Delancey Street Partners
Delancey Street Partners publicly describes an advisory platform serving high-growth and middle-market companies, family-owned businesses, private-equity portfolio companies, and public companies. Its stated focus sectors include Business Services & Technology, Healthcare, Industrial & Industrial Technology, and Infrastructure.
What stands out about Delancey Street Partners
Delancey Street Partners presents a sell-side-led M&A advisory process alongside buy-side M&A, strategic evaluations, financings, recapitalizations, fairness opinions, valuations, and independent board advice. Public transaction examples include company sales, an acquisition advisory engagement, and a senior debt financing. The services page does not publish universal numerical client-size thresholds, geographic coverage parameters, or standard fee terms.[1][2][5]
What does Delancey Street Partners do?
Delancey Street Partners identifies itself as an independent, industry-focused investment bank serving CEOs, entrepreneurs, shareholders, boards of directors, and high-growth and middle-market private and public companies.[1]
Publicly stated services include sell-side and buy-side M&A advisory, strategic evaluations, growth financings, recapitalizations, fairness opinions, valuations, and other financial advisory services.[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 Delancey Street Partners?
Owners evaluating Delancey Street Partners can clarify how the firm’s stated sell-side process would apply to their objectives, sector, ownership structure, and transaction profile. The firm publicly identifies family-owned businesses, private-equity portfolio companies, public companies, and high-growth and middle-market companies among the businesses it advises.
Direct discussion should cover the proposed buyer universe, engagement economics, process timing, valuation methodology, senior-team involvement, conflicts, and whether the engagement would be conducted through Delancey Street Partners, LLC, DSP Securities, LLC, or both. The services page does not publish universal numerical thresholds, geographic parameters, or standard fee terms, making those points appropriate for direct confirmation.[2][11]
What revenue, EBITDA, enterprise-value, ownership, or transaction-size profile does the firm currently target
Which senior professionals would lead the engagement, and what level of involvement would they provide through the process
What retainer, success fee, minimum fee, tail, termination, expense, and exclusivity terms would apply
What size transactions and clients does Delancey Street Partners focus on?
Delancey Street Partners states that its focus sectors are Business Services & Technology, Healthcare, Industrial & Industrial Technology, and Infrastructure.
Its stated infrastructure focus includes construction and engineering services, energy services, materials and aggregates, outsourced utility services, and other infrastructure. Its healthcare focus includes outsourced pharmaceutical services, healthcare staffing, multi-site healthcare, revenue cycle management, life science tools, outsourced services to healthcare providers, and other healthcare services and products.[1][3][4]
- Columbia Manufacturing Corporation: exclusive financial advisor in its sale to TRG Packaging and Display Solutions.
- ARCCA, LLC: exclusive financial advisor in its sale to Applied Technical Services, a portfolio company of Odyssey Investment Partners.
- Workzone: exclusive financial advisor in its sale to Big Band Software.
- FST Technical Services: exclusive financial advisor in its acquisition of Horizon Engineering Associates.
- KPS Life: exclusive financial advisor in a senior debt financing with Santander Bank.
- Bloom Engineering Holdings, Inc.: exclusive financial advisor in its sale to Wabtec Corporation.
The firm’s publicly stated transaction work spans sell-side and buy-side M&A, growth financings, recapitalizations, fairness opinions, valuations, and strategic evaluations.[2]
What does Delancey Street Partners publicly disclose about fees, process and engagement terms?
The services page does not publish universal numerical revenue, EBITDA, enterprise-value, or transaction-size thresholds, a universal geographic coverage mandate or limitation, or a universal retainer, success-fee percentage, minimum fee, tail period, termination schedule, or expense schedule.
The official transaction page for Columbia Manufacturing Corporation identifies the parties, transaction type, sector, and Delancey Street Partners’ advisory role but does not disclose transaction value, consideration terms, financing terms, or an exact closing date.[2][5]
The firm’s disclosures page states that securities are offered through DSP Securities, LLC, Member SIPC and Member FINRA, while all other transactions are effectuated through Delancey Street Partners, LLC.
A FINRA firm report states that Delancey Street Partners, LLC is under common control with DSP Securities, LLC and is wholly owned by Delancey Street Holdings LLC.[11][12]
For sell-side engagements, the firm describes a process that includes confirming client objectives, conducting diligence, preparing marketing materials, approaching financial and corporate buyers, managing buyer diligence, supporting negotiations, and pursuing a timely close.
The firm also states that it prefers to work with clients well in advance of a potential transaction through a customized Strategic Evaluation intended to identify recommendations for maximizing long-term value.[2]
Questions to ask before hiring Delancey Street Partners
What revenue, EBITDA, enterprise-value, ownership, or transaction-size profile does the firm currently target?
Which senior professionals would lead the engagement, and what level of involvement would they provide through the process?
What retainer, success fee, minimum fee, tail, termination, expense, and exclusivity terms would apply?
How would the firm manage potential conflicts involving advisory work, DSP Securities activities, or principal-investing relationships?
Which recent transactions are comparable by sector, size, geography, and owner objectives?
What geographic scope and process timeline would the firm recommend for the proposed engagement?
Would the proposed transaction be conducted through Delancey Street Partners, LLC, DSP Securities, LLC, or both?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry focus
- Industry focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
- FINRA regulatory record
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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