Strategic Advisory for Capital Markets and M&A Transactions
Boutique Investment Bank With Institutional Capabilities
Palmstone Capital is an independent advisory firm serving middle-market companies, founders, family shareholders, boards, private equity sponsors, family offices, and strategic investors. We advise on sell-side M&A, buy-side acquisitions, capital raising, debt advisory, recapitalizations, and strategic alternatives where the decision affects ownership, control, liquidity, or long-term direction.
Our work begins with a clear view of the client's objectives. A founder may want a full sale, a partial liquidity event, or growth capital without losing control. A buyer may need access to proprietary targets, disciplined valuation work, and financing certainty. A board may need to evaluate whether the best path is a sale, a recapitalization, a debt refinancing, a partnership, or continued independence.
We bring senior attention, cross-border reach, and practical transaction judgment to these decisions. The objective is not simply to run a process, but to help clients understand their options, negotiate from a position of preparation, and pursue the route that best fits their commercial and shareholder priorities.
Advisory Across the Transaction Lifecycle
Palmstone Capital supports clients before, during, and after major ownership decisions. We help define the available paths,prepare the business for institutional scrutiny, approach the right counterparties, compare competing structures, and negotiate terms that reflect the client's priorities.
Many clients come to us before a decision has been made. A shareholder may be weighing a sale against a recapitalization. A management team may need growth capital but want to preserve operating control. A buyer may need to test acquisition targets quietly before entering a competitive process. We help clarify those choices and prepare the next step with discretion.
Sell-Side M&A
Company sales, majority recapitalizations, carve-outs, and shareholder liquidity events for founders, families, sponsors, and corporate owners.
Buy-Side M&A
Acquisition strategy, target outreach, valuation support, diligence coordination, and negotiation support for strategic and financial buyers.
Capital Raising
Growth equity, minority capital, private placements, structured equity, and sponsor capital for businesses pursuing expansion or transition.
Debt Advisory
Senior debt, unitranche, mezzanine, asset-backed facilities, refinancing, and acquisition financing across banks and private credit providers.
Recapitalizations
Capital structure changes designed to balance liquidity, control, growth capacity, governance, and long-term shareholder objectives.
Strategic Alternatives
Objective assessment of sale, acquisition, financing, partnership, restructuring, and independence paths when the next move is not obvious.
Our Services
Palmstone Capital offers a full suite of advisory services across M&A, private capital, debt financing, and strategic initiatives. We combine industry insight, investor and buyer access, and disciplined execution for clients making consequential capital and ownership decisions.
Capital Markets
We advise companies and shareholders on growth equity, minority capital, private placements, structured equity, and recapitalizations, with attention to dilution, governance, timing, and investor fit.
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Mergers & Acquisitions
We advise on sell-side and buy-side transactions, including company sales, acquisitions, divestitures, carve-outs, management buyouts, and strategic alternatives reviews.
Learn MoreDebt Advisory
Senior · Unitranche · Mezzanine · Structured
Debt Advisory
Independent advice across senior, unitranche, mezzanine, asset-backed, and structured credit solutions. We compare lenders, structures, covenants, flexibility, and total cost before clients commit.
Learn MoreFeatured Transactions
Our featured mandates reflect the depth of our advisory platform, combining sector insight and disciplined transaction execution.
Multi-Asset Platform
Pan-European
Industrial Manufacturing
Germany
Real Estate Platform
DACH Region
Consumer Goods
France
Infrastructure Portfolio
Western Europe
Swiss Residential Real Estate
Switzerland
Healthcare Group
Northern Europe
MedTech
United States
Healthcare Platform
United Kingdom
Renewable Energy Portfolio
Portugal
Data Center Portfolio
Nordic Region
FinTech
United States
Global Network of Financial Sponsors
We maintain relationships with over 4,600 institutional investors, family offices, and strategic acquirers across all major financial centers.
Venture Capital
Early-stage to growth investments
Private Equity
Buyouts and recapitalizations
Family Offices
Direct investments and co-investments
Institutional Funds
Pension funds and endowments
Sectors We Advise
We advise founders and shareholders on M&A transactions across 17 sectors. Each has distinct buyer dynamics, valuation frameworks, and deal mechanics — our guidance is specific to yours.
Technology & SaaS
M&A guideHealthcare & Life Sciences
M&A guideManufacturing & Industrials
M&A guideFinancial Services
M&A guideReal Estate & PropTech
M&A guideEnergy & Infrastructure
M&A guideConsumer & Retail
M&A guideProfessional Services
M&A guideLogistics & Supply Chain
M&A guideMedia & Publishing
M&A guideEducation & EdTech
M&A guideHospitality & Leisure
M&A guideRecruitment & Staffing
M&A guideConstruction & Engineering
M&A guideFood & Beverage
M&A guideInsurance
M&A guideE-commerce & Digital Retail
M&A guideReady to Explore Your Options?
We are committed to building long-term relationships with business owners who value clarity, precision, and clear, well-prepared transaction decisions. If you are considering a transaction, we invite a confidential conversation to understand your goals.