About Us

South Beach Capital Markets offers strategic, financial, and transactional advice and counsel to company chief executives, chief financial officers, and boards of directors. Principals of the firm also conduct a securities expert witness practice, advise on corporate governance and business ethics, and consult with securities broker-dealers on capital markets and investment banking.

Mission Statement

South Beach Capital Markets offers advice and counsel.

Core Values

Honesty, Ethics, Integrity-Client Before Firm-Always | Teamwork and Respect for Each Other | Knowledge Derived from Experience and On-Going Self-and Third-Party Education | Humility to Admit What the Firm Is Not Rather Than to Trumpet What It Is 

We are devoted to the creation and refinement of a corporate and individual cultural commitment to the discovery of truth, the preservation of client confidentiality, and the pursuit of professional excellence. Success at work starts at home … family values matter. 

South Beach Capital Markets knows its limits and plays to its strength – providing straightforward advice and counsel, delivered in confidence, to enhance shareholder value. Clients will hear what we think, not what we think they want to hear, and we value the ability to listen over the ability to talk.