Transact Capital is

Now Sequel Advisors.

More Than An Advisor.
More Like An Advocate.

Anyone can help you find a buyer. Fewer people will fight for you through every negotiation, coach you before every hard conversation, and stay engaged long after the easy parts are over.

We’ll tell you when you’re not ready to sell. We’ll tell you when a number doesn’t reflect what your business is worth. Founders don’t remember the banks that told them what they wanted to hear. They remember the ones who told them the truth, especially when it mattered most.

We didn't change who we are.
We finally named it.

Transact Capital Is Now Sequel.

WHY SEQUEL

Some Firms Help You Close The Deal. We Help You Write What Comes Next.

For more than twenty years, our team has advised founder-led businesses through the most significant decisions of their careers. As the firm grew, so did our conviction that founders deserve something bigger than any one advisor, they deserve an institution built entirely around them.

Sequel is a name built for that idea.

Not a name for a person or a deal, but for what happens after: the next chapter, the next decision, the next founder who deserves the same guidance we’ve always given.

The philosophy hasn’t changed. Now it has a name that fits.

Patrick Morin Headshot
“For years, people knew this firm by one name. That was never the whole story. Sequel is what we've always been, a team built to stay beside founders long after the easy conversations are over.”
Patrick Morin
Managing Partner
25
+
Years advising founder-led businesses
250
+
Transactions successfully completed
FINRA
Registered Broker-Dealer
International
Serving founders across the globe

OUR VALUES

We Tell the Truth

Especially when it’s difficult.

We Prepare Relentlessly

Because confidence comes
from preparation.

We Stay Calm Under Pressure

The toughest moments define
the entire experience.

We Lead from Abundance

The best outcomes come from collaboration,
not competition.

We Win Together

Success is measured by what our clients achieve,
not what we accomplish alone
The first conversation changes nothing.
The right conversation can change everything.
Let’s talk about where you are, what’s ahead, and what matters most to you.