About Us
Our Approach
Through an extensive network and established relationships with family offices, private equity, venture capital firms, lenders, and debt investors, Podium assists clients in accessing private capital markets for both debt and equity financing.
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Our proven, step-by-step process is managed to ensure that our clients can remain focused on running their businesses while we create efficient, executable, and cost-effective solutions to various financing needs.
Culture is Key
Investors tend to focus on numbers, but over the years we’ve learned that a company’s culture, while not measurable on a spreadsheet, can often be the secret to success and a major competitive advantage. We look for companies that put customers and employees first and approach challenging times with a healthy dose of empathy.
Win-Win
Our ambition is to help you achieve your goals as smoothly as possible. Having a common goal is what makes a team perform at their highest level. We consider a successful transaction when a client and the investor are both equally satisfied with the outcome.
Collaborative & Informative
We collaborate with both clients and investors to create beneficial partnerships. As part of our hands-on approach, we work closely with our clients to develop innovative solutions and find investors that can bring adequate capital, knowledge, network, and potentially management to the existing business.
References Matter
At first glance, advisory firms like Podium Partners may all look and sound the same, but we believe our approach, attention to detail, and focus on personal and business goals set us apart. To gain real insights on what a relationship with Podium Partners looks like, we encourage you to reach out to the executives and entrepreneurs at the companies we represented in the past.
Our Philosophy
What we do is guided by key principles, which define our character and culture. These enduring qualities stem from our world-class athletic background. We bring these shared convictions to our professional and personal conduct. Whether you want to sell your company or raise capital, these are the fundamentals of our promise: tailor-made solutions.
INTEGRITY
EXCELLENCE
TEAM WORK
ENTREPRENEUR-
SHIP
LONG-TERM
PARTNERSHIP
RELIABILITY
Sector Focus
We provide guidance and support to entrepreneurs and companies across a wide range of industries, including but not limited to the industries of elevated interest listed below.
Business Services
Distribution / Logistics
Industrials /
Manufacturing
Health and Wellness
Consumer Products /
CPG
Software /
Tech-enabled
Market Focus
Revenue profile: $5 -$100 million
EBITDA profile: of $2+ million
We feel that this segment of the market is underrepresented by high-quality investment banking services, which clients usually come to experience a from top-tier banks. Your business deserves the best possible representation.
Client Criteria
Family/Founder-Owned Businesses
Experienced Management Teams
Clear Growth Opportunities & Value Levers
Unique Product or Service Offerings
Fragmented Industries
Stable Cash Flows
Why Podium Partners?
Our team consists of former professional athletes who have translated the skills, discipline, and dedication acquired in the sports arena into unparalleled success within the realm of boutique investment banking. The Podium team’s athletic background sets us apart in the competitive banking industry, resulting in tailor-made financial solutions for your unique needs.
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