RoundTable  couples its principal "Client First " philosophy with:

  • an intellectual critical mass with

seasoned professionals

  • a strategic focus on unique asset

classes and investment opportunities

  • a disciplined selection criteria and

evaluation process

  • a strong emphasis on structuring and due diligence 

  • an extensive credit and capital

markets orientation

  • established, multiple-category

investor relationships

  • the ability to act as principal

or co-investor


What We Do

RoundTable Partners


“RoundTable was an early investor in Moblty, and since then, has successfully raised early-stage equity capital from a diverse group of investors. Down the road, those investors will be strategic to our business growth. RoundTable also introduced us to potential customers, and to a strategic partner, which has already resulted in a valuable alliance.” Rajesh Saggi, CEO, Moblty, Inc.

"RoundTable was an invaluable advisor to LMZ Partners as we sought acquisition financing to create Sunrise Transportation Holdings, LLC.  RoundTable introduced us to two investors who provided mezzanine financing to facilitate the acquisition and merger of two companies, thereby creating one of the larger regional transportation companies focused on students with disabilities." Leo Helmers, Managing Partner, LMZ Partners, LLC


© 2020 by RoundTable Financial Group, LLC. All rights reserved. Securities services provided through Candlewood Securities, LLC, a broker/dealer registered with the SEC (see BrokerCheck)member FINRA and SIPC.