Strategic Capital & Advisory for Visionary Growth
MAV EQUITY GROUP delivers tailored financial and strategic solutions to empower businesses in Oceanside and beyond.
Trusted Financial & Strategic Advisors
MAV EQUITY GROUP specializes in providing comprehensive equity investment and professional advisory services to help businesses in Oceanside and the Tri-State area unlock their full potential and achieve sustainable growth.
About usPrivate Equity
Strategic capital investments and partnership structures tailored to fuel business expansion and market leadership.
M&A Advisory
End-to-end guidance on mergers, acquisitions, and divestitures to maximize shareholder value and strategic fit.
Capital Strategy
Developing optimized capital structures and financing solutions to support long-term business objectives.
Business Transformation
Operational and strategic advisory services to streamline processes, improve profitability, and drive scale.
Partner Companies
Transactions Closed
Years of Experience
Expert Advisors
Strategic Growth Capital Investments
We provide patient, strategic capital to established businesses with strong leadership and clear potential for scalable growth.
- Minority and majority equity investments for expansion, acquisitions, or recapitalizations.
- Industry focus on professional services, technology-enabled businesses, and niche manufacturing.
- Partnership approach, working alongside management to build value and achieve shared goals.
Our team in Oceanside takes a hands-on, collaborative approach, offering more than just capital. We provide the strategic resources and network access necessary to accelerate your growth trajectory.
Comprehensive Merger & Acquisition Advisory
Guiding business owners through the complexities of buying or selling a company to ensure optimal outcomes.
We manage the entire process from valuation and preparation to negotiation and seamless transaction closure.
- Business valuation and exit planning for sellers.
- Buy-side deal sourcing, due diligence, and acquisition strategy.
- Negotiation support and coordination with legal & financial professionals.
- Post-merger integration planning to realize synergies and value.
Long-Term Strategic & Financial Planning
We partner with leadership teams to develop robust, actionable plans that align financial strategy with core business vision.
- Three-to-five-year strategic roadmap development.
- Financial modeling, forecasting, and KPI dashboard implementation.
- Operational efficiency reviews and profitability enhancement initiatives.
Our advisory services are designed to provide clarity, set priorities, and establish the metrics for success, ensuring your business is built to last and thrive.
Active, Value-Add Portfolio Management
For our investment partners, we provide ongoing, active oversight and support to drive value creation within portfolio companies.
We serve as a strategic board resource, not a passive investor, leveraging our network and expertise to solve challenges.
- Regular performance monitoring and strategic review sessions.
- Introductions to potential customers, partners, and executive talent.
- Guidance on follow-on acquisitions, new market entry, and operational best practices.
Our Services
Comprehensive financial and strategic solutions for middle-market businesses
Growth Equity
Providing capital to established, profitable companies seeking to accelerate growth, fund acquisitions, or facilitate ownership transitions.
M&A Transactions
Representing buyers and sellers in merger and acquisition deals, ensuring strategic alignment and maximum value realization.
Strategic Advisory
Offering bespoke consulting on long-term planning, market positioning, and operational improvement to enhance competitive advantage.
Capital Planning
Structuring optimal balance sheets and securing financing to support business objectives, from debt placement to equity raises.
Executive Consulting
Providing interim leadership support, mentorship, and access to an extensive network of industry experts and operators.
Value Creation
Active partnership post-investment, implementing initiatives to improve profitability, operational efficiency, and strategic positioning.
Client Testimonials
What our partners say about our strategic guidance and partnership
Michael Roberts
CEO, Tri-State Logistics
MAV EQUITY GROUP's growth capital was the catalyst we needed. Their strategic guidance post-investment was as valuable as the funding itself.
Sarah Chen
Founder, TechAdvisory LLC
Their M&A advisory team expertly navigated the sale of my company. The process was smooth, and the outcome exceeded my expectations.
Jennifer Thompson
Owner, Coastal Manufacturing
More than investors, they are true partners. Their operational insights helped us streamline processes and improve margins by over 20%.
David Martinez
President, Metro Professional Services
The strategic planning workshop with MAV's team provided the clarity and roadmap that has guided our most successful years to date.
Robert Johnson
CFO, Family-Owned Business
They helped us structure a complex ownership transition that met all family goals. Professional, patient, and profoundly knowledgeable.
Frequently Asked Questions
Common questions about our investment approach and advisory services
What types of businesses does MAV EQUITY GROUP invest in?
We partner with established, profitable businesses in the professional services, niche manufacturing, and technology-enabled services sectors, typically based in the Northeast with revenues between $5M and $50M.
What is your typical investment size?
Our equity investments typically range from $1 million to $10 million. We can also help arrange complementary debt financing to structure a complete solution tailored to the company's needs.
Do you take a controlling interest?
We are flexible. Our structure is always tailored to the partnership. We can act as a minority growth partner or take a controlling stake, but our philosophy is always one of collaboration with existing management.
How does your advisory service work for non-investment clients?
We offer standalone strategic advisory and M&A services on a retainer or project basis. This allows business owners to access our expertise for specific challenges like preparing for a sale or developing a growth plan without taking on capital.
What geographic area do you serve?
While based in Oceanside, NY, we actively invest in and advise businesses across the Tri-State area (NY, NJ, CT) and are open to opportunities throughout the Northeastern United States.
What makes MAV different from other investment firms?
We combine capital with deep operational and strategic advisory expertise. We see ourselves as true partners, rolling up our sleeves to work alongside management to build value, not just provide funding.
Our Leadership
Meet our experienced team of investment and advisory professionals
James Wilson
Managing Partner
Lisa Anderson
Partner, M&A Advisory
Marcus Rodriguez
Partner, Portfolio Operations