Evangeline Securities
Evangeline Securities provides sell-side advisory and capital-raising services and identifies additional service lanes including asset divestitures, buy-side advisory, and corporate carve-outs. Its stated sector coverage includes consumer and retail, energy, gaming and leisure, healthcare, business and industrial services, manufacturing, real estate, and software and IT services.
What stands out about Evangeline Securities
Evangeline Securities publicly describes an independent, lower-middle-market advisory model for privately held and family-owned businesses. Its stated process includes valuation expectations, deal-structure advice, positioning, marketing materials, and auction execution. The firm lists offices in New Orleans, Boston, and South Miami, but the cited official website does not state an exclusive geographic mandate or universal numeric client-size thresholds.[1][2][3][4][5][9]
What does Evangeline Securities do?
Evangeline Securities LLC publicly presents itself as an independent advisory firm providing sell-side advisory and capital-raising solutions to privately held and family-owned businesses. The firm describes its experience as being in the lower middle market.
The firm’s stated service model includes valuation expectations, deal-structure advice, positioning, preparation of marketing materials, and robust auction execution.[1][3]
Evangeline Securities identifies sell-side advisory, asset divestitures, buy-side advisory, and corporate carve-outs as service lanes. Its FAQ also describes valuation work, deal-structure advice, positioning, marketing materials, and auction-process execution.[2][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 Evangeline Securities?
An owner evaluating Evangeline Securities can clarify which senior professionals would lead the engagement, because the cited official Our People page does not provide titles, biographies, or assigned transaction responsibilities. The owner should also request the proposed fee structure and engagement terms, including success, minimum, tail, and termination provisions, because the cited official FAQ page does not publish those terms universally.
The selected-transactions page identifies examples but does not state transaction values, financing terms, or consideration terms. An owner may therefore wish to request recent transaction examples, references, and an explanation of the buyer universe and geographic reach proposed for the specific business. The firm’s stated lower-middle-market focus, private and family-owned business coverage, sector list, and auction-process description provide the public basis for those discussions.[1][3][4][5][9]
Which senior professionals would lead the engagement today, and what transaction responsibilities would each person hold
What are the firm's current revenue, EBITDA, enterprise-value, and transaction-size criteria for an engagement
What upfront, success, minimum, tail, and termination fees would apply to this engagement
What size transactions and clients does Evangeline Securities focus on?
The firm’s listed focus sectors are Consumer & Retail, Energy, Gaming & Leisure, Healthcare, Business & Industrial Services, Manufacturing, Real Estate, and Software & IT Services. Evangeline also states that it connects lower-middle-market businesses with institutional capital, private equity, and family offices.[4]
The official selected-transactions page identifies Delta Machine & Ironworks/Lift-Off, Longbranch Retreat and Recovery Center/Abacus Investments, KnowledgeVine/Alliant Insurance Services, and Axis Compressor Services/ValorBridge Partners; the Axis transaction is dated June 2022.
In a Pinion case study, Evangeline states that it contacted over 250 strategic and institutional players, obtained 90 signed NDAs, generated nearly 20 term sheets, and advised on the sale of Pinion to Levine Leichtman Capital Partners for combination with Smith System.
An Ideal Appliance case study describes work for a privately owned B2B supplier of HVAC equipment, appliances, and servicing parts, including evaluation of acquisition, online-enhancement, and geographic-expansion options.[5][6][7]
The public service descriptions cover sell-side advisory, asset divestitures, buy-side advisory, corporate carve-outs, and capital raising. The firm’s FAQ describes a process involving valuation expectations, deal-structure advice, positioning, marketing materials, and robust auction execution.[1][2][3]
What does Evangeline Securities publicly disclose about fees, process and engagement terms?
The cited official home page does not state a numeric revenue, EBITDA, enterprise-value, or transaction-size threshold for client eligibility. The cited official website also does not state a current exclusive geographic coverage mandate beyond listing offices in New Orleans, Boston, and South Miami.
The cited official FAQ page does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule. The cited official selected-transactions page identifies transactions and some dates but does not state transaction values, fee amounts, financing terms, or consideration terms for the listed examples.
The cited official Our People page lists Nicholas Braden, Ronald Hemelt, Alexandre Batlle, and Grant Simpson but does not provide their titles, biographies, or assigned transaction responsibilities. The cited official sell-side advisory page contains placeholder Lorem Ipsum text in its introductory section and therefore does not provide a usable substantive explanation of the firm’s general sell-side methodology in that section.[1][2][3][5][9]
Evangeline’s official website states that securities are offered through Independent Investment Bankers Corp., which it identifies as a broker-dealer and FINRA and SIPC member. The website separately states that Evangeline Securities is an independent entity from that broker-dealer.
A January 5, 2018 SEC Form D lists Evangeline Securities LLC as a sales-compensation recipient and Independent Investment Bankers Corp. as the associated broker-dealer, with CRD number 154134, for that offering.[1][8]
Evangeline’s FAQ describes valuation expectations, deal-structure advice, positioning, marketing-material preparation, and robust auction execution. A Pinion case study states that the firm contacted over 250 strategic and institutional players, obtained 90 signed NDAs, and generated nearly 20 term sheets.
The firm’s Our People page states that it guarantees senior-level attention, a tireless work ethic, and a creative, entrepreneurial approach to every transaction.[3][6][9]
Questions to ask before hiring Evangeline Securities
Which senior professionals would lead the engagement today, and what transaction responsibilities would each person hold?
What are the firm's current revenue, EBITDA, enterprise-value, and transaction-size criteria for an engagement?
What upfront, success, minimum, tail, and termination fees would apply to this engagement?
Which legal entity would contract with the seller, and which broker-dealer personnel would handle securities-related activity?
Can the firm provide recent transaction examples with dates, consideration structure, buyer identity, and seller references?
What buyer universe and geographic reach would be used for this specific company?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Investment strategy
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- 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.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
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.