Thoughtful analysis, exceptional client service, and superior execution are at the core of all we do.

Fidus Partners was founded in 2005 and currently operates offices in New York City and Charlotte. We provide merger and acquisition advisory, debt advisory, capital raising, and related advisory services for private equity firms and other capital providers, public and private corporations, and private / family-held businesses.

Our Name Says it All…

FIDUS: (Latin) Steadfast; Dependable; Trustworthy

We are an independent investment bank dedicated to providing the highest caliber advisory services to the middle market. For more than 25 years, our senior professionals have built a track record of innovation and success, delivering trusted advice and superior execution to our clients.

Our firm was founded to build a “best of both worlds” advisory platform – the senior execution and focus of a smaller boutique combined with the scale and resources of a larger bank.

What Sets Us Apart
We have the capabilities to address the most pressing financial needs of middle market companies: M&A, debt advisory, capital raising, and related advisory services.

Dedicated to the Middle Market

We are one of the largest independent investment banks serving the middle market, with broad coverage and deep understanding of key trends and constituents.

Deep Experience

Our senior professionals own the firm and are among the most experienced practitioners in the middle market.

Industry Expertise

We focus on six industry sectors where our principals have cultivated an in-depth understanding of relevant industry trends and close relationships with key investors and stakeholders.

Tailored Approach

We are a nimble, high-touch firm that takes ownership of each process and drives the success of each assignment.

Our Core Values

Our professionals are devoted to the enduring principles that drive how we conduct our business every day. These principles are:

  • Act with the highest integrity, putting the client’s needs first.
  • Offer objective, unbiased advice during the entire transaction process.
  • Deliver exceptional quality in all that we do.
  • Ensure senior-level involvement in every aspect of the project.
  • Achieve results that meet or exceed our clients’ goals.