The Kaufman Rossin Group, which includes Kaufman Rossin, the largest independent CPA and advisory firm in Florida and one of the top 50 firms in the U.S., has launched Mary Street Capital, an investment banking affiliate established to expand the firm’s advisory capabilities and serve family- and founder-owned middle-market businesses.
Mary Street Capital extends Kaufman Rossin’s 60+ year legacy as a trusted advisor, providing thoughtful, tailored investment banking and strategic advisory services to business owners and entrepreneurs who have historically been underserved by traditional investment banking.
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“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,” said Alex Rattner, Managing Director of Mary Street Capital. “Leveraging Kaufman Rossin’s 60-year legacy of trusted advisory, we’re focused on helping business owners achieve successful growth and transition outcomes.”
Mary Street Capital’s services span three core areas:
- Mergers & Acquisitions (M&A): Advisory and representation through complex company sales, mergers, and acquisitions to maximize value and ensure smooth transactions.
- Corporate Finance: Tailored solutions for capital raising, debt restructuring, and financial strategy to support growth and long-term success.
- Strategic Advisory: Guidance that aligns business strategy, financial goals, and operational performance for sustainable outcomes.
The investment banking team serves clients across a diverse range of industries, including manufacturing and industrials, healthcare, consumer products, business services, technology/media/telecom, and transportation and logistics.
Mary Street Capital is led by Rattner and Managing Director James Wolcott, who brings decades of combined experience in investment banking, corporate strategy, and M&A advisory. Rattner has advised clients through sell-side engagements, capital raises, and strategic initiatives totaling more than $625 million in transaction value, while Wolcott has over 25 years of corporate finance and advisory experience guiding middle-market companies through growth and liquidity events.
“There aren’t many investment banks serving the lower middle market that can also help clients improve performance and leverage digital transformation,” said Wolcott. “That combination is what sets Mary Street Capital apart.”
As part of the Kaufman Rossin Group, Mary Street Capital works in close alignment with the firm. The affiliate enhances Kaufman Rossin’s ability to deliver fully integrated solutions, leveraging the firm’s deep expertise across areas such as tax planning, financial planning and wealth management, trust and estate structuring, insurance and benefits consulting, transaction advisory, and operational improvement to meet clients’ evolving and complex needs.
“The launch of Mary Street Capital represents a natural evolution of how Kaufman Rossin helps clients succeed,” said Blain Heckaman, CEO of Kaufman Rossin. “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.”
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