Clearview Group Launches New Capital Markets and Advisory Firm, Koi Capital

September 6, 2023 – Owings Mills, MD – Clearview Group, a national management consulting and CPA firm, is proud to announce the launch of a new affiliated company, Koi Capital. Koi Capital is a capital markets and advisory firm with a focus on mid-market businesses in the consumer products, healthcare, and technology sectors.

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Koi Capital specializes in providing sell-side support for family-owned, mid-market businesses, but also works with buyers and entrepreneurs looking to raise capital with buy-side and capital raise support.

“With decades of experience in mergers and acquisitions, we help business owners secure their legacy by guiding them through the process of selling their business,” says Kevin O’Sullivan, Managing Director at Koi Capital. “But we take it a step further. By leveraging our resources from Clearview Group and strategic partners, we support our clients during the planning, transaction, and post-sale phases of selling their businesses.”

This is what the firm describes as the “Koi 360 Approach.” Kevin says that by tapping into the vast amount of tax planning, accounting, transaction advisory, state and local tax, legal, and wealth management resources Koi has at Clearview Group and amongst strategic partners, Koi Capital is able to serve clients beyond the transaction and provide wholistic support.

“Koi Capital is a natural extension of Clearview’s client offerings and expertise,” says Brian Davis, Managing Director and CEO of Clearview Group who sits on the Board of Directors for Koi Capital. “We are excited to bring the same relationship-oriented approach clients have come to expect from Clearview to Koi Capital, and we are committed to protecting our clients during such a milestone event in their lives.”

You can contact Koi Capital by visiting www.koicapital.us.

About Koi Capital

Koi Capital is a capital markets and advisory firm primarily focused on helping owners of mid-market, family-owned businesses secure their legacy by providing a framework and model to maximize the valuation of their business, guiding them through a successful sale, and supporting them post-transaction as they envision a future beyond the sale of their business. Visit https://www.koicapital.us for more information.

About Clearview Group

Clearview Group is an award-winning, dynamic CPA and Management Consulting firm offering services that are flexible and scalable to meet the specific needs of our clients of all sizes and industries. Committed to providing real solutions that offer practical and efficient improvements to processes, procedures and operations, Clearview Group delivers exemplary client services normally associated with national firms, but with the hands-on, personalized feel of a local firm. Visit https://www.clearviewgroup.us for more information.