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A.J. Krause

Investment Banker for Privately-held Companies

A.J. Krause is the Managing Director and Co-Founder of Private Capital Transaction Advisors (PCTA), a firm that provides M&A, capital raising, and strategic advisory services to entrepreneurs and middle-market companies.13 He has nearly 10 years of experience in investment banking, focusing on sell-side M&A and financing transactions ranging from $20M to $1B.1

Krause is based in Naples, Florida, and holds several professional credentials:

  1. Registered Representative of Finalis Securities LLC (FINRA/SIPC member)1
  2. Certificate in Family Business Advising from the Family Firm Institute1
  3. FINRA licenses: Series 7, 63, and 7912

Prior to co-founding PCTA in January 2023, Krause held positions at:

  • Oberon Securities, LLC as Managing Director (2018-2022)1
  • Falls River Group in Origination/Business Development (2015-2018)1
  • Benson Blackburn, LLC as Associate (2011-2014)1

Krause is actively involved in several professional organizations:

  • Forum Club of Southwest Florida, Inc. (Member since 2020)1
  • Attorneys for Family-Held Enterprises (Adjunct Member since 2022)1
  • Exit Planning Exchange (Member since 2022)1

He holds a Bachelor of Science in Finance from the University of Central Florida (2004-2009) and completed a certificate program in Financial Accounting from Harvard Business School's HBX program in 2018.1

Highlights

Aug 11 · colliercf.org
A.J. Krause - Collier Community Foundation
Jan 1 · frilot.com
A.J. Krouse - Frilot LLC

Related Questions

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A.J. Krause
A.J. Krause, photo 1
A.J. Krause, photo 2
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Location

Naples, Florida, United States