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  • true partners in...
    orchestrating transformational deals so our client can develop transformational drugs.

    HARMONY BIOSCIENCES
    Financings / M&A / Strategic Advisor / Investor
    Acquisition of Pitolisant from Bioprojet
    $270 million Equity Financing from investors/affiliates of Paragon Biosciences, Valor Equity Partners, Fidelity Management & Research, HBM Healthcare Investments, Vivo Capital, venBio Partners, Novo Holdings and Nan Fung Life Sciences.

    Harmony Biosciences Harmony Biosciences

  • true partners in...
    achieving world-class outcomes so our client can deliver world-class results.

    SABER INTERACTIVE (EMBRACER GROUP)
    Strategic and Financial Advisor

    Saber Interactive
    Saber Interactive

  • true partners in...
    enhancing value so our client can enhance patient lives.

    CASTLE CREEK PHARMACEUTICALS
    Financings / M&A / Strategic Advisor
    $48 Million Equity Raise From Fidelity Management & Research Company

    Castle Creek Pharma Castle Creek Pharmaceuticals

  • true partners in...
    working side-by-side with management to transform a company and build significant value.

    THINKORSWIM
    Acquisitions / Financings / Strategic Advisor / Investor
    Sale to TD Ameritrade for $825 million

    feature-think Lee Barba, Former Chairman/CEO
    thinkorswim

  • true partners in...
    providing expert advice and creativity to help our clients blossom.

    1-800-FLOWERS.COM
    M&A / Strategic Advisor / Investor

    feature-flowers Jim McCann, Chairman and CEO
    Chris McCann, President

  • true partners in...
    providing top-tier capabilities to talented dealmakers, so they can focus on talented dealmaking.

    KAHALA CORP.
    M&A / Strategic Advisor
    Acquisition of Pinkberry

    feature-kanna Michael Serruya
    Chairman/CEO, Kahala Corp.

  • true partners in...
    integrating our capital, resources and expertise to help high-potential companies achieve success.

    UNDERCOVER CHOCOLATE CO
    Financings / Strategic Advisor

    Featured Companies Selected Investments

Octagon Capital Group is a merchant banking firm that combines top-tier investment banking capabilities with an intense focus on funding, building up and monetizing high potential companies.

Bringing extensive transactional and tactical expertise, we focus primarily on small-cap, mid-cap and private companies with significant potential for value-creation, working closely with senior management teams, owners and boards. We have deep experience across sectors, situations and transaction types, from tactical and transformational M&A, to growth capital, to distressed situations requiring complex solutions to maximize value. We take the unconventional approach of aligning our incentives with achieving each client’s objectives, and in certain situations where appropriate, will make direct investments, particularly where we can be a value-added investor. We’re proud of our skills and track record, our close long-term relationships with management teams and boards, and our ability to achieve great outcomes.

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our guiding principles: focus intensely on our clients at all times to achieve the best possible outcomes. read more...