MD Global Partners Research
Advisory Approach
MD Global Partners is a Manhattan-based investment bank and FINRA-registered broker-dealer serving small and mid-cap companies since 2005. The firm operates with a global perspective, bringing cross-border transaction capabilities and multilingual expertise to lower middle market clients who typically cannot access such resources. Their thesis centers on providing institutional-quality advisory services—exhaustive buyer outreach, structured processes, and international reach—to businesses in the $5M-$50M enterprise value range.
The firm's senior dealmakers average 20-30+ years of experience, having previously held positions at prestigious Wall Street firms including Ladenburg Thalmann, Paine Webber (now UBS), ING Barings, Oppenheimer, and National Securities Corporation. This deep bench of experience enables MD Global to guide clients through complex sell-side and buy-side transactions, recapitalizations, restructurings, and capital raises.
Sector Focus
MD Global maintains an industry-agnostic approach, advising clients across all major industry sectors. Their deal track record demonstrates particular depth in technology, healthcare, environmental services, consumer products, and business services. The firm's global presence across US, UK, Canada, and Israel positions them well for cross-border transactions, with 50% of their deal activity involving international buyers or sellers.
Within technology, they have advised cybersecurity, software, and IoT companies. In healthcare, they work with regenerative medicine, pharmaceutical, and healthtech businesses. Their environmental services experience includes waste management and sustainability-focused companies. The firm also maintains active practices in consumer products, media and entertainment, and energy.
Deal Track Record
Since inception, MD Global Partners has completed 200+ transactions across 30 countries, representing $4 billion in aggregate deal value. Their expansive record spans multiple sectors and industries, with over 30 years of combined experience in public and private markets while closing over 100 deals through their related entity May Davis Partners.
Notable transactions include sell-side advisory for G-Soft (software & technology), buy-side and restructuring mandates for Deep Green Waste (sustainable waste management), strategic advisory for Lunar (cybersecurity & technology), and buy-side representation for healthtech companies. They have also executed multiple recapitalizations and restructurings across cannabis, entertainment, and energy sectors.
The firm's buy-side practice is particularly active, having represented numerous acquirers including Purity Springs in multiple transactions. Their capital markets work includes pre-IPO placements, private placements, and PIPE transactions for OTC and NASDAQ-listed companies.
Process & Fee Structure
MD Global runs institutional-quality sell-side processes with 200-400 targeted buyer contacts per engagement, significantly exceeding industry averages. Their process includes comprehensive quality of earnings preparation, management presentation coaching, and structured data room management. Typical engagement timelines run 6-9 months from engagement to close.
The firm requires exclusivity and typically engages with businesses above $5M TEV. Their fee structure follows market conventions for lower middle market transactions, though specific terms are not publicly disclosed. Retainers are credited against success fees, and they employ standard engagement structures.
Buyer Network
MD Global maintains relationships with 2,000+ active private equity firms, strategic acquirers, family offices, and institutional investors. Their global network spans North America, Europe, and Israel, with particular strength in cross-border transactions. The firm has completed deals with strategic buyers, private equity sponsors, family offices, and international acquirers across technology, healthcare, industrial, and consumer sectors.
Their capital sources include venture capital, private equity and growth equity, sovereign wealth funds, institutional and crossover funds, hedge funds, family offices, infrastructure funds, and strategic investors. This broad network enables them to identify optimal buyers for each engagement, whether domestic or international.
Competitive Positioning
MD Global differentiates through several key advantages:
- Global Reach with Local Expertise: 50% cross-border deal activity with professionals speaking 10 languages across 4 geographic locations
- Institutional-Quality Process: 200-400 buyer contacts per engagement versus 50-100 industry average
- Senior Team Involvement: Clients work directly with Managing Directors, not junior staff
- Cross-Border Capability: Offices and relationships across US, UK, Canada, and Israel for international buyer access
- Full Lifecycle Advisory: Services range from M&A and capital structure advisory to capital markets execution and private funds
Not a Fit If
MD Global typically declines:
- Businesses below $5M TEV
- Purely domestic sellers seeking no international exposure
- Founders wanting limited buyer outreach
- Businesses requiring immediate liquidity (their process is thorough and takes 6-9 months)
- Companies unwilling to grant exclusivity
Team
The firm is led by Owen May, Founder and CEO with 30+ years of experience providing financial and management resources to small-cap and middle-market companies. Owen has facilitated numerous M&A transactions throughout his career and has extensive experience in business turnaround, restructuring, corporate finance, IPOs, and business development. He holds an MBA from Duke University's Fuqua School of Business and a BS in Biology from the University of Miami.
Wayne Coy serves as Chief Compliance Officer and Managing Director, bringing 30+ years of industry experience. Wayne previously held executive positions at Ladenburg Thalmann, Paine Webber, and ING Barings. He specializes in debt restructuring, M&A, and capital raise transactions and holds Series 7, 63, and 24 licenses.
Christian Brevig, Managing Director, joined MD Global in 2018 with 20+ years of experience in domestic and international securities markets. He previously served as Managing Director at Columbus Advisory Group for six years and held financial advisor roles at National Securities Corporation, Oppenheimer, and Argent Wealth Management.
Geographic Coverage
Primary office in Manhattan, New York with additional operations across US, UK, Canada, and Israel. Registered in seven states including New York, California, Florida, New Jersey, North Carolina, Ohio, and Minnesota, enabling broad service capability across North America.