Yanne Capital, an independent global investment banking boutique, has launched its Transaction Excellence offering, a senior-led advisory service for lower middle-market transactions ranging from $10 million to $600 million. This initiative focuses on efficient, outcome-oriented deal execution in capital raises, mergers and acquisitions, refinancings, restructurings, and carve-outs.
The platform emphasizes valuation defense and strategic optionality. Each engagement starts with a scoping phase to define objectives and identify value drivers. Senior partners lead all negotiations to ensure a focused, commercially aligned process.
Yanne Capital’s team combines institutional-level rigor with a boutique framework, enabling faster decision-making and tailored solutions that bridge the gap for lower middle-market businesses. The firm offers support for liquidity challenges and advises sponsors on co-investment structures and governance alignment.
Valuation discipline is central to Yanne Capital’s model, which uses advanced analyses to help boards assess trade-offs between liquidity and growth. The firm employs controlled outreach and tiered disclosure strategies, keeping client leadership focused on governance decisions.
Operating from New York with a global reach, Yanne Capital aims to align incentives between advisors and clients through lean, senior-led teams. The Transaction Excellence offering reflects the firm’s mission to deliver efficient, executive-driven processes with measurable success metrics, such as reduced time-to-term sheet and improved alignment between deal terms and strategic objectives.
KEY QUOTE:
“We have formalized practices that repeatedly produce better outcomes for owners and sponsors. Our clients value fewer moving parts, clearer timelines and counterparties that bring commercial optionality. This offering is built to deliver that clarity and to run transactions with senior judgment and ownership.”
Alex Özdemir, Founder and Managing Partner, Yanne Capital
