Updated:
BEECHWOOD INC
Beechwood Inc, operating as Beechwood Advisory Group, is an independent capital advisory firm with $16 million in AUM. Based in Montréal, Canada with...
BEECHWOOD INC
Beechwood Inc, operating as Beechwood Advisory Group, is an independent capital advisory firm with $16 million in AUM. Based in Montréal, Canada with headquarters in Troy, United States, the firm assists companies and management teams with capital raises, M&A transactions, and strategic investor introductions through targeted outreach campaigns. Beechwood's advisory work centers on identifying and approaching relevant investors, buyers, lenders, and strategic partners, building structured counterparty lists based on criteria such as sector, revenue range, geography, and strategic fit. The firm provides sell-side support by identifying buyers and investors, and buy-side support by sourcing acquisition targets matching defined criteria. Capital raise services target private investors, family offices, lenders, private credit groups, and institutional capital providers. Beechwood also supports market positioning and transaction readiness, helping clients sharpen messaging, prepare for introductory conversations, and manage outreach execution. The firm combines a relationship-driven approach with modern outreach systems to facilitate qualified private-market conversations efficiently.
General information
Firm type
Endowment / Foundation
AUM
$16 million
Location
Country
United States
City
TROY
Corporate office
TROY, United States
Sector focus
Frequently asked questions
What services does Beechwood Advisory Group provide?
Beechwood provides capital raise support, M&A transaction support, strategic investor introductions, market positioning, transaction readiness, and targeted outreach execution for companies seeking investors, buyers, lenders, or strategic partners.
What types of capital partners does Beechwood target?
Beechwood helps clients approach private investors, family offices, lenders, private credit groups, and institutional capital providers through structured outreach campaigns built around clear criteria and market relevance.
Does Beechwood support both buy-side and sell-side M&A?
Yes. For sell-side clients, Beechwood identifies and approaches relevant buyers, investors, and strategic partners. For buy-side clients, it sources and introduces potential acquisition targets based on defined criteria such as sector, revenue range, geography, business model, and strategic fit.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on endowments & foundations?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: