Acumen, LLC is an independent investment banking firm dedicated to providing a comprehensive suite of financial advisory services. They specialize in mergers and acquisitions (M&A), private placements of debt and equity, and financial restructuring. Acumen serves a diverse client base, including private and public companies, private equity firms, and entrepreneurs, with a focus on delivering tailored solutions and strategic advice to help clients achieve their financial and strategic objectives.
Serves as a key operational hub for Acumen, LLC, facilitating client engagement, deal execution, and strategic planning for its investment banking and financial advisory services in the region.
Located in a professional office building in the SouthPark area, providing modern amenities and a conducive environment for financial advisory work. Specific architectural highlights are not publicly emphasized.
Acumen, LLC fosters a client-focused, results-oriented work culture characterized by collaboration, integrity, and deep financial expertise. The environment encourages analytical thinking and strategic problem-solving.
The Charlotte office is significant due to its location in a major financial hub in the Southeastern US, allowing Acumen, LLC to effectively serve clients in the region and access a strong talent pool.
Acumen, LLC primarily operates within the United States, with offices in Charlotte, NC, and Richmond, VA, serving clients across various domestic markets. While they may engage in cross-border transactions, their physical presence and primary focus are concentrated in the US.
6100 Fairview Road, Suite 510
Charlotte
NC
USA
Address: 1401 East Cary Street, Suite 400, Richmond, VA 23219
To provide localized expertise and client service in the Virginia market, leveraging regional economic strengths and industry connections.
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As of April 2025, Acumen, LLC' leadership includes:
Acumen, LLC has been backed by several prominent investors over the years, including:
No major public announcements regarding executive hires or exits at Acumen, LLC (Investment Banking) have been identified in the last 12 months. Team information and new additions are typically updated on their official website's team page.
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Acumen, LLC commonly uses the email format combining the first initial of the employee's first name followed by their full last name, for its corporate communications.
[first_initial][last]@acumenllc.com
Format
nmullins@acumenllc.com
Example
85%
Success rate
Acumen, LLC LinkedIn / Company Announcement • February 20, 2024
Acumen, LLC announced it served as the exclusive financial advisor to Technical Associated Services, LTD. (TAS), a leading provider of commercial HVAC, refrigeration, and plumbing services, in its sale to Right Time Group of Companies, a portfolio company of Gryphon Investors. This transaction highlights Acumen's expertise in facilitating M&A for services companies....more
Acumen, LLC LinkedIn / Company Announcement • January 25, 2024
Acumen, LLC successfully advised S&ME, Inc., a prominent engineering and environmental services firm, on its sale to Braun Intertec Corporation. This strategic transaction underscores Acumen's capabilities in the engineering and consulting M&A sector....more
Acumen, LLC LinkedIn / Company Announcement • December 5, 2023
Acumen, LLC served as the exclusive financial advisor to ReGENco, a leading independent provider of aftermarket services for large, utility-scale gas and steam turbines and generators, in its sale to EthosEnergy. This showcases Acumen's reach in the energy services M&A landscape....more
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