Empowering small to middle market companies

Sequence Financial Specialists LLC (“Sequence”) is an investment banking and advisory services firm headquartered in Charleston, SC, and is a member FINRA/SIPC.

We specialize in working with small to middle market companies with $1,000,000 to $5,000,000 in EBITDA and/or net income throughout the Southeast. We help with debt restructuring, growth capital, mergers, acquisitions and exit strategies. We have assembled a team with a collective 100 + years of business experience to provide our services.

FIRM PROFILE

SEQUENCE FINANCIAL SPECIALISTS LLC (“SEQUENCE”) WORKS WITH SMALL TO MIDDLE MARKET COMPANIES TO ASSIST OUR CLIENTS’ PURSUIT OF THEIR FINANCIAL GOALS BY BUILDING TRUSTING RELATIONSHIPS AND UTILIZING OUR EXPERTISE IN THE TRANSACTIONAL PROCESS BY PROVIDING INDIVIDUALLY TAILORED FINANCIAL SERVICES AND SOLUTIONS

SEQUENCE is a FINRA registered broker/dealer firm headquartered in Charleston, SC that provides investment banking and advisory services. We are FINANCIAL TRANSACTION SPECIALISTS (“FTS”) with a focus on adding value to each financial transaction including the restructure of debt, access to equity, M&A, consultations and execution of legacy exits.


PARENT PROFILE

SEQUENCE is a subsidiary of Sequence Holdings LLC, a financial services company that has one additional subsidiary; Sequence Real Estate LLC. The firm has offices in Charleston, SC (HQ) and Florence, SC.


SEQUENCE TEAM

The SEQUENCE team offers a broad base of knowledge in many industries along with significant transaction experience. Comprised of investment banking and consulting professionals, SEQUENCE has a network of both strategic and financial investors. Our team has specific experience in the manufacturing, distribution and service industries. Further, the team has developed a niche in the nuances of closely held businesses both as to their unique needs and concerns regarding tax ramifications.

Our team is led by W. Michael Grady, Principal and Senior Managing Director and Gene King, Head of Business Development for SEQUENCE and Managing Director of Sequence Holdings. Each brings over 25 years of business, transactional and refinancing experience. Working together, the entire SEQUENCE team offers a deep and unique skill set required to complete successful financial transactions.


Click here to read more and to download the Firm Summary PDF.