Miami Capital Raising Advisors Directory

Top Capital Raising Advisors in Miami, FL

TL;DR

Capital raising advisors in Miami, FL ordered by mandate fit: the capital structures each firm actually places, the raise sizes it takes, and whether a principal runs the process. AI visibility is measured and shown for every firm. Debt financing, growth equity, real estate capital, refinancing.

We checked 8 firms that advertise capital raising work in Miami, verified 8 against their own websites, and ordered the top 8 by mandate fit: the capital structures each firm actually places, the raise sizes it takes, and whether a principal runs the process. Measured AI search visibility is published beside every firm.

Many companies and sponsors raising capital in Miami sit below the size where a national investment bank will run the process. That gap is where the firms on this page work.

Get Matched With a Capital Raising Advisor in Miami →
Updated Sept 2026
By Tania Kozar
8 checked, 8 selected
10 prompts tracked
Miami Market Overview

Capital Raising Advisors in Miami

Capital raising advisory in Miami covers debt financing, growth equity, real estate capital, refinancing and balance sheet restructuring for private companies and sponsors. The firms below range from registered placement agents to principal-led corporate finance practices that prepare and run a raise without acting as the broker.

10
Buyer questions asked, two AI engines
20
AI answers read, September 2026
5
Answers naming a firm on this list
5
Questions where no listed firm was named

Check any advisor that will take a fee for placing securities on FINRA BrokerCheck before you sign an engagement letter.

FINRA BrokerCheck (brokercheck.finra.org)

How We Order This List

What sets the order, and what the measured score does and does not tell you

We reviewed 8 firms that advertise capital raising work in Miami and ordered this list by mandate fit: the capital structures each firm actually places, the raise sizes it takes, and how directly a principal works the engagement. That is why a registered placement agent and an independent principal-led practice can sit near each other here. The measured AI visibility figure sits alongside that judgment rather than replacing it, and it rewards firms that have been publishing longest, not the ones that fit a given raise best. No firm paid for its position on this page. ProCloser may have, or enter into, referral relationships with firms covered on this site; see our Advertiser Disclosure.

Signal 1 · Measured

AI Visibility Score

The share of AI answers naming each firm when we ask 10 capital raising questions about Miami across Google AI Mode and ChatGPT (20 answers, September 2026). It measures published reach, so long-established platforms score highest and a newer independent practice scores low even when the mandate fit is strong.

Signal 2 · Measured

Review Score

Aggregate ratings across Google and the ProCloser.ai verified review system. Firms working under confidentiality on a small number of raises often carry no public reviews at all, and we show that as "No reviews yet" rather than penalizing it.

Signal 3 · Editorial

Mandate Fit

What each firm actually places: debt, equity, real estate capital or structured solutions, the raise sizes it takes, and whether a principal runs the process. This is our judgment, informed by each firm's own published record, and it is what sets the order above.

Top 8 Capital Raising Advisors in Miami, FL

1
Cassel Salpeter & Co.
Serves Miami, FL
25%
AI Visibility
No reviews yet
Independent investment bankM&A, capital raising & fairness opinions

Cassel Salpeter & Co. is an independent investment banking firm headquartered at 3250 Mary Street in Miami, serving middle-market and emerging growth companies worldwide. The firm's professionals bring more than 100 years of combined experience across mergers and acquisitions, capital raising, fairness and solvency opinions, valuations, and restructurings. Recent advisory engagements listed on its site include The Xtreme Group's sale to Heartwood Partners, RAS3 Communications and Consulting's sale to Amplix, and the Westchester General Hospital acquisition by Coral Terrace Hospital, both in the Miami area.

Which firms help founders raise debt financing in South Florida?Which advisors structure debt and equity financing for private companies in South Florida?Best boutique corporate finance advisors for a $5M to $50M capital raise in Miami
Capital RaisingInvestment BankingM&A AdvisoryMiddle Market
2
Concord Summit Capital
Serves Miami, FL
0%
AI Visibility
No reviews yet
CRE capital markets advisory$38B+ closed, 300+ transactions

Concord Summit Capital is a commercial real estate capital markets advisory firm headquartered at 1450 Brickell Avenue in Miami, with additional offices in New York, Dallas-Fort Worth, Denver, and Los Angeles. The firm arranges senior debt and bridge loans, mezzanine and preferred equity, and joint venture or LP equity placements across the capital stack, and states it has closed more than $38 billion across 300-plus financings, led by chairman Kevin O'Grady. Its site lists Miami financings including the $300 million Paramount Miami World Center and $269 million Nautilus 220.

Not yet named in the tracked prompts
Commercial Real EstateDebt & Equity PlacementMezzanine FinancingCapital Markets
3
Hyde Park Capital
West Palm Beach, FL
0%
AI Visibility
No reviews yet
Boutique middle-market investment bankEst. 2000$10M to $100M+ capital raises

Hyde Park Capital is a boutique middle-market investment bank with an office at 222 Lakeview Avenue in West Palm Beach, alongside its Tampa headquarters and offices in Nashville and San Francisco. The firm states that since 2000 its senior bankers have completed more than 300 transactions spanning sell-side and buy-side M&A, private equity and debt capital raising, infrastructure finance, and fairness opinions. Its published ranges cover M&A deals from roughly $20 million to $500 million-plus in enterprise value and private capital raises from about $10 million to $100 million-plus.

