Our History

Uni Advisors’ mission is to address the special investment banking needs of a growing middle market, a market underserved by large Wall Street firms. Uni is a boutique firm that works with a limited, select group of clients. Each client is served by senior bankers who have years of experience, having handled hundreds of transactions.

Our history started with our founding in 1986 to meet the unique needs of middle market companies, those who have enterprise values from $5 million to $250 million. Uni offers these companies a wide range of services and solutions including merger and acquisition advisory services, financial restructuring advisory services, business valuations and much more.

Through dedication to our founding principles we have become one of the leading middle market investment-banking firms in the United States while our international reputation is also growing. Our commitment has always been to offer our clients the highest quality services available through our in-depth knowledge and commitment to maximizing the values received by our clients.

Travis WattersOur History