Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies within our industry practices: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industry practices we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and strategic advisory services. 

Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A advisory engagements and thousands of business valuations throughout their careers. Our firm’s name embodies our core mission: to help business owners achieve their objectives.

Both of our Investment Banking and Valuation groups have been recognized countless times including Best Investment Bank & Valuation Firm 2022 USA, Industrials Deal of The Year (Between $50MM - $100MM) 2022, Technology Deal of The Year (Between $10MM - $50MM) 2022, Valuation Firm of The Year 2022, and many more.

Securities Products offered through BA Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). Objective Capital Partners and BA Securities LLC are separate, unaffiliated entities.

Health Services

Investment Management

Technology

Life Sciences

Health Care

Objective, Investment Banking & Valuation

Trever Acers

Jordi Pujol

Christian Dougherty

Carl Miller

Ben Stenson

Channing Hamlet

Dan Shea

Cody McPherson

Jack Freeman

Mandy Farris Woods

Cathy Cao

Objective, Investment Banking & Valuation

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