Business Details
Trusted Investment Banking Services in Charlotte & Charleston
Dragonfly is a specialized investment banking firm dedicated to serving small and mid-sized companies across North America. Founded with a focus on delivering tailored financial solutions, we assist business owners in achieving liquidity through mergers and acquisitions while helping growing companies secure capital for expansion. Our team combines entrepreneurial experience with deep expertise in corporate finance, investment banking, and strategic advisory services. We operate from Charlotte, North Carolina, and Charleston, South Carolina, serving industries such as Energy, Manufacturing, Healthcare Services, and Tech-Enabled Services. With a network of over 300 institutional investors, we provide clients access to diverse financing sources and acquisition opportunities. Our principals bring decades of experience in representing high-growth companies, offering services ranging from private capital placements to comprehensive M&A advisory.We maintain a reputation for innovation, having structured transactions between $5 million and $150 million in value. As a registered broker-dealer with FINRA and SIPC, we adhere to rigorous regulatory standards while prioritizing client relationships built on trust and professional excellence. Our approach emphasizes understanding each client's unique objectives, crafting strategic alternatives, and executing transactions from inception to completion. Through direct equity investments and principal investing, we align our interests with clients, fostering long-term partnerships that drive sustained value creation.
Services
Investment Banking
Corporate Finance
Mergers & Acquisitions
Financial Advisory
Principal Investing
Highlights and features
- We offer decades of experience in representing small and mid-market companies in M&A transactions.
- Our team maintains relationships with over 300 institutional investors across debt and equity markets.
- We specialize in industries including Energy, Manufacturing, Healthcare Services, and Technology.
- We provide comprehensive services from capital raising to full transaction execution.
- Our principals hold FINRA-registered broker-dealer credentials with SIPC membership.
Associations and certifications
- FINRA
- SIPC
Services
Investment Banking
Dragonfly provides full-service investment banking for small to mid-market companies. We specialize in private capital placements and M&A transactions, leveraging our network of institutional investors to secure optimal financing solutions. Our team executes transactions ranging from $5 million to $150 million, focusing on enhancing shareholder value through strategic deal structuring and market expertise.
Mergers & Acquisitions
We offer comprehensive M&A services for business sellers and acquirers. Our expertise includes sell-side representation, buyer advisory, and management buyout strategies. With transactions typically between $5 million and $100 million, we guide clients through due diligence, marketing, negotiations, and closing while maintaining operational confidentiality and strategic focus.
Corporate Finance
Our corporate finance division structures and secures private financing for growth capital, leveraged acquisitions, and debt refinancing. We connect clients with over 300 institutional investors, including private equity funds and commercial banks, to arrange equity, subordinated debt, and senior debt solutions tailored to their capital structure requirements.
Financial Advisory
We provide specialized financial advisory services for critical business decisions. Our offerings include capital structure optimization, valuation opinions, liquidity planning, and strategic alternatives analysis. We assist management teams and boards in evaluating financial options and executing transactions that maximize shareholder value across various industries.
Principal Investing
Through principal investing, we take equity positions in select client companies as part of our investment banking engagements. This alignment creates long-term partnerships where we provide ongoing strategic value alongside financial investors, leveraging our industry expertise to support growth and operational success in high-potential businesses.
People
Don Millen, Jr.
Seasoned investment banking professional with extensive experience in corporate finance and mergers & acquisitions.
Rene' Matthews-Usher
Experienced financial advisor specializing in strategic capital solutions for growing businesses.
Randy Snyder
Corporate finance expert with deep industry knowledge across multiple business sectors.
Jonathan Nance
Investment banking specialist focused on delivering tailored financial strategies for mid-market companies.
Chester C. Burley, IV
Strategic advisor with expertise in mergers, acquisitions, and business valuation services.
Questions
What industries does Dragonfly Capital specialize in?
We focus on Energy, Manufacturing, Business Services, Healthcare Services, and Tech-Enabled Services sectors.
What transaction sizes does Dragonfly Capital handle?
Our typical transactions range from $5 million to $150 million in value across various services.
Is Dragonfly Capital a registered financial institution?
Yes, we operate through Dragonfly Capital Partners, LLC, a FINRA-registered broker-dealer and SIPC member.
How does Dragonfly Capital assist business sellers?
We provide full sell-side representation including marketing, due diligence, buyer negotiations, and transaction execution support.
What financing options does Dragonfly Capital offer?
We arrange equity, subordinated debt, and senior debt financing through our network of 300+ institutional investors.
Does Dragonfly Capital work with international clients?
Yes, we maintain relationships with global financial investors and strategic acquirers for cross-border opportunities.
