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Overview   |   Services   |   Industries   |   Leadership   |   Transactions   |  Contact

 

EP Securities LLC and its parent, Excel Partners Holdings LLC were founded by Wall Street veterans with extensive experience in helping companies achieve their strategic and financial objectives through successful M&A and corporate finance transactions.

Unlike many other boutique firms, our leadership team consists of entrepreneurs that have been active in the global middle-market for over a decade and are uniquely aware of the needs of middle-market companies. We have a strong track record in completing transactions and our clients benefit from our focus on the following industries: Healthcare - Business Services - Technology.

The key principles that guide us in serving our clients are:

  • Independence and Objectivity
  • Commitment
  • Persistence
  • Creativity
  • Integrity

These principles, coupled with our significant deal experience
and sound entrepreneurial judgment, have delivered compelling
results for our clients.

 

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Overview | Services | Industries | Leadership | Transactions | Contact

Copyright © 2015 Excel Partners Holdings, LLC / EP Securities LLC, Member: FINRA/SIPC. All rights reserved. – Disclosure