Chapter Advisors was founded from someone inside the private equity world — sourcing companies, running diligence, and getting close enough to closing to understand exactly what separates deals that get done from deals that don't.Before that, years building institutional capital relationships at BNY — working alongside RIAs, family offices, and private funds — made clear that the right capital relationships are not something you build overnight. They are built through trust, consistency, and showing up for people over time.Chapter Advisors is the firm that brings those two things together. Deep deal experience on one side. Real, tested capital relationships on the other. All focused on one kind of client: the CEO of a small public company who is ready for a different chapter.Why small-cap public companies?Because they are genuinely underserved. Too small for the bulge bracket banks. Too public for the traditional private equity world. Often sitting on a real platform — a brand, a customer base, a market position — with no clear path to the acquisition that would unlock its full value.That gap is where we work. And we think it's one of the most interesting places in the market right now.How we think about our work?We are selective about who we work with because we believe advisory relationships only work when there is genuine alignment — on strategy, on timeline, and on trust. We would rather work closely with a small number of CEOs than spread ourselves thin across a long list of clients.When we take on an engagement, we are fully in it. That means bringing our best thinking, our real relationships, and our full attention to your deal — for as long as it takes to get it done.

We do three things. We do them well.

Chapter Advisors is not a full-service firm. We are deliberately focused on the work that moves the needle for small-cap public company CEOs who are ready to grow through acquisition.Acquisition SourcingFinding the right target is the hardest part of the job — and the part most CEOs don't have the time, the network, or the process to do well on their own.We do the sourcing work for you. That means identifying acquisition candidates that are genuinely aligned with your platform and your industry, making the initial approach, and screening opportunities before they ever land on your desk. By the time you're in a conversation with a potential target, we've already done the work to make sure it's worth your time.We are not a database or a marketplace. Every target we bring you is the result of deliberate, relationship-driven outreach — the kind that opens doors that a cold call or a broker listing never would.PIPE Capital RaiseAn acquisition without capital is just an idea. We bring the capital.Through relationships built over years with family offices and private funds, we connect public companies with investors who are actively looking to deploy into PIPE structures alongside acquisitions exactly like yours. These are not cold introductions — they are conversations with capital partners who already understand and trust how we work.We manage those relationships so that when the right deal is ready, the right investors are already warm.Deal Structuring and AdvisoryGetting to a signed term sheet is one thing. Getting to close is another.We stay engaged through the full arc of the deal — helping you think through valuation, deal structure, and terms, and keeping the transaction moving when the inevitable complications arise. We have seen enough deals fall apart between LOI and close to know where the pressure points are and how to navigate them.
Our job is not done at the introduction. It is done at closing.How We EngageWe work on a retained advisory basis with a success fee tied to closing. That structure keeps our incentives aligned with yours — we are motivated to close the right deal, not just to stay on retainer.Engagements begin with a conversation. If there is a genuine fit — on strategy, on timeline, and on trust — we move forward together.

Chapter Advisors is an M&A advisory firm.
We are not a registered broker-dealer or investment adviser.
Capital raise activities are conducted in partnership with appropriately licensed third parties where required.

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407-968-2966

Based in Orlando, FL, serving CEOs nationwide.

Chapter Advisors is an M&A advisory firm.
We are not a registered broker-dealer or investment adviser.
Capital raise activities are conducted in partnership with appropriately licensed third parties where required.