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Trusted Advisor in Hedge Funds, Private Capital, and M&A.

Boutique investment banking services specializing in hedge fund placements, private equity and debt capital, M&A, and special situations.

About MBM Financial Group

Investment Banking

MBM provides execution-driven advisory across capital formation, M&A, and special situations. We structure and underwrite transactions from first principles — with a focus on financial modeling, investor alignment, and disciplined process design.

 

We also support hedge funds and alternative managers through targeted capital introductions, allocator relationship management, and strategic fundraising execution — combining institutional access with strategic positioning.

Our Expertise

We leverage a deep network of bankers and allocators to deliver tailored solutions for clients.

Contact Us

Get In Touch

At MBM Financial Group, we value discretion and clarity in every interaction. Whether you’re an investor, fund manager, business owner, or partner exploring opportunities, we welcome you to get in touch.

2025 MBM Financial Group. All rights reserved. Securities offered through Finalis Securities LLC, Member FINRA/SIPC

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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. MBM Financial Group is not a registered broker-dealer, and Finalis Securities LLC and MBM Financial Group are separate, unaffiliated entities.
 

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This website is operated by MBM Financial Group, a privately held Florida limited liability company.

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Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and MBM Financial Group along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

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