Eureka Capital Markets Research
Advisory Approach
Eureka Capital Markets is a partner-owned middle-market investment bank founded in 1993, specializing in mergers & acquisitions advisory, financings, restructurings, valuations, and fairness opinions. The firm's founding principles—Creative Solutions, Superior Execution, and Objective Advice—remain at the core of its long-standing track record. Eureka represents a diverse range of clients including entrepreneur- and family-owned businesses, public companies, private equity groups, and Global 1000 companies. The firm brings a sophisticated understanding of transaction dynamics from multiple stakeholder perspectives, having represented buyers, sellers, small businesses, multinationals, private equity groups, and boards of directors throughout its 30+ year history.
Sector Focus
Eureka maintains deep expertise across four primary industry verticals: Industrials, Healthcare Services, Consumer Products, and Business Services. Within Healthcare Services, the firm has developed significant specialization in neurorehabilitation and physician practice management, with a track record of advising providers and platforms in behavioral health and rehabilitation services. The firm has also completed multiple transactions in aerospace & defense manufacturing, specialty retail, and business process outsourcing sectors. This broad industry expertise allows Eureka to cultivate working dialogues with specialized strategic and financial buyers, as well as senior operating executives across multiple sectors.
Deal Track Record
Eureka has completed over 400 advisory engagements and more than 350 transactional assignments throughout its history, with an additional 1,000+ independent non-transactional valuations. Recent representative transactions include: the sale of Robin Hill Farm (neurorehabilitation services provider) to BrightSpring Health Services; the sale of Creative Tent International (aerospace & defense manufacturer) to Progress Equity Partners; the sale of Learning Services Corporation (brain injury rehabilitation) to ReMed, a portfolio company of Baird Capital and Deerfield Management Company; and the sale of Watermark Designs (luxury plumbing fixtures manufacturer) to Dimora Brands, a Jordan Company portfolio company. The firm has also advised on healthcare sector transactions, including the neurorehabilitation sale to Vizion Health and physician practice consolidations. In 2025, Eureka served as financial advisor to AlerisLife and Diversified Healthcare Trust in a major healthcare transaction.
Process & Approach
Eureka conducts sell-side, buy-side, recapitalization, and special situations advisory. The firm specializes in working with both strategic and financial buyers across sectors. For sell-side mandates, Eureka positions businesses for maximum buyer appeal, manages structured buyer processes, and negotiates transaction terms to achieve optimal outcomes for sellers. The firm's multidisciplinary approach includes transaction structuring expertise, valuation proficiency, and access to a broad buyer network across private equity, strategic acquirers, and specialty lenders. The firm provides comprehensive advisory services from positioning through closing, including deal structuring, buyer identification, process management, and negotiation support.
Buyer Network
Eureka maintains relationships with a diverse buyer ecosystem spanning private equity firms, strategic acquirers, family offices, and financial sponsors. From recent deal activity, the firm has worked with notable PE firms including Progress Equity Partners, Baird Capital, Deerfield Management Company, and The Jordan Company. In healthcare services, the firm has arranged transactions with established healthcare platforms and consolidators including BrightSpring Health Services and Vizion Health. The firm's relationships extend across both lower middle market ($25M-$250M TEV) and micro-cap transactions.
Team & Leadership
Eureka's professional team brings more than 100 years of combined investment banking, consulting, and related experience. The firm's Managing Directors and partners include:
- Bruce S. Altman (Managing Director and Chief Compliance Officer, since 2017) — Leads firm operations and compliance
- Mark Hyman (Senior Managing Director, since 2002) — Over 30 years of investment banking experience in the US and Europe; brings senior-level expertise to complex transactions
- Josh Edwards (Partner, since 2009) — Long-standing partner in the firm's advisory practice
- Leslie Hope Feldman (Managing Director, since 2016) — Contributes expertise across the firm's practice
- Svetlana Eduardovna Simkina (Managing Director and Financial Operations Officer, since 2009) — Manages firm financial operations and regulatory matters
- Denis Churunov (Vice President) — Senior member of deal team
The team's depth in healthcare, industrial, and specialty sectors, combined with their multi-decade experience in M&A, provides clients with sophisticated advisory support across complex transaction types.
Financial Advisor Positioning
Eureka positions itself as a sophisticated, partner-owned middle-market advisor rather than a mega-bank, enabling personalized service with institutional expertise. The firm leverages deep sector knowledge, buyer relationships, and valuation expertise to advise business owners, PE sponsors, and corporate boards. The combination of 400+ completed transactions, institutional valuation capabilities, and diverse buyer relationships differentiates Eureka from smaller regional banks and regional boutiques.
Geographic Coverage
Eureka operates through offices in New York (headquarters: 52 Vanderbilt Ave, Suite 902), Mission Viejo, California, and West Palm Beach, Florida. The firm serves clients nationally with concentration in major metropolitan markets and technology/industrial corridors.
Regulatory & Licensing
Eureka Capital Markets, LLC is a FINRA-registered broker-dealer (Member FINRA/SIPC, CRD# 116873, SEC# 8-53569) formed in Delaware in 2001. The firm is registered with the SEC and licensed in 27 US states and territories. This regulatory infrastructure supports the firm's securities transaction capabilities and full-service advisory practice.