DelMorgan & Co. vs Halpern Capital
Comparing two boutique M&A advisors · Last updated April 13, 2025
| Attribute | DelMorgan & Co. | Halpern Capital |
|---|---|---|
| Type | Boutique | Boutique |
| HQ | Santa Monica, CA | Miami, FL |
| Founded | 2010 | 2010 |
| Sector focus | Cross-Border, Lower Mid-Market | Cross-Border, Lower Mid-Market |
| Deal size | $10M-$200M | $5M-$75M |
| Senior team |
|
|
| Rating | Locked | Locked |
| Reviews | 0 verified | 0 verified |
Choosing between DelMorgan & Co. and Halpern Capital
DelMorgan & Co. and Halpern Capital both work in Cross-Border, Lower Mid-Market. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Both firms position themselves as boutique advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.
DelMorgan & Co. is headquartered in Santa Monica, CA and was founded in 2010, while Halpern Capital operates out of Miami, FL and was founded in 2010. Geography matters here: DelMorgan & Co.'s Santa Monica relationships and Halpern Capital's Miami relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, DelMorgan & Co. states $10M-$200M while Halpern Capital states $5M-$75M.
For founders deciding between DelMorgan & Co. and Halpern Capital, the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.
DelMorgan & Co. is a boutique headquartered in Santa Monica, CA and founded in 2010. The firm focuses on Cross-Border, Lower Mid-Market and typically advises on transactions in the $10M-$200M range. Key dealmakers includ...
Halpern Capital is a boutique headquartered in Miami, FL and founded in 2010. The firm focuses on Cross-Border, Lower Mid-Market and typically advises on transactions in the $5M-$75M range. Key dealmakers include Adam Ha...
Frequently asked questions
- What is the main difference between DelMorgan & Co. and Halpern Capital?
- DelMorgan & Co. is a boutique HQ'd in Santa Monica, CA (founded 2010), focused on Cross-Border, Lower Mid-Market, with a typical deal range of $10M-$200M. Halpern Capital is a boutique HQ'd in Miami, FL (founded 2010), focused on Cross-Border, Lower Mid-Market, with a typical deal range of $5M-$75M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
- Which firm has better founder reviews, DelMorgan & Co. or Halpern Capital?
- DelMorgan & Co.'s current rating is Locked (reviews unlock after five verified founders submit ratings). Halpern Capital's current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
- Should I shortlist both DelMorgan & Co. and Halpern Capital?
- For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
- How does BankerNotes verify reviews of DelMorgan & Co. and Halpern Capital?
- Every review is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: April 13, 2025