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About Wolfson Partners

Wolfson Partners provides a full suite of M&A and corporate development services to select public and private companies and entrepreneurs.

 

Wolfson Partners seeks to become a thought-partner with management in devising growth, M&A, capital allocation, and long-term ownership strategies to maximize shareholder value. We partner with companies on both single engagements and for the long-term, often becoming ingrained in the companies we work with to understand their culture, priorities, and ambitions.

 

Our range of expert services across M&A, capital raising, and corporate development include:

  • Acquisition target discovery, screening, and full execution

  • Buyer and investor target discovery, screening, and full process or one-off execution

  • Capital allocation strategy, including general capital raising and acquisition-based capital raising (including privates & PIPEs)

  • Sale / Take-Private / MBO strategy and full execution

  • General corporate development services, including new business launches, business development, shareholder relations, new investor outreach, corporate communications, board meeting preparation, special initiatives

 

We leverage our bulge-bracket mentality and training to provide our clients with unparalleled attention across the entire menu of investment banking services. The majority of Wolfson Partners’ clients have reengaged us on multiple assignments.

Wolfson Partners offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at

450 Lexington Ave, New York, NY 10017, 800-962-0418.

Securities are offered through Finalis Securities LLC  Member FINRA / SIPC.  Wolfson Frontier Advisors LLC (Wolfson Partners) is not a registered broker-dealer, and Finalis Securities LLC and Wolfson Partners are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

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

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www.wolfsonpartners.com  is a website operated by Wolfson Partners. 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 Wolfson Partners along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

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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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© 2026 Wolfson Partners LLC

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