Chapter Advisors was founded by someone who came up inside the private equity world — sourcing companies, running diligence, and getting close enough to closing to understand exactly what separates deals that get done from deals that don't.Before that, more than a decade at BNY Mellon — working alongside RIAs, family offices, and private funds — made one thing clear: the right relationships are not built overnight. They are built through trust, consistency, and showing up for people over time.Chapter Advisors brings those two things together. Deep deal experience on one side. Real, tested relationship building approach on the other. All delivered as an outside corporate development function for the CEO of a small public company who is ready for a different chapter.Why small-cap public companies?Because they are genuinely underserved. Too small for the bulge bracket banks. Too public for the traditional private equity world. Often sitting on a real platform — a brand, a customer base, a market position — with no clear path to the acquisition that would unlock its full value.That gap is where we work, and we think it's one of the most interesting places in the market right now.How we workWe are selective about who we take on, because advisory relationships only work when there is genuine alignment — on strategy, on timeline, and on trust. We would rather work closely with a small number of CEOs than spread ourselves thin across a long list.When we take on an engagement, we are in it. That means our best thinking, our real relationships, and our full attention on your deal — for as long as it takes to get it done.

We do three things. And we do them well.

Chapter Advisors operates as an outside corporate development function for small-cap public company CEOs. We are focused on the three things that actually move the needle: finding acquisitions, funding them, and closing them.Acquisition SourcingFinding the right target is the hardest part of the job — and the part most CEOs don't have the time, the network, or the process to do well on their own.We do the sourcing for you. That means building a branded market map of off-market acquisition candidates genuinely aligned with your platform and your industry, making the initial approach, and screening opportunities before they ever land on your desk. By the time you are in a conversation with a target, we have already done the work to make sure it is worth your time.We are not a database or a marketplace. Every target we bring you is the result of deliberate, relationship-driven outreach — the kind that opens doors a cold call or a broker listing never will.Capital SupportAn acquisition without capital is just an idea. We bring the capital.Through relationships built over years with family offices and private funds, we connect small-cap public companies with investors who are actively looking to back acquisition-driven growth stories through PIPE structures. These are not cold introductions — they are conversations with capital partners who already understand and trust how we work.We manage those relationships so that when the right deal is ready, the right investors are up to speed.Deal Structuring and AdvisoryGetting to a signed term sheet is one thing. Getting to close is another.We stay engaged through the full arc of the deal — helping you think through valuation, structure, and terms, and keeping the transaction moving when the inevitable complications arise. We have seen enough deals fall apart between LOI and close to know where the pressure points are and how to navigate them.Our job is not done at the introduction.How We EngageWe work on a retained advisory basis with a success fee tied to closing. That structure keeps our incentives aligned with yours — we are motivated to close the right deal, not to stay on retainer.Engagements often begin with a no-obligation market map of acquisition candidates in your space. If there is a genuine fit — on strategy, timeline, and trust — we move forward together.

Chapter Advisors is an outsourced corporate development firm.
We are not a registered broker-dealer or investment adviser.
Capital raise activities are conducted in partnership with appropriately licensed third parties where required.

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407-968-2966

Based in Orlando, FL, serving CEOs nationwide.

Chapter Advisors is an outsourced corporate development firm.
We are not a registered broker-dealer or investment adviser.
Capital raise activities are conducted in partnership with appropriately licensed third parties where required.