Lion Share Investing advises high-growth companies and institutions on M&A, capital raises, and transformational transactions — with the conviction of a firm that only takes mandates it believes in.
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M&A, capital raising, strategic advisory, fairness opinions, restructuring, and private markets access. Six disciplines, one focused firm.
What sets us apart — senior-led deals, zero conflicts, a proprietary network, and a track record built over 18 years. Meet the team behind every mandate.
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From first call to final close, our senior bankers lead every engagement. No handoffs. No templates. Just deeply experienced advisors fully committed to your outcome.
Whether you're selling a company, raising your Series C, or navigating a creditor dispute — Lion Share has a dedicated practice led by bankers who have done it dozens of times before.
Buy-side and sell-side advisory with full process management. We know what buyers want and how to create competitive tension that maximizes value. Average sell-side premium: 34% above pre-process valuation.
Equity and debt from seed through IPO. We structure transactions to attract the right capital at the right terms — and we know which investors to call first. Over $12B raised across 90+ mandates.
Board-level counsel on positioning, competitive dynamics, and long-range planning — grounded in financial reality, not consultant jargon. We speak to boards quarterly for 60% of our active clients.
Independent valuations and fairness opinions that protect boards and give stakeholders confidence at critical moments. Every opinion reviewed by at least two senior MDs before delivery.
Creditor and debtor advisory for companies navigating balance sheet complexity. We find workable paths where others see only obstacles. $8B+ in restructured obligations across energy, retail, and real estate.
Introductions to private equity, family office, and venture capital that never surface in public processes. Our network spans 400+ active institutions across 22 countries.
We spend the first two weeks understanding your business, your goals, and the market conditions around you — before we say a word to any counterparty.
We craft a narrative that attracts the right audience and frames the opportunity at its strongest — built on verifiable data, not wishful language.
Controlled process, curated outreach, competitive tension. We run the deal so your management team can run the business.
We negotiate every term, manage diligence, and stay at the table until ink is dry. Our job isn't done until yours is.
We don't take every mandate. We take the ones we believe in — and when we commit, we bring our entire network, our deepest analysis, and our reputation to the table.
Our Commitments
Every client relationship at Lion Share is governed by four non-negotiables. These aren't marketing statements — they're operational standards our team is held to on every engagement.
Our team has advised across every market cycle since 2007. No institutional conflicts — our only agenda is your outcome.
Former Goldman Sachs MD with 20 years in cross-border M&A. Advised on transactions in technology, healthcare, and industrials across 14 countries. Led 60+ sell-side processes exceeding $500M in value.
Previously at Morgan Stanley's Equity Capital Markets desk. Deep expertise in IPO execution, SPAC structures, and convertible debt. Has raised over $6B for growth-stage companies across technology and life sciences.
Fifteen years advising debtors and creditors through complex restructurings. Led engagements across real estate, retail, and energy with aggregate debt in excess of $8B. Former Lazard restructuring group.
Advised a founder-led B2B software company on its sale to a strategic acquirer. Ran a 14-party process resulting in a final price 41% above initial owner expectations.
Led capital raise for a diagnostics company entering commercial stage. Closed with a tier-one lead at a 28% valuation step-up from the previous round in under 10 weeks.
Advised the creditor group in a complex multi-asset real estate restructuring. Achieved a consensual resolution in 6 months, avoiding a prolonged Chapter 11 process.
Advised a PE-backed consumer brand on a transformative acquisition. Identified, negotiated, and closed an exclusive process in 90 days, ahead of a competitive bid emerging.
Supported the board and CFO through a 14-month IPO readiness process. The offering was 6x oversubscribed on opening day with a 22% first-day gain.
Delivered a fairness opinion to the special committee of an energy company considering a merger of equals. Analysis held up under SEC review and shareholder challenge.
Whether you're preparing to sell, raise capital, or navigate a complex situation — we'd like to understand your goals before you talk to anyone else.
All inquiries are handled with strict confidentiality. A senior member of our team will respond within one business day. We don't pass you to associates — the first call is with a managing director.
Tell us about your situation and we'll be in touch shortly.
🔒 Strictly confidential. We never share your information.
A senior member of our team will be in touch within one business day.