Seaport Global Securities — M&A Advisory Profile

01Advisory Approach

Sweet Spot

Substantial M&A transactions and capital market solutions for mid-to-large-cap companies in energy, healthcare, financial services, and professional services. Companies seeking institutional-grade advisory combined with direct access to multiple buyer universes.

Not A Fit If

Micro-cap business sales, operationally distressed situations requiring interim management, lifestyle business exits, situations where owner remains operationally involved post-transaction.

No proprietary capital conflicts (unlike most investment banks), combined institutional distribution and M&A advisory (rare in mid-market), sector-specific expertise teams, institutional-grade research capability, global reach with local expertise.

02Process & Fees

Comprehensive M&A advisory: market assessment and buyer universe identification, transaction structuring, confidential information memorandum preparation, sell-side process management, negotiation support, financing coordination, and post-close advisory on follow-on transactions.

Fee Structure

Seaport Global Securities Research

Advisory Approach

Seaport Global Securities is a premier independent capital markets and investment banking firm founded in 2001 with a thesis centered on sophisticated client advisory combined with extensive institutional distribution. The firm specializes in matching complex financial solutions with a broad network of institutional clients across fixed income, equities, and M&A advisory. Their advisory practice combines deep market expertise, institutional relationships, and institutional-quality execution to navigate complex transactions across multiple dimensions of the capital structure.

The firm operates with a client-first philosophy, articulated by leadership as follows: "Our clients get our full attention. Seaport doesn't use capital, we're never in conflict with their best interests." This positioning differentiates them from many investment banks that use proprietary capital or take principal positions that might misalign client and firm interests. Seaport's model ensures pure advisory objectivity.

Sector Focus & Industry Expertise

Seaport Global maintains deep expertise across multiple industry verticals, developed through decades of advisory work. Their transaction history and team composition demonstrate specialization in:

Energy & Utilities: Extensive sell-side M&A advisory on oil & gas assets, mineral interests, and field sales. Examples include representation on sales of Gulf Coast assets, East Texas assets, SCOOP minerals packages, Hilltop field assets, and Dimmit County assets. The firm has also advised on restructurings in the energy sector, including Chapter 11 bankruptcies and asset sales for distressed energy companies.

Financial Services & Alternative Credit: Deep relationships with banks, BDCs, and alternative lenders across the capital structure. Advisory on balance sheet refinancings, recapitalizations, and M&A in financial services. The firm's research team provides institutional-grade analysis of credit markets, and the trading division maintains market-leading positions in distressed debt, high-yield securities, and leveraged loans.

Media & Entertainment: Advisory on corporate transactions, capital raises, and restructurings. The firm's equity research platform, Seaport Research Partners (launched 2021), covers 60+ industries including media and entertainment subsectors with 25+ senior analysts.

Business Services & Professional Services: Represented on acquisitions, divestitures, and recapitalizations of business and professional services companies. The team has deep relationships with strategic and financial buyers across these sectors.

Healthcare Services: Specialized M&A advisory on healthcare services transactions including physician practice management and behavioral health. The firm maintains dedicated industry expertise in healthcare M&A.

Investment Banking Practice

Seaport's corporate finance division has completed hundreds of transactions across debt and equity capital markets, M&A advisory, restructuring, and specialized advisory work:

M&A Advisory & Restructuring: The firm has served as financial advisor, sell-side advisor, and buy-side advisor on transactions ranging from asset sales and acquisitions to major company mergers and Chapter 11 bankruptcies. Recent examples include:

Sale of Oil & Gas Assets (March 2024) - Sell-Side Advisor
Acquisition of Maryland Dispensary Assets (April 2023) - Buy-Side Advisor
Sale of Gulf Coast Assets (March 2022) - Sell-Side Advisor
Merger Advisory ($8B transaction merging with RMG Acquisition Corp, August 2021)
Chapter 11 bankruptcy advisory and financial advisor roles
Balance sheet refinancings and recapitalizations (numerous)

Capital Markets: Seaport has acted as book-runner, co-manager, joint book-runner, and placement agent on hundreds of offerings including IPOs, follow-ons, debt offerings (senior secured notes, convertible preferred, mezzanine debt), and private placements. Recent activity (2024-2026) includes:

$500M Senior Secured Notes Lead Placement Agent (February 2026)
$201.25M Follow-On Co-Manager (February 2026)
$80M Private Placement Joint Lead Placement Agent for Deep Fission Advanced Nuclear (February 2026)
$100M Senior Notes Co-Manager (November 2025)
$575M Follow-On Co-Manager (August 2025)

Valuation & Fairness Opinions: The firm provides independent valuation analysis and fairness opinion services to boards and shareholders on proposed transactions.

Process & Execution Model

Seaport's advisory engagement model emphasizes process rigor combined with access to global capital markets:

Initial Advisory: Bankers work with management and boards to structure the transaction, determine optimal timing, and identify the right buyer universe.
Market Access: Seaport leverages institutional relationships built through 25+ years of sales and trading to connect clients with thousands of potential buyers—strategic corporations, private equity firms, family offices, and other financial sponsors.
Execution Excellence: The firm's capital markets team provides seamless coordination between advisory bankers, sales and trading professionals, and transaction specialists to execute complex deals across the investment-grade to distressed credit spectrum.
Post-Close Support: Seaport maintains relationships with clients after close, often supporting follow-on financings, recapitalizations, or subsequent M&A events.

