1858 Capital Partners
1858 Capital Partners, LLC is a Winter Park, Florida firm specializing in middle-market mergers and acquisitions and debt financing. It also publicly states that it provides principal investing.
What stands out about 1858 Capital Partners
1858 Capital Partners publicly positions itself as a middle-market M&A advisor serving founder-owned companies, with typical sell-side transactions at $25 million and up in enterprise value, alongside principal investing and debt-financing capabilities.[1][2][5][6][7]
What does 1858 Capital Partners do?
1858 Capital Partners, LLC is a boutique firm based in Winter Park, Florida that specializes in middle-market mergers and acquisitions and debt financing. The firm publicly states that it serves founder-owned companies and also conducts principal investments.
Its disclosed offering combines M&A advisory, principal investing, and debt-financing support. The firm’s stated typical sell-side threshold is an enterprise value purchase-price range of $25 million and up, while its principal investing targets smaller opportunities below that threshold.[1][2]
1858 publicly states that it provides mergers and acquisitions advisory, principal investing, and debt financing. Its M&A practice covers multiple industries, transaction structures, and buyer types.
For debt financing, the firm states that it assists clients in finding appropriate debt providers and analyzing structural elements of proposed debt. Its principal-investing activity may involve tactical, control, or non-control investments.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring 1858 Capital Partners?
An owner evaluating 1858 should compare the business’s enterprise value and transaction objectives with the firm’s stated typical sell-side threshold of $25 million and up. The firm’s public materials also identify experience across multiple industries, transaction structures, and buyer types, as well as transactions involving both strategic and sponsor-backed counterparties.
Because 1858 also states that it makes tactical, control, and non-control principal investments below its M&A advisory threshold, an owner should clarify when the firm or an affiliated vehicle could invest in or acquire a client or target, how conflicts would be handled, and which legal entity would sign the engagement. Fee, expense, exclusivity, termination, and tail provisions should also be confirmed because the cited official M&A services page does not publish a universal schedule for those terms.[2]
What are the firm's current minimum and maximum target enterprise values for sell-side engagements
What are the advisory fee, success-fee, expense, exclusivity, termination, and tail provisions
What size transactions and clients does 1858 Capital Partners focus on?
1858 publicly describes experience across multiple or diverse industries rather than identifying a single narrow sector mandate. The cited transaction examples include businesses in healthcare services, workforce management, cultural-resource management, software, textiles, engineering, environmental services, and other business services.[1][3][4][5][6]
The official website announced that 1858 advised BioDesign Men’s Clinic on an agreement for BioDesign Men’s Clinic to be acquired by Agentis Longevity, a portfolio company of Shore Capital Partners, on March 24, 2026. A February 28, 2025 release announced that 1858 advised Infotree Global Solutions on a strategic investment from Kingswood Capital Management.
A September 19, 2024 release announced that 1858 advised Southeastern Archaeological Research, Inc. on an agreement for it to be sold to Contract Land Staff, a portfolio company of Sentinel Capital Partners. The firm’s homepage also identifies Digital Edge as having been acquired by Agital, with 1858 acting as exclusive financial advisor.[1][4][5][6]
The firm’s official M&A materials describe an exclusive sell-side process developed by its team and state that typical sell-side transactions fall into the enterprise value purchase-price range of $25 million and up. Principal investing is described as targeting smaller opportunities below the firm’s $25 million M&A advisory threshold.
1858 states that its M&A work spans multiple transaction structures and buyer types. Its principal investments may be tactical, control, or non-control investments.[2]
What does 1858 Capital Partners publicly disclose about fees, process and engagement terms?
The cited Southeastern Archaeological Research transaction release states that financial terms were not disclosed. The cited Infotree transaction release likewise states that financial terms were not disclosed.
The cited official M&A services page does not publish a universal advisory fee schedule, success-fee percentage, minimum fee, expense schedule, termination provision, or tail period.[2][5][6]
A Florida Secretary of State filing identifies the legal entity as 1858 Capital Partners LLC and lists Jay Chaudhari, Michael Skat, Michael Okaty, and Michael Ward as managers on the 2025 annual report.
The cited Florida Secretary of State filing establishes the LLC entity and managers but does not establish 1858 Capital Partners’ firm-level broker-dealer or investment-adviser registration status. The specific legal entity signing an engagement and the regulatory or licensing framework applicable to particular services should be confirmed directly.[7]
1858 states that it uses an exclusive sell-side process developed by its team. Its public M&A description covers multiple transaction structures and buyer types, and its debt-financing practice includes identifying appropriate debt providers and analyzing proposed debt-stack structure.[2]
Questions to ask before hiring 1858 Capital Partners
What are the firm's current minimum and maximum target enterprise values for sell-side engagements?
Which industries and geographies receive the greatest internal focus?
What are the advisory fee, success-fee, expense, exclusivity, termination, and tail provisions?
When could 1858 or an affiliated vehicle invest in or acquire a client or target, and how are conflicts handled?
What buyer universe would be contacted for a business like ours?
Can the firm provide comparable transaction outcomes, valuation ranges, and references?
What legal entity signs the engagement letter, and what regulatory or licensing framework applies to the specific services being provided?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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