Miami-based IPA 100 firm Kaufman Rossin (FY24 net revenue of $164 million) has launched Mary Street Capital, an investment banking affiliate established to expand the firm’s capital solutions and strategic advisory services for family- and founder-owned middle-market businesses.
The new affiliate builds on Kaufman Rossin’s more than 60-year legacy as a trusted advisor, offering tailored investment banking services to entrepreneurs and closely held companies traditionally underserved by larger institutions.
“Mary Street Capital was built to meet a real need in the lower middle market,” said Alex Rattner, managing director of Mary Street Capital. “Leveraging Kaufman Rossin’s 60-year legacy of trusted advisory, we’re focused on helping business owners achieve successful growth and transition outcomes.”
Mary Street Capital’s core services include:
- Mergers & Acquisitions: Advisory and representation through complex sales, mergers and acquisitions.
- Corporate Finance: Guidance in capital raising, debt restructuring and financial strategy.
- Strategic Advisory: Alignment of business strategy, financial goals and operational performance for sustainable outcomes.
Rattner and managing director James Wolcott lead the affiliate, bringing more than 25 years of combined experience in investment banking, corporate strategy and M&A advisory. “There aren’t many investment banks serving the lower middle market that can also help clients improve performance and leverage digital transformation,” Wolcott said. “That combination is what sets Mary Street Capital apart.”
“The launch of Mary Street Capital represents a natural evolution of how Kaufman Rossin helps clients succeed,” said Blain Heckaman, CEO of Kaufman Rossin. “By adding investment banking to our suite of services, we can support businesses through every stage of their journey—whether they’re growing, transitioning or preparing for the future.”
