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Our History

Founded in 2014, EaglePointe provides financial advisory and consulting services to private equity firms, family-held, founder-owned & privately-held businesses (i.e., VC & PE-Backed), private family offices and publicly-traded companies. 

Our Unique Approach 

EaglePointe Strategy Partners ("EP+SP") is an independent financial advisory and consulting firm, specializing in Financial + Treasury Management, Corporate Development, M&A Advisory and Investor Relations + Communications services for clients in the lower to middle-market arena with enterprise values up to $250 million. Our services are designed to enable our clients to identify/address, exploit and execute critical corporate strategy and financial value creation objectives. 


Our partners have a deep expertise in Corporate Finance, Financial Planning & Analysis, Treasury Management, Corporate Development & Strategy, Investor Relations & Strategic Communications and M&A Advisory activities. These broad set of skill-sets and experiences will enable our clients to draw upon EaglePointe's senior partners expertise in delivering candid and unbiased consulting advice. 


Each and every company we work with has unique needs and we are committed to tailoring our breadth of services to meet our client's objectives. Rather than approaching every specific engagement the same manner, we find that a customized and creative process is necessary in order to adhere to our client’s interests while developing a best-in-class outcome. Therefore, we focus on remaining thoughtful, open-minded, thorough and client-focused to successfully execute the client's engagement.