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Kepler Financial is a midmarket M&A firm specializing in growth capital, recapitalizations and exit strategy for $5 to $75 million revenue companies. • Growth capital, either organic growth or acquisitions • Intergenerational transfer • Management buy-out or buy-in • Reduction of minority shareholders • Personal liquidity and diversification • Elimination of personal guarantees and obligations • Or simply retirement You should discuss your options with Kepler Financial. We do not do venture capital, reverse mergers or PPM’s.

Kepler Financial Questions

The Kepler Financial annual revenue was $1.2 million in 2026.

Jack Cassidy is the CEO of Kepler Financial.

1 people are employed at Kepler Financial.

Kepler Financial is based in Dana Point, California.

The NAICS codes for Kepler Financial are [523, 52].

The SIC codes for Kepler Financial are [62].

Top Kepler Financial Employees

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