An independent investment bank creating exceptional outcomes
Insights + RealAI + Execution
In a world flooded with information, insights are the land on which market leaders are built. Our team has decades of experience turning proprietary research, technical finance, industry expertise, and cutting edge technology into a lens through which you can see over the horizon.
Artificial Intelligence is more than a set of tools to boost productivity. It is a fundamental change in the value chain between traditional software, technology users, and company data. Our RealAI methodology and proprietary technology can guide your AI strategy, build custom tools to give your company a competitive advantage, and turn your data into a differentiated source of enterprise value.
Sun Tzu wrote, “Strategy without tactics is the slowest route to victory.” As dedicated as we are to creative design, we are equally committed to flawless execution. Senior members of our team will be on every call and directly involved in every step of the process to ensure you own your outcome.
Services
Mergers & Acquisitions
Sell-Side Advisory + Buy-Side Search
Clients trust us to advise them on strategic decisions because our curiosity, conscientiousness, and commitment to excellence lead us to insights and opportunities that transform companies, disrupt industries, and create intergenerational wealth
Capital Markets
Equity and debt for a spectrum of uses such as growth and acquisitions
Sources of capital include financial sponsors, family offices, institutions, banks, private credit, and alternative lenders that will support ownership transitions, acquisitions, recapitalizations, growth, equipment purchases, and working capital
Artificial Intelligence
Custom solutions that create competitive advantages for your business
Horatius AI uses proprietary technology and commercial offerings to create agents that increase productivity and cash flow resulting in higher valuations from a broader universe of buyers
Defense Consulting
Driving Growth
We assist established businesses as well as emerging companies expand their pipelines and increase the probability of winning new contracts to elevate valuations and expand the universe of interested buyers
Our Core Values
Values guide us to each client and through every engagement. You can expect us to be transparent, deliver exceptional work, and stay with you until the end.
Our Impact
A portion of each fee funds our 501(c)(3) non-profit corporation, Horatius Impact, which equips, trains and supports those who defend endangered species and threatened habitats in critical ecosystems.
Team of Teams
Horatius Group leverages a global platform and partnerships with bulge bracket banks to deliver superior results.
2024 at Glance*
Partner with Horatius Group
Whether you’re raising capital, pursuing acquisitions, or preparing for transition, our team provides the clarity and expertise to help you succeed.