Independent Advice. Superior Execution.
About Us - Cobaltum Partners

Trusted Advisor

About Us

Cobaltum Partners is an independent merchant banking firm dedicated to providing independent advice, high-quality execution and unparalleled access to value-added sources of capital to our clients and partners.  We specialize in advising entrepreneur- and family-owned enterprises, regional firms and multinational corporations based in the U.S. and Latin America on mergers & acquisitions and private capital transactions.

We strive to be trusted advisors by placing our clients’ interests above all else.  We are committed to long-term client relationships, seeking to add value at each stage of our clients’ development, from raising capital and advising on growth opportunities, to evaluating strategic alternatives and realizing liquidity events.  Our proximity to our clients enables us to understand their needs, set objectives, evaluate alternatives, craft optimal solutions and execute successful transactions designed to maximize value and deliver results for stakeholders.

We believe that the key to our long-term success is working for and with great clients – the kind we would invest our own capital in.  This guiding belief is the essence behind our Principal Investing activities.  Cobaltum stands ready to invest in, alongside or in partnership with our clients as a value-added partner.

Cobaltum’s principals have been involved in more than 50 middle market transactions, including mergers and acquisitions, divestitures, equity raises, debt issuances, recapitalizations, restructurings and direct investments.  Our clients benefit from our extensive network, including long-standing relationships with premier institutional sources of capital (private equity groups, hedge funds, venture capitalists, commercial banks, special situations investors and strategic buyers) across the Americas.  Our team has broad transaction skills and experience in diverse industries including retail, consumer products, energy, media & telecom, manufacturing, infrastructure, food & beverage, healthcare and technology.

We are selective regarding the clients and engagements we take on.  For sell-side and buy-side engagements, we typically work on transactions that range in size from $20 million to $300 million.  Our capital raising engagements generally range in size from a minimum of $10 million to $150 million. We view our clients as our partners, and we align our interests with theirs, focused on preserving and creating value for them.  We take a long-term investor's approach: once we partner with a client, we are by their side for the long haul.  At Cobaltum, we measure our success based on the success of our clients.