XMS Capital Partners (XMS) is an American independent, privately owned, global
financial services
Financial services are the Service (economics), economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, acco ...
firm providing
investment banking
Investment banking pertains to certain activities of a financial services company or a corporate division that consist in advisory-based financial transactions on behalf of individuals, corporations, and governments. Traditionally associated wit ...
,
asset management
Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings ...
, and
merchant banking
A merchant bank is historically a bank dealing in commercial loans and investment. In modern British usage it is the same as an investment bank. Merchant banks were the first modern banks and evolved from medieval merchants who traded in commodi ...
services worldwide.
History
XMS Capital Partners was launched in August 2006
and has grown into a global, independent financial services firm providing investment banking, asset management, and merchant banking. It has offices in
Chicago
(''City in a Garden''); I Will
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,
London
London is the capital and largest city of England and the United Kingdom, with a population of just under 9 million. It stands on the River Thames in south-east England at the head of a estuary down to the North Sea, and has been a majo ...
,
and
Dublin
Dublin (; , or ) is the capital and largest city of Republic of Ireland, Ireland. On a bay at the mouth of the River Liffey, it is in the Provinces of Ireland, province of Leinster, bordered on the south by the Dublin Mountains, a part of th ...
and strategic relationships in
Germany
Germany,, officially the Federal Republic of Germany, is a country in Central Europe. It is the second most populous country in Europe after Russia, and the most populous member state of the European Union. Germany is situated betwe ...
,
Japan
Japan ( ja, 日本, or , and formally , ''Nihonkoku'') is an island country in East Asia. It is situated in the northwest Pacific Ocean, and is bordered on the west by the Sea of Japan, while extending from the Sea of Okhotsk in the north ...
,
China
China, officially the People's Republic of China (PRC), is a country in East Asia. It is the world's most populous country, with a population exceeding 1.4 billion, slightly ahead of India. China spans the equivalent of five time zones and ...
, and
India
India, officially the Republic of India (Hindi: ), is a country in South Asia. It is the seventh-largest country by area, the second-most populous country, and the most populous democracy in the world. Bounded by the Indian Ocean on the so ...
. It also has a strategic alliance with Headwall Partners for its expertise in the steel, metals, mining and building products industries.
Business units
XMS Capital Partners has three business units:
Investment Banking
Investment banking pertains to certain activities of a financial services company or a corporate division that consist in advisory-based financial transactions on behalf of individuals, corporations, and governments. Traditionally associated wit ...
(including M&A Advisory and Capital Raising),
Asset Management
Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings ...
, and
Merchant Banking
A merchant bank is historically a bank dealing in commercial loans and investment. In modern British usage it is the same as an investment bank. Merchant banks were the first modern banks and evolved from medieval merchants who traded in commodi ...
.
Investment banking
XMS works with public
and private companies including family-owned businesses. XMS has completed a wide range of domestic and international transactions across multiple industries: broad industrials, business services, automotive, paper and packaging, chemicals, consumer/food/beverage,
healthcare, financial services, energy, agriculture, aerospace/defense, distribution/logistics/transport, education, retail/restaurants, tech/media/telecom, and sports.
Asset management
XA Investments LLC (XAI) is a Chicago-based firm founded by XMS in March 2016.
XAI partners with established alternative asset managers including credit managers, hedge fund managers, and private debt and equity firms, among others.
XAI’s Alternative Registered Trust (ART) platform offers investments to individual and smaller institutional investors.
XAI is the registered funds division of XMS and offers securities through XMS, which is a member of
FINRA
The Financial Industry Regulatory Authority (FINRA) is a private American corporation that acts as a self-regulatory organization (SRO) that regulates member brokerage firms and exchange markets. FINRA is the successor to the National Associati ...
and the
SIPC
The Securities Investor Protection Corporation (SIPC ) is a federally mandated, non-profit, member-funded, United States corporation created under the Securities Investor Protection Act (SIPA) of 1970 that mandates membership of most US-registere ...
.
Merchant banking
References
{{Major investment banks
Banks based in Chicago
Financial services companies established in 2006
Banks established in 2006
Investment banks in the United States