(917) 562-9610
More About Us
Market Focus
Revenue profile: $5 - $100 million
EBITDA profile: +$2 million
This market is often overlooked by top-tier investment banks. We believe your business deserves that same high-quality representation.
Client Criteria
- Family/Founder-Owned Businesses
- Experienced Management Teams
- Clear Growth Opportunities & Levers
- Unique Product or Service Offerings
- Fragmented Industries
- Stable Cash Flows
Why Us?
Our team of former professional athletes brings the discipline, focus, and resilience of elite sports to boutique investment banking. This unique background sets us apart, driving our commitment to excellence and enabling us to craft tailored financial solutions that meet each client’s specific needs.
Advisory Board
Jonathan Koplovitz
Operating Advisor
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Hugh Ross
Operating Advisor
Andrew Papadopoulos
Operating Advisor
Mark Forysiak
Operating Advisor
Culture Is Key
Investors often focus on numbers, but we've learned that culture—though not quantifiable—can be a key driver of success. We seek companies that prioritize customers and employees, and that approach challenges with empathy, knowing these values often translate into lasting performance and a true competitive edge.
Win-Win
Our goal is to help you achieve yours as smoothly as possible. We believe shared goals drive the best results. To us, a successful transaction means both the client and the investor walk away satisfied, having built a partnership grounded in trust, alignment, and long-term mutual benefit.
Collaborative & Informative
We work closely with clients and investors to build mutually beneficial partnerships. Through our hands-on approach, we craft tailored solutions and connect clients with investors who provide not just capital, but also expertise, networks, and potential management support.
References Matter
Advisory firms may seem similar at first glance, but Podium Partners stands out through our approach, attention to detail, and alignment with our clients’ personal and business goals. For a true sense of what working with us is like, we invite you to speak with the executives and entrepreneurs we've supported.
ABOUT US
Our Approach
Podium leverages a robust network of family offices, private equity, venture capital firms, and lenders to help clients access private debt and equity capital. Our streamlined process allows clients to stay focused on their business while we deliver efficient, cost-effective financing solutions.
OUR VALUES
Our work is driven by core principles shaped by our world-class athletic background. These values guide our conduct and define our culture. Whether you're selling your company or raising capital, we deliver on our promise through disciplined, tailor-made solutions.
01
Teamwork
02
Long-Term Partnership
03
Reliability
04
Entrepreneurship
05
Excellence
06
Integrity
THE TEAM
