Lower Middle Market Investment Banking. Tailored Solutions. Proven Results.

Golden Circle Investment Banking blends precision, responsiveness and real-world insight to guide clients through complex transactions with confidence.

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2025 Investment Bank of the Year Top 8 Finalist

2025 Industrials Deal of the Year

2025 Consumer Products Deal of the Year

Driven by Persistence, Built Around Your Goals.

Our approach is defined by relentless follow-through, white-glove communication and senior leadership involvement from the first conversation to the final signature.

Every mandate is shaped around the company’s strategic priorities, whether unlocking liquidity, supporting expansion, or identifying the right long-term partner

Backed by FINRA-licensed credibility and disciplined processes developed at industry-leading institutions, Golden Circle delivers a premium experience tailored to each engagement.

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Highlighted Transactions

Our track record reflects a commitment to high-touch execution, thoughtful positioning and closing transactions that create real value for owners and investors. Our results span industries, structures and deal sizes across the lower-middle market.

Received Strategic Growth Investment

Served as Investment Banking Advisor

Acquired by

Portfolio Company of

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Acquired by

Portfolio Company of

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Sell-side Advisory

Served as Investment Banking Advisor

Consumer Products Company

HAS BEEN ACQUIRED BY

Strategic Buyer

Sell-side Advisory

Served as Investment Banking Advisor

Portable Restroom Company

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

SMGR

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

Regional Consumer Products Company

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

Portable Restroom Business

HAS BEEN ACQUIRED BY

Sell-side Advisory

Served as Investment Banking Advisor

HAS BEEN ACQUIRED BY

Financial Buyer

Sell-side Advisory

Served as Investment Banking Advisor

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Advisory Tailored to Your Objectives

We offer advisory services designed to support the full business lifecycle. Every engagement benefits from a custom-built strategy, rigorous process management and a focus on achieving the optimal outcome for the company and its shareholders.

Sell-Side Advisory

Maximize valuation and certainty of close through structured processes and hands-on senior involvement.

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Capital Raise

Equity and debt solutions structured around each company’s growth plans, ownership preferences, and long-term ambitions.

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Buy-Side Advisory

From target identification to diligence and closing, we help acquisitive companies and investors pursue strategic expansion with confidence.

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Institutional Rigor. Boutique-Level Service.

Founded in 2015, Golden Circle brings institutional-quality methodology to the lower-middle market while maintaining the responsiveness and personal commitment of a boutique firm. Our experience spans investment banking, private equity and corporate leadership, enabling us to anticipate issues early and navigate transactions with precision.

About UsWho We Help

Year Founded

2015

What Clients Say

Business owners and investors value our responsiveness, rigor and commitment to seeing every detail through.

“Golden Circle provided tremendous value to our process, they provided us top level attention and expertise throughout the transaction. We felt like their top priority and they were a major factor in us achieving the best possible outcome with the right partner.”

Al Goodrich, Owner – Goodrich Brothers

Thank You for all your hard work, late nights and dedication/persistence. We couldn’t have been in better hands. Golden Circle is made up of true professionals”

Owner – Arizona Outdoor Design

“I was impressed with the level of sophistication you brought to the table and the dedication you showed to our cause.  This especially applies to Andrew, who brought energy and enthusiasm every day, regardless of what obstacles we faced.”

Owner – Stone House Bread

Speak with an Investment Banking Professional

Every business has a unique trajectory. Discuss your objectives directly with one of the team and explore how we can help you achieve the right outcome.

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