WE ARE A BOUTIQUE investment bank that works exclusively WITH


Along with operating and building our own technology companies, we have a very strong and unique perspective from strategic growth to day-to-day operations, which positions us to give the right advice and direction to achieve the results you deserve.


We have a direct line to the CEOs and CFOs of hundreds of companies in the IT Services and MSP spaces. We have deep relationships with Cisco, Microsoft, AWS and Google Partner ecosystems, which positions us to be a unique and highly effective team to represent your business. 


Our team has completed over $1 billion in public and private investment banking transactions. Combining our relationships with our experience creates the momentum you need to meet your financial goals.

We advise our clients on all components of a transaction, from strategic positioning to closing

investment banking services

Mergers & Acquisitions

Robust middle-market experience, proven sell-side strategies and comprehensive buy-side support

Looking to buy or sell?

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Growth Capital​

We deploy our expertise to help clients raise the capital they need to accelerate growth

Rapid Growth in Your Plan?

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SPAC Advisory Services​

Opt for a faster selling process and potentially receive a higher sale price from a SPAC vs. going through a traditional IPO

Looking to Go Public?

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Management Buyouts​

We leverage our owner-operator and finance experience to assist management teams through the buyout process

Need Help with the Complexities of an MBO?

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IT & Managed Services

20+ years experience in the IT services industry. Leverage our relationships to propel you towards your financial success

C-Level Contacts on Speed Dial

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Saas & Software

The global software as a service (SaaS) market for business applications should total $94.9 billion by 2022

Considering an M&A?

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Digital Transformation

Improve efficiency and profitability through implementing digital technology in a fast-changing market

Need to Build a Successful Plan?

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Telehealth & Healthcare

Based on some estimates, the global digital health market is expected to pass $504.4 billion by 2025

Need Capital to Accelerate Growth?

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The CAVU Capital team is comprised of seasoned experts in technology, operations, and financeThe breadth and diversity of our collective experiences allow us to offer unique perspectives to achieve the best outcomes for our clients. 

Our team’s expertise provide clients with tremendous value, and our specialized focus and boutique offering allow us to give each transaction unparalleled commitment and dedication. One of our core special

Helping Businesses Reach Their Full Potential Through Investment Banking

Years of Experience

At CAVU, we combine deep technology sector expertise, operating experience, and transaction execution excellence to consistently deliver exceptional outcomes. Our experience building and operating our own mid-market technology companies sets us apart from other investment banks because we know first-hand the challenges our clients face.

A trusted advisor is crucial for the success of a sale or M&A transaction.

Over $1 billion in Completed Transactions

We have also completed over $1 billion in public and private investment banking transactions over the last decade, allowing us to offer perspectives as both seasoned bankers as well as operators. 

Greater Agility

As a smaller, more agile firm, CAVU is best positioned to take advantage of hard-to-find market opportunities and provide dedicated management expertise to every transaction. We offer a level of support that many firms promise, but few deliver as effectively as CAVU Capital. Another area that sets us apart, is our speciality with SPACs and if it is right for you.