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zero point capital

About Us

Zero Point Capital provides strategic investment banking services, advising on, roll-ups, capital raises, M&A, and exits with precision, discretion, and a commitment to unlocking hidden value.

combined

​30+ YEARS OF EXPERIENCE

Skyscrapers

4.9

2.3K+ Reviews

About

We are a boutique investment bank

With over 40 years of collective experience, Zero Point Capital is a trusted investment banking partner to founders, family-owned businesses, and institutional investors. We specialize in roll-ups, capital raises, M&A advisory, and strategic exits across a range of industries, bringing precision, discretion, and insight to every engagement. As registered representatives of Finalis, a leading broker-dealer with over 520 affiliated bankers and more than $10 billion in completed transaction value, we combine boutique agility with institutional-scale execution. Known for our tailored guidance, disciplined execution, and ability to uncover value others overlook, we empower clients to navigate inflection points with clarity and confidence. At Zero Point Capital, trust, strategic alignment, and long-term value creation define everything we do.

$3B

Transaction Value

1K+

transactions completed

300+

Clients handled

520+

banker network

*Includes transaction completed by Zero Point Capital bankers prior to joining Zero Point Capital. The extended network of over 520 investment bankers referenced by Zero Point Capital is accessed through our affiliation with Finalis Securities LLC, Member FINRA/SIPC

Our Mission

At Zero Point Capital, we don’t just navigate transactions, we uncover what others miss. Whether raising capital for roll-ups, evaluating strategic paths, or engineering an exit, we operate with relentless precision and total discretion. Our purpose: to reveal hidden value and turn market obscurity into opportunity.

Our Vision

Our vision is to redefine the standard of strategic capital advisory, uncovering hidden opportunities, unlocking transformational outcomes, and earning the trust of founders, operators, and investors alike. We aim to lead with integrity, innovate beyond convention, and build a legacy of clarity in opaque markets. In a world of noise and uncertainty, we strive to be the signal.

Image by Patrick Fore

Video

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Our team

Meet our team members

Omar Melo

Omar Melo

Managing Partner

Jim Bates

Jim Bates

Vice President

Elias Patrick

Elias Patrick

Vice President

Why choose us?

We AIM to protect your financial interests with years of experience

  • Our team of skilled professionals bring extensive experience across various financial sectors.  We focus on providing customized transactional support designed to help meet client goals, while maintaining a strong commitment to professional starndards and client interests.

  • We provide a full suite of services, from roll-ups, capital raising and M&A advisory to strategic consulting and transaction execution, ensuring your financial objectives are met with precision, professionalism, and a commitment to creating long-term value.

  • With thousands of successfully completed transactions, we are trusted by clients nationwide for achieving favorable outcomes in even the most complex transactions.

  • Your goals drive our strategy. We provide tailored solutions, clear and transparent communication, and hands-on support to ensure a seamless process and a trusted partnership every step of the way.

Meeting with a Lawyer

30+

years of experience

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