ANNOUNCED · MARCH 24, 2026
BioDesign Mens Clinic
HAS BEEN ACQUIRED BY
Agentis Longevity
1858 CAPITAL PARTNERS · EXCLUSIVE FINANCIAL ADVISOR
EBITDA (derived)
$7.2M
Revenue × margin
Folio 00 — A Boutique M&A Advisory Firm · Settled 1858 · Founded 2022
Every transaction is a relationship. Every relationship, a community.
1858 Capital Partners LLC is a boutique investment bank and mergers & acquisitions advisory firm in Winter Park, Florida — specializing in middle-market M&A advisory, principal investments, debt financing and special situations for founder-owned companies. Formed with a community banking model in mind: capitalization partners and a Board of Managers drawn from local business leaders, a consultative and interactive client relationship, and an extensive national network of private equity firms and strategic partners.
Winter Park was first settled in 1858, when David Mizell Jr. bought an 8-acre homestead between Lakes Virginia, Mizell and Berry. Each of the four founders is a committed investor, and nearly every client relationship carries some tie back to Winter Park and Central Florida — the name acknowledges it.
— Verified · 1858partners.com / about-usANNOUNCED · FEBRUARY 28, 2025
Infotree Global Solutions
HAS RECEIVED A STRATEGIC INVESTMENT FROM
Kingswood Capital Management
1858 CAPITAL PARTNERS LLC · EXCLUSIVE FINANCIAL ADVISOR
ANNOUNCED · AUGUST 29, 2024
SEARCH Inc
HAS BEEN ACQUIRED BY
Contract Land Staff · Sentinel Capital Partners
UNDERSIGNED ACTED AS EXCLUSIVE FINANCIAL ADVISOR
0+
Years combined M&A experience
$0M
Revenue · Apollo verified
0
Professionals on the team
$0M
Raised · 32nd Wishmakers Ball
0
LinkedIn followers
0
The year Winter Park settled
FOLIO01THE LEDGER
What the firm does · verified our-services + homepage
Five disciplines, one community-bank standard of care.
/01
Mergers & Acquisitions
The core pillar. Expertise spanning multiple industries, investment structures and buyer types, using an exclusive sell-side process developed by the 1858 team to achieve optimal structures and higher selling multiples. Typical sell-side engagements fall in an enterprise-value range of $25M and up.
Sell-side · $25M+
/02
Principal Investments
Tactical control and non-control investments in opportunities below the $25M M&A advisory threshold, backed by a full analytics team and underwriting expertise. Investments are done pari-passu — no separate share classes; 1858 partners put their own money into every transaction, so when there is an exit, all investors benefit equally.
Pari-passu · Under $25M
/03
Debt Financing
Working capital lines of credit and growth capital for mid-sized businesses. In the words of the CEO of Thumbprint: from the very first consultation through successful completion, communication was transparent and timely, keeping the client informed every step of the way.
Working capital · Lines of credit
/04
Special Situations Advisement
Hands-on guidance through specialized transaction processes — corporate restructuring, recapitalizations and other moments where a founder-owned company needs a steady, selective advisor rather than a commoditized one.
Restructuring · Advisory
/05
Transaction Advisory
Strategic buyers, corporate restructuring and transaction advisory across a 78-keyword footprint — technology, healthcare, consumer goods, engineering, transportation and real estate — serving Fortune 500 companies, private equity firms and family-owned businesses alike.
78 keywords · 6 sectors
FOLIO02THE FORGE
The Logic Forge · ten working instruments
Ten board instruments, fully wired.
Each instrument is a working model of how 1858 Capital Partners approaches the middle market — the selective engagements, the front-end review, the pari-passu principal capital, the community network. Move the sliders, open the tombstones, run the process. All figures below are illustrative concept outputs, not valuations or offers.
INSTRUMENT 01 / 10 — DEAL VALUE REALIZER
Live model · updates in real time
Quantify the community-bank difference
What is your company worth — before and after the 1858 process?
The firm is very selective about engagements and runs an extensive front-end review before ever presenting a proposal, so that every engagement carries a high probability of success. This model contrasts a commoditized market outcome with the 1858 optimized outcome: exclusive sell-side process, competitive tension, optimal structure.
Current market value
$45.4M
6.3× EBITDA · commoditized process
1858 optimized value
$54.7M
7.6× EBITDA · exclusive sell-side
Value uplift
+$9.3M
+20.5% over market outcome
Brass needle — 1858 optimized multiple · Teal mark — market multiple
Illustrative concept methodology: industry base multiples (Technology 8.2×, Healthcare 7.4×, Real Estate 6.8×, Consumer 6.3×, Engineering 6.0×, Transportation 5.6×) adjusted for growth and ownership profile. The 1858 premium reflects the firm's exclusive sell-side process, 100+ years of combined experience, and network of private equity and strategic relationships. Not a valuation opinion. Proof of process: BioDesign × Agentis (2026), Infotree × Kingswood (2025), SEARCH × CLS/Sentinel (2024).
INSTRUMENT 02 / 10 — TOMBSTONE VAULT
Interactive · filter, search, open any stone
Tombstones reconstructed from 1858partners.com/transactions, tombstones and press releases. Click any stone for the deal story, engagement team and client words. Financial terms were not disclosed in the announced transactions.
INSTRUMENT 03 / 10 — BUYER STRATEGY ARCHITECT
Six-phase sell-side process · click phases
The exclusive sell-side process, week by week
Evaluate many candidates. Proceed with the select few. Customize the approach for each.
Wk 0Wk 4Wk 8Wk 12Wk 16Wk 20Wk 24Wk 28+
Durations are illustrative of a typical middle-market sell-side engagement of $25M enterprise value and up; every 1858 process is tailored to the client's specific goals. Phase proof drawn from verified client testimonials.
INSTRUMENT 04 / 10 — COMMUNITY NETWORK MAP
Winter Park hub → national buyers · click nodes
Rooted in Winter Park, extending across the country
Personal relationships with private equity firms and strategic partners — the best sales approach for each client's specific goals.
Select a node on the map
The dotted brass lines
Each line is a closed or advised transaction flowing out of Winter Park — evidence of the extensive network of contacts and personal relationships the firm extends across the country. Click any buyer node to read the transaction it represents.
Verified footprint · Sunbiz + site
Four addresses, one community
- HQ · 01155 S Park Ave, Winter Park, FL 32789
- HQ · 021075 W Morse Blvd, Winter Park, FL 32789
- AGENTRegistered Agent — Jay Chaudhari, 154 S Park Avenue, Suite 201, Winter Park, FL 32789
- MAILAttn: Michael A. Okaty, Esq., 301 East Pine Street, Suite 1200, Orlando, FL 32801
INSTRUMENT 05 / 10 — OUTCOME SIMULATOR
Generic boutique vs. the 1858 standard
Why large banks opportunistically appear — and under-deliver
Same company. Two very different processes. Two very different outcomes.
Where large investment banks opportunistically appear in the market without experience, they typically offer a sub-par transaction process. Model your situation against a generic boutique outcome and the 1858 standard.
Generic process outcome
$35.0M
7.3× EBITDA · broad spray, weak tension
1858 process outcome
$44.6M
9.3× EBITDA · exclusive & selective
+27.4%
illustrative outcome differential driven by the process edges below
- Selective engagements — a limited number of deals at any one time, so maximum client interfacing is achieved.
- Front-end review — extensive review before a proposal is ever presented, ensuring high probability of success.
- Exclusive sell-side process — developed in-house for optimal structures and higher selling multiples.
- Network, not lists — personal relationships with private equity firms and strategic partners across the country.
Concept illustration only. Generic outcome assumes a 0.6–0.9× process discount to market multiple; 1858 outcome assumes the Instrument 01 optimization. Objective adjusts structure emphasis (sale, acquisition, principal investment, debt/special situations).
INSTRUMENT 06 / 10 — SECTOR DEEP DIVE
Six industries · verified deal history
Expertise spans multiple industries, structures and buyer types
Central Florida is a high-growth market — and some of the best companies in the country are located here.
INSTRUMENT 07 / 10 — CAPITAL RAISE ARCHITECT
Stack builder · pari-passu engine
Control, non-control, debt or pari-passu equity
Design the optimal capital structure for your next move.
With a full analytics team and underwriting expertise, 1858 capitalizes smaller opportunities below the $25M advisory threshold. The partners put their own money into every transaction — investments are done pari-passu with no separate share classes or differentiation for outside investors.
