Havenbrook Group

Boutique Capital Advisory and Strategic Marketing Partner for the Lower-Middle Market

250+
Strategic Introductions
10,000,000M+
Investor Network
40+
Years Capital Market Experience
$150M+
Capital Raised
250+
Strategic Introductions
10,000,000+
Investor Network
40+
Years Capital Market Experience
$20M
Funded in 0% Interest Business Capital
ABOUT US

Who We Are

Havenbrook Group is a leading Boutique Capital Advisory firm and Strategic Marketing Partner, dedicated to delivering sophisticated, scalable solutions to businesses across various sectors. With a team of seasoned professionals and a proven track record of success, we provide comprehensive services that span from growth capital to brand reputation services. Our mission is to be the trusted partner that empowers businesses to achieve their full potential.

Founded on principles of integrity, innovation, and client-centricity, Havenbrook Group has earned a reputation for excellence in the financial industry. We take pride in our ability to tailor our services to meet the unique needs of each client, offering insights that drive smart decisions and sustainable growth.

OUR EXPERTISE

Comprehensive Financial Services Designed for Your Success

Engagements & Deals

Havenbrook Group is committed to maximizing the comprehensive leveraging of our extensive network, industry expertise, and proprietary scaled outbound solutions. Our network encompasses a wide array of key stakeholders, including industry experts, and strategic collaborators, enabling us to effectively navigate the complexities of fulfilling contracts and deals associated with the lower-middle market.

Strategic Documentation

Our Strategic Documentation service offers comprehensive and engaging materials to support your business's strategic initiatives. We create compelling pitch decks that effectively communicate your value proposition, market opportunities, and financial projections to attract investors. Our detailed business plans outline your strategic vision, market analysis, and growth strategies, while our pro formas and financials provide accurate forecasts to support your growth planning and funding needs. Each document is meticulously crafted to align with your goals and resonate with stakeholders and investors.

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Our Team of Experienced Professionals is Dedicated to Your Success

Meet the Experts Behind  Havenbrook Group

At Havenbrook Group, our team is our greatest asset. Comprised of industry veterans with deep expertise in finance, strategy, and operations, we bring a wealth of knowledge and experience to every client engagement. Meet the leaders who drive our commitment to excellence and learn how their insights can benefit your business.

John Botello
Founder & Managing Partner
Tanner Park
Senior Partner
Wyatt Faulkinberry
Strategic Partner
John Botello
Founder & Managing Partner
Southern Foster
Senior Associate

Let’s Start
a Conversation

We’re Here to Help You Achieve Your Business Goals