M&A advisorSell-side
EP Securities LLC – Excel Partners Holdings LLC
New York, NY
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of EP Securities LLC – Excel Partners Holdings LLC
EP Securities is a boutique investment bank providing M&A and corporate financial advisory services to middle-market companies, including entrepreneur-owned private companies. It focuses on healthcare services and enabling technologies, business services, and information technology and software. The firm says it has a two-decade track record advising middle-market companies on strategic transactions and provides senior-level involvement throughout its process.
Named principal
Douglas Donohue
Founder and Managing Director
Profile details
Details for EP Securities LLC – Excel Partners Holdings LLC
- Representation
- Sell-side
- Firm type
- M&A advisor
- Based in
- New York, NY
- Engagement coverage
- New York, NY
- Industry focus
- Healthcare and medical practices · Professional services · Technology and software
Office locations
Headquarters and public offices
Headquarters
New York, NY
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
excelptrs.com · checked October 2026