Recommended path
Principal Investment
Under $25M · 1858 co-invests
Indicative timeline
10–14 weeks
Front-end review through close
1858 alignment
Pari-passu
Partners' own capital in every deal
38%
Senior Debt
$3.04M
22%
Junior / Mezz
$1.76M
40%
Equity · Pari-Passu
$3.20M
The pari-passu doctrine
No separate share classes. No differentiation for outside investors. When 1858 partners invest, they invest on the
same terms as everyone else — so when there is an exit, all investors benefit and are treated the same.
Structure splits are illustrative concept allocations, adjusted by use of proceeds and stage. Debt capacity referenced against the firm's debt-financing practice (working capital lines of credit, growth capital) and the Thumbprint engagement. Equity at or above $25M enterprise value typically routes to the sell-side M&A practice.
INSTRUMENT 08 / 10 — PARTNERSHIP SCORE
Ten factors · radar readout
Core values: Partnership · Innovation · Integrity · Excellence
How closely does your situation match the kind of partnership 1858 builds?
INSTRUMENT 09 / 10 — COMMUNITY BANK MODEL MAP
Five concentric commitments · click rings
Unlike traditional investment banks, 1858 was formed with a community banking model in mind
The model, from the 1858 roots outward to the national network.
The traditional investment bank
- Opportunistically appears in the market without experience
- Typically offers a sub-par transaction process
- Capitalization disconnected from the community it serves
- Volume-driven engagement, diluted client interfacing
- One-size-fits-all, commoditized process
The 1858 community model
- Capitalization partners and Board drawn from local business leaders
- Consultative, interactive relationship at the heart of every deal
- Selective engagements — maximum client interfacing
- Extensive front-end review before a proposal is presented
- Founders are committed investors; every relationship ties back home
INSTRUMENT 10 / 10 — EXPERTISE TIMELINE
1858 → 2026 · the ledger of proof
Founded 2022 · over 100 years of combined M&A experience · billions of dollars in value
From an 8-acre homestead between three lakes to a national deal network.
FOLIO03THE ROSTER
Our Team · verified 1858partners.com/our-team + Apollo + RocketReach + LinkedIn
Founded by four. Governed by a board of local leaders.
1858 was founded by Michael Ward, Jay Chaudhari, Michael Skat and Michael Okaty, each serving as Founding Managers. All have worked and closed numerous transactions across a wide variety of industries; combined M&A experience exceeds 100 years and billions of dollars in value. Jay Chaudhari, Michael Ward and Michael Skat serve as the initial officers managing day-to-day operations. The firm is governed by a Board of Managers consisting of Founding Managers, At-Large Managers and two Independent Managers, with Michael Okaty serving as initial Board Chair.
Board of Managers · Founding, At-Large & Independent Managers
FOLIO04THE DIRECTORY
Founders-only tracker · cold email sequence ledger · anti-hallucination edition
Verified emails only. Nothing guessed.
| Principal | Verification source | Status | Action | |
|---|---|---|---|---|
Michael Ward, CFA Managing Partner · Founding Manager |
mward@1858partners.com | Apollo Primary Business Email (catch-all) · Sep 16 2026 12:46 PM · cross-matched RocketReach, GetProspect, ContactOut, BizProfile (23 entities · 890 W Trotters Dr, Maitland FL), Tracxn, LinkedIn (michael-ward-cfa) | ● Primary · Verified | |
1858 Capital Partners LLC General inquiries · contact-us page |
info@1858partners.com | 1858partners.com contact page + footer · (407) 409-7043 · 1075 W Morse Blvd, Winter Park FL 32789 | ● General · Verified | |
Observed email pattern {first initial}{last}@1858partners.com |
m + ward → mward@ ✓ | Pattern inferred from the single verified address. All other team channels are intentionally unlisted — titles and sources are recorded in Folio 03, but no additional addresses are published or guessed in this tracker. | ◆ Pattern · Unverified |
CAN-SPAM compliance · 7 requirements
The $53,088-per-email rules.
- Physical address — every sequence footer carries 155 S Park Ave, Winter Park FL 32789 and 1075 W Morse Blvd, Winter Park FL 32789.
- Opt-out mechanism — "Reply STOP to opt out," honored within 10 business days.
- Accurate header information — From, To, Reply-To and routing information identify the true sender.
- Non-deceptive subject lines — elite 2–4 word subjects; no mobile truncation, no SDR cliché traps.
- Advertisement identification — commercial sequences disclose themselves as such where required.
- Opt-out honoring — suppression is permanent and cross-list; STOP means STOP.
