MIAMI —
In a strategic maneuver
Poised to redefine advisory services
For a vital segment of the American economy,
The Kaufman Rossin Group,
Florida’s largest independent CPA and advisory firm
And a nationally recognized powerhouse,
Officially announced the launch of Mary Street Capital
On October 27, 2025.
This new investment banking affiliate is not merely an expansion of services;
It represents a deliberate and insightful response
To a persistent void in the lower middle market,
Promising tailored solutions
For family- and founder-owned businesses
That have long felt underserved by traditional investment banking giants.
For decades,
The middle market, particularly its lower echelons,
Has been a crucible of innovation and economic growth.
Yet, these businesses,
Often built on generations of hard work and entrepreneurial spirit,
Frequently find themselves at a crossroads
Without the specialized guidance they need.
Their unique challenges – succession planning,
Navigating complex capital structures,
Or orchestrating a strategic sale –
Demand more than a transactional approach.
They require a partner deeply invested in their story,
Their legacy, and their future.
This is precisely the “real need” that Mary Street Capital aims to address.
“Mary Street Capital was built to meet a real need in the lower middle market,
Providing thoughtful, relationship-driven investment banking services
To entrepreneurs and family-owned businesses,”
Affirmed Alex Rattner, Managing Director of Mary Street Capital.
His words underscore a philosophy rooted in understanding,
A stark contrast to the often impersonal dealings
Characteristic of larger financial institutions.
The focus, Rattner emphasizes,
Is squarely on “helping business owners achieve successful growth and transition outcomes,”
A holistic view that acknowledges the personal stakes involved
For these founders and families.
The suite of services offered by Mary Street Capital
Is meticulously designed to support these outcomes
Across three critical pillars.
Mergers & Acquisitions (M&A) advisory provides expert representation
Through the intricate dance of company sales, mergers, and acquisitions,
Aiming to maximize value
While ensuring seamless transitions.
Corporate Finance offers tailored solutions
For capital raising, debt restructuring, and financial strategy,
Crucial elements for fueling growth
And ensuring long-term stability.
Finally, Strategic Advisory provides guidance
That meticulously aligns business strategy with financial goals
And operational performance,
Fostering sustainable, enduring success.
This comprehensive approach extends across a diverse range of industries,
From manufacturing and industrials to healthcare,
Consumer products, business services, technology/media/telecom,
And transportation and logistics,
Reflecting the broad tapestry of the middle market.
At the helm of this ambitious venture
Are seasoned professionals Alex Rattner and James Wolcott, both Managing Directors,
Whose combined experience in investment banking, corporate strategy, and M&A advisory
Forms the bedrock of Mary Street Capital’s expertise.
Rattner’s track record includes advising clients
Through engagements totaling over $625 million in transaction value,
A testament to his prowess
In navigating complex financial landscapes.
Wolcott, with over 25 years in corporate finance,
Brings a keen understanding of guiding middle-market companies
Through both growth phases and critical liquidity events.
His perspective highlights a key differentiator for Mary Street Capital:
“There aren’t many investment banks serving the lower middle market
That can also help clients improve performance and leverage digital transformation.
That combination is what sets Mary Street Capital apart.”
This insight is particularly compelling
In today’s rapidly evolving business environment,
Where technological agility and operational efficiency
Are not just advantages, but necessities.
It suggests a forward-thinking advisory model
That goes beyond mere financial transactions,
Embedding strategic operational enhancements
Directly into its service offering.
What truly elevates Mary Street Capital’s proposition
Is its deep integration within The Kaufman Rossin Group.
This affiliation is not just a branding exercise;
It’s a synergistic powerhouse.
The investment banking team can seamlessly tap
Into Kaufman Rossin’s extensive expertise
Across tax planning, financial planning and wealth management,
Trust and estate structuring, insurance and benefits consulting,
Transaction advisory, and operational improvement.
This creates a fully integrated solution,
Ensuring that clients’ multifaceted and often complex needs
Are met with a single, cohesive strategy.
Blain Heckaman, CEO of Kaufman Rossin,
Articulates this natural evolution with clarity.
“The launch of Mary Street Capital represents a natural evolution
Of how Kaufman Rossin helps clients succeed,” he stated.
“By adding investment banking to our suite of services,
We can continue to support family- and founder-owned businesses
Through every stage of their journey—
Whether they’re growing, transitioning, or preparing for the future.”
This statement encapsulates the firm’s long-standing commitment,
Extending its 60-year legacy as a trusted advisor
Into a new, critical dimension.
Kaufman Rossin’s ethos,
Famously summarized as making “joy your bottom line,”
Permeates every aspect of the group’s operations.
This “joy-at-work, people-first culture”
Is not just internal rhetoric;
It’s a foundational principle
That has earned them consistent accolades
As a “Best Place to Work” and, crucially,
A stellar 4.9-star client rating.
It is this deeply ingrained culture of care, integrity, and collective intelligence
That Mary Street Capital inherits,
Ensuring that its relationship-driven approach
Is not just a promise, but a reflection of its organizational DNA.
In a financial landscape
Often dominated by impersonal algorithms and large-scale deals,
Mary Street Capital emerges as a beacon
For the discerning entrepreneur and family business owner.
It represents a thoughtful, comprehensive partner,
Poised to guide the often-overlooked engines of the economy
Through their most pivotal moments,
Ensuring not just financial success,
But the preservation and enhancement of their unique legacies.
This is more than a new firm;
It’s a tailored ecosystem
Designed to foster lasting success
In the heart of the American business world.
