XMS Capital Partners
XMS Capital Partners is an independent, privately owned, global financial services firm providing investment banking, asset management, and merchant banking services to clients around the world.
History
XMS Capital Partners, LLC (“XMS”) was launched in August, 2006.
XMS was founded with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount and more important than transactional velocity and where advice is rendered to clients over a long period of time and across their critical strategic and financial issues. From the outset, it was determined that XMS would remain independent and offer unbiased advice, free from the internal conflicts common within the larger investment banks.
Since 2006, XMS has grown into a global, independent financial services firm providing investment banking, asset management and merchant banking to clients. It now has offices in Chicago, London and Dublin and strategic relationships in Germany, Japan, China and India. It also has a strategic alliance with Headwall Partners for its expertise in the steel, metals, mining and building products industries.
Business units
XMS Capital Partners has three business units: Investment Banking (including M&A Advisory and Capital Raising), Asset Management and Merchant Banking.
Investment Banking
Within its investment banking practice, XMS provides Involvement BankingTM. Involvement BankingTM goes beyond transaction oriented investment banking and focuses on providing objective, value added advice and custom tailored solutions to help clients achieve their strategic goals. XMS is noted for its thoughtful judgment, analytical rigor and creative solutions. Through its unwavering commitment to providing the right advice, XMS has become a trusted advisor to its clients, as evidenced by repeat business from many of the world’s leading companies.
All XMS engagements are led by senior investment bankers who average over 25 years of M&A and corporate finance experience. In addition, the firm has a profound respect for the analytical frameworks that support informed business decisions as well as the nuances that affect deal outcomes.
XMS works with public and private companies, including family-owned businesses. XMS has completed a wide range of complex domestic and international transactions across multiple industries: broad industrials, business services, automotive, paper and packaging, chemicals, consumer/food/beverage, healthcare , financial services, energy, agriculture, aerospace/defense, distribution/logistics/transport, education, retail/restaurants, tech/media/telecom and sports.
Asset Management
XA Investments LLC (”XAI”) is a Chicago-based firm founded by XMS in March, 2016. The XAI leadership team believes that financial advisors and their clients need access to a broader range of alternative investment strategies and managers. To provide investors with institutional caliber investment expertise, XAI partners with established alternative asset managers including credit managers, hedge fund managers and private debt and equity firms, among others.
XAI’s proprietary Alternative Registered Trust (ARTTM) platform represents a differentiated approach to alternatives investing by offering institutional alternatives in vehicles tailored to meet the investment needs of individual and smaller institutional investors. XAI designed the ARTTM structure for investors seeking consistent income, uncorrelated returns, and reasonable fees.
XAI is the registered funds division of XMS and offers securities through XMS, which is a member of FINRA and the SIPC.
Merchant Banking
XMS merchant banking activities are focused on partnering with strong management teams and creating tailored investment solutions. XMS differs from traditional private equity firms, since they are not bound by specific hold periods or a requirement for control. XMS works with its network of financial partners to tailor solutions that fit the specific needs of a given situation. These customized solutions address the desires of the existing owners while providing the capital necessary for the continued growth and success of the business.
XMS merchant banking has two core strategies:
• Invest directly in buyouts by partnering with select institutions or alongside private equity fund partners • Make strategic investments which include long-term investments that do not fit the traditional private equity risk/return profile or to which XMS has preferred access