- Sender accountability — founders-only sends; the tracker and suppression list are maintained per campaign.
Statutory exposure: up to $53,088 per non-compliant email. This tracker exists so that never happens.
Subject line forge · elite 2–4 words
Subjects that survive the inbox.
Shuffle for a CAN-SPAM-safe, mobile-proof subject for the mward@ sequence. Two to four words. No clichés.
Winter Park introductions
Cold sequence architecture · later
Touch 1 — value-led note referencing the BioDesign × Agentis tombstone (Mar 2026).
Touch 2 — community-bank angle: selective engagements, front-end review.
Touch 3 — pari-passu principal investing below the $25M threshold.
Touch 4 — breakup, with Reply STOP honored instantly.
FOUNDERS-ONLY TRACKER — HEAVILY EDITED · ANTI-HALLUCINATION VERSION
Ledger of record: /home/user/leads-tracker.md · Sequence source: /home/user/prompts/ALL_PROSPECT_EMAILS.txt
Scope: founders' emails only. Non-essential contacts forgotten. Removed and NEVER re-added:wraysearch.com · bob.gershberg@wraysearch.com — permanently suppressed.
Verification snapshot: Apollo screenshots Sep 16 2026, 12:46 PM + 1858partners.com (homepage, about-us, our-team, transactions, tombstones, our-services, mergers-acquisitions, contact-us, insights, press releases, recent news, team bios) + Apollo + RocketReach + Prospeo + LeadIQ + ContactOut + GetProspect + BizProfile + Tracxn + LinkedIn (2,060 followers) + Sunbiz.
Ledger of record: /home/user/leads-tracker.md · Sequence source: /home/user/prompts/ALL_PROSPECT_EMAILS.txt
Scope: founders' emails only. Non-essential contacts forgotten. Removed and NEVER re-added:
Verification snapshot: Apollo screenshots Sep 16 2026, 12:46 PM + 1858partners.com (homepage, about-us, our-team, transactions, tombstones, our-services, mergers-acquisitions, contact-us, insights, press releases, recent news, team bios) + Apollo + RocketReach + Prospeo + LeadIQ + ContactOut + GetProspect + BizProfile + Tracxn + LinkedIn (2,060 followers) + Sunbiz.
FOLIO05THE VOICES
Testimonials · verified homepage
Clients, in their own words.
1858 Capital Partners was an invaluable partner through this process. Infotree is a large multi-national organization, and from the beginning Adam and his team provided expert guidance and a hands-on approach to ensure we found the right investment partner for Infotree's future.
President · Infotree Global Solutions
The 1858 team did an exceptional job from day one. Dave, Adam, Tom and Chris worked tirelessly alongside us, providing the guidance, support and creativity required to successfully achieve a closing. The result: 1858 found the perfect partner in CLS.
Dr. Anne V. Stokes · CEO & Founder, SEARCH Inc
Over the last 45 years engaging in M&A practice, I had become convinced it was virtually impossible — and yet I was thrilled to have been introduced to 1858 Capital Partners to handle my client's recent M&A transaction.
Trustee · Charity Shoes & Clothing, RTCM, World Wear Project
1858 Capital Partners acted as a true partner, advocate and cheerleader throughout the process. From beginning to end they worked tirelessly to ensure our company's value was maximized and to lay the groundwork for what comes next.
Founding Partner & CFO · Traffic Mobility Consultants
From the very first consultation to the successful completion of our working capital line of credit, the 1858 team demonstrated unmatched professionalism, expertise and dedication. Communication was transparent and timely throughout.
CEO · Thumbprint
FOLIO06THE WIRE
Press releases + recent news · verified
Announcements and community.
MAR 24
2026
2026
Press Release
1858 Capital Partners Advises BioDesign Mens Clinic on Acquisition by Agentis Longevity
Agentis Longevity is a portfolio company of Shore Capital Partners. 1858 acted as exclusive financial advisor to BioDesign.
FEB 28
2025
2025
Press Release
1858 Advises Infotree Global Solutions on Strategic Investment from Kingswood Capital Management
Founded 2002, Infotree is a global leader in international workforce management — contingent staffing, EOR, SOW and IC solutions for Fortune 500 companies.
AUG 29
2024
2024
Press Release
1858 Advises SEARCH Inc on Sale to Contract Land Staff (CLS)
CLS is a portfolio company of Sentinel Capital Partners. Founded 1993, SEARCH is a global leader in professional and maritime archaeology and full-spectrum cultural resource management.