Not yet named in the tracked prompts
Capital RaisingDebt & Equity FinancingInvestment BankingMiddle Market
4
Cross Keys Capital
Fort Lauderdale, FL
0%
AI Visibility
No reviews yet
Middle-market investment bank$10B+ in closed transactions

Cross Keys Capital is a middle-market investment bank headquartered at 200 E. Broward Boulevard in Fort Lauderdale, founded by three investment bankers with backgrounds at Goldman Sachs and Morgan Stanley. Its team of more than 20 professionals states it has executed over $10 billion in closed transactions, providing sell-side and buy-side M&A, recapitalizations, restructurings, and capital raising for companies in healthcare, business services, industrials, distribution, consumer products, and technology, backed by well over 100 years of combined advisory experience among its senior leadership.

Not yet named in the tracked prompts
Capital RaisingRecapitalizationsM&A AdvisoryMiddle Market
5
Noble Capital Markets
Boca Raton, FL
0%
AI Visibility
No reviews yet
Full-service investment bankEst. 1984Serving middle-market companies since 1984

Noble Capital Markets is a full-service investment bank headquartered at 150 E. Palmetto Park Road in Boca Raton, operating since 1984. The firm provides capital markets solutions for public and private middle-market companies through investment banking, merchant banking, and independent equity research, including its proprietary Channelchek platform connecting companies with investors. Noble describes itself as a firm middle-market companies and investors turn to for clear, trusted advice, with recent equity research coverage spanning mining, broadcasting, technology, and industrial issuers.

Not yet named in the tracked prompts
Capital MarketsInvestment BankingEquity ResearchMiddle Market
6
Ordeg Capital
Serves Miami, FL
0%
AI Visibility
No reviews yet
Commercial real estate capital advisory$3M to $250M debt & equity

Ordeg Capital is a commercial real estate capital advisory firm based at 1200 Brickell Avenue in Miami, arranging preferred equity, mezzanine financing, senior debt placement, bridge and construction loans, cash-out recapitalization, and acquisition financing across Miami-Dade, Broward, and South Florida. The firm's site cites preferred equity and mezzanine check sizes from $3 million to $250 million, with recent closings including a $112 million construction loan for a Hallandale Beach condominium, a $50 million Hallandale mezzanine financing, a $15.9 million Doral hospitality bridge loan, and a $9 million Hollywood multifamily refinance.

Not yet named in the tracked prompts
Commercial Real EstateMezzanine FinancingDebt PlacementBridge Loans
7
McCombie Group
Coral Gables, FL
0%
AI Visibility
No reviews yet
Boutique M&A and capital advisory$1.69B+ in closed transaction value

McCombie Group is a boutique investment banking and M&A advisory firm at 901 Ponce de Leon Boulevard in Coral Gables. The firm guides mid-market business owners through sell-side M&A, capital raising, and growth-through-acquisition strategies, running a competitive process among an ideal partner profile to optimize valuation, terms, and governance for each client. McCombie Group's site reports more than $1.69 billion in total closed transaction value and lists past clients including Costa Farms and Combined Underwriters.

Not yet named in the tracked prompts
Capital RaisingM&A AdvisoryGrowth CapitalMiddle Market
8
Corporate Finance Associates (Fort Lauderdale)
Fort Lauderdale, FL
0%
AI Visibility
No reviews yet
Global investment banking network, local officeEst. 1956 (Corporate Finance Associates Worldwide network)Network founded 1956

Corporate Finance Associates Worldwide is an international investment banking network founded in 1956, with a local office at 1885 Marina Mile Boulevard in Fort Lauderdale offering the network's full service line. The Fort Lauderdale team advises on sell-side and buy-side M&A, capital markets and financing, exit planning, market value assessments, and ESOP transactions, drawing on the network's reach across 34 offices in 14 countries. The office highlights multilingual, international-client experience and more than 100 years of combined in-market team experience in the Florida market.

Not yet named in the tracked prompts
Capital MarketsM&A AdvisoryCorporate FinanceMiddle Market

Get matched with a Miami capital raising advisor

Tell us what you are raising. Aaron reads every request and introduces you by email to one advisor from this list whose work fits, usually within one business day. No fee to you for the introduction.

By checking the box above you consent to receive SMS text messages from ProCloser.ai at the mobile number provided, including updates and follow-ups. Msg & data rates may apply. Msg frequency varies. Reply STOP to opt out, HELP for help. Consent is not required to use ProCloser. Privacy & Terms.

Free to you. Confidential. One introduction, not a list broadcast.

Request received

Aaron will look at what you sent and introduce you by email to one Miami advisor whose work fits, usually within one business day.

