Sell Without Selling Out
We help you navigate exits and capital raises, matching you with partners who value legacy and impact as much as you do.
Find the Right Path Forward
Whether you’re exploring an exit, raising growth capital, or planning an ownership transition, the right partner matters as much as the right price. We help you understand how family offices, holding companies, funds, strategic buyers, ESOPs, and Perpetual Purpose Trusts differ, and which one best fits your goals for your business, your people, and your legacy.
"When we had a need to do a capital raise, we knew that we should work with Big Path, and it was a joy all the way through."
Our X Factor: The Network That Changes the Outcome
Big Path has built a network over two decades across three distinct channels: family offices, values-aligned funds, and strategic acquirers. Big Path's Private Capital Advisory team is a difference maker. By advising over 300 funds and developing over 300 single family and multi-family office relationships, our investment banking clients have access to one of the largest networks of family offices and values-aligned funds in the industry.
"Big Path introduced us to six of our nine outside investors pre-IPO — three family offices and three growth equity funds. The quality of these investors played a key role in the company's trajectory."
Family Office Relationships
Single and multi-family offices built through 20 years of relationships advising and hosting exclusive annual convenings.
Values-Aligned Funds
Impact and mission-driven private equity and growth equity managers, developed through decades of Private Capital Advisory work.
Curating Aligned Capital
Two decades building a network that is unrivaled by other boutique investment banks.
Select Transactions
Growth equity and minority ownership transition led by six values-aligned investors
Majority sale to values-aligned investment firm who also brought operational expertise
Minority ownership transition to values-aligned private equity group
Equity Raise (Series A & B) and Debt Raise from various impact investors
Owner’s Mindset: Founder-led for Over 20 years
Founded 20 years ago and still founder-led, we answer to our clients, not to shareholders or corporate quotas. That's why founders trust us with the deal that matters most: their own.
