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XMS Capital Partners

From Wikipedia, the free encyclopedia
XMS Capital Partners
Company typePrivate
IndustryFinancial services
Founded2006; 18 years ago (2006)
FoundersTheodore J. (Ted) Brombach[1]
John "Yogi" Spence[2]
HeadquartersChicago, IL, United States
ProductsInvestment Banking, Asset Management, Merchant Banking
Number of employees
50
Websitewww.xmscapital.com

XMS Capital Partners (XMS) is an American independent, privately owned, global financial services firm providing investment banking, asset management, and merchant banking services worldwide.

History

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XMS Capital Partners was launched in August 2006[3] and has grown into a global, independent financial services firm providing investment banking, asset management, and merchant banking. It has offices in Chicago,[3] London,[4][5] Dallas, and Boston[6] and strategic relationships in Germany, Japan,[7] China, and India.[8]

Business units

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XMS Capital Partners has three business units: Investment Banking (including M&A Advisory and Capital Raising), Asset Management, and Merchant Banking.

Investment banking

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XMS works with public[9] and private companies[10] including family-owned businesses. XMS has completed a wide range of domestic and international transactions across multiple industries: broad industrials,[11] business services, automotive,[12][13] paper and packaging,[14][15] chemicals, consumer/food/beverage,[5][9] healthcare,[16][17] financial services and fintech, energy, agriculture, aerospace/defense,[18] distribution/logistics/transport,[19] education, retail/restaurants, tech/media/telecom, and sports.

Asset management

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XA Investments LLC (XAI) is a Chicago-based firm founded by XMS in March 2016.[20] XAI partners with established alternative asset managers including credit managers, hedge fund managers, and private debt and equity firms, among others.[21][22][23]

XAI’s Alternative Registered Trust (ART) platform offers investments to individual and smaller institutional investors.[24][25]

XAI is the registered funds division of XMS and offers securities through XMS, which is a member of FINRA and the SIPC.[22][20]

Merchant banking

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XMS provides merchant banking solutions in partnership with business owners and investors.

References

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  1. ^ "Theodore J Brombach: Executive Profile & Biography - Bloomberg". www.bloomberg.com.
  2. ^ "John Yogi Spence: Executive Profile & Biography - Bloomberg". www.bloomberg.com.
  3. ^ a b "XMS Capital Partners, LLC: Private Company Information - Bloomberg". www.bloomberg.com.
  4. ^ "Financial Conduct Authority". register.fca.org.uk.
  5. ^ a b "Axcel - New owners for the world's leading manufacturer of stunning tools". uk.axcel.dk.
  6. ^ "Boston office at XMS Capital".
  7. ^ "XIBキャピタルパートナーズ株式会社|提携によるグリーバル・リーチを構築「Global Network」". XIBキャピタルパートナーズ 株式会社.
  8. ^ M, Sabarinath (8 April 2015). "Kriscore Financial inks pact with two boutique investment banking firms in US and Japan". The Economic Times.
  9. ^ a b "Green Plains Acquires Fleischmann's Vinegar Company" (Press release). Omaha, NE: Globe Newswire. 2016-10-03.
  10. ^ "Icahn Eyes $1.5 Billion in Possible Fel-Pro Sale". Bloomberg. 14 September 2017.
  11. ^ "Onex, CPPIB to sell Gates Corp to Blackstone for $5.4 billion". Reuters. 4 April 2014.
  12. ^ "United States of America - Lear Corp close to buying Eagle Ottawa". APLF.com. 21 December 2023.
  13. ^ "The Gores Group Sells Sage Automotive Interiors to Clearlake Capital Group" (Press release). Businesswire.
  14. ^ "Today's Stock Market News and Analysis from Nasdaq.com". NASDAQ.com.
  15. ^ "Bemis Co. Inc. sells Vancouver plant to Hood Packaging". 3 April 2014.
  16. ^ "XMS Advises HBI in Sale - PitchBook News".
  17. ^ "Cellectar Biosciences (formerly Novelos) - Annual Report". investor.cellectar.com.
  18. ^ "EnerSys acquires lithium battery business - SAE International". articles.sae.org.
  19. ^ "Daseke Goes Public via Merger with Hennessy Capital Acquisition".
  20. ^ a b "XAI Octagon Floating Rate & Alternative Income Term Trust". www.sec.gov.
  21. ^ Constable, Simon (10 July 2017). "What Are Interval Funds?" – via www.wsj.com.
  22. ^ a b "XAI Octagon Credit Opportunities Alternative Registered Trust - Brokerage Feeder Form N-2 Filed 2016-08-08". edgar.secdatabase.com.
  23. ^ "Today's Stock Market News and Analysis from Nasdaq.com". NASDAQ.com.
  24. ^ "Managers Rush Market with Cheaper Alts Funds for Advisors".
  25. ^ Naqvi, Sameer. "Newsletter - Creditflux.com". creditflux.com.