Listen to Rick Becker on the Wealth and Well Being Podcast: Selling Your Company



Founded by three investment bankers with extensive experience at top Wall Street firms including Goldman Sachs and Morgan Stanley, Cross Keys is a leading middle market investment bank focused on delivering maximum value for its clients.

Headquartered in Fort Lauderdale, Florida, and with a team of more than 20 professionals, we provide our clients with a full suite of investment banking advisory services including sell-side and buy-side M&A, recapitalizations, restructurings, and capital raising. At the onset, we perform comprehensive diligence and analyses on our clients to identify key deal factors, including the quality of the management team, the stability and track record of the business, the strength and testing of the company’s financial profile, and its competitive positioning.



For a large majority of our clients, their company is their life’s work, and evaluating a strategic transaction, whether it be a sale, an acquisition or a new financial partner, is of the upmost importance. And choosing the right investment bank that understands the client’s ultimate goals and objectives is nearly as paramount. With well over 100 years of combined M&A and advisory experience, Cross Keys’ senior team knows that every transaction presents its own unique challenges. As a result, it is imperative to do business with a firm that has the competence and the wherewithal to navigate challenging, complex and often times, volatile processes. Each and every client receives the full commitment and attention of Cross Keys and its resources. Our deal team will be by your side and guide you step-by-step throughout the entire process, from initial engagement through closing.


Cross Keys brings its extensive background and expertise in publicly-traded and large-cap companies to the middle market, an area traditionally under-served by Wall Street. We deliver thoughtful and calculated advice to our middle market clients and offer the same level of strategic advice and transaction execution that is generally only available to Fortune 1000 companies. Our deliberate guidance and advice benefit our clients greatly. Not only do we increase the likelihood of a successful outcome, but we also maximize valuation and improve broader terms of the transaction.


Cross Keys’ investment bankers are more than just investment bankers. Our senior members have relevant real world entrepreneurial, operational and management experience, which is a critical element in understanding companies and their business models. We have considerable and deep expertise across various industries including healthcare, business services, industrials, distribution and logistics, consumer products, natural resources and TMT. Our wealth of industry knowledge allows us to provide clients with a comprehensive picture of what lies ahead with respect to specific industry trends, the contemplated transaction, as well as insight into the broader market. Additionally, we employ the same research tools and resources utilized by bulge bracket investment banks. We leverage our years of industry experience to tap into the best investors and achieve the most favorable terms for our clients while also achieving their underlying goals.


We execute more transactions and have more experience than any other independent investment bank in Florida. Having executed more than $10 billion of closed transactions nationwide, the senior team at Cross Keys has developed a vast, yet targeted network of longstanding private equity, family office, venture capital, lender and strategic relationships. We have also broadened our global reach, by completing multiple deals with international acquirers and developing new strategic relationships with international firms.


Confidentiality is of the highest priority and is a hallmark of how we operate. Proprietary information needs to be kept proprietary until the appropriate point in the process. We understand the significance of mitigating rumors and potential dissemination of sensitive corporate information to outside parties. As such, we custom-tailor our approach to meet each client’s confidentiality needs and, only after the proper precautions are taken with a known outside party, will any information be disseminated.