Excel Partners Holdings
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

275 Madison Ave Fl 33, New York, New Yor...

Phone Number

(212) 297-1724

Revenue

<$5 Million

Industry

Finance Securities Trading Holding Companies & Conglomerates
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Excel Partners Holdings

EP Securities LLC is a boutique investment bank that specializes in providing senior-level mergers and acquisitions (M&A) and corporate financial advisory services to middle-market companies. With a two-decade track record, the firm understands the unique needs of these businesses and connects them with larger corporate and financial partners. Their key principles include independence, commitment, persistence, creativity, and integrity, which have led to compelling results for their clients. The company focuses on building long-term relationships and delivering tailored solutions to enhance strategic transactions.Explore more
Excel Partners Holdings's Social MediaPopular SearchesExcel Partners Holdings LLCEp Securities LLCExcal Equity Partners LLCExcal Trading Partners LLCExcelSIC Code 62,621NAICS Code 52,523Show more

Excel Partners Holdings Org Chart

PhoneEmail
DK
United States flag for contact location.

Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Excel Partners Holdings

<$5M
1-10
Private
<$5M
2008
DK
Darvin KlarinChief Compliance Officer
$13.4M
11-50
Private
<$5M
2016
$6.6M
1-10
Private
-
2009
N/A
$5.6M
11-50
Private
-
2018
BV
Bala VenkateshManaging Partner
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2016
Michael Slocum, Managing Partner & Founder at Bayfield Partners
Michael SlocumManaging Partner & Founder
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Excel Partners Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Excel Partners Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Excel Partners Holdings.

Excel Partners Holdings financials insights

Gather financial insights about Excel Partners Holdings, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$157K

See All Excel Partners Holdings's Financials Insights

Excel Partners Holdings Tech Stack

A closer look at the technologies used by Excel Partners Holdings

Excel Partners Holdings News & Media

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Frequently Asked Questions Regarding Excel Partners Holdings

What is Excel Partners Holdings's official website?
Excel Partners Holdings's official website is www.excelptrs.com
What is Excel Partners Holdings's Revenue?
Excel Partners Holdings's revenue is <$5 Million
What is Excel Partners Holdings's SIC code?
Excel Partners Holdings's SIC: 62,621
What is Excel Partners Holdings's NAICS code?
Excel Partners Holdings's NAICS: 52,523
How many employees does Excel Partners Holdings have?
Excel Partners Holdings has 1-10 employees
What industry does Excel Partners Holdings belong to?
Excel Partners Holdings is in the industry of: Finance, Securities Trading, Holding Companies & Conglomerates
What is Excel Partners Holdings competition?
Excel Partners Holdings top competitors include: W Partners, American Discovery Capital, Rush Street Capital, First Princeton
What technology does Excel Partners Holdings use?
Some of the popular technologies that Excel Partners Holdings uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Yahoo Small Business Web Hosting
How do I contact Excel Partners Holdings?
Excel Partners Holdings contact info: Phone number: (212) 297-1724 Website: www.excelptrs.com
What does Excel Partners Holdings do?

EP Securities LLC is a boutique investment bank that specializes in providing senior-level mergers and acquisitions (M&A) and corporate financial advisory services to middle-market companies. With a two-decade track record, the firm understands the unique needs of these businesses and connects them with larger corporate and financial partners. Thei... r key principles include independence, commitment, persistence, creativity, and integrity, which have led to compelling results for their clients. The company focuses on building long-term relationships and delivering tailored solutions to enhance strategic transactions.Read More

What are Excel Partners Holdings social media links?
Excel Partners Holdings Linkedin page Excel Partners Holdings Twitter page
Who invested in Excel Partners Holdings?
Excel Partners Holdings has 2 investors including PPP and PPP.
Is Excel Partners Holdings a public company?
Excel Partners Holdings is private company therefore does not currently have an official ticker symbol
See more information about Excel Partners Holdings

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