Institutional Execution Engineered For The Middle-Market
Our Purpose
The Impetus Group was founded to deliver elite, investment-banking-grade advisory directly to middle-market intermediaries. Having spent a decade executing complex sell-side and buy-side transactions for prominent corporates and private equity firms, Mr. Medina established the firm to solve critical bottlenecks for CPAs, corporate attorneys and transaction intermediaries. Impetus equips advisors and their middle-market clients considering a business valuation, sale or acquisition with gold-standard preparation that withstands aggressive buyer due diligence and is priced transparently
Carlos Medina, Principal
10 years sell-side and buy-side experience
FINRA Series 7, 63 and 79 licenses
M&A transactions with corporates and PE
$20bn+ publicly-traded industry leaders
Leading financial sponsors
Consumer, services, industrials and healthcare focus
Investment banking in New York and Boston
email. carlos.medina@impetusgroupllc.com
mobile. 704.975.0182
Partnership-First Model
The Impetus Group maintains relationships with various regional CPAs, attorneys, wealth management firms and commercial bankers who trust the firm to act as a best-in-class extension for valuation and M&A advisory. Impetus prides itself on protecting the relationships these professionals have built over many years and will always put exceptional client service as the number one priority
