Fundraising Fox

XMS Capital Partners

Private equity

Chicago · Series A · 44 people tracked

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Investment thesis

XMS Capital positions itself as an advisory-led investment bank practicing 'Involvement Banking,' emphasizing deep engagement and trusted-advisor relationships rather than transactional banking. Its managing directors are bulge-bracket veterans who have executed over $250 billion in transactions and advised owners, CEOs and boards on mergers, acquisitions, divestitures, debt and equity alternatives, restructurings, valuation and capital structure. The firm offers M&A and strategic advisory, corporate finance advisory, capital markets advisory, and restructuring services for distressed and special situations. It provides independent, analytically rigorous guidance across industries including healthcare, life sciences, technology, industrials, digital assets, fintech, business services, consumer and software.

Invests inBiotechConsumerFintechHealthtechSaaSBrazilChicagoGlobal

Source: firm website, verified Aug 7, 2026.

Stage
Series A
HQ
Chicago, US
Instruments
Equity
Founded
2006

Team · 44 people

from the firm's website
John "Yogi" Spence· Founding Partner
Brett Lilley· Managing Director
Chris Blake· Managing Director
John McGarrity· Managing Director
Jonathon DiCicco· Managing Director
Matt Gilbert· Managing Director
Paul Glover· Managing Director
Rick Kimball· Managing Director
Scott Mulcahy· Managing Director
Steve Strom· Managing Director, Odinbrook Global Advisors
Todd VanderMolen· Managing Director
Arnav Reddy· Analyst
Becca Livney· Associate
Danh Tran· Analyst
David Adler· Senior Advisor to XA Investments on Economics
Jack Selati· Associate
Joe Walsh· General Counsel
John Crompton· Senior Advisor, UK
Kyle Schafer· Analyst
Natalie DeMuro· Vice President
Nicholas Crompton· Executive Director, UK
Nicole Duddleston· Accounting Manager
Patrick Doyle· Analyst
Paul Dunn· Senior Advisor to XA Investments on Sales and Distribution
Paul Williams· Senior Advisor to XA Investments on Product Development
Roger Gill· Senior Advisor, UK
Spencer Farina· Senior Associate
Spencer Mabrito· Senior Associate

Frequently asked questions

What stage does XMS Capital Partners invest at?
XMS Capital Partners invests at the Series A stage.
What sectors does XMS Capital Partners focus on?
XMS Capital Partners focuses on Biotech, Consumer, Fintech, Healthtech, SaaS.
Where is XMS Capital Partners located?
XMS Capital Partners is headquartered in Chicago, US.

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