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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 over 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
  • Commitment
  • Persistence
  • Creativity
  • Integrity

These principles, coupled with our significant deal experience
and sound entrepreneurial judgment, have delivered compelling
results for our clients.



Overview | Services | Industries | Leadership | Transactions | Contact

Copyright © 2020 Excel Partners Holdings, LLC / EP Securities LLC, Member: FINRA/SIPC. All rights reserved. – Disclosure