KOI Capital is a capital markets and advisory firm specializing in providing sell-side support for mid-market,
entrepreneur-owned businesses.
KOI Capital is an affiliated company of Clearview Group, a full-service management consulting and CPA firm with decades of experience in mergers and acquisitions, transaction advisory, and tax planning. We have completed hundreds of transactions in the consumer products, healthcare, and technology industries.
Our Services
We provide a framework and model for mid-market, entrepreneur-owned businesses to maximize the valuation of their business. We guide business owners through a successful sale and support them post-transaction so they can envision a future beyond the sale of their business.
Growth Capital
We help entrepreneurs raise capital to grow their business. Our investment bankers will identify the best capital sources to consider and guide the process for a successful capital raise.
Acquisition Growth
For businesses looking to grow through acquisition, we help identify acquisition criteria, research and identify potential targets, and guide a successful negotiation and close.
KOI Capital leverages the resources of strategic partners to guide our clients seamlessly through planning, transaction, and post-sale phases, offering a more integrated experience than typical investment bankers.
Our strategic partners include experts in Accounting, Tax Planning, Transaction Advisory, Legal Services, and Wealth Management.
Let us know what you're looking to accomplish.