colleagues,

and Strive to Make Working With our Firm Enjoyable

About

American Discovery Capital is an independent merchant banking firm focused on principal investments in leading family-owned and middle-market companies in selected high-growth sectors.

Our Founding Partners and Professionals each have decades of transactional, operational, capital markets and private equity experience, including as Global Heads of leading businesses at some of the world’s preeminent financial institutions, such as UBS Investment Bank, Merrill Lynch, Lehman Brothers, Donaldson Lufkin & Jenrette and Moelis & Company. In addition to growth capital, we assist our clients with industry experience, operational execution and an extensive network of professional relationships.

Through Discovery Advisors, our Advisory / M&A activities focus on providing financial analysis and advisory services for a select number of clients in these sectors, including corporate sales, divestitures, mergers, acquisitions, joint venture/partnership, and private capital solutions.  For over two decades, our Founding Partners have advised middle-market clients, private equity firms, and large domestic and international corporations on hundreds of the largest and most prominent M&A and capital markets transactions representing tens of billions of dollars of transaction value.

Team

Discovery Advisors / M&A

OVERVIEW

On behalf of select clients, we provide M&A/Financial Advisory services to leading middle-market and family-owned companies to achieve outstanding outcomes on transactions of critical importance.

  • Sales of middle-market and family-owned businesses
  • Acquisitions / buy-side engagements
  • Capital raising / equity investments for corporate growth
  • Special situations—including joint ventures/partnerships; activist campaigns; IPO advisory, and more

Several of our Founders have decades of M&A/Financial Advisory, corporate finance, capital markets and operational experience at leading investment banking firms, private equity firms, and publicly-traded companies around the globe.

  • UBS Investment Bank (NYSE: UBS)
  • Merrill Lynch
  • Moelis & Company (NYSE: MC)
  • Donaldson, Lufkin & Jenrette (DLJ)
  • First American (NYSE: FAF)
  • Lehman Brothers

 

They also held global leadership positions at many of these firms, including:

  • Global Head of Technology Investment Banking
  • Global Head of Business/IT/Professional Services Investment Banking
  • Global Head of Enterprise Software Investment Banking
  • Global Head of Financial Institutions / FinTech
  • Chief Financial Officer

 

In these capacities, they managed large teams of investment bankers and other professionals, and completed tens of billions of dollars of M&A and Capital Markets transactions for some of the world’s leading companies.

American Discovery Advisors LLC is a member of FINRA/SIPC







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