Solventis Bankers & Advisors provides discreet, senior-led counsel to founders, owners, and boards navigating the most consequential moments in their company's history.
Solventis Bankers & Advisors is a boutique investment banking firm advising founder-owned and middle-market companies on the transactions that shape their future. We bring the discretion of a private practice and the discipline of a bulge-bracket bank to every engagement.
Our work is deliberately narrow. We accept a limited number of mandates each year so that each client receives the unbroken attention of senior bankers from the first conversation to the closing wire. There are no associates running the file in the background.
We advise across mergers and acquisitions, capital raising, initial public offering preparation, and financial restructuring—always with a single obligation: to represent our client's interests with rigor, candor, and absolute confidentiality.
Investment banking services are provided through a registered representative of Finalis Securities LLC, Member FINRA/SIPC—affording our clients the regulatory framework of an established broker-dealer alongside the senior counsel of an independent practice.
Each engagement is led by a senior banker and supported by a small, dedicated team. We do not staff with leverage. We staff with experience.
Sell-side and buy-side advisory for founders, owners, and boards considering a full sale, partial recapitalization, strategic combination, or programmatic acquisition.
Senior debt, mezzanine, growth equity, and minority recapitalization placements with institutional sources aligned to long-term shareholder value.
Strategic guidance from initial readiness assessment through underwriter selection, S-1 preparation, and public market debut—positioning the company for durable post-listing performance.
Confidential counsel to companies, boards, and creditors navigating over-levered balance sheets, covenant pressure, liquidity constraints, or Chapter 11 considerations.
The banker you meet on day one is the banker who runs your process and sits across the table at closing.
Inquiry, mandate, and execution are handled with the discretion appropriate to a private financial matter.
Compensation tied to outcomes, not transaction velocity. We only succeed when you do.
Services delivered through Finalis Securities LLC, FINRA/SIPC—an established broker-dealer infrastructure behind every engagement.
A deliberately small mandate book ensures the focus and bandwidth that complex transactions require.
We tell clients what we believe to be true, even when it is not what they hoped to hear. Honest counsel is the only counsel worth paying for.
Share the outline of your situation below. A senior banker will personally review your inquiry and respond within two business days. All communications are held in strict confidence.
For sensitive inquiries, a brief conversation is often the most efficient starting point. A senior banker is reachable at the contacts below.