Trusted Investment
Banking for the
Middle Market
Discover the high-touch difference at Paddock Capital Markets, where we bring world-class bulge bracket services to the middle market.
Who We Are
Paddock Capital Markets specializes in M&A, strategic advisory, and capital raising for the middle market. With clients located around the world, we provide global connectivity with a focus on delivering high-touch, unbiased, high quality service. Our experienced founders work directly with you, crafting solutions that align with your business goals and cultural fit, ensuring optimal outcomes at every stage.
$65+ Bn
M&A transaction experience on both buyside and sellside
50 Years
Combined investment banking and global industry leadership experience among partners
Global Experts in Financial Services
Paddock Capital specializes in financial services, offering seasoned advisory across business segments such as fund administration, corporate services, trust custody, regulatory and compliance, and insurance. By deeply understanding private markets, we prepare businesses for sale or capital raising, ensuring smooth transactions with strategic foresight. Our unique focus on the entire fund services market and our rare combination of operational and transaction expertise sets Paddock apart.
Our Broader Global Coverage Universe
Financial Technology
Paddock’s deep network has allowed it to successfully raise capital for fintech companies seeking growth equity. With experience in advising service providers to alternatives, Paddock has been able to identify many “outside the box” investors to help supplement capital raise and sale processes.
Wealth Management
Paddock supports the evolving needs of Wealth & Asset Managers, RIAs, and Fintechs through tailored M&A and strategic advisory solutions. Backed by decades of global financial services experience, we help firms scale, innovate, and maximize long-term value.
Business and Industrial
We can serve a broad spectrum of business services clients, from corporate and back-office functions to construction, utilities, industrial, and manufacturing sectors. Leveraging our unique blend of industry, business, and transactional global expertise, we deliver a seamless process for M&A, capital raising, and strategic advisory.
Recent Transactions
2026
Sale to
2026
Sale to
2025
Sale to
Our Services
Sellside M&A
Maximize your sale with end-to-end services that build competitive tension.
Buyside M&A
Strategic advisory on identifying, approaching, negotiating, and completing transactions.
Capital Raising
Access our deep relationships and global network to take your business to the next level with growth capital.
Strategic Board Level Advisory
Feel confident as you make important strategic growth decisions with expert guidance.
Deal Structuring
Leverage our in-depth deal structuring process to create win-win transaction outcomes for all.
Who We Serve Globally
Owner/Founder Businesses
PE/VC-backed Companies
Private Equity Funds
Family Offices
Strategic Buyers
Public Companies
Insights
RIA Owners Dialogue: What Founders Are Really Asking About Succession, Timing, Technology, and Growth
At Paddock Capital Markets, we are in constant dialogue with RIA founders navigating some of the most important decisions of their professional...
Post-Close Transition Q&A: The PCM Team Answers the 7 Questions Every PE-Backed Founder Should Be Asking After Close
From the series 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence Q: My role has changed significantly post-close. How...
Signing & Closing: Where Execution Defines the Outcome
From the series 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence Reaching the signing & closing stage of a deal...