Our Services

At Stapleton Frost, we provide high‑impact investment banking services, including private securities transactions, mergers and acquisitions, LP secondaries, and capital‑raising solutions for LP funds and growth‑stage companies. We work closely with institutional investors, family offices, and high‑net‑worth investors represented by registered advisors.

Fund Distribution

Our fund distribution services are designed to connect exceptional investment opportunities with the right investors through a seamless, compliant, and strategic process. We leverage deep industry relationships and institutional expertise to ensure efficient capital flow, transparent communication, and robust investor engagement. By combining precision, regulatory rigor, and market insight, we help funds reach their full potential while delivering confidence and clarity to stakeholders.

Mergers and Acquisitions

Stapleton Frost provides strategic M&A advisory for founders, operators, and investors navigating acquisitions, divestitures, and roll-ups. We structure deals with precision, manage risk across sectors, and align outcomes with long-term growth. From early-stage buyouts to complex multi-entity transactions, our team delivers clarity, confidence, and execution that moves the needle.

Available for clients in: Alabama, Arkansas, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Mexico, New Hampshire, New York, North Carolina, North Dakota, Pennsylvania, Ohio, Oklahoma, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington and West Virginia.


Capital Raising

At Stapleton Frost, we specialize in raising capital for high-growth ventures across real estate, healthcare, AI and Quantum technology, alternative energy and financial services. Our team connects visionary operators with aligned investors, structuring placements that balance ambition with risk awareness. Whether you're scaling a breakthrough innovation or repositioning a core asset, we deliver strategic insight, regulatory fluency, and access to capital that fuels long-term success.

LP Secondaries

Stapleton Frost offers LP liquidity and GP-led secondary solutions designed to meet the evolving needs of private market investors. We help clients unlock capital from longer-hold assets, rebalance portfolios, and navigate complex fund structures with discretion and precision—delivering flexibility without compromising long-term strategy.

Pre-IPO Stock

At Stapleton Frost we assist Institutional Investors, Family Offices and RIA's (who advise High-Net-Worth Individuals) in navigating private market shares and secondary liquidity through blind pool networks—ensuring that clients are strategically positioned ahead of public market events with precision and compliance. Buy/sell private stock in late-stage firms like SpaceX, Perplexity, Stripe, OpenAI and more.

FAQ

We specialize in raising capital for companies involved in healthcare, technology, alternative energy and real estate. Our team connects founders with aligned investors, structuring deals that support long-term growth.

Yes. We represent founders, operators, and investors on acquisitions, divestitures, and roll-ups. Our approach emphasizes strategic alignment, deal precision, confidentiality and execution across most sectors and transaction types.

LP Secondaries involve selling interests in private funds to unlock liquidity. We offer GP-led and LP secondary solutions that help investors rebalance portfolios and access capital tied up in long-hold assets.

We work with Institutional Investors, Family Offices and Registered Investment Advisors who have verifiable high-net-worth-individuals (well qualified accredited investors) as clients. We do not work with individual investors due to our broker-dealers’ mandates.

We provide M&A services in: Alabama, Arkansas, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Mexico, New Hampshire, New York, North Carolina, North Dakota, Pennsylvania, Ohio, Oklahoma, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington and West Virginia.

No. Many offerings involve significant risk, illiquidity, and extended holding periods. Investors should conduct independent due diligence and review all offering documents carefully. Past performance is not indicative of future results.

Stapleton Frost supports private equity sponsors, family offices, and institutional investors with capital formation, deal structuring, and strategic advisory across multiple verticals. We assist in sourcing opportunities, navigating regulatory frameworks, and optimizing transaction outcomes—whether you’re launching a new fund, executing a platform acquisition, or preparing for an exit.

Whether you’re seeking capital, exploring a transaction, or evaluating investment opportunities, the first step is a confidential consultation. We’ll assess your goals, structure a tailored engagement, and guide you through next steps—from documentation to investor outreach. You can contact us directly, schedule a meeting, or submit an inquiry through our website to begin.