Click here to edit subtitle

Financial Sponsor Coverage

EaglePointe Strategy Partners' Financial Sponsors Group (FSG) caters to the country's leading private equity, venture capital, hedge funds, family-offices and angel investor groups. We  provide premier advisory services for Financial Sponsors, seeking to generate transaction opportunities that meet their individual criteria. Our industry insight and middle-market transaction deal flow enable our Senior Partners to offer proprietary investment ideas to our Financial Sponsor clients. We cater to the following Financial Sponsors:


  • Angel Investors and/or Angel Investor Groups
  • Endowments & Pension Funds
  • Family Offices
  • Hedge Funds
  • Private Equity Firms
  • Venture Capital Firms


EaglePointe sources deals through its extensive relationships with deal advisors and other sponsors  who focus on middle-market investment opportunities across a variety of industries. Sample services we provide for Financial Sponsors and their portfolio companies include:


  • Proprietary Deal Flow: M&A Origination, Deal Sourcing & Screening
  • Buy-side and Sell-side Due-Diligence Services
  • Financial Reporting Services
  • Strategic Planning and FP&A Services
  • Corporate Development & Strategy Services
  • Post-Transaction Financial & Operational Integration
  • Executive Management Search, Placement & Coaching
  • Audit Readiness