Reinvention Capital Advisors Co.
Current public materials identify Evolve Capital Partners as a New York investment bank founded in 2012 by Alexander Koles. Regulatory records connect the historical Reinvention Capital Advisors name with Alexander Koles and financial-advisory activity.
What stands out about Reinvention Capital Advisors Co.
The firm publicly describes a technology and financial-services focus and offers sell-side and buy-side M&A, capital raising, restructuring, recapitalization, and related advisory services. Owners should confirm current size thresholds, fees, contracting entities, buyer coverage, conflicts, and the role of BA Securities before engagement.[1][2][3][4][5][7]
What does Reinvention Capital Advisors Co. do?
Reinvention Capital Advisors Co. is associated with the current public operating identity Evolve Capital Partners. Evolve states that it was founded in New York in 2012 by Alexander Koles and focuses on companies at the intersection of technology and financial services. A FINRA BrokerCheck report for Alexander Koles lists Reinvention Capital Advisors as a director-level business activity beginning in April 2012. Evolve also describes its senior professionals as remaining committed to engagements and transactions from beginning to end while emphasizing independent, objective, and unconflicted advice.[1][2][7] Publicly stated services include mergers and acquisitions, divestitures, carve-outs, fairness opinions, capital raises, private-equity and family-office capital, refinancing, restructuring, and recapitalization advisory. Evolve also describes placement-agent support, debt and equity capital raising, and special-situations capital advisory in its public services materials.[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 Reinvention Capital Advisors Co.?
An owner evaluating the firm can compare the stated technology-enabled financial-services focus with the company’s business, and can assess the disclosed sell-side process, senior-professional involvement, and representative transaction categories. Before engagement, the owner should clarify the current revenue, EBITDA, enterprise-value, and transaction-size parameters for a new mandate; the senior professionals who would lead the work; the balance of sell-side and buy-side engagements; the fee structure; the contracting legal entity; and which services would be provided through BA Securities. The owner may also request current references and additional information about comparable transaction values and buyer identities.[3][4][5][7]What are the current revenue, EBITDA, enterprise-value, and transaction-size thresholds for a new mandate
Which senior professionals would lead the engagement
What percentage of engagements are sell-side versus buy-side
What size transactions and clients does Reinvention Capital Advisors Co. focus on?
Evolve states that it focuses exclusively on companies at the intersection of technology-enabled solutions and financial services. Its primary verticals are Insurance and Capital Markets.[5] Evolve’s official selected-transactions page identifies Safely, Vanguard, Pacific Crest Services, Insuritas, ETF Global, ClinicalMind, Kelly, and Southwest Adjusters among its representative transactions. The page also identifies Knights Solution, Simpler Trading, eAssist, Aegis, DocuPhase, Pace Funding, Advisor Software, Wakely, Security Vault Work, Finmason, Matchmove, Vulcan, Lease Dimensions, United Wind, Calpian, and Suncrest. The listed examples span Insurance, Capital Markets, financial-advisor, and M&A-advisory categories. The cited transactions page does not publish transaction values, consideration terms, or complete closing dates for each listed transaction.[5] Evolve states that it provides both sell-side and buy-side M&A advisory. Its disclosed capabilities include opportunity identification, evaluation, transaction structuring, negotiation, diligence management, and financing support where needed. Its sell-side process also includes identifying buyers, preparing marketing documents, managing diligence, negotiating with potential buyers, structuring transactions, and closing transactions.[4]What does Reinvention Capital Advisors Co. publicly disclose about fees, process and engagement terms?
The cited official M&A page does not state a universal minimum revenue, EBITDA, enterprise-value, or transaction-size threshold. The cited official selected-transactions page does not publish transaction values, consideration terms, or complete closing dates for each listed transaction. The cited official services page does not publish a standard advisory fee schedule, minimum engagement fee, success-fee percentage, or termination-fee schedule.[3][4][5] Evolve’s official services page states that securities products and investment-banking services are offered through BA Securities, LLC, Member FINRA SIPC. It also states that Evolve and BA Securities are separate, unaffiliated entities.[3] For sell-side assignments, Evolve describes a process covering buyer identification, marketing materials, diligence management, negotiation, transaction structuring, and closing. For both sell-side and buy-side mandates, it cites opportunity identification, evaluation, structuring, negotiation, diligence management, and financing support where needed. Evolve also states that senior professionals remain committed from beginning to end.[4][7]Questions to ask before hiring Reinvention Capital Advisors Co.
What are the current revenue, EBITDA, enterprise-value, and transaction-size thresholds for a new mandate?
Which senior professionals would lead the engagement?
What percentage of engagements are sell-side versus buy-side?
What are the upfront, monthly, success, expense, and termination fees?
Which legal entity would contract with the seller, and what services would be provided through BA Securities?
Can the firm provide current references and disclose recent comparable transaction values and buyer identities?
Sources & research notes
- Official website / firm overview
- FINRA regulatory record
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Investment approach
- SEC filing / 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.
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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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