Frequently Asked Questions

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Established in 2023, OR Capital Group has rapidly positioned itself as a premier boutique investment banking and consulting firm. Focused on delivering Wall Street-caliber advice, the firm excels in providing tailored solutions to the lower middle-market, showcasing a unique blend of expertise and innovation in the realm of strategic finance. The principals at OR Capital Group, Inc. have worked on over $2 billion in cumulative transaction value.

We serve a diverse range of clients including founder/family owned, corporations, governments, institutional investors, and high-net-worth individuals.

Every process is intricately crafted to optimize outcomes for all stakeholders, and they all embody the shared characteristics outlined below:

1. Define the goal
2. Identify the right strategy to achieve the best results
3. Build the story
4. Identify & engage the right investors / buyers 
5. Close the transaction