About the firm
We built and sold companies before we advised on them.
REGAL 3 Capital, Inc. was founded in 2001 as an investment holding company. Everything we now sell to clients, the assessment, the planning and the sale process, was built first for our own acquisitions. We are advisors who have been on the other side of the table.
REGAL 3 Capital, Inc. · Madison, WI
Background
How a holding company became an advisory firm.
- 2001Founded as an investment holding company
REGAL 3 Capital, Inc. is incorporated. Over the next four years it starts three businesses and merges with several others to form a group of technology businesses.
- 2005Sold the technology group
The group sells its technology holdings and turns to the work it had learned doing them: business turnaround acquisitions and property development.
- 2010The consulting division starts
The processes built for our own acquisitions become a service — analysis of a client business, operational recommendations to promote growth and stakeholder value, and often an interim manager on site to execute them.
- 2017Co-founded an M&A advisory firm
REGAL 3 co-founds National Business Advisor Alliance, moving from advising on how a company is run to advising on how it changes hands.
- 2020Acquired the alliance in full
NBA is acquired outright and the corporate finance practice comes inside the firm.
- TodayThree divisions
One transforms companies. One sells and funds them. The newest, Real Estate, evaluates development projects and property investments. The analysis that starts each is the same analysis.
Three divisions.
01 · Consulting
Corporate transformation
Strategy, planning, project management and leadership applied by people who accept operational responsibility for the outcome.
Read more02 · Capital Advisory
Corporate finance
Valuation, sale, acquisition and merger of companies and of shares in them, plus capital raising within the division's authorised scope.
Read more03 · Real Estate
Development & investment
Commercial and financial evaluation of property investments and development projects. A developing advisory offering.
Read more
Global reach
A network that reaches 106 countries.
Member of Cross Border Associates, Germany.
REGAL 3 is a member of Cross Border Associates, a network of M&A advisors and legal, finance and tax experts based in Germany, operating in 106 countries with 300+ associates. It is who we call when a transaction crosses a border.
The four things we will be judged on
They are ordinary words.
They matter here because an owner who opens the books to us is trusting people they have known for a matter of weeks.
- Timeliness
- A business in trouble loses value while it waits.
- Honesty
- You hear what the analysis found, including the part you hoped we would not mention.
- Integrity
- We are selective, and we say no to work we cannot do well.
- Diligence
- A standard we set for our own acquisitions. It has not moved since.