Everpath Partners is an independent investment bank that provides Mergers & Acquisitions Advisory, Private Capital Solutions, and Strategic Advisory Services to middle-market and emerging growth companies.
About Everpath
Our Focus
Everpath is focused on Private Capital transactions ranging in size from $15 million to $100 million and M&A Advisory transactions for companies with EBITDA of $3 million or greater.
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We typically work with companies that range in enterprise value from $15 million to $250 million.
Our Experience
Our professionals have completed more than 300 transactions across a broad range of industry sectors, including Business Services, Healthcare Services and Technology, Industrial Products and Services, Financial Services and Consumer.
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Our team’s recent experience includes 15 M&A transactions representing over $2 billion in aggregate shareholder proceeds and 12 Private Capital transactions representing over $450 million in capital.
Our Partnership with Cogent Bank
Everpath is an independently operated affiliate of Cogent Bank. Cogent has made a significant minority growth equity investment in Everpath to establish a strategic partnership which combines Cogent’s full-service commercial banking platform with Everpath’s investment banking services. The partnership enhances the ability of both firms to deliver comprehensive financial solutions to middle-market and emerging growth companies.​​
​Customized debt and equity financing for private and public companies.
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We’ve raised over $2 billion to support growth, acquisitions, and shareholder liquidity.​
Full-service M&A advisory with deep buyer networks and tailored execution.
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Sell-side, buy-side, and recapitalizations — maximizing value and confidentiality.
Trusted financial advisors trusted shareholders and management.
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Services include valuations, fairness opinions, capital plans, and strategic reviews.
Everpath provides substantial experience and industry knowledge to deliver superior client service and success.
We are passionate about advising clients on strategy, growth and maximizing long-term shareholder value.
Relationships
We have an unrelenting long-term client focus and strong work ethic that is reflected in numerous repeat engagements.
Senior Level Attention
We devote senior-level attention throughout every engagement.
Analysis
We support each client's objectives with in-depth due diligence, thorough analysis and carefully designed presentation materials.
Execution
We base our clients' goals and valuations on realistic assessments of what is achievable in the marketplace, then strive to exceed those targets.
Creativity
We supply creative and value-added solutions by drawing upon the full range of the firm's experience
and resources.
Integrity
We operate based on accountability and fairness, safeguarding reputation and client confidence above all else.
Senior Team
Everpath's senior bankers have decades of transaction experience
and in-depth industry knowledge.
Russ Hunt
Jud Parker
John Patterson
Senior Team
Everpath's senior bankers have decades of transaction experience
and in-depth industry knowledge.
Russ Hunt
Jud Parker
John Patterson
Industry
Focus
Business Services
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BPO Services
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Engineering & Infrastructure
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Environmental Services
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Facility & Residential Services
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IT Services
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Marketing Services
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Testing, Inspection, Certification & Compliance
Healthcare Services and Technology
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Contract Manufacturing
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Healthcare Technology
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Managed Care/Payors
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Outpatient Services
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Payor & Employer Services
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Pharma Services
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Physician Groups
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Revenue Cycle Management
Industrial Products and Services
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Aerospace & Defense
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Building Products
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Capital Goods & Electrical Equipment
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Chemicals & Materials
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Security & Safety Solutions
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Specialty Distribution
Financial Services
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Asset & Wealth Management
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Depository Institutions
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Financial Technology
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Insurance & Insurtech
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Mortgage & Related Services
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Specialty Finance
Consumer
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Automotive Aftermarket
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Consumer Products
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Consumer Services
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Food & Beverage
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Restaurants / Hospitality
Services
Private Capital Solutions
Everpath delivers customized financing solutions to privately-held businesses, public companies, and private equity firms. Our team has extensive expertise in structuring, marketing and negotiating equity, structured equity, mezzanine and debt capital to support client growth, investment and acquisition initiatives as well as facilitating refinancings, recapitalizations and shareholder liquidity events. Our bankers maintain regular dialogue with a large universe of financing sources, including private credit funds, commercial banks, finance companies, hedge funds, BDCs, mezzanine funds, and other alternative sources of capital. Staying close to the market allows us to provide honest and realistic advice to our clients in the face of an increasingly dynamic capital market environment.
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Our team has raised over $2 billion in senior, subordinated, and equity capital for our clients for a variety of uses, including growth and expansion, shareholder liquidity, and acquisition financing, among others.
Mergers & Aquistions
Everpath leverages its extensive transaction experience and industry expertise to execute mergers and acquisitions for our clients. We combine a thorough understanding of our clients’ business with customized solutions and a tailored transaction process to deliver maximum value for our clients.
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We have an extensive relationship network with strategic acquirors in our targeted industries and an active relationship coverage of over 300 private equity firms. Everpath has a proven ability to identify buyers and orchestrate the appropriate sale process to maintain confidentiality and maximize value for shareholders.
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Our merger and acquisition services include the following:
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Exclusive Seller Representation
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Buyer Advisory
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Restructurings and Recapitalizations
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Fairness Opinions
Financial Advisory Services
Everpath serves as financial advisor to companies and significant shareholders. Our financial advisory services include:
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Fairness Opinions/Valuations
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Strategic Alternatives Review
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Shareholder Value Enhancement
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Strategic and Competitive Advisory Analysis
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Capital Plans
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Share repurchases and Dividend Policy
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