Defined by relationships. Powered by technology.
Beach Tree Capital is a Florida-based investment bank specializing in lower-middle and middle-market transactions. We are committed to providing highly connected, compassionate, and competent advisory services to entrepreneurs, business owners, and management teams navigating all types of strategic transitions.
Strategic and financial advisory services for the lower- and middle-market.
Sell-Side M&A Advisory
End-to-end management of sale processes with personalized attention
Buy-Side M&A Advisory
Identifying and negotiating acquisitions aligned with strategic growth
Capital Raising
Private debt and equity placements
Strategic Advisory & Restructuring
Guidance through complex capital structure or operational transitions
Where Expertise Meets Purpose
Dedicated to improving the transactional experience, we build partnerships grounded in deep expertise and genuine passion.
Over 30+ years across executive leadership, mezzanine debt, private placements, company creation, acquisitions, divestitures, and organizational funding.