EP Securities LLC and its parent, Excel Partners Holdings LLC were founded by Wall Street veterans with extensive experience in helping companies achieve their strategic and financial objectives through successful M&A and corporate finance transactions.
Unlike many other boutique firms, our leadership team consists of entrepreneurs that have been active in the global middle-market for nearly a decade and are uniquely aware of the needs of middle-market companies. We have a strong track record in completing transactions and our clients benefit from our focus on the following industries: Healthcare - Business Services - Technology.
The key principles that guide us in serving our clients are:
- Independence and Objectivity
These principles, coupled with our significant deal experience
and sound entrepreneurial judgment, have delivered compelling
results for our clients.