Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
Kaufman Rossin Launches Mary Street Capital for Advisory Growth
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe24 OCT 2025 / SERVICES UPDATES
Miami-based company Kaufman Rossin has introduced a new investment banking affiliate, Mary Street Capital, to provide capital solutions and strategic advisory services to small, family, and founder-owned businesses. The new affiliate, led by Alex Rattner and James Wolcott, aims to serve the underserved market segment, offering customized investment banking services including mergers and acquisitions advice, corporate finance expertise, and strategic advisory.
Miami-based firm Kaufman Rossin has launched Mary Street Capital, an investment banking affiliate designed to expand the firm’s capital solutions and strategic advisory services for family- and founder-owned middle-market businesses.
The new affiliate builds on Kaufman Rossin’s 60-year legacy as a trusted advisor, offering customized investment banking services to entrepreneurs and closely held companies often underserved by larger financial institutions.
“Mary Street Capital was built to meet a real need in the lower middle market,” said Alex Rattner, managing director of Mary Street Capital. “Leveraging Kaufman Rossin’s legacy of trusted advisory, we’re focused on helping business owners achieve successful growth and transition outcomes.”
Mary Street Capital’s services include:
Rattner and managing director James Wolcott lead the affiliate, bringing over 25 years of combined experience in investment banking, corporate strategy, and M&A advisory. “Few investment banks serving the lower middle market also help clients improve performance and embrace digital transformation,” Wolcott noted. “That dual focus sets Mary Street Capital apart.”
“The launch of Mary Street Capital represents a natural evolution in how Kaufman Rossin supports clients,” added Blain Heckaman, CEO of Kaufman Rossin. “By adding investment banking to our suite of services, we can guide businesses through every stage of growth and transition.”
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
Subscribe now for $199 and get unlimited access to MYCPE ONE, from CPE credits to insights Magazine
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
Earn CPE Credits by Simply Reading Articles – Starting at Just $199/Year!
50 of the Top 200 Accounting Firms trust MYCPE ONE for their team’s learning—why not you? With 15,000+ approved content hours, 500+ emerging subject areas, and automated compliance tracking, staying ahead has never been easier.
We don’t just create boring tax, accounting, and audit content—our platform offers engaging, insightful, and trending material that your team will actually enjoy while earning CPE credits.
Sign up today, go through the comprehensive list of features and unlock unlimited learning!
You’ve reached the 3 free-content piece limit. Unlock unlimited access to all News & CPE resources.
Subscribe Today.
Already have an account?
Sign In
-1776238456.webp)
