First Turn Capital | M&A Advisory & Investment Banking
Your First Turn
Toward the Growth
You Deserve
We are a boutique investment bank and M&A advisory firm that helps business owners maximize value and achieve successful outcomes, whether you're preparing to sell, evaluating options, or planning for the future.
Notable Transactions
A Track Record of Success
Plastics Manufacturing Co.
$40 Million
Acquired By
Private Company
Concrete Construction Co.
$85 Million
Acquired By
Publicly Traded Company
Audio Visual Co.
$23 Million
Acquired By
Publicly Traded Company
Fire Suppression Mfg
$35 Million
Acquired By
Private Equity Firm
Plastics & Polymer Co.
$32 Million
Acquired By
Private Equity Firm
Transportation & Logistics
$160 Million
Acquired By
Government Agency
Aviation Tech & Logistics
$200 Million
Acquired By
IPO Capital Raise
Renewable Energy Infrastructure
$60 Million
Acquired By
Buy-Side Acquisition
*Represents combined transaction experience of our partners prior to and during their tenure at First Turn Capital.
Full-Service Investment Banking and Mergers & Acquisitions Advisory
Your Partner in Complex
Corporate Finance Decisions
First Turn Capital is a boutique investment bank and middle market M&A advisory firm focused on helping business owners manage mergers and acquisitions advisory, capital raising advisory, and strategic financial planning with clarity and confidence.
We specialize in advising privately held companies across industrial, infrastructure, energy, equipment rental, logistics, construction, and SaaS sectors.
Our team serves as trusted M&A advisors for business owners, providing objective guidance whether preparing for a sale, evaluating growth capital, or assessing strategic alternatives.
At First Turn Capital, we combine institutional transaction experience with a personalized, senior-led advisory approach.
Industries We Support
Investment Banking and Mid-Market M&A Advisory Across Key Industries
We provide industry-focused investment banking services and mid-market M&A advisory across high-growth and capital-intensive sectors.
Why Choose Us
Boutique Investment Banking Firm &
Middle Market M&A Advisory Experts
Choosing the right investment banking firm and M&A advisory firm can directly impact valuation, deal structure, and transaction outcomes. First Turn Capital is built for business owners who value clarity, discretion, and results across sell side M&A advisory, buy-side M&A advisory, capital raising advisory, and strategic financial advisory engagements.
Boutique Investment Bank, Senior-Level Execution
As a boutique investment bank, every engagement is led by experienced M&A advisors, not junior teams, ensuring informed execution across complex mergers and acquisitions advisory and corporate finance advisory transactions.
Mid-Market M&A Advisory Expertise
We specialize in mid-market M&A advisory and understand the valuation, working capital, and transaction challenges business owners face when buying, selling, or raising growth capital.
Strategic, Conflict-Free Financial Advisory
Our strategic financial advisory is driven by long-term enterprise value, not product sales or volume-based incentives. We provide independent guidance across capital restructuring, capital raising solutions, and M&A valuation strategy.
Proven Sell Side & Buy-Side Transaction Experience
From strategic exits to complex merger advisory mandates, our team brings deep experience in sell side advisory services, buy-side M&A advisory, and business valuation services across multiple industries.
Confidential, Client-First Advisory Approach
We prioritize discretion, transparency, and alignment throughout the entire M&A advisory process, from initial company valuation for sale to closing and post-transaction support.
Testimonials
What Our Clients Say
At First Turn Capital, we partner closely with business owners at every stage, whether assessing business valuation, planning a company sale, or exploring strategic growth opportunities. Our investment banking and M&A advisory approach is built on trust, discretion, and long-term relationships.
*Testimonials are anonymous due to NDA and confidentiality agreements.
“They didn't sell us anything. They helped us think it through.”
“I came in with more questions than answers. They didn't rush the conversation. They gave me data, helped me process the options, and made sure I was making the right decision for my business.”
Anonymous
Business Owner
“They told me not to sell yet… and they were right.”
“I was ready to sell my business to a buyer I had lined out before I talked to Chad at First Turn Capital but he brought me five more buyers all competing to buy my business and increased my valuation by over 30%!”
Richard Godbey
Yates Manufacturing
“A partner that works with you, not over you.”
“First Turn took the time to understand how we operate. They weren't just trying to close a deal. They helped shape a plan that fit our goals and timeline.”
Anonymous
Business Owner
“Exactly the kind of guidance we were looking for.”
“The process felt clear, respectful, and aligned from day one. They understood our industry and helped us work through a turning point in our company's story.”
Anonymous
Business Owner
“Know where you stand and what matters most.”
“I wasn't looking to sell but wanted clarity on my company's value. First Turn gave me the insight and context I needed to plan confidently for the future.”
