XMS Capital Partners
 | |
| Company type | Private |
|---|---|
| Industry | Financial services |
| Founded | 2006 |
| Founders | Theodore J. (Ted) Brombach[1] John "Yogi" Spence[2] |
| Headquarters | Chicago, IL, United States |
| Products | Investment Banking, Asset Management, Merchant Banking |
Number of employees | 50 |
| Website | www.xmscapital.com |
XMS Capital Partners (XMS) is an American independent, privately owned, global financial services firm providing investment banking, asset management, and merchant banking services worldwide.
History
[edit]XMS Capital Partners was launched in August 2006[3] and has grown into a global, independent financial services firm providing investment banking, asset management, and merchant banking. It has offices in Chicago,[3] London,[4][5] Dallas, and Boston[6] and strategic relationships in Germany, Japan,[7] China, and India.[8]
Business units
[edit]XMS Capital Partners has three business units: Investment Banking (including M&A Advisory and Capital Raising), Asset Management, and Merchant Banking.
Investment banking
[edit]XMS works with public[9] and private companies[10] including family-owned businesses. XMS has completed a wide range of domestic and international transactions across multiple industries: broad industrials,[11] business services, automotive,[12][13] paper and packaging,[14][15] chemicals, consumer/food/beverage,[5][9] healthcare,[16][17] financial services and fintech, energy, agriculture, aerospace/defense,[18] distribution/logistics/transport,[19] education, retail/restaurants, tech/media/telecom, and sports.
Asset management
[edit]XA Investments LLC (XAI) is a Chicago-based firm founded by XMS in March 2016.[20] XAI partners with established alternative asset managers including credit managers, hedge fund managers, and private debt and equity firms, among others.[21][22][23]
XAI’s Alternative Registered Trust (ART) platform offers investments to individual and smaller institutional investors.[24][25]
XAI is the registered funds division of XMS and offers securities through XMS, which is a member of FINRA and the SIPC.[22][20]
Merchant banking
[edit]XMS provides merchant banking solutions in partnership with business owners and investors.
References
[edit]- ^ "Theodore J Brombach: Executive Profile & Biography - Bloomberg". www.bloomberg.com.
- ^ "John Yogi Spence: Executive Profile & Biography - Bloomberg". www.bloomberg.com.
- ^ a b "XMS Capital Partners, LLC: Private Company Information - Bloomberg". www.bloomberg.com.
- ^ "Financial Conduct Authority". register.fca.org.uk.
- ^ a b "Axcel - New owners for the world's leading manufacturer of stunning tools". uk.axcel.dk.
- ^ "Boston office at XMS Capital".
- ^ "XIBキャピタルパートナーズ株式会社｜提携によるグリーバル・リーチを構築「Global Network」". XIBキャピタルパートナーズ 株式会社.
- ^ M, Sabarinath (8 April 2015). "Kriscore Financial inks pact with two boutique investment banking firms in US and Japan". The Economic Times.
- ^ a b "Green Plains Acquires Fleischmann's Vinegar Company" (Press release). Omaha, NE: Globe Newswire. 2016-10-03.
- ^ "Icahn Eyes $1.5 Billion in Possible Fel-Pro Sale". Bloomberg. 14 September 2017.
- ^ "Onex, CPPIB to sell Gates Corp to Blackstone for $5.4 billion". Reuters. 4 April 2014.
- ^ "United States of America - Lear Corp close to buying Eagle Ottawa". APLF.com. 21 December 2023.
- ^ "The Gores Group Sells Sage Automotive Interiors to Clearlake Capital Group" (Press release). Businesswire.
- ^ "Today's Stock Market News and Analysis from Nasdaq.com". NASDAQ.com.
- ^ "Bemis Co. Inc. sells Vancouver plant to Hood Packaging". 3 April 2014.
- ^ "XMS Advises HBI in Sale - PitchBook News".
- ^ "Cellectar Biosciences (formerly Novelos) - Annual Report". investor.cellectar.com.
- ^ "EnerSys acquires lithium battery business - SAE International". articles.sae.org.
- ^ "Daseke Goes Public via Merger with Hennessy Capital Acquisition".
- ^ a b "XAI Octagon Floating Rate & Alternative Income Term Trust". www.sec.gov.
- ^ Constable, Simon (10 July 2017). "What Are Interval Funds?" – via www.wsj.com.
- ^ a b "XAI Octagon Credit Opportunities Alternative Registered Trust - Brokerage Feeder Form N-2 Filed 2016-08-08". edgar.secdatabase.com.
- ^ "Today's Stock Market News and Analysis from Nasdaq.com". NASDAQ.com.
- ^ "Managers Rush Market with Cheaper Alts Funds for Advisors".
- ^ Naqvi, Sameer. "Newsletter - Creditflux.com". creditflux.com.
