Egwele & Company
Egwele & Company describes itself as an independent boutique investment bank headquartered in Chicago. Its public services include sell-side and buy-side M&A advisory, private placements, valuations, strategic advisory, and restructuring.
What stands out about Egwele & Company
Public information presents Egwele & Company as an independent boutique investment bank serving entrepreneurs, private and public companies, private funds, and institutional investors. Its disclosed transaction examples include sell-side advisory, acquisition advisory, and a $100 million private financing.[1][2][3][4][6][7][11]
What does Egwele & Company do?
Egwele & Company describes itself as an independent boutique investment bank providing strategic and financial advisory services. The firm is headquartered in Chicago, Illinois.
Its public client descriptions include entrepreneurs, private and public companies, private funds, and institutional investors. An official transaction release also describes a focus on companies owned or operated by entrepreneurs and multi-generational families.[1][2][4]
Publicly stated services include sell-side and buy-side M&A advisory, joint ventures and minority investments, and business valuations. The firm also offers private placements of equity, equity-linked and debt securities, including capital solutions for acquisitions, growth initiatives, recapitalizations, and special situations.
Its strategic advisory offering covers business plans, growth strategy, financial projections, capital structure, working capital, liquidity, capital expenditures, dividends, and acquisitions. Restructuring services include work involving distressed companies and assets, reorganization plans, and Chapter 11 planning through confirmation.[3]
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 Egwele & Company?
Owners evaluating Egwele & Company can review its stated sell-side advisory, valuation, private-capital, minority-investment, and restructuring services alongside disclosed work involving entrepreneur- and family-owned businesses. Public examples cover industrial equipment, environmental services, software, and specialty finance, while the Egwele Securities LLC structure is associated with private-placement activity.
The Services page does not publish a fee schedule, minimum fee, success-fee percentage, engagement-term requirement, termination provision, or tail-period provision. The Contact page does not publish a universal minimum transaction size, revenue threshold, EBITDA threshold, or sector-exclusion policy. These points should be confirmed directly before engagement.[3][4][6][7][9][11]
What transaction-size range and EBITDA or revenue profile does the firm currently prioritize
Which sectors and geographies are active priorities for the firm now
What are the proposed retainer, success fee, expense reimbursement, tail, and termination terms
What size transactions and clients does Egwele & Company focus on?
The founder’s official biography states that he has advised clients across industrials, business services, and consumer products. Public transaction examples include industrial equipment, environmental services, wealth-management software, and specialty finance.
The cited Contact page does not publish a sector-exclusion policy.[2][4][6][7][8][11]
- June 30, 2025: Egwele Securities LLC d.b.a. Egwele & Company acted as exclusive financial advisor to Alamo Group Inc. in connection with its acquisition of Ring-O-Matic, Inc. The announcement states that transaction terms were not disclosed.
- October 3, 2022: Egwele Securities LLC d.b.a. Egwele & Company acted as exclusive financial advisor to All City Environmental Services, Inc. in connection with its sale to Liquid Environmental Solutions. The terms were not disclosed.
- March 29, 2021: Egwele Securities LLC d.b.a. Egwele & Company acted as exclusive financial advisor to Investment Grade Technologies LLC d.b.a. Oranj in its sale to SEI Investments Company. The terms were not disclosed.
- December 20, 2019: Egwele & Company acted as exclusive placement agent to Kerberos Capital Management in a $100 million private financing consisting of debt and equity financing.
Egwele & Company’s stated transaction work spans sell-side and buy-side M&A, joint ventures, minority investments, private placements, and restructuring-related transactions. Its public examples include advisory to sellers, acquisition advisory, and placement-agent work for a private financing.[3][4][6][7][8]
What does Egwele & Company publicly disclose about fees, process and engagement terms?
The official Services page does not publish a fee schedule, minimum fee, success-fee percentage, engagement-term requirement, termination provision, or tail-period provision.
The official Alamo Group/Ring-O-Matic, All City Environmental Services, and Investment Grade Technologies transaction announcements each state that transaction terms were not disclosed. The official Contact page does not publish a universal minimum transaction size, revenue threshold, EBITDA threshold, or sector-exclusion policy.[3][4][6][7][11]
Egwele & Company operates as the advisory brand associated with Egwele Securities LLC. FINRA’s current firm report identifies Egwele Securities LLC as an Illinois limited liability company with CRD #309093 and SEC #8-70521. The report states that the firm is currently registered with the SEC, one self-regulatory organization, and 19 U.S. states and territories, with SEC and FINRA registration effective September 2, 2020.
FINRA lists private placements of securities and operation as a capital acquisition broker among the firm’s business types. A 2025 SEC filing identifies Egwele Securities LLC as a broker-dealer with a principal place of business at 155 N. Wacker Drive, Suite 4250, Chicago, Illinois 60606.[9][10]
The official Contact page provides a direct contact email and a Chicago office address for prospective inquiries.[11]
Questions to ask before hiring Egwele & Company
What transaction-size range and EBITDA or revenue profile does the firm currently prioritize?
Which sectors and geographies are active priorities for the firm now?
What are the proposed retainer, success fee, expense reimbursement, tail, and termination terms?
Which legal entity would sign the engagement and provide any regulated placement services?
Can the firm provide recent references for comparable sell-side transactions and explain buyer outreach, valuation methodology, management-process support, and expected timeline?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Company / investment criteria
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- FINRA regulatory record
- SEC filing / regulatory record
- Public disclosure information
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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Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.