JUL 21
2026
2026
Recent News
1858 Capital Partners Cheers On Norway at the World Cup
The firm gets into the World Cup spirit, cheering Norway and celebrating global teamwork with Vice President Christoffer Bogstad.
JUN 12
2026
2026
Recent News
1858 Attends Its First ACG Maryland Deal Forum
A day spent connecting with partners, friends and new members of the M&A community.
MAY 30
2026
2026
Recent News
1858 Supports the 32nd Annual Fields BMW Wishmakers Ball
The ball raised a record $1.85M for Make-A-Wish Central & Northern Florida — the community bank model in action.
OCT 29
2025
2025
Recent News
Jay Chaudhari Named President of ACG Orlando
The Executive Director and Founding Manager extends 1858's reach into the Central Florida deal community.
FOLIO07THE DATA
Firmographics scoured · deepest mega core depths
Everything verified, in one ledger.
Entity & Registration
Legal name1858 Capital Partners LLC
FEI / EIN88-1578624
Founded2022 · Winter Park, Florida
Registered agentChaudhari, Jay · 154 S Park Avenue, Suite 201, Winter Park FL 32789
Name / address changed3/29/2024
Agent entities50 entities (Jay Chaudhari) · Ward authorized on 23 entities
Last annual reportFiled Feb 20, 2025
MailingAttn: Michael A. Okaty, Esq., 301 E Pine St, Ste 1200, Orlando FL 32801
GovernanceBoard of Managers · Founding + At-Large + 2 Independent Managers
Financial & Market Profile
Revenue$11.5M (Apollo) · $1,368,880 (Prospeo)
Revenue / employee$86K
Employees20 (Apollo) · 19 (RocketReach) · 11–20 (Prospeo)
Valuation$4.4M · no external funding
SIC / NAICS6722 · 523150
IndustriesFinancial Services · Investment Banking
Sell-side range$25M enterprise value and up
Website stackJavaScript · HTML · PHP + 9 more
Site byDigital Space Marketing
Keyword footprint · 78 indexed · selection shown
FOLIO08THE RECORD
Read before anything else
Concept preview. Not affiliated.
THE LOGIC FORGE DISCLAIMER. This is an independent concept preview built by The Logic Forge, not commissioned by 1858 Capital Partners LLC. No affiliation, endorsement, or partnership is implied. All interactive content is synthetic for demonstration and is marked as concept throughout. Nothing here is legal, tax, valuation or investment advice.
1858 Capital Partners LLC is a boutique M&A advisory firm in Winter Park, Florida. All trademarks and brand references belong to their respective owners. Firmographics verified via Apollo screenshots captured Sep 16, 2026 at 12:46 PM, together with 1858partners.com (homepage, about-us, our-team, transactions, tombstones, our-services, mergers-acquisitions, contact-us, insights, press releases, recent news, team bios: Michael Ward, Jay Chaudhari, Michael Skat, Michael Okaty, David Simon, Adam McKinnon, Moses Bendayan, Jim Graf, Michael Furey, Zac Hoevelman, Gavin Ford, Christoffer Bogstad, Samantha Graves, Max Manniello, Alexander West — and Board Managers Allen Brinkman, Richard Walsh, Shawn Bush, Dave Carmany, Scott Bryan, Steven McCraney, Joe Nunziata, Michael Okaty, Rob Panepinto, Ron Piccolo, George "Bud" Scholl), plus Apollo, RocketReach ($-and-headcount cross-check), Prospeo, LeadIQ, ContactOut, GetProspect, BizProfile, Tracxn, LinkedIn (2,060 followers) and Sunbiz filings.
This page is a private preview served with noindex. It is a founders-only tracker maintained alongside /home/user/leads-tracker.md and /home/user/prompts/ALL_PROSPECT_EMAILS.txt, holding founders' emails only. CAN-SPAM posture: physical address in every send, opt-out via Reply STOP, elite 2–4 word subject lines — because the penalty is $53,088 per email and the standard is higher than that.
Recorded contacts: 155 S Park Ave, Winter Park FL 32789 · 1075 W Morse Blvd, Winter Park FL 32789 · (407) 409-7043 · info@1858partners.com · mward@1858partners.com (Michael Ward, Managing Partner — Apollo Primary, catch-all verified).