Arlington Capital Advisors
Arlington Capital Advisors describes itself as a consumer-focused investment bank advising businesses on mergers, acquisitions, recapitalizations, capital raises and strategic alternatives. Its stated sector experience includes food and beverage, restaurants, retail, franchising and other consumer companies.
What stands out about Arlington Capital Advisors
Arlington Capital Advisors publicly focuses on consumer businesses and offers sell-side and buy-side M&A advisory, leveraged buy-out and divestiture work, debt capital markets, equity capital raises and strategic advisory. It states that it has 50+ transactions representing $6BN of transaction volume over the last five years.[1][2][3][4][5][6][8][10]
What does Arlington Capital Advisors do?
Arlington Capital Advisors describes itself as a consumer-focused investment bank dedicated to helping businesses execute mergers, acquisitions, recapitalizations, capital raises and strategic alternatives. Vann Russell founded the firm in 2004 and is identified as Founder & Managing Director.
Arlington publicly states 50+ transactions and $6BN of transaction volume over the last five years.[1][2]
Arlington publicly states that it provides sell-side advisory, buy-side acquisitions, leveraged buy-outs and divestitures of non-core assets or business units. Its listed services also include debt capital markets, equity capital raises and strategic advisory.
The firm states that its M&A process includes assessing financial performance, preparing marketing materials, identifying and contacting potential partners, negotiating terms, and facilitating due diligence and closing. Its strategic advisory work includes corporate strategy, road-mapping future goals, pre-transaction planning, assessing market positioning, understanding strategic alternatives and preparing a business for a future transaction.[3][4][10]
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 Arlington Capital Advisors?
Arlington’s stated consumer-sector focus, M&A capabilities, capital-markets services and targeted, confidential process provide relevant points for an owner evaluating a sale, recapitalization or capital raise. An owner should confirm the firm’s current mandate parameters for transaction size, revenue, EBITDA, geography and subsector, because the cited Who We Are page does not state universal quantitative thresholds.
Owners should also clarify which entity would handle each part of an engagement, which team members would lead the work, how potential investors or acquirers would be approached, and what fees, expenses, exclusivity, termination, tail provisions and process timing would apply. The cited official disclosures page does not publish a universal advisory fee schedule or standard engagement-term schedule.[1][3][4][8]
What transaction-size, revenue or EBITDA profile does Arlington currently prioritize
Which team members would lead the engagement, and which recent consumer transactions are comparable by sector, geography and scale
Would the engagement be handled by Arlington Capital Advisors, Arlington Capital Services, or both
What size transactions and clients does Arlington Capital Advisors focus on?
Arlington states that it has an extensive track record with food and beverage, restaurants, retail, franchising and other consumer companies. Its official client archive categorizes work into beverage, restaurant, franchise/multi-unit and other client sectors.[1][6]
The official client archive identifies Stone Distributing Co. as acquired by Hand Family Companies in 2025, Tenzing Natural Energy as receiving a strategic investment from Heineken in 2025, and Carenbauer Distributing as acquiring Waldorf Distributing in 2025. It also identifies Southern Distributing as acquired by Andrews Distributing in 2025 and Northern Monk Brewing Co. as receiving strategic advice in 2025.
Additional archive entries identify Wachusett Brewing as acquired by Smuttynose in 2024, BuzzBallz as acquired by Sazerac in 2024, MOTH Drinks as receiving investment from Beringea in 2024, and The Finnish Long Drink as acquired by Mark Anthony Group of Companies in 2026.[6]
The firm’s stated transaction work spans sell-side and buy-side M&A, leveraged buy-outs, divestitures, debt capital markets, equity capital raises, recapitalizations and strategic alternatives. Arlington also states that it helps companies raise debt capital for ongoing operations, growth or recapitalization and assists with lender identification, term negotiation, due diligence and closing.[1][3][4][5]
What does Arlington Capital Advisors publicly disclose about fees, process and engagement terms?
The cited Who We Are page states 50+ transactions and $6BN of transaction volume over the last five years but does not state a minimum or maximum transaction size, revenue threshold, EBITDA threshold or other quantitative mandate criterion.
The cited Our Clients page identifies transaction parties and selected years but does not disclose consideration amounts, enterprise values, fee arrangements or financing terms for the listed examples. The cited official disclosures page does not publish a universal advisory fee schedule or standard engagement-term schedule.[1][6][8]
Arlington’s official disclosures state that certain principals of Arlington Capital Advisors, LLC are licensed with Arlington Capital Services, LLC, an affiliate and member of FINRA/SIPC.
FINRA’s firm-level BrokerCheck report identifies Arlington Capital Services, LLC as CRD #304588 and SEC #8-70361. The report states that Arlington Capital Advisors, LLC owns 75% or more of the broker-dealer and that Arlington Capital Services is currently registered with the SEC, FINRA and 30 U.S. states and territories. It also states that Arlington Capital Services conducts private placements of securities and provides merger-and-acquisition services to companies and institutional investors.[8][9]
Arlington states that it runs tailored, focused processes and is not a firm built on volume. For potential investors or acquirers, it describes a targeted outreach approach and says that it seeks to keep transactions highly confidential.[4]
Questions to ask before hiring Arlington Capital Advisors
What transaction-size, revenue or EBITDA profile does Arlington currently prioritize?
Which team members would lead the engagement, and which recent consumer transactions are comparable by sector, geography and scale?
Would the engagement be handled by Arlington Capital Advisors, Arlington Capital Services, or both?
What are the proposed retainer, success fee, expense reimbursement, exclusivity, termination and tail provisions?
How would Arlington run buyer or capital-provider outreach, and what confidentiality protections would apply?
What valuation range and transaction structures would Arlington consider for a minority, majority or full sale?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Structure / regulatory context
- FINRA regulatory record
- Services / capabilities
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.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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