Independent Mid-Market Focus Donnelly Penman & Partners operates as a large independently owned middle-market investment bank with a Midwest headquarters, presenting a prime target for mid-sized companies seeking tailored advisory, capital raising, and M&A services outside large bulge bracket firms.

Industry Expertise Leverage Strong emphasis on automotive, industrial, and financial institutions creates opportunities to cross-sell targeted advisory, restructuring, and capital solutions to firms in these sectors that require specialized deal execution and strategic insights.

Capital Raising Capabilities Experience in private placements, public offerings, and various capital strategies positions DPP to assist growth-stage and transitional companies in securing equity or debt financing, including shareholder rights offerings and recapitalizations.

Transaction Track Record Over 340 transactions since 2000 and a diverse suite of services (sell-side/buy-side M&A, corporate divestitures, joint ventures, restructurings) indicate a mature advisory platform that can attract clients seeking comprehensive deal management and value creation.

Operational Scale & Growth Potential With 11-50 employees and revenue in the 25 to 50 million range, there is opportunity to upsell premium advisory services, expand talent for larger or more complex mandates, and leverage the employee-owned ownership model as a differentiator in client conversations.