About The Firm

A successful track record of providing clients with creative solutions, objective advice and superior execution

Investment Banking Services for Evolving Business Needs

Founded in 1993, Eureka is a middle-market-focused investment bank that provides customized M&A and financial advisory services. Our clients range from entrepreneur- and family-owned businesses to Fortune 500 companies.

During both good and challenging economic times, Eureka’s bankers have brought their deep experience and industry knowledge to bear in helping clients achieve their objectives. We have guided our clients through sales of businesses, growth through acquisition, restructurings, and capital raises.

Our accredited valuation team provides insight and clarity to a wide range of complex accounting- and tax-driven valuations based on sophisticated analyses that meet the highest levels of regulatory and professional peer review.

Meet the Team

The senior professionals who will guide your transaction from start to finish

Expert Advice for the Middle Market & Beyond

In having represented a variety of stakeholders—from buyers and sellers, to small businesses and multinationals, to private equity groups and Boards of Directors—we understand transaction dynamics from multiple perspectives. Eureka has brought this insight to its advisory work in hundreds of closed deals.

And as equity holders committed to building sustainable value in our own firm, we take a long-term view toward client service. Former clients are among our best referral sources.

Today, the same founding principles that launched Eureka remain at the core of the firm’s operating philosophy: Creative Solutions, Commitment to Clients, Superior Execution, and Objective Advice.

*Securities transactions are conducted through Eureka Capital Markets, LLC; Member FINRA/SIPC

Our Locations

New York

52 Vanderbilt Ave
Suite 902
New York, NY 10017

California

34700 Pacific Coast Hwy Suite 203
Capistrano Beach, CA 92624

Florida

550 Okeechobee Blvd
Suite 1222
West Palm Beach, FL 33401