As Cassel Salpeter & Co. looks back on more than a decade of providing superior financial advisory services, we continue to grow in market intelligence, experience, and quality of personnel, refining our capabilities for the businesses we serve. We have adjusted to the remote way of doing business with great hopes of safely moving to a more hybrid approach in 2022, as well as an increase in in-person interactions. We will continue marching forward with clarity of vision and resolute purpose, seizing opportunities and maximizing value for our clients who count on us.

View on 2021, Vision for 2022

2021 saw record activity for M&A, private equity-backed deals, SPACs, and venture capital. And yet it was also the year that the pandemic lingered, then returned with a vengeance. While initial 2022 deal flow remains strong, questions remain regarding a slowdown in activity sometime during the year. However, even a slowdown may only reduce activity to more normalized levels.

The $1.9 trillion federal stimulus package in March offered a lifeline to individuals, families, local and state governments, and small businesses through its wide-ranging provisions. Although budgeted for the continued fight against COVID-19, it was essential for the economic survival of many. Passage of a $1.2 trillion infrastructure bill followed in November. Meanwhile, the nation caught resignation fever creating new employment opportunities for some but disruption for many business owners who depend on stability in their workforce. As in previous years, capital continued its pursuit of the next good deal with the calculus of the pandemic applying its pressures creating still more opportunities for technology, telehealth, ecommerce, and healthcare, among other sectors. Those nimble, forward-thinking middle market companies that made the necessary pivot at the start of the public health emergency and adapted quickly, continued to thrive.

With the support of our clients and the financial community we were among those able to transition, securing deal and engagement growth across a range of verticals including technology, healthcare, ecommerce, and biotech, among other industries. While we miss the camaraderie fostered by our office, we successfully rounded a critical corner to find ourselves achieving high productivity as a remote and hybrid workforce. As the world continues to reflect changing views of how to deal with the new normal, we will continuously evolve and adjust as well.

As in 2021, opportunities continue across sectors for 2022. Businesses that have proven their resiliency over the long haul continue striding ahead, even as savvy innovators find ways to provide the goods and services that this continually evolving new normal requires.

“We are honored to be named the ‘Fairness Opinion Advisor of the Year’ and ‘Small Market Corporate Deal of the Year’ in 2021,” said James S. Cassel, Chairman and Co-Founder of Cassel Salpeter & Co. “During a challenging year, our team rose to the occasion to serve our clients with best-in-class service, showing we can adapt to our clients’ needs and achieve great results.”

Cassel Salpeter Continues to Thrive As it Looks Back on Over a Decade of Service to its Clients

As we look ahead to a prosperous future, we send our sincere gratitude to our clients, referral relationships, community partners, and other friends and supporters who helped us complete more than a decade of service. Despite continued operational challenges, we again achieved strong deal flow. 2021 brought continued deal volume and quality, further commitments to providing actionable industry intelligence, promotions and additions to our team, a deepened industry focus, and continued investment into industry intelligence that has positioned us to meet the growing demand for our services, no matter the circumstances.

Highlights Include

Continued to strategically add key team members while also making promotions set to improve our firm’s performance. Laura Salpeter rose from Vice President to Director and Tahz Rashid moved from Analyst to Associate. Meanwhile, in our continued commitment to our clients, we added analysts Aaron Schiff and Francisco Belliard, completing a team of seasoned veterans invigorated by promising new talent and prepared to meet the moment

Our 2021 efforts on behalf of our clients did not go unnoticed. Cassel Salpeter was recognized by Global M&A Network as our firm secured the Fairness Opinion Advisor of the Year Award and the Small Market Corporate Deal of the Year Award.

Continued publishing the Florida PE Deal Report, a semi-annual report recapping PE deal flow in Florida, as well as our Aviation Deal Report, a quarterly resource for the aerospace and defense community keeping you informed of developments within the aviation capital markets and the Tech Review, a quarterly report highlighting emerging trends and developments in the technology marketplace.

Our healthcare practice team rose to the occasion issuing a quarterly Healthcare Investment Banking Report tracking industry deal flow, while providing deep dives into pandemic-specific industry trends and impacts.

Chairman and Cofounder James Cassel joined Aviation Director Joey Smith and Healthcare Managing Director Ira Leiderman providing thought leadership and subject matter expertise featured in local and national media including Bloomberg NewsYahoo! FinanceGOBankingRatesForbesMarkets InsiderWealth Management, Arianna Huffington’s Thrive GlobalZenger News, the Miami HeraldGlobeSt., MarketScale, the South Florida Business Journal, and the Sun Sentinel.

Industry Knowledge

About Cassel Salpeter & Co., LLC
Cassel Salpeter & Co., LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have extensive experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Co-founded by James Cassel and Scott Salpeter, the firm provides objective, unbiased, results-focused services that clients need to achieve their goals. Personally involved at every stage of all engagements, the firm’s senior professionals have forged relationships and completed hundreds of transactions and assignments nationwide. The firm is headquartered in Miami and maintains a national practice. Member FINRA and SIPC. More information is available at