Anonymous
Business Owner
“They helped us explore capital without giving up control.”
“We were growing fast and needed outside funding. First Turn helped us evaluate different structures and landed on a path that preserved ownership and gave us flexibility.”
Anonymous
Business Owner
“They didn't sell us anything. They helped us think it through.”
“I came in with more questions than answers. They didn't rush the conversation. They gave me data, helped me process the options, and made sure I was making the right decision for my business.”
Anonymous
Business Owner
“They told me not to sell yet… and they were right.”
“I was ready to sell my business to a buyer I had lined out before I talked to Chad at First Turn Capital but he brought me five more buyers all competing to buy my business and increased my valuation by over 30%!”
Richard Godbey
Yates Manufacturing
“A partner that works with you, not over you.”
“First Turn took the time to understand how we operate. They weren't just trying to close a deal. They helped shape a plan that fit our goals and timeline.”
Anonymous
Business Owner
“Exactly the kind of guidance we were looking for.”
“The process felt clear, respectful, and aligned from day one. They understood our industry and helped us work through a turning point in our company's story.”
Anonymous
Business Owner
“Know where you stand and what matters most.”
“I wasn't looking to sell but wanted clarity on my company's value. First Turn gave me the insight and context I needed to plan confidently for the future.”
Anonymous
Business Owner
“They helped us explore capital without giving up control.”
“We were growing fast and needed outside funding. First Turn helped us evaluate different structures and landed on a path that preserved ownership and gave us flexibility.”
Anonymous
Business Owner
“They didn't sell us anything. They helped us think it through.”
“I came in with more questions than answers. They didn't rush the conversation. They gave me data, helped me process the options, and made sure I was making the right decision for my business.”
Anonymous
Business Owner
“They told me not to sell yet… and they were right.”
“I was ready to sell my business to a buyer I had lined out before I talked to Chad at First Turn Capital but he brought me five more buyers all competing to buy my business and increased my valuation by over 30%!”
Richard Godbey
Yates Manufacturing
“A partner that works with you, not over you.”
“First Turn took the time to understand how we operate. They weren't just trying to close a deal. They helped shape a plan that fit our goals and timeline.”
Anonymous
Business Owner
“Exactly the kind of guidance we were looking for.”
“The process felt clear, respectful, and aligned from day one. They understood our industry and helped us work through a turning point in our company's story.”
Anonymous
Business Owner
“Know where you stand and what matters most.”
“I wasn't looking to sell but wanted clarity on my company's value. First Turn gave me the insight and context I needed to plan confidently for the future.”
Anonymous
Business Owner
“They helped us explore capital without giving up control.”
“We were growing fast and needed outside funding. First Turn helped us evaluate different structures and landed on a path that preserved ownership and gave us flexibility.”
Anonymous
Business Owner
FAQ
Frequently Asked Questions About Investment Banking & M&A Advisory
What does an investment banking firm do for business owners?
An investment banking firm provides mergers and acquisitions advisory, sell side M&A advisory, buy-side M&A advisory, capital raising advisory, and strategic financial advisory during major transactions. We help business owners evaluate strategic options, structure transactions, and maximize enterprise value.
How is a boutique investment bank different from a large firm?
A boutique investment bank offers senior-led investment banking services with focused attention, specialized mid-market expertise, and fewer conflicts than large institutions.
What types of companies do you work with?
We advise middle market businesses across energy, equipment rental, construction, infrastructure, manufacturing, logistics, and SaaS sectors seeking M&A advisory, corporate finance advisory, or capital restructuring solutions.
Do you provide both sell-side and buy-side M&A advisory?
Yes. We provide full sell-side M&A advisory services and buy-side M&A advisory for business owners, private equity groups, and growth-oriented companies.
When should a business owner engage an M&A advisor?
Business owners should engage an M&A advisor 12–24 months before a planned transaction, especially when exploring strategic alternatives or preparing for a company valuation for sale.
What is sell-side M&A advisory?
Sell-side M&A advisory involves representing a business owner in the sale of their company. A sell-side advisory manages valuation analysis, buyer outreach, negotiation, deal structuring, and due diligence to maximize price and terms.
What is mid-market M&A advisory?
Mid-market M&A advisory focuses on privately held companies typically valued between $10 million and $250 million in enterprise value. It requires specialized expertise in valuation, working capital, and transaction structuring.
How is M&A valuation determined?
M&A valuation is determined using established M&A valuation methods, including comparable transactions, precedent transaction multiples, discounted cash flow analysis, and industry benchmarking. Factors such as EBITDA, growth rate, and risk profile influence valuation.
Do you provide business valuation services before a sale?
Yes. We provide business valuation services and company valuation for sale to help owners understand current market value and identify opportunities to improve valuation positioning before launching a sell-side process.