Institutional Execution Engineered For The Middle-Market
Our Purpose
The Impetus Group was founded to deliver elite, investment-banking-grade transaction modeling directly to middle-market advisory networks. Having spent nearly a decade executing complex sell-side and buy-side transactions for prominent corporates and private equity firms, Mr. Medina established the firm to solve a critical bottleneck for CPAs, corporate attorneys and transaction intermediaries: middle-market clients considering a business sale seeking gold-standard preparation that withstands aggressive buyer due diligence, at a flat-fee and faster than traditional advisors
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
Partnership-First Model
The Impetus Group maintains relationships with various regional CPAs, attorneys, wealth management firms and other professional organizations who trust the firm to act as a best-in-class, white-label provider of investor-ready deliverables for their clients. 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
