About Mezzo

Mezzo is an independent investment banking firm focused on the middle market. We advise founders, family-owned businesses, and private equity sponsors on mergers and acquisitions, capital raising, and strategic transactions.

Our senior-led approach combines disciplined strategy and rigorous execution to deliver extraordinary outcomes.

Our Approach

Every Mezzo engagement is led by senior bankers from start to finish. We bring deep experience, disciplined process, and a focused approach to each transaction, ensuring alignment with client objectives at every stage.

Our relationships across private equity firms, strategic acquirers, and capital providers enable us to position transactions effectively and execute with certainty in competitive environments.


“The Mezzo team led Matter and our shareholders through a complex negotiation during a period when both our company and industry were rapidly evolving. Their guidance and industry expertise proved invaluable in bringing this transaction to a successful outcome for all parties.”

— Barry Hume, CEO of Matter Surfaces
  • Providing the best M&A sell-side advice in the middle market is our hallmark, and the platform upon which we have built our firm and our careers. We help individuals, families, private equity groups and public companies sell business units and entire companies.

  • Our firm is uniquely qualified to provide acquisition advisory services due to  its strong corporate development experience with  large public and private companies, private equity groups and family offices.  We leverage this expertise to help clients identify, analyze and execute acquisitions for their companies and holdings.

  • We understand that many businesses face complex situations that require creative capital solutions. Whether you are seeking capital for an acquisition, liquidity, accelerating growth, or you have a distressed company in or out of bankruptcy, our team has the expertise to navigate the capital markets to achieve the best results possible.

Services

Our goal is to deliver the maximum results and value to our clients and their shareholders. Expanding our focus beyond a sale to include other strategic alternatives allows us to provide innovative and intelligent solutions to meet our clients’ unique needs.

Focus Industries

Our experience and practiced approach provides us with versatility to successfully perform transactions across multiple industry sectors. We have in-depth experience in the following sectors:

  • Manufacturing

    Distribution

    Chemicals

    Engineering & Engineered Products

    Food & Beverage

    Battery & Power Products

    Transportation & Logistics

  • Plastic Packaging and Products

    Paper Packaging and Products

    Specialty Coating & Materials

    Converting Equipment

    Contract Packaging

    Packaging Distribution

  • Building Materials

    Building Services

    Distribution

    Exterior Products

    Flooring Products

    Kitchen & Bath

    Lighting

    Window & Door

  • Physician Practice Groups

    Providers & Staffing

    Devices & Supplies

    Diagnostics

    Ancillary Services

    Pharmaceuticals

    Biotechnology

  • Managed IT Cloud Services

    IT Security & Defense Tech

    Healthcare Technology

    Communication Software & Technology

    Financial Technology

    Education Technology

    Application & Infrastructure Software

  • Asset Management

    Banking

    Commercial Finance

    Consumer Finance

    Insurance