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.
| Website | http://www.keplerfinancial.com |
| Revenue | $1.2 million |
| Employees | 1 (1 on RocketReach) |
| Founded | 2009 |
| Address | 34145 Pacific Coast Highway #223, Dana Point, California 92629, US |
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| Industry | Financial Services, Finance, Investment Banking |
| Keywords | Mergers And Acquisitions, Growth Capital, Exit Strategy, Business Sales, Acquisition Advisory, M And A Services, Transaction Advisory, Succession Planning, Financial Advisory, Investment Banking, Intergenerational Wealth Transfer, Family Business Transition, Capital Raising, Corporate Finance, Organic Growth, Private Equity, Business Valuation |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +41 more (view full list) |
| SIC | SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Kepler Financial employee's phone or email?
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].