Geffen Equity provides buy-side and sell-side capital advisory to private equity firms, specialty finance platforms, and growth companies. We source what auctions miss.
We work on both sides of the table, helping companies raise and transact, and helping investors find proprietary opportunities before they reach a competitive process.
A dedicated origination engine for private equity and growth investors. We run proprietary outreach against a firm's mandate, assess fit and preliminary financials, and deliver warm, decision-ready opportunities, not names off a list.
Representation for founders and owners exploring a raise, recapitalization, or sale. We position the story, manage the process, and connect the right capital to the right business.
Advisory across common equity, preferred equity, and subordinated debt. We help companies structure and secure growth capital aligned to their stage and goals.
Relationship-first connections between operators and institutional capital, grounded in genuine fit rather than volume, so every introduction is worth the room.
For our buy-side partners, the best opportunities are rarely on the market. Our origination work goes beyond sourcing: we reach companies directly, assess fit and financials, and package a decision-ready opportunity before it ever reaches your desk.
We define a precise mandate and identify the companies that genuinely fit it, filtering for quality over quantity.
We reach founders directly, gauge readiness, and conduct an initial financial and strategic assessment to confirm the opportunity is real before it moves forward.
We gather preliminary financials, frame the investment thesis, and consolidate the narrative into a clear, decision-ready picture for our capital partner.
We deliver a warm, mandate-aligned, and pre-analyzed opportunity, then support our partner through diligence to close.
We concentrate where recurring revenue, defensible models, and durable demand create lasting enterprise value.
Geffen Equity is a registered investment banking firm providing buy-side and sell-side capital advisory.