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SMB M&A and Strategic Advisory

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Sell-Side Advisory

Advise business owners on finding the ideal partner and buyer for full or partial liquidity

  • Strategic Alternatives Analysis

  • Valuation Assessment & Positioning

  • Develop Map of Potential Buyers and Partners

  • Negotiate Commercial Terms

Full or Partial Sale

Recapitalization

Divestitures

Joint Ventures & Alliances

Buy-Side Advisory

Advise clients to strategize and execute on corporate development opportunities
 

  • Develop Acquisition Roadmap 

  • Target Identification & Introduction

  • Strategic Due Diligence Support

  • Tactical Deal Negotiations

Sector Assessment

Approach & Negotiations

Target Identification

Acquisition Deal Close

Buy-Side Advisory

Advise clients to strategize and execute on corporate development opportunities
 

  • Develop Acquisition Roadmap 

  • Target Identification & Introduction

  • Strategic Due Diligence Support

  • Tactical Deal Negotiations

Life Cycle Advisory

Provide client-life-cycle based advisory services to plan and accomplish strategic goals

  • Strategic Assessment & Execution Roadmap

  • Exit/Succession Planning

  • Turnaround Strategy & Interim C-Level Support

  • Strategic CFO Advisory & Support

Situation Assessment

Exit Planning

Turnaround Advisory

Growth Planning

Address

Occams Capital Partners LLC
(At Rockefeller Center)
1270 Ave of the Americas, 7th Fl -1150
New York, NY 10020
United States

Contact

team@occamscapital.com

Securities Products and Investment Banking Services are offered through BA Securities, LLC, member FINRA, SIPC. Occams Capital Partners LLC and BA Securities, LLC are separate, unaffiliated entities. To learn more about the professional background of Occams Capital Partners LLC and our Registered Representatives, please visit FINRA BrokerCheck. Past performance, awards, or testimonials are not indicative of future results. No guarantee of future performance or success is implied.

Occams Capital © 2026. All Rights Reserved.

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Leonard Rodman

Strategic Advisor

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

David King

Strategic Advisor

David exemplifies a leader focused on results and growth, blending strategic acumen with a track record of execution. Currently serving as the Deputy CEO at Occams Advisory, his extensive experience in global banking across Europe laid the foundation for his entrepreneurial journey in the United States. David's lateral thinking adds valuable perspectives to our strategic vision, contributing significantly to our client's growth trajectory.

Residing and operating from Sarasota, Florida, David embraces a multifaceted life. Beyond his professional endeavors, he cherishes his roles as a father to two boys, a devoted husband, a caring son, and an esteemed community leader. David is an avid sports fan and enjoys nothing more than watching his sons from the side of the field. His favorite downtime is spending time in the tranquil stunning waters of the Gulf of Mexico in Florida.
 

Anupam Satyasheel

Strategic Advisor

Anupam founded Occams Advisory, a global financial and professional services firm, in 2011 and has served as the CEO since 2012. Anupam has advised many CEOs and boards. Under his leadership, Occams has achieved exceptional results for its clients across industries and geographies. Prior to founding Occams, Anupam spent over half a decade on Wall Street with names like Barclays, Merrill Lynch, Scotia Capital et al.

Anupam lives and works from Long Beach, CA with his physician wife and two boys. He spends his evenings balancing professional after-hours with baseball and golf with his boys, culinary experiments with his family and deep dive into books on growth, success, and astrophysics. Anupam also serves on the boards of Child Literacy and The Blossom Project, charities dedicated to providing educational opportunities to children in need.

Ramki Ramanarayanan

Managing Director & Head of Strategic Advisory

Ramki has over 20 years of experience in investment banking, private equity, and as C-Level executive. Ramki leads Strategic Advisory efforts at Occams Capital with a demonstrated track record of over $2 billion in closed transactions. Ramki’s previous experience includes CEO at CHC Wellbeing, investment banking at Wells Fargo Securities and Robert W. Baird & Co., and private equity investing at Current Capital.

Ramki holds an undergraduate degree in production engineering and an MBA from the Fuqua School of Business at Duke University. Ramki’s current and previous non-profit affiliations include Child Rights & You, Teach for America, Working In The Schools and homelessness relief in Chicago. Ramki and his wife live in Chicago, where they enjoy balancing intense work life with solitude in nature.

Aashish Makkar

President & Head of Investment Banking

Aashish brings over 20 years of executive experience to Occams Capital Partners’ leadership team. As Head of Investment Banking, he oversees client service and transaction execution across the firm and leads firm’s Debt Capital Advisory practice.

Aashish joined Occams Capital Partners from EA Markets, where he was responsible for developing new client relationships and overseeing strategic finance advisory and capital markets transaction execution. Previously, he held leveraged finance and capital markets advisory roles at Ondra Partners, UBS and Credit Suisse. He holds an MBA from The Fuqua School of Business at Duke University and a Bachelor’s degree in Mechanical Engineering from Maharishi Dayanand University in India.
Aashish lives in Princeton, NJ with his wife and two children.

Aashish is Registered Representative of BA Securities, LLC, member FINRA, SIPC