Investment Profile

Piper Sandler Merchant Banking


Investment Criteria
Industry Focus:PSMB will invest in companies within Piper Sandler’s established areas of expertise which include: (i) healthcare, (ii) software, (iii) financial technology & services, (iv) consumer and (v) tech-enabled business services
Investment Stage:Commercial-stage companies with strong, referenceable client bases
High-Growth Companies:High-growth companies with high gross margins and operating leverage
Proven Leadership:Talented leadership teams capable of executing business plans with aligned equity incentives
Transaction Type:Minority growth financings, secondary purchases and participation in growth company control transactions
Active Involvement:Lead most transactions and active at the board level to guide value creation
Aligned Owners:Partner with founders and institutional investors that have aligned objectives with PSMB