Excel Capital Advisors
Excel Capital Advisors publicly describes itself as an independent investment banking and sell-side advisory firm focused on founder- and family-owned lower-middle-market businesses. Its services include mergers and acquisitions, divestitures, growth financings, restructuring, recapitalizations, and management buyouts.
Excel Capital Advisors publicly focuses on lower-middle-market, founder- and family-owned businesses.
It states transaction criteria of EBITDA of $1M – $20M and EV of $10M to $200M, and identifies telecommunications, wireless infrastructure, specialty construction, HVAC, and related business and home services among its publicly identified sector coverage.[1][3][4]
What does Excel Capital Advisors do?
Excel Capital Advisors, LLC is a Florida-based investment banking and financial advisory firm focused on lower-middle-market mergers and acquisitions and capital raising for founder- and family-owned businesses.
The firm describes itself as independent and sell-side focused. Its public materials state that it works with strategic and financial buyers and capital sources while advising on transaction structuring and financing.[1][4]
Excel states that it provides strategic advice on mergers and acquisitions and sources growth capital, including equity, debt, and mezzanine capital, for private businesses and select family offices.
Its publicly listed advisory services include growth financings; mergers, acquisitions, and divestitures; restructuring and recapitalizations; and management buyouts.[3][4]
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 Excel Capital Advisors?
An owner evaluating Excel would be considering an advisor that publicly emphasizes founder- and family-owned lower-middle-market businesses, national client coverage, M&A, and capital-raising support. The firm’s published criteria state EBITDA of $1M – $20M and EV of $10M to $200M, while its sector materials identify telecommunications, wireless infrastructure, specialty construction, HVAC, and related business and home services.
Before signing an engagement, an owner should confirm the proposed team’s directly attributable transaction record, fee structure, buyer-process design, conflicts, and the legal and regulatory framework applicable to the proposed services.[1][3][4]
Which transactions were completed directly by the current Excel team rather than at prior firms, and which are comparable to the seller’s sector, EBITDA, geography, and ownership objectives
What are the proposed success fee, minimum fee, reimbursable expenses, exclusivity period, termination rights, and tail provisions
Will Excel run a broad auction, a targeted buyer process, or another process design
What size transactions and clients does Excel Capital Advisors focus on?
Excel describes its mandate as industry agnostic while identifying expertise across multiple fields. Its public materials identify telecommunications and wireless communications, including wireless tower infrastructure, fiber and broadband installations, data centers, managed service providers, wireless internet service providers, IoT, and utility and pipeline services.
Additional publicly identified areas include technology, contractor and construction services, business services, home services, consumer products, specialty construction, and HVAC-related services.[3][4]
Official Excel materials identify DECO Truss Company, Inc. as acquired by Bain Capital and SC Networks as acquired by Crestview among selected completed transactions.
Representative telecommunications transactions identified in an official Excel report include Crown Castle’s acquisition of 12 towers from AtlanticCoast Communications for $25,000,000; Crown Castle’s acquisition of 10 towers from TB Com for $10,000,000; Global Signal’s acquisition of 12 towers from Nassau Broadcasting Partners for $25,000,000; CTS Telecom, Inc.’s sale of 6 towers to Crown Castle for $8,600,000; and Southern Company’s sale of 22 towers to SBA for $8,000,000.
Excel’s official company page also announces that Classic Brass was acquired by ASSA ABLOY and states that Excel served as Classic Brass’s exclusive financial advisor.[3][5]
The firm publicly describes work across sell-side M&A and capital-raising assignments, as well as growth financings, divestitures, restructuring, recapitalizations, and management buyouts.
Its materials state that Excel uses relationships with strategic and financial buyers and capital sources. The sources cited for this profile do not establish a single standard buyer-process design such as a broad auction or targeted process.[3][4]
What does Excel Capital Advisors publicly disclose about fees, process and engagement terms?
The cited official HVAC report does not publish a universal success-fee percentage, minimum fee, termination fee, tail period, or other standard engagement-fee schedule.
The cited official specialty-construction transaction overview does not provide a transaction date, buyer identity, consideration amount, or other detailed terms for every representative transaction shown.[3][4]
Florida Division of Corporations records identify Excel Capital Advisors, LLC as an active Florida limited liability company, document number L14000169371. The record states that the entity was filed on October 30, 2014, and lists Michael J. Devine as manager and registered agent.[2]
Excel publicly describes an independent, sell-side advisory model that uses relationships with strategic and financial buyers and capital sources. Its stated services include transaction structuring and financing support.
The sources cited for this profile do not establish the firm’s standard approach to buyer outreach, auction design, diligence coordination, management presentations, or negotiations. Those elements should be confirmed in an engagement discussion.[3][4]
Questions to ask before hiring Excel Capital Advisors
Which transactions were completed directly by the current Excel team rather than at prior firms, and which are comparable to the seller’s sector, EBITDA, geography, and ownership objectives?
What are the proposed success fee, minimum fee, reimbursable expenses, exclusivity period, termination rights, and tail provisions?
Will Excel run a broad auction, a targeted buyer process, or another process design?
Which strategic buyers, private-equity sponsors, family offices, or other capital sources would be contacted?
What role will Excel play in diligence, valuation, financing, management presentations, negotiations, and closing?
What legal entity will sign the engagement and what firm-level regulatory or securities-law requirements apply to the proposed services?
Sources & research notes
- Official website / firm overview
- Structure / regulatory context
- Services / capabilities
- Services / capabilities
- Transaction / portfolio evidence
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.