Buyer Network & Market Position

Seaport's institutional network spans:

Private Equity: Relationships with leading PE firms across multiple strategies (industrials, healthcare, energy, financial services, alternative credit)
Strategic Corporates: Fortune 500 industrials, healthcare systems, financial services firms, and energy companies
Alternative Buyers: Family offices, insurance companies, pension funds, and other institutional investors
International Buyers: European manufacturers, Japanese conglomerates, and emerging markets investors (strengthened through Seaport's 2022 merger with Liquidity Finance, a premier emerging markets specialist)

This network is maintained through Seaport's 300+ person organization spanning 25+ offices globally and 180+ fixed income sales professionals in 24 offices alone.

Competitive Positioning

Seaport differentiates in several key ways:

No Proprietary Capital Conflicts: Unlike many investment banks, Seaport doesn't use its own balance sheet for principal investments, eliminating conflicts of interest with advisory clients.
Dual Expertise: The firm combines true capital markets distribution (rare in mid-market advisory) with M&A advisory sophistication. This allows clients to access both sell-side processes and direct capital markets solutions.
Institutional-Grade Research: Seaport Research Partners provides industry-specific research and analysis that informs valuations, buyer targeting, and market positioning.
Global Reach with Local Expertise: 25+ offices globally allow the firm to provide local market knowledge while leveraging institutional distribution.
Sector-Specific Teams: Deep teams in energy, healthcare, business services, and alternative credit ensure subject-matter expertise rather than generalist banking.

Not a Fit If

Seaport typically focuses on more substantial transactions and institutional-scale engagements. The firm may not be the best fit for:

Very small business sales (sub-$5M)
Businesses requiring significant operational turnaround before exit
Situations requiring hands-on operational interim management during sale process
Pure lifestyle business sales where owner's ongoing involvement is essential

Team Leadership

Michael Meagher, CEO and Co-Founder: 35+ years in capital markets, beginning at Salomon Brothers in distressed debt sales and trading. Previously held senior roles at Kidder Peabody, Lehman Brothers, and Amroc Securities. Also served as prosecutor in Manhattan District Attorney's office under Robert Morgenthau. BA and MA from Marquette University, JD from Cornell Law.

Michael J. Meyer, Head of Global Sales and Trading: Former Partner and Head of Sales and Trading at The Seaport Group. Previously Head of Global Investment Grade Trading and Sales at Bank of America. Held senior roles at UBS Securities, Merrill Lynch, and Credit Suisse First Boston managing fixed income and corporate bond trading desks. AB in Political Science from Duke University.

Stephen C. Smith, Head of Seaport Global Asset Management & Co-Founder: Co-founded The Seaport Group. Previously Senior Salesperson at Amroc Securities. Earlier experience at Libra Investments (distressed debt broker-dealer) and Jefferies Group. Also opened and managed NYC office for US Bancorp Libra. Investment banking experience at Merrill Lynch. BS in Finance from Indiana University.

Victor Kurylak, COO: Joined 2015, member of Management Committee. 35+ years in financial services including C-level positions at Rockefeller Financial Services, County NatWest Government Securities, and Montauk Financial Group. BS in Engineering from Princeton University.

Jack Mascone, Head of Capital Markets: Previously Head of US Convertible Bonds at Bank of America. Senior-level positions at JP Morgan and Merrill Lynch trading corporate and convertible bonds. Naval officer (Lieutenant O-3) with Naval Achievement Medals and Naval Commendation Medal. AB in Economics from Duke University.

Jonathan Silverman, General Counsel: Manages all legal aspects since 2004. Previously associate at Emmet, Marvin & Martin LLP handling loan sales and commercial credit matters. AB from Duke University, JD from George Washington University Law School.

Faisal Mian, Global Head of Emerging Markets Sales & Trading: Led Liquidity Finance (acquired/merged 2022) since 2009, specializing in emerging markets bonds (CEE, LATAM, MENA, Asia). 30+ years in finance including senior EM Trading roles at Lehman Brothers and Morgan Stanley. BA from Hampshire College, MBA and MA in International Relations from Columbia University.

Geographic Coverage

Seaport maintains offices across North America, Europe, and select international locations. US offices in major metropolitan areas including New York (HQ), Chicago, Los Angeles, and other major centers. International offices include London (UK HQ) and Frankfurt, enabling cross-border advisory and access to European and global buyer networks.

Transaction Volume & Scale

Historical transaction data shows Seaport has completed 400+ capital markets transactions since 2015, with transaction sizes ranging from $10M to $8B+. The firm has been particularly active in recent years (2025-2026): 25+ major capital markets transactions, multiple $100M+ transactions. Across the entire transaction history (2015-2026), the firm has placed or advised on $100B+ in transaction value.

Regulatory Status & Compliance

Seaport Global Securities LLC is a FINRA-registered broker-dealer (CRD #116270) established as a Delaware Limited Liability Company in 2001. The firm is regulated by FINRA's New York district office and maintains SEC registration. The firm maintains registrations in all 52 US states and territories.