Reimagining
Investment Banking for the Modern Era.

Decades of Capital Markets Experience. Sophisticated Marketing Capabilities. Efficient outcomes.

People, Process, Performance

At Kadenwood, we blend the sophistication of Investment Banking and Capital Advisory with the agility of modern Merchant Banking and Digital Marketing. Our partners are start-up founders and Private Equity GPs, we pride ourselves on being entrepreneurs first, bankers second. Bringing a uniquely practical and ownership-driven perspective to every transaction.

With decades of transactional experience and a vast network of institutional investors, family offices, and high-net-worth individuals, we bring more than just advice. We bring access, insight, and action. Our clients benefit from the powerful combination of deep capital markets expertise, advanced origination capabilities, and an unwavering focus on speed, precision, and efficiency. This is investment banking reimagined, where innovation meets execution.

Decades of Experience

20+ Years Average Experience In Investment Banking & Private Equity Experience Across Sectors, Deal Types & Geographies

Advanced Marketing Capabilities

Proprietary marketing infrastructure to target, engage and convert high-value counterparties

Boutique Approach

High-touch advisory with the agility and responsiveness of a focused, partner-led team

Strategic Execution

Tailored advisory solutions, seamless process management

Our Capabilities

Merchant Banking

Kadenwood selectively invests in companies with proven or emerging cash flow profiles, scalable and repeatable business models, and a clear path to a liquidity event within one to three years. In addition to providing capital, we take an active role as a strategic partner, offering tailored advisory, capital markets expertise, and modern marketing infrastructure to accelerate growth and maximize enterprise value. Our approach is designed to enhance outcomes through a combination of aligned investment, deep sector insight, and executional excellence.

Capital Markets Advisory

Kadenwood advises clients across the full spectrum of capital formation and structured financing solutions. We specialize in growth equity, private placements, convertible preferred and mandatory convertibles, minority capital investments, preferred equity, and PIPE transactions. On the debt side, our capabilities include private term loans and notes, asset-based lending facilities, and infrastructure-related financing. We also provide debt restructuring expertise and support for secondary transactions. Our approach is strategic, execution-driven, and grounded in deep relationships across institutional capital providers. Powered by proprietary marketing infrastructure, we enhance transaction velocity, broaden investor reach, and deliver thoughtful, tailored solutions aligned with each client’s objectives.

M&A & Strategic Advisory

Kadenwood provides comprehensive M&A and strategic advisory services tailored to growth-stage and founder-led businesses. We advise on sell-side transactions, including full exits, divestitures, and recapitalizations, with a focus on maximizing valuation and optimizing transaction structure. Our team also supports buy-side mandates, including acquisition target identification, deal origination, and strategic expansion planning. We provide hands-on guidance across every phase of the transaction lifecycle, including valuation, structuring, negotiation, timing, and financing.

Beyond M&A, our strategic advisory capabilities extend into growth consulting, go-to-market strategy, and performance marketing advisory, helping clients accelerate enterprise value while preparing for transformative outcomes. Our approach combines institutional execution with entrepreneurial insight, delivering solutions that drive both near-term impact and long-term strategic value.