Advisory
Differentiated Perspective, Capability, and Commitment
XIP brings the full weight of its integrated advisory and principal investment experience to every engagement, providing clients with a truly unique level of perspective and go to market preparation. We are highly selective, only taking on clients where we feel a long-term investment in a growing relationship can be made. Every mandate is the direct responsibility of XIP’s senior leadership team wherein clients benefit from a deep bench of both expertise and connectivity. Our collective experience and relationships are at your disposal holistically, not limited to specific fee for service activity within the scope of a transaction. We commit from the get-go to broadly support the development of your business, full stop.
Broad-based or targeted investor approach
Long-term relationship philosophy
Dedicated senior leadership involvement
Strategic value-add beyond the transaction
How We Help
We offer a full suite of advisory services designed to create value at every stage of a company’s growth. From capital raising to strategic business development, we provide hands-on guidance backed by real-world investment experience.
We leverage deep industry relationships and strategic positioning to help businesses secure the right capital—from growth equity to structured financing—ensuring alignment with long-term goals.
Our M&A expertise helps companies navigate buy-side and sell-side transactions with a focus on maximizing certainty, optimizing valuation, and achieving strategic objectives.
We assist in structuring and executing asset sales, leveraging our understanding of investor theses and market dynamics to position assets effectively and drive optimal outcomes.
Beyond transactions, we help companies grow by identifying strategic partnerships, new revenue channels, and operational efficiencies that create long-term competitive advantages.
Let’s Build Something Lasting
Reach out to us to see how XIP can help you unlock opportunity, navigate challenges, or prepare for the next chapter of growth.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Expedition Infrastructure Partners (“XIP”), LLC and BA Securities, LLC are separate, unaffiliated entities.
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