Guiding Entrepreneurs Through the Most Important Transaction of Their Lives
Dragonfly Capital is an independent investment banking firm that helps owners of $10M–150M annual revenue companies sell their business, raise capital, or find a strategic partner.
For over 25 years, we’ve combined deep transaction expertise with an owner’s perspective - delivering clarity, confidence, and exceptional outcomes for every client.
What We Do
We guide business owners through strategic financial transactions that unlock liquidity, growth, and long-term success.
Sell-Side Advisory
When it’s time to transition, we help you find the right buyer: one who values your culture, people, and vision as much as your numbers.
Growth Capital
Fuel expansion, launch new initiatives, or enter new markets with tailored capital solutions that fit your business and goals.
Recapitalizations
When it’s time to transition, we help you find the right buyer: one who values your culture, people, and vision as much as your numbers.
About Dragonfly Capital
Founded in 2000 and headquartered in Charlotte, NC, Dragonfly Capital provides merger, acquisition, and growth capital advisory services to privately held, founder-led, and family-owned businesses across North America.
We are entrepreneurs advising entrepreneurs and that shared perspective defines our approach.
Our mission is to help owners achieve liquidity, growth, or succession on their terms while preserving the legacy they’ve built.
Wondering if your business is ready to sell?
Start with our First Steps Checklist.
Get our concise guide to help you clarify your goals, organize key information, and position your company for a successful process.
Our Values
Integrity
Relationships come first. We operate with honesty and alignment at every step.
Clarity
We simplify complexity and help owners make confident, informed decisions.
Results
Our disciplined process, deep relationships, and strategic insight drive superior outcomes.
Our Process
Every engagement begins with understanding your story, your goals, and your “why.” Then, we guide you through a transparent and disciplined process designed to protect your time and maximize results.
1
Discovery & Preparation
Define objectives, refine positioning, and prepare the business for market.
2
Strategic Positioning
Craft a compelling narrative that resonates with the right investors or buyers.
3
Market Outreach
Leverage decades of relationships across private equity, lenders, and strategic acquirers.
4
Negotiation & Diligence
Lead the process with precision and integrity, minimizing disruption.
5
Closing & Transition
Deliver outcomes that align with your goals - and peace of mind for what comes next.
Proven Results
Over 100 completed transactions 25+ years, most for founder-led and family-owned companies in the $10M–35M annual revenue range, with several significantly larger.
Our clients often partner with private equity or strategic investors to take their business to the next level.
FAQ
When is the right time to sell my business?
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How long does it take to sell a company?
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What size companies does Dragonfly work with?
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What industries do you focus on?
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Ready to explore your options?
Let’s start with a confidential conversation about your goals and what success looks like for you.
