XMS Capital Partners
XMS Capital Partners, LLC is a global, independent financial services firm founded in 2006. Its published services span M&A, strategic and corporate-finance advisory, capital markets, restructuring, valuation, capital structure, and private-capital advice.
What stands out about XMS Capital Partners
XMS presents itself as an M&A advisory and investment-banking firm serving clients from family-owned businesses to large multinational enterprises. Publicly stated capabilities include sell-side and buy-side M&A, divestitures, capital raising, restructuring, valuation, debt and equity alternatives, and shareholder-related advice.[1][2][4]
What does XMS Capital Partners do?
XMS Capital Partners, LLC is a global, independent financial services firm founded in 2006. The firm publicly presents capabilities across M&A, corporate advisory, capital markets, restructuring, valuation, capital structure, and related financial advice.[1][2]
XMS states that it advises on mergers, acquisitions, divestitures, debt and equity alternatives, restructurings, valuation, shareholder value, and capital structure. Its published corporate-finance and capital-markets capabilities include PIPEs, royalty financing, venture debt, high-yield financing, revolver term-outs, IPOs, equity follow-ons, and debt-financing alternatives.[2]
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 XMS Capital Partners?
An owner evaluating XMS should clarify the proposed engagement economics, including any retainer, success fee, minimum fee, expense treatment, termination provisions, and tail period, because these terms are not published on the cited official What We Do page. The owner should also identify the senior bankers proposed for the assignment and request comparable transactions they personally completed.
Because the cited official What We Do page does not establish a universal size threshold, an owner should confirm the criteria XMS would apply to revenue, EBITDA, enterprise value, ownership, and geography. The owner should also clarify the buyer or capital-provider universe, potential conflicts, and the precise capacity in which XMS would act across advisory, private-placement, and broker-dealer activities.[2][8]
What is the proposed engagement fee structure, including any retainer, success fee, minimum fee, expense treatment, termination provisions, and tail period
Which named senior bankers will lead the assignment, and what comparable transactions have they personally completed
What revenue, EBITDA, enterprise-value, ownership, or geographic criteria does XMS use when deciding whether to accept an engagement
What size transactions and clients does XMS Capital Partners focus on?
XMS publicly lists healthcare, life sciences and technology; diversified industrials; digital assets and infrastructure; FinTech and financial services; business services; consumer; and software and technology as industries in which its partners have executed transactions.[2]
Examples identified in XMS’s official transaction materials include a November 2025 $40mm Series B-2 round; an August 2025 MDxHealth acquisition of ExosomeDx; a July 2025 sale of Luxfer Graphic Arts to a TerraMar Capital portfolio company; a September 2024 sale of Wisetek to Iron Mountain; a September 2024 sale of Liquid Bottles to Novvia; and an April 2024 $621mm debt exchange transaction and private placement of convertible senior notes for Exact Sciences.
XMS also states that it served as financial advisor to Exact Sciences in connection with Abbott’s announced acquisition of Exact Sciences at an estimated enterprise value of $23 billion, announced November 20, 2025. In another public example, XMS served as financial advisor to IAA, Inc. on its announced acquisition of SYNETIQ Ltd. for £225 million, announced October 26, 2021.[4][5][6]
Publicly stated transaction categories include mergers and acquisitions, divestitures, debt and equity alternatives, restructurings, capital raising, business combinations, and related strategic and corporate-finance assignments.[2][4][7]
What does XMS Capital Partners publicly disclose about fees, process and engagement terms?
The cited official What We Do page does not publish advisory fee percentages, minimum fees, expense schedules, termination fees, tail periods, or other standard engagement economics.
The cited official What We Do page also does not publish a universal minimum revenue, EBITDA, enterprise-value, transaction-size, or owner-size threshold for engagements. The cited official dated transactions page identifies numerous assignments but does not publish consideration or valuation details for every listed transaction.[2][4]
FINRA’s BrokerCheck report identifies XMS Capital Partners, LLC as CRD #142871 and SEC #8-67502 and states that the firm is regulated by FINRA’s Chicago Office. The report states that XMS is registered with the SEC, one self-regulatory organization, and 38 U.S. states and territories.
The report classifies the firm as a Delaware limited liability company formed on September 22, 2006, and identifies disclosed business activities including mutual-fund underwriting or sponsorship, private placements of securities, and mergers and acquisitions.[8]
XMS describes its Involvement Banking approach as emphasizing deep involvement, analytically rigorous judgments, stakeholder consideration, independent advice, and tailored solutions.[2]
Questions to ask before hiring XMS Capital Partners
What is the proposed engagement fee structure, including any retainer, success fee, minimum fee, expense treatment, termination provisions, and tail period?
Which named senior bankers will lead the assignment, and what comparable transactions have they personally completed?
What revenue, EBITDA, enterprise-value, ownership, or geographic criteria does XMS use when deciding whether to accept an engagement?
How will XMS distinguish advisory, private-placement, broker-dealer, and any affiliated asset-management or merchant-banking roles?
What buyer or capital-provider universe would be approached, and how would conflicts with existing clients or affiliated entities be handled?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- FINRA 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.
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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