$60B+
Advised across mandates
150+
Transactions completed
90+
Clients, many returning
~30 yrs
Avg. senior banker experience
WHO WE ARE
XMS Capital Partners is an independent investment bank that advises great companies on the acquisitions, capital raises, and sales that shape their path. Conflict-free by design and led by bankers from respected investment banks, including some of the world’s largest, it pairs true sector depth with capital-markets reach few boutiques can match.
Advice for every decision
that shapes a company.
Mergers & Acquisitions
Buy-side, sell-side, carve-outs, and cross-border transactions that define a company’s trajectory.
Capital Raising
Private placements of equity, structured and preferred equity, and PIPEs, alongside IPOs, follow-ons, and debt.
Corporate Finance Advisory
Board-level strategic advice, financial-sponsor coverage, and founder- and family-office counsel.
Restructuring
Out-of-court and in-court solutions built on decades of relationships with lenders, bondholders, and investors.
One advisor, at every stage.
Early
First institutional capital and the first acquisitions that set direction.
Scaling
Platform-building through add-ons and carve-outs, and the financings that fund them.
Public company
The transition to public markets and the capital-structure decisions that follow.
Exit
The strategic or sponsor sale that realizes the value years of work created.
Senior Banker-led by Default
01
Independence with intent
No balance sheet, no proprietary trading, no financing agenda on the other side of the advice. XMS is employee-owned, and deploys its independence on the client’s behalf.
02
The long relationship
Where much of the industry is built around the transaction, XMS is built around the relationship — advising a company across its life, not closing a deal and moving on. The repeat business it earns is the truest measure of that trust.
03
Sector specialization
The firm’s depth is genuine and decades-built, defended by managing directors who have worked inside these industries — and it runs to the sub-sector.
04
Hands-on leadership, start to finish
The experienced leaders entrusted with your mandate stay hands-on from the first conversation to the close, directing the team that does the work at every step.
05
Ambition matched to the client
The question is never whether a deal is large or small, but whether it is the right deal for where the company is headed.
Where our expertise runs deepest.
XMS advises across many industries; these are where its bankers go deepest, each led by specialists.
The work speaks first.
MARQUEE MANDATE · HEALTHCARE
XMS advised Exact Sciences from its earliest capital raises to its ~$23B sale to Abbott.
We call it Involvement Banking®
There is a name inside the firm for the way its bankers stay in the work and treat a client’s defining transaction as their own, and that name is Involvement Banking®. It describes a simple difference in posture: the largest banks tend to want the fee, while XMS wants the outcome.
It means showing up, seeing things through, and being fully committed to every client we serve — from the family-owned business doing its first deal to the largest multinational enterprises in the world. Our clients feel that difference throughout the relationship.
News & Insights
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Richard (Rick) Kimball joins as Managing Director, extending the firm’s healthcare investment-banking expertise and client advisory.
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XMS served as financial advisor to Exact Sciences on the definitive agreement for Abbott to acquire the company at an…
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Michael Lord joins as Managing Director in London, deepening the firm’s digital-assets and infrastructure coverage across Europe.
Let’s talk about where your company is headed.
Whether you are raising your first institutional round or weighing a defining sale, the conversation starts with senior bankers who will stay with you for the life of the company.