The key to client relationships is communication and trust. Viable transactions are the natural by-product
David Simon, Managing Partner

Since its founding in 1993, CSG has worked to provide its clients with objective, practical and valuable advice in a wide variety of financial engagements. We offer a range of services including private capital placements, merger and acquisition advisement, mezzanine financing, and assistance in evaluating and selecting options for balance sheet restructuring, strategic partnering, or a public equity offering. The ability to draw on several years of experience with leading Southeast region banks, investment banks, private venture capital groups, and various operating companies, gives our firm an exceptional insight to the viability of potential transactions.

CSG is relationship-oriented and works diligently to provide creative and value-enhancing solutions to meet the expectations of our clients. It’s the way we work with our clients that sets us apart from most other investment banking firms. Each engagement is led by one of our senior partners who pay close attention to the unique requirements of each individual situation. We listen to and work to understand each client’s financial needs and strategic objectives. We offer a level of professional candor, sophisticated structuring advice and access to viable transaction partners which gives clients the optimal outcome.

Though most of our relationships are Florida-based businesses, on several occasions we have followed clients or referrals throughout the United States. The key for establishing a client relationship is not as dependent on geography as it is on communication and confidence.

With collectively more than 250 successfully completed transactions and a professional team whose partners and directors each have 20+ years of business and finance experience, we believe that Capital Strategies Group has the expertise to unlock the value and liquidity of your company.