Services

Crewe Capital, a distinguished middle-market investment banking firm, is dedicated to delivering optimal value to its clients. We collaborate with owners of privately held, sought-after companies, ensuring they achieve outstanding results.

Our seasoned banking professionals strategically contemplate value generation, effectively engaging and motivating the appropriate targets for competitive success. As market makers, we consistently meet the high expectations of our clients. Crewe specializes in the following services:

Crewe Capital, a distinguished middle market investment banking firm, is dedicated to delivering optimal value to its clients. We collaborate with owners of privately held, sought-after companies, ensuring they achieve outstanding results.

Our seasoned banking professionals strategically contemplate value
generation, effectively engaging and motivating the appropriate targets for competitive success. As market makers, we consistently meet the high expectations of our clients. Forbes specializes in the following services:

Crewe has the expertise and experience to handle the most complex financial needs for middle-market companies

Sell-Side
M&A

Focusing on optimizing value, negotiating terms, and facilitating a seamless transaction for the divesting company

 

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Buy-Side
M&A

Enabling companies to identify, evaluate, and negotiate the purchase of target businesses to enhance growth and market position

 

Learn More >

Capital
Raise

Securing funds for expansion or operations through various financial instruments, including equity or debt, to fuel growth and strategic initiatives.

 

Learn More >

Sample Client Testimonials

"Working with Crewe is an absolute pleasure. They are financial experts, extremely well connected, and relentlessly loyal and dedicated to the success of our company. We know we can always count on their team to be our financial rockstars to get things done when we need them done."

Nick Greer

CEO of Built Brands

Honk Logo
Savory Fund Logo
Ripple Logo
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Trailer Boss Logo
eLuma Logo
Replica Surfaces Logo
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LGCY Logo
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Clene Logo
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*Testimonials presented above are applicable to the individuals depicted and are voluntarily provided. The opinions expressed may not be representative of your experience and are not a guarantee of future performance or success. Individuals have not been compensated in exchange for their testimonials.

Sample Client Testimonials

“Working with Crewe is an absolute pleasure. They are financial experts, extremely well connected, and relentlessly loyal and dedicated to the success of our company. We know we can always count on their team to be our financial rockstars to get things done when we need them done.”

Nick Greer

CEO of Built Brands

“Not only has Crewe Capital successfully represented us when buying a company, but l have also used Crewe Capital to raise capital, secure a credit facility and advise on real estate holdings. I have sat on the other side of the table to Crewe Capital when they represented a company we purchased and have also had the experience of working with them as investors. I trust Crewe Capital and see them as a partner and resource I can always lean on.”

Andrew Smith

Managing Director at Savory Fund, former CEO of Four Foods Group, and EY Entrepreneur of the Year

“For more than a decade, I have collaborated with Crewe Capital on a series of transactions. I place my trust in them to fulfill their commitments because of their deep relationships, intellect, and integrity.”

Ryan Swagar

Co-Founder & Managing Partner at Hinge Capital

“We have engaged Crewe on multiple transactions and maintain an ongoing partnership. They consistently prove to be an invaluable resource, especially when confronted with critical decisions, making them an essential asset to our team.”

Mark Hancock

PACS / Co-founder

“The team at Crewe Capital was excellent from start to finish. I had never sold a business before and had no idea what to expect. Without Crewe’s help this deal would not have been possible. The Crewe team has an uncanny ability to negotiate a deal and was extremely patient and thorough as they worked through the sales process. I have seen this level of professionalism and patience in very few people that I have done business with in the last 35 years. The process was not easy but would definitely not have happened without their help. I am so grateful for the Crewe team, their work was a life changer for me and my family.”

Steve Fine

Founder of Trailer Boss

“We started this process with the singular objective to find the right partner to help us meet our goals while respecting our deeply-held principles of serving students first. Crewe was invaluable in helping us achieve this goal by helping manage our principles and facilitating a partnership with private equity. The team at Crewe took the time to learn our business, understand our values, and put in the work to help us find an ideal partnership.”

