Beechwood - Who We Are

Beechwood Capital Advisors ("Beechwood") is a middle-market focused investment bank and financial advisor founded in 2003 by a team of experienced professionals.

Beechwood's 3 partners have combined Wall Street experience of almost 100 years. They have each owned and managed FINRA broker-dealers and other types of businesses bringing a unique perspective to client engagements.  

All the partners of Beechwood are registered representatives and supervisory principals of a broker-dealer with a long history of compliance and regulatory oversight.* 

The Beechwood team has managed acquisitions, mergers, divestitures, business sales, and financial transactions for companies valued between $5 million and $350 million dollars.