Business Details
25 Years
experience
Trusted M&A Advisory Services in Charlotte NC
ICG Capital Partners is a full-service financial advisory firm specializing in mergers & acquisitions, private financing, and strategic advisory services for middle market companies. With over 75 years of combined industry experience and a 95% closing success ratio since 2001, we provide Wall Street-level expertise tailored to mid-sized businesses. Our dedicated team of senior professionals focuses exclusively on M&A advisory assignments, offering strategic guidance for transactions ranging from $4 million to $150 million. We serve family-owned businesses, private equity groups, and growth-oriented public companies, delivering customized solutions for divestitures, acquisitions, and capital raising. Our industry expertise spans business services, healthcare, industrials, and consumer sectors, with a proven track record of 156 closed transactions.We prioritize client goals through rigorous due diligence, market valuation analysis, and competitive buyer/seller identification. Our strategic advisory services help clients navigate complex decisions about company valuations, market timing, and growth opportunities. Backed by established relationships with over 300 financing sources, we facilitate senior debt, subordinated debt, and equity transactions. Client testimonials highlight our ability to transform complex processes into successful outcomes while maintaining business continuity. Headquartered in Charlotte, NC, we combine local market knowledge with national transaction capabilities to deliver exceptional value.
Services
Seller Representation
Buyer Representation
Private Financing
Strategic Advisory
Mergers & Acquisitions
Details
- Year established: 2001
Highlights and features
- 95% closing success ratio across 156+ transactions since 2001
- Senior professionals dedicated exclusively to M&A advisory assignments
- Industry expertise in business services, healthcare, industrials, and consumer sectors
- Established relationships with 300+ financing sources for capital solutions
- Tailored strategic advisory services for company valuations and growth decisions
Associations and certifications
- FINRA
What people say
Wealth of experience
Reliable partner
Exceeded expectations
Smooth process
Highly recommend
Services
Seller Representation
Our seller representation services help business owners maximize value through strategic divestiture planning. We conduct market analysis, prepare offering memorandums, and create competitive buyer environments to achieve optimal outcomes. With 95% closing success since 2001, we guide clients through retirement planning, succession issues, and liquidity events while maintaining business continuity.
Buyer Representation
We assist growth-oriented companies in identifying strategic acquisition targets and executing successful purchases. Our services include market research, target identification, due diligence support, and negotiation guidance. We help clients strengthen market positions, diversify earnings, and expand operations through data-driven acquisition strategies tailored to their specific growth objectives.
Private Financing Capabilities
Our private financing services connect businesses with growth capital solutions through 300+ established funding sources. We facilitate senior debt, subordinated debt, and equity transactions ranging from $3M to $50M. We help clients structure financing packages for expansion, acquisitions, or re-capitalization while creating competitive environments to secure favorable terms.
Strategic Advisory Services
We provide strategic guidance for critical business decisions including valuations, market timing, and transaction structuring. Our advisory services help management teams navigate complex decisions about company direction, ownership transitions, and growth opportunities through comprehensive market analysis and tailored strategic planning.
Mergers & Acquisitions
Our M&A expertise covers the complete transaction lifecycle from strategic planning to closing execution. With 156+ completed transactions, we offer comprehensive advisory services for both buy-side and sell-side assignments, specializing in middle market deals between $4M and $150M in value across multiple industry sectors.
People
Scott C. Upton
Managing Director
Scott Upton brings extensive M&A experience to ICG Capital Partners, with a proven track record of successfully guiding clients through complex transactions. He specializes in middle market advisory services and has developed a reputation for delivering exceptional results through strategic deal structuring and market expertise.
Dr. Stephen Giordano
Medical Director & Founder, CAMI
Dr. Giordano successfully navigated a complex private equity transaction with ICG Capital Partners's guidance, achieving optimal results for his company. His experience highlights ICG's ability to handle sophisticated healthcare industry transactions while maintaining client focus on core operations.
Carmen Johnson
Chief Financial Officer, ORC
Carmen Johnson worked with ICG Capital Partners on ORC's successful strategic transaction, leveraging their industry expertise to find a compatible equity partner. Her testimony underscores ICG's capability in handling family business transitions and complex M&A processes.
Rene Baumer
Partner, Metairie Small Animal Hospital
Rene Baumer partnered with ICG Capital Partners for a veterinary hospital transaction, benefiting from their specialized market knowledge. His experience demonstrates ICG's ability to handle complex industry-specific deals while maintaining client focus on daily operations.
Jose Portilla
Founder, Pierian Data, Inc.
Jose Portilla successfully completed a company sale with ICG Capital Partners's guidance, praising their step-by-step M&A process management. His experience highlights ICG's expertise in technology sector transactions and strategic partner identification.
Questions
What industries does ICG Capital specialize in?
ICG Capital specializes in business services, healthcare, industrials, and consumer sectors with deep expertise in middle market transactions.
What types of financial services do you offer?
We offer M&A advisory, private financing solutions, and strategic advisory services for companies seeking growth capital or exit strategies.
How many transactions have you completed?
ICG Capital has successfully closed 156+ transactions since 2001 with a 95% closing success ratio.
What is your approach to M&A advisory?
We combine senior-level attention with competitive market analysis to maximize shareholder value through tailored transaction strategies.
Do you work with international companies?
While headquartered in Charlotte, NC, we handle domestic and cross-border transactions for middle market companies nationwide.
