No two family offices or businesses are the same. And our range of services and customized recommendations reflect that understanding.

Our merchant banking efforts span three core service offerings: McNally Gateway (capital markets access),

McNally M&A (M&A buyside advisory) and McNally Roadmap (strategic advisory). Together, this suite of services provides end-to-end solutions for family offices and privately-owned businesses seeking capital for growth, liquidity, or succession planning. We typically focus on companies with over $100 million of revenue.

Because of our roots, we intimately understand the dynamics and specific needs of family offices and privately owned businesses.


We offer several advantages:

  • Access to a global network of family offices who can serve as capital partners

  • Access to a network of executives and resources to harness specific sector expertise

  • Co-investment with our clients to align interests

  • Long-term relationship orientation, rather than just transaction-orientation

Representative Transactions


All securities are offered through McNally Capital Securities, LLC, a member of FINRA and SIPC and an affiliate of McNally Capital. Check the background of McNally Capital Securities, LLC, on FINRA's BrokerCheck.