Capital Raising Market Overview: Miami, FL

Miami capital raises split by the kind of capital and the size of the company. Founders raising a first institutional round mostly go direct to investors and use an advisor for materials, modeling and terms. Companies raising debt or growth equity above the small-business range use a placement agent or corporate finance boutique to run a process. Real estate sponsors work with capital advisors who know the local lender and equity base.

Type of raiseWho typically runs it in Miami
Debt financing (senior, unitranche, asset-based)Corporate finance boutiques and debt advisors with lender relationships
Seed and Series A equityFounders direct, with a strategic finance advisor on materials, model and terms
Growth equity and recapitalizationRegistered placement agents and boutique investment banks
Real estate equity and debtReal estate capital advisors and mortgage banking desks
Refinancing and balance sheet restructuringRestructuring and corporate finance advisors, often principal-led

Regulatory and Licensing Environment

In the United States, an intermediary paid a success fee for placing securities is a broker under federal securities law and registers with FINRA. The exemptions are narrow, and an unregistered finder taking a percentage of an equity raise is a known enforcement risk for both the finder and the issuer. Advisors who prepare a raise, build the model and materials and negotiate terms for an hourly, monthly or flat fee are usually outside broker-dealer rules, and several firms on this page work that way. Private offerings typically rely on Regulation D, most often Rule 506(b) or 506(c). Check any firm that will touch investor money on FINRA BrokerCheck and ask which model it uses before you sign.

Capital Raising Advisory Fees in Miami, FL

Fee structures in this market fall into three patterns. None of the 8 firms on this page publishes a rate card; every one quotes on request.

Fee structureWhere you see it
Retainer plus success fee (a percentage of capital raised, equity priced higher than debt)Registered placement agents and boutique investment banks running a full process
Hourly or monthly advisory fee, no success feePrincipal-led strategic finance practices that prepare and run the raise without acting as broker
Flat project feeModeling, investor materials, lender packages and term sheet review

Ask for the fee letter in writing before the first investor call, and ask specifically whether any part of the fee is contingent on closing. That single question tells you which regulatory model the firm works under.

How to Choose a Capital Raising Advisor in Miami, FL

  • Registration matches the fee: if the firm takes a success fee on an equity raise, it should show up on FINRA BrokerCheck itself or through a named broker-dealer. If it works for a flat or hourly fee, it does not need to, and it should say so plainly.
  • Ask what closed in the last twelve months: capital sources, structures and sizes, not a career total. A firm that closed three asset-based loans this year is a better debt advisor than one citing a decade-old growth round.
  • Know who does the work: at a boutique the principal who pitched you should run your process. At a larger platform ask which managing director owns the mandate and how many live raises that person carries.
  • Check for conflicts: an advisor that also lends, invests or earns a fee from the capital provider has a second client in the room. That is not disqualifying, but it has to be disclosed in the engagement letter.

Frequently Asked Questions

Common questions about hiring a capital raising advisor in Miami, FL.

Do I need a registered broker-dealer to raise capital in Miami?+−
Only if the intermediary is paid based on the securities it places. An advisor that prepares your model, materials and investor list for an hourly, monthly or flat fee and lets you sign the deal yourself generally does not need broker-dealer registration. Paying a success fee to an unregistered finder is the arrangement regulators pursue, so match the fee to the registration before you engage.
What is the difference between a capital raising advisor and an investment bank?+−
An investment bank with a broker-dealer license can solicit investors and take a fee on the capital it places, and it usually wants a raise size that justifies a full process. A capital raising advisor without that license works on the preparation, structure and negotiation, and the company runs the investor conversations itself. Smaller raises and debt refinancings often fit the advisor model better.
Can an advisor help a pre-revenue company raise money?+−
Yes, though the work looks different. For a pre-revenue company the advisor's value is the business model narrative, the driver-based forecast and the terms, not a lender list. Firms on this page that publish startup and venture work are the ones to ask, and expect an hourly or project fee rather than a success fee at that stage.
How long does a debt raise take with an advisor?+−
The lender type and the readiness of the company's numbers set the timeline. A clean asset-based or senior loan with prepared financials moves faster than a unitranche or structured deal with several parties. The firm you choose should give you a timeline for your specific structure after seeing your financials, and be wary of one that promises a date before that.
How is this Miami capital raising advisor list ordered?+−
ProCloser.ai orders this list by mandate fit: the capital structures each firm actually places, the raise sizes it takes, and whether a principal runs the process. One measured signal, an AI visibility score, is published beside every firm and informs the order rather than setting it. The list was verified against each firm's own website in September 2026.

Reviewed by: Tania Kozar, ProCloser.ai Research  |  Last Updated: September 2026  |  Sources: each firm's own website, FINRA BrokerCheck, SEC IAPD, ProCloser.ai AI-answer sampling (20 answers across Google AI Mode and ChatGPT, September 2026).

Is Your Firm Not Listed?

If your firm runs capital raises for companies or sponsors in Miami and is not on this page, apply to be listed. Every firm here was verified against its own website, and we add firms that meet the same bar.