Institutional Capital Markets Advisory

Combining institutional relationships with disciplined execution for complex capital decisions.

Learn More

Our Advisory Focus

Capital Markets Advisory

Valcrest advises on debt and equity transactions, including private placements, structured financings, and access to capital markets. Engagements are approached with a focus on structure, alignment, and disciplined execution.

M&A Strategic Advisory

Valcrest provides advisory support across strategic M&A transactions, including founder exits, acquisitions, and recapitalizations. We focus on transaction structuring, positioning, and execution through complex processes.

Financial Restructuring

Valcrest advises on financial restructuring and recapitalization transactions, including balance sheet optimization and liability management. Engagements emphasize discretion, stakeholder alignment, and execution through complex situations.

About Valcrest Capital

Valcrest Capital is an independent capital markets advisory firm providing senior-level guidance on complex capital and strategic transactions.

We work closely with business owners, management teams, and financial sponsors, partnering through critical inflection points where judgment, alignment, and execution discipline matter the most.

Our approach is deliberately focused and relationship-driven. We prioritize discretion, targeted engagement, and long-term alignment over volume-driven processes.

Book a Call →
Cityscape

Representative Sectors

Healthcare & Life Sciences
Commercial Real Estate
Technology
Industrial & Manufacturing
Financial Services & Fintech
Consumer & Retail

Connect With Valcrest

Valcrest engages selectively on complex capital and strategic matters.

For prospective clients, counterparties, or partners seeking an initial discussion, we welcome an introductory conversation to assess alignment and next steps.

Contact Us

Valcrest Capital offers securities through Finalis Securities LLC; Supervised From the 450 Lexington Ave, New York, NY 10017.