Jeremy Glauser

CEO and Founder of eLuma

“After deeply vetting a few investment bankers, we were energized to select Crewe. They are trustworthy, loyal advisors that constantly pushed for our best interests. We were told by several groups that Crewe’s marketing materials for our business were the most impressive they’d seen. They are just good people that we truly enjoyed spending time with. We couldn’t have made a better choice than Crewe and would be thrilled to go through this process again with them on another transaction.”

Mandy and Adam Gleason

Founders of Replica Surfaces

“Crewe took good care of us from the beginning of this transaction to the end. They represented us well and we always felt like they had our best interests in mind. They took time to understand our business and made sure we knew what was going on. We look forward to doing more business with them in the future.”

Kimo Mack

Co-Founder of Mo’ Bettahs

“A business acquisition can be a daunting task, but with the help of the Crewe team, we were able to find the right acquiring partner that we are excited to work with in the future. I found each of the Crewe team to be incredibly dedicated, proactive, professional, expert, caring, and considerate of our needs. There was not a single moment during the course of this process where I felt that they not only had our best interests but also the interests of the acquiring party in mind. They not only wanted to secure for us the best monetary deal possible but one that was accompanied by the right terms. Everything promised was delivered. Crewe is a group of consummate professionals.”

Jason Revill

Co-CEO

“I cannot speak highly enough of the team at Crewe Capital and their professionalism and willingness to explain the process and pitfalls that arise through these types of transactions. Their guidance in navigating us through the process was invaluable and their willingness to understand our end goals and deliver those to the potential buyers in the market was a great benefit to the ownership group. Their knowledge of our books, costs, culture, and desired outcomes were invaluable in finding the right partner for us. I can’t imagine going through this with any other firm and I would recommend them without hesitation to anyone preparing to engage in this process.”

Justin Barlow

Executive Vice President

“I know I can rely on Crewe Capital for focused strategic advice and have always felt like they have our best interests in mind.”

Vess Pearson

CEO, Aptive Environmental

“I have had the pleasure of collaborating with the Crewe Capital team, and their unwavering support has been invaluable throughout our growth trajectory. Their steadfast presence has been instrumental in our success, and I appreciate the partnership we have cultivated.”

Doug Robinson

CEO / LGCY Power

“For me, trust means everything. I want to do business with people ! like and enjoy working with. Not only do I like the people at Crewe Capital very much, I trust them totally. I feel like the team at Crewe Capital has my best interests in mind and has done everything they can to get the best results possible. It’s been a great experience working with their investment banking team”

Jason Mitchell

Founder

“The Crewe team brought two key benefits to us. First, having an understanding of the mechanics of our business and underlying science, and second, having broad relationships and reach with sophisticated investors seeking opportunities to participate in emerging high impact therapeutics that address critical health issues. Crewe also made the process efficient and enabled the company to stay focused on advancing the business, which was an invaluable benefit.”

Rob Etherington

CEO of Clene Nanomedicine

*Testimonials presented above are applicable to the individuals depicted and are voluntarily provided. The opinions expressed may not be representative of your experience and are not a guarantee of future performance or success. Individuals have not been compensated in exchange for their testimonials.

Creating Value with Values

Investment Banking

Salt Lake City

650 S Main St, Suite 777
Salt Lake City, UT 84101
(385) 322-3100 | ib@crewe.com

New York City

1540 Broadway, Suite 1010
New York, NY 10036
(385) 322-3100 | ib@crewe.com

Denver

4500 E Cherry Creek South Drive, Suite 1090
Denver, CO 80246
(385) 322-3100 | ib@crewe.com

Private Wealth Management

Salt Lake City

650 S Main St, Suite 700
Salt Lake City, UT 84101
(385) 355-2700 | pwm@crewe.com

Scottsdale

16100 N 71st Street, Suite 140
Scottsdale, AZ 85254
(480) 944-5654 | pwm@crewe.com

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