Colonnade Advisors LLC is a leading investment bank focused on the automotive dealership services, business services and financial services industries. We provide proven M&A expertise and extensive industry knowledge in focused sectors to optimize outcomes for our clients.

Focus

Auto Dealership Services

F&I
Reconditioning
DealerTech

Business Services

Home & Other Warranty
Marketing Technology & Lead Generation
Linen and Other Soft Good Rentals

Financial Services

Commercial Finance
Consumer Finance
Insurance

We focus, so we know the industry dynamics, business models, valuation metrics, accounting issues and participants. We maintain a dialogue with our extensive network of owners, investors and buyers in our target sectors.

As part of our focus, we produce ongoing content that informs the industry.

Expertise

Mergers & Acquisitions |
Capital Raising

We have built our network of relationships and execution experience the hard way: deal by deal since Colonnade’s founding in 1999 and through years at Wall Street investment banks and other leading financial services firms.

We are experts at structuring, negotiating and executing complex financial transactions for both public and private companies.

We advise large institutions, private equity firms, and entrepreneurs. Our clients hire us because we’re experts in our field and subject matter experts.

We help our clients sell their companies, buy strategic assets, and raise capital.

Results

Over $10 billion in
successful client outcomes

Colonnade Advises Pathward Financial on the Sale of its Insurance Premium Finance Business to Honor Capital

Colonnade Securities advises Maverick Document Signings, Inc. on its sale to 1876 Partners Fund I, LP

Colonnade Securities advises Crystal Fusion™ Technologies, Inc. on its sale to APCO Holdings, LLC

Colonnade advises Stonemark on its sale to Imperial PFS

Colonnade advises Valley National Bank on its sale of Agile Premium Finance to First Financial Bank

Colonnade advises Reynolds & Reynolds on the acquisition of Xzilon, Industry Leader of Vehicle Appearance Protection Products

M&A and capital raising transactions require an investment banking team with deep industry knowledge, insider level mastery, competitive positioning, and buyer relationships.