Victory Partners, LLC

What does Victory Partners, LLC do?

Victory Partners, LLC describes itself as a full-service middle-market investment bank founded in 2008 in Dallas, Texas. The firm states that its headquarters relocated to Charlotte, North Carolina in mid-2022 and lists 615 S. College Street, Charlotte, NC 28202 as its current address.

Its public positioning emphasizes work with owner-operator bankable companies, independent and objective advice, creative solutions, and senior-level banker involvement.[1][2]

Victory Partners states that it offers M&A advisory, debt restructuring, capital raising, and custom specialized services. Its publicly listed sell-side capabilities include capital raising, pitch books, and financial modeling and valuation.

Its buy-side services include financial modeling and valuation, financial due diligence, acquisition strategies, quality-of-earnings coordination, and debt and equity financing. The firm also describes real estate restructuring and advisory services that include liquidity and cash-flow analysis, strategic alternatives, plan negotiation, §363 asset-sale support, and watch-list advisory for secured lenders and special servicers.[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 Victory Partners, LLC?

For an owner considering a sale or recapitalization, Victory Partners publicly offers sell-side M&A advisory, valuation and financial modeling, capital raising, restructuring, and transaction-structuring capabilities. Its representative transactions include majority recapitalizations, staged acquisitions, continued shareholder or management involvement, and outright sales.

Before engaging, an owner should confirm the current senior banker responsible for the assignment, sector and geographic coverage, transaction criteria, buyer coverage, engagement economics, legal and regulatory structure, and dated references for the representative transactions. The cited Services page does not publish the engagement-economic terms or firm-level regulatory status.[3][5]

What size transactions and clients does Victory Partners, LLC focus on?

Victory Partners describes its industry experience as generalist. Areas identified by the firm include software, consumer financial services, B2B services, consumer brands, healthcare, manufacturing, distribution, specialty retail, and technology.

Its deals-by-industry materials also identify financial services, consumer services, aerospace, construction, real estate, media and entertainment, and food and beverage.[1][4]

• SCS Frigette, Inc.: Victory Partners presents a sale to Black Knight Partners, L.P. with a stated closing price of $74.0 million.
• Mid-America Fittings, Inc.: The firm presents a sale to Wynnchurch Capital Partners, LP for over $14 million under a structure that allowed shareholders to continue operating the business.
• Midland Metal Manufacturing: Victory Partners states that the transaction closed at $53 million after the firm advised on a majority recapitalization.
• E Mortgage Logic: The firm states that Aquiline Capital acquired equity in three stages and that the final valuation was $100.0 million+, with sellers retaining 20% upside and board control for the first 2 years.
• Imperial Technologies: Victory Partners states that it sold 75% of the company to Celerity Partners for $33.3 million under a majority recapitalization structure that left management in charge.

The official homepage does not provide closing dates for these representative transactions.[5]

The firm’s stated services cover sell-side and buy-side M&A advisory, capital raising, debt and equity financing, and restructuring. Its representative transaction examples include outright sales, majority recapitalizations, and a three-stage acquisition structure.

For an owner evaluating an engagement, the transaction structures publicly illustrated by the firm include sales, recapitalizations, and staged acquisitions. The cited Services page does not state detailed transaction-size or other financial thresholds under its Transaction Criteria heading.[3][5]

What does Victory Partners, LLC publicly disclose about fees, process and engagement terms?

The cited Services page includes a Transaction Criteria heading but does not state detailed revenue, EBITDA, enterprise-value, transaction-size, or geographic thresholds under that section. That page also does not publish retainer, success-fee, expense, exclusivity, tail, termination, or other engagement-economic terms.

The cited Services page does not state a firm-level broker-dealer, investment-adviser, or other regulatory registration number or status. Separately, the official homepage does not provide closing dates for the representative transactions listed above.

The official homepage reports 120 transactions of $3B or more, while the official History page reports over 120 transactions representing over $7 Billion in transaction value. The homepage does not explain the difference between these metrics.[3][5]

The official website identifies the business as Victory Partners, LLC and lists its headquarters in Charlotte, North Carolina. The cited Services page does not state a firm-level broker-dealer, investment-adviser, or other regulatory registration number or status.

Any owner evaluating securities-related activities should confirm which legal entity signs an engagement and which regulated intermediary, if any, handles those activities.[1][3]

Victory Partners states that its Interactive M&A Symposium addresses succession planning, shareholder liquidity, partial or outright sales, recapitalizations, acquisitions, financing, and exit strategies for business owners and investors.[7]

Questions to ask before hiring Victory Partners, LLC

Related Auxo guidance

Use these resources to evaluate role, structure, economics and process rather than relying on a directory profile alone.