Thoughtful analysis, integrity, client service, and superior execution are at the core of Fidus Partners.


Fidus Partners was founded in 2005 and currently operates offices in New York City and Charlotte.  We provide merger and acquisition advisory and related services to private equity firms, family-held businesses, private business owners and public corporations.

Our Focus
Our partners have completed over 400 advisory and capital markets transactions.  We typically focus on middle market companies with values up to $500 million in the following industries:

  • Building Products
  • Business Services
  • Consumer & Retail
  • Food
  • Franchise
  • Industrial
  • Niche Manufacturing
  • Defense & Aerospace
  • IT Services and Software


Our Merger & Acquisition and Capital Markets Advisory Services
Fidus Partners is focused on providing customized services and solutions that best meet a company’s specific needs.  We add value at every stage of a company’s life cycle, including:

  • Sellside and divestiture transactions
  • Recapitalizations
  • Buyside advisory engagements
  • Management or leveraged buyouts
  • Private placements of debt and equity
  • Capital structure advisory
  • Restructuring/Rescue financing solutions
  • Strategic advisory services


Our Core Values
Our founders drew upon long standing relationships to establish a team that is committed to building a premier investment banking firm to service the needs of middle market business owners.  At Fidus Partners, our professionals are devoted to the enduring principles that drive how we conduct our business every day. These principles are:

(1)   Managing deals with senior partner involvement in every phase of the process
(2)   Consistently providing superior service
(3)   Delivering exceptional quality
(4)   Offering unbiased advice during the entire transaction process
(5)   Delivering results that meet or exceed the goals and objectives of our client