Walnut Lake Partners is an independent, boutique investment banking firm that provides capital placement and merger and acquisition advisory services to private and public companies.  WLP focuses on finding the RIGHT capital partner that meets the specific strategic and financial needs of its clients.

Opportunistic Marketplace

Capital is widely available today across the balance sheet. Companies have more financing options than ever before due to the large pools of capital that have been raised by debt, equity and hybrid funds.

Whether a Company is seeking capital for growth, restructuring, partial liquidity or a full exit, pent up demand for the RIGHT assets has created an abundance of supply of both credit and equity.  While it’s always important to monitor key markets and economic indicators to stay updated on key data points, the long-term growth outlook remains firmly positive for both U.S. and global markets supported by deep capital resources.

Walnut Lake Partners

Senior Level Attention. Impactful Results.

Unlike larger investment banking firms where mid-market deals are often passed down to junior associates, Walnut Lake’s proposition is built on having seasoned managing partners actively drive the deal from origination to close.

The Benefit: Clients receive sophisticated, institutional-grade guidance combined with the agility and focused attention of a boutique firm.

Services

Capital Placement

Debt and equity for growth or restructuring. 

Mergers & Acquisitions

Company sales , corporate divestitures, and acquisitions.

Merchant Banking

Long-term strategic planning, active in all phases of growth,  assist with driving value toward 3-5 year exit.

Size

Deal size: $10 – 200 million
EBITDA: $2 to 20 million  

Geography

U.S. with Global Investor Base

Industries

Agnostic, with deep experience in business services, financial services, healthcare, technology, industrial, telecom and agriculture.

Recent Transaction Experience

Our team has worked in multiple sectors in recent years initiating and/or managing strategic projects and transactions for business owners and executives.  Below are a few representative examples. 

Health Care Provider

Buy-Side Advisory
Advisor to Independent Sponsor

Wealth Management/RIA

Structured Capital Financing
Institutional Lender/Investor

IT Services

Buy-Side Advisory
Advisor to Independent Sponsor

Financial Services – Cryptocurrency

Debt Financing
Commercial Bank/CPACE

Electrical Infrastructure

Structured Capital Financing
Institutional Lender/Investor

Agriculture

Minority Recapitalization
Institutional Lender/Investor

Elite Advisory. Direct Partnership.

Walnut Lake Partners brings more than 25 years of institutional corporate finance and investment banking experience to middle-market companies. Led by founder Jon Doehr, we specialize in high-stakes M&A, recapitalizations, and capital raises across multiple industries. By pairing senior-level execution with a curated network of industry advisors, we deliver the sophisticated strategy of a tier-one firm without the bureaucratic overhead.

Explore our insights hub & knowledge base

Access deep dive research papers, expert video interviews, insightful blogs, and curated links on a dedicated page

Research Papers

Industry reports and white papers.

Video Interviews

Exclusives with thought leaders.

Blog & Insights

Trends, analysis, and perspectives.

Curated resources

Essential links for growth.

Need capital for acquisition programs or other growth initiatives?

Fuel Your Growth. Whether you’re looking to acquire a business or expand your operations, we provide the capital to make it happen.