San Francisco-based global private financial group acquires award-winning middle market business advisory group based in Colorado.
US Capital Global is pleased to announce the acquisition of the Bender-Carey Group, an elite strategic and financial advisory group that specializes in assisting companies reach their maximum market and growth potential. Headquartered in Colorado and founded by entrepreneur and seasoned investment banker Kristie Bender-Carey, the Bender-Carey Group provides solutions for lower middle market enterprises by addressing business capital, digital marketing, and strategic financial planning needs.
Headquartered in San Francisco, US Capital Global is a full-service private financial group with an established track record spanning over twenty years in investment banking, asset management, and capital formation services. The firm provides sophisticated debt, equity, and investment products to lower middle market companies and investors, utilizing the latest in FinTech and RegTech innovation.
“We are thrilled to welcome the Bender-Carey Group to US Capital Global in this exciting new acquisition and are immensely pleased to be joined by the group’s Founder and CEO, Kristie Bender-Carey,” said Jeffrey Sweeney, Chairman and CEO at US Capital Global. “Kristie, who comes to us with over two decades of experience leading large financial firms, joins our rapidly expanding group as a Managing Director and Partner at US Capital Global.”
“It’s a real pleasure to be joining US Capital Global,” said Ms. Bender-Carey. “US Capital Global has been growing rapidly, and this acquisition by the group allows the us to offer our clients a wider array of financial services, including asset management, wealth management, M&A, and placement agent services through the group’s broker-dealer division, US Capital Global Securities LLC. US Capital Global is a perfect fit for the Bender-Carey Group, and I very much look forward to working closely with the group’s financial specialists to support the continued success of our clients.”
“Despite the Covid-19 pandemic, the past year has been a period of strong growth for US Capital Global, as we continue to expand into new verticals,” added Charles Towle, Managing Partner at US Capital Global. “We are on the hunt for strategic acquisitions and are actively seeking wealth management and banking groups that have synergy with US Capital Global and that can help us better serve our growing volume of clients.”
In 2020, US Capital Global completed two strategic acquisitions, namely, of the Bender-Carey Group and of Blue Moon Advisors, a capital readiness and EdTech firm based in Las Vegas. Blue Moon Advisors has become US Capital Global’s Nevada back office, now newly relocated to the UNLV Tech Park in Las Vegas.
About the Bender-Carey Group
The Bender-Carey Group is an award-winning, elite strategic and financial advisory group focused on helping professionals and businesses reach their maximum market and growth potential. Headquartered in Colorado, the firm provides financial solutions by addressing business capital needs, digital marketing, and strategic financial planning services, primarily for lower middle market enterprises.
About US Capital Global
Headquartered in San Francisco with offices in London, US Capital Global is a full-service private financial group with an established track record in corporate finance, asset management, and capital formation services. Established in 1998, the group leverages the latest FinTech and RegTech innovation to provide sophisticated debt, equity, and investment products to lower middle market companies and investors. All private placements, securities, and other related services in the United States are offered by the group’s FINRA-member broker-dealer affiliate, US Capital Global Securities LLC. www.uscapglobal.com