XMS Capital Partners explained

XMS Capital Partners
Type:Private
Founders:Theodore J. (Ted) Brombach[1]
John "Yogi" Spence[2]
Num Employees:50
Location:Chicago, IL, United States
Industry:Financial services
Homepage: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

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

XMS Capital Partners has three business units: Investment Banking (including M&A Advisory and Capital Raising), Asset Management, and Merchant Banking.

Investment banking

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

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

XMS provides merchant banking solutions in partnership with business owners and investors.

References

  1. Web site: Theodore J Brombach: Executive Profile & Biography - Bloomberg. www.bloomberg.com.
  2. Web site: John Yogi Spence: Executive Profile & Biography - Bloomberg. www.bloomberg.com.
  3. Web site: XMS Capital Partners, LLC: Private Company Information - Bloomberg. www.bloomberg.com.
  4. Web site: Financial Conduct Authority. register.fca.org.uk.
  5. Web site: Axcel - New owners for the world's leading manufacturer of stunning tools. uk.axcel.dk.
  6. Web site: Boston office at XMS Capital .
  7. Web site: 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.
  8. News: Kriscore Financial inks pact with two boutique investment banking firms in US and Japan. Sabarinath. M. 8 April 2015. The Economic Times.
  9. Green Plains Acquires Fleischmann's Vinegar Company. Globe Newswire. Omaha, NE. 2016-10-03.
  10. News: Icahn Eyes $1.5 Billion in Possible Fel-Pro Sale. 14 September 2017. Bloomberg.
  11. News: Onex, CPPIB to sell Gates Corp to Blackstone for $5.4 billion. 4 April 2014. Reuters.
  12. Web site: United States of America - Lear Corp close to buying Eagle Ottawa . APLF.com. 21 December 2023 .
  13. The Gores Group Sells Sage Automotive Interiors to Clearlake Capital Group. Businesswire.
  14. Web site: Today's Stock Market News and Analysis from Nasdaq.com. NASDAQ.com.
  15. Web site: Bemis Co. Inc. sells Vancouver plant to Hood Packaging. 3 April 2014.
  16. Web site: XMS Advises HBI in Sale - PitchBook News.
  17. Web site: Cellectar Biosciences (formerly Novelos) - Annual Report. investor.cellectar.com.
  18. Web site: EnerSys acquires lithium battery business - SAE International. articles.sae.org.
  19. Web site: Daseke Goes Public via Merger with Hennessy Capital Acquisition.
  20. Web site: XAI Octagon Floating Rate & Alternative Income Term Trust. www.sec.gov.
  21. Web site: What Are Interval Funds?. Simon. Constable. 10 July 2017. www.wsj.com.
  22. Web site: XAI Octagon Credit Opportunities Alternative Registered Trust - Brokerage Feeder Form N-2 Filed 2016-08-08. edgar.secdatabase.com.
  23. Web site: Today's Stock Market News and Analysis from Nasdaq.com. NASDAQ.com.
  24. Web site: Managers Rush Market with Cheaper Alts Funds for Advisors.
  25. Web site: Newsletter - Creditflux.com. Sameer. Naqvi. creditflux.com.

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