Founded for involvement
XMS was founded with a model designed around relationships, independence and direct senior attention.
Start a conversationAbout XMS
A different kind of
investment bank.
XMS was founded in 2006 around a simple idea: relationships should matter more than transactional velocity.
Independent adviceSenior-led executionChicago · London · Miami
Involvement Banking®
It isn’t a slogan.
It’s a promise.
It means showing up and seeing things through. It means ascending from the traditional role of transactional banker and earning our place as a trusted advisor.
It means following the math, speaking hard truths and doing more than the diligence that is “due.” To be involved means knowing the people, the business, the industry and what is truly at stake.
$250B+Senior team career transaction experience
20 yearsBuilding long-term client relationships
3 officesChicago, London and Miami
Built differently
One idea.
Twenty years of proof.
Connected across markets
Teams in Chicago, London and Miami bring sector judgment and cross-border perspective to each mandate.
Senior through the outcome
The people who win the work remain accountable for the thinking, negotiation and execution.
How we work
What clients should
expect from us.
Comfortable with complicated
We distill multiple inputs into decision tools that help clients assess risk and reach actionable conclusions.
Independent by design
Our judgment is not shaped by a lending book, a product quota or a preferred answer.
Senior from start to finish
The people in the first meeting remain involved through the work, the negotiation and the outcome.
Direct when it matters
We say what we believe clients need to know, explain the analysis and stand behind the recommendation.
The firm
Built around people,
not products.
Our managing directors bring bulge-bracket experience. Our younger professionals bring energy, rigor and exceptional talent. We learn from one another, challenge one another and bring that collective judgment to every client.
Meet our people ↗