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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.

Hedge Fund Placements

Strategic capital raising and investor relations for hedge funds across all strategies and asset classes.

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• Capital Introduction
• Investor Relations
• Strategic Positioning

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Private Capital

Private equity and debt capital solutions for middle market companies.

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• Private Equity
• Private Credit
• Structured Finance

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Mergers & Acquisitions

M&A advisory for complex transactions across the middle market.
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• Buy-Side Advisory
• Sell-Side Advisory
• Strategic Consulting

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Special Situations

Specialized expertise in distressed debt, restructuring, and complex financial situations.

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• Distressed Investing
• Restructuring
• Turnaround Advisory

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.

MBM Financial Group LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

2026 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 LLC is not a registered broker-dealer, and Finalis Securities LLC and MBM Financial Group LLC are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
 

Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary (“Form CRS”)

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www.mbmfinancialgroup.com (the "MBM Financial Group Website") is a website operated by MBM Financial Group LLC. 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 LLC along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
 

Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.

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