Management Team

Trusted Advisory.
Experienced Operators.

Check the background of this Broker-Dealer and its registered investment professionals on FINRA's BrokerCheck.

Advisors & Investors


Robert Barreca

CCO, Investment Banking

Jeffrey Tooke

Compliance Advisor

Bulge-Bracket Results, Boutique Focus

The optimal means of realizing your corporate exit or capital strategy goals has changed. The old boys’ way of doing things is no longer relevant in today’s modern, tech-driven business environment. Gone are the days where “who you know” trumped “what you know.”

As such, we combine scalable technology-driven, mid-market capital advisory with the honesty and integrity expected from a premier boutique investment bank.

We are a team of entrepreneurial minded individuals just like you. Yes, we are experienced investment bankers with dozens of M&A and Capital Raising deals accomplished. However, we are also business owners, founders and innovators who can relate and understand the ups and downs of owning and operating a successful enterprise.

As a firm our primary objective is to be a fiduciary partner you can rely on for sound advice and unmatched service. We operate with a singular focus by placing your needs above the individual banker or firm. This means we respectfully turn down opportunities for which we do not have a high degree of confidence in delivering more value than what we take from each respective deal.

Our commitment to excellence extends to our adoption and use of technology. We actively seek and imploy new solutions allowing us to be more efficient in how we deliver our services. With a nimble mindset we are well positioned to address ever changing economical, technological, and environmental factors.’s promise is that we will always do what is right for you, operate with a sense of urgency, and be readily available to assist you throughout your engagement with us.

We look forward to meeting you and learning about your business and goals. We are in awe of and have great respect for business owners who take risks and help make this country great!


Investment Banking Team

Middle Market Business & Financial Advisory

Our expert advisors establish an executable plan for healthy company growth and value-added exit from our clients’ legacy businesses. In addition, our advisement network can help assist you in a myriad of business structure, planning, investment, tax and exit strategies to help give you the maximum ROI.

When it comes to region and market-specific deals, our team works with a handful of knowledgeable and professional partners. Our partnerships have been forged through years of providing expert M&A, private equity and recapitalization advisory services to clients across the country.

Our clients have often spent years working to establish businesses which gave them the financial freedom to fulfill their largest aspirations. However, in many instances at the time when many managers wish to retire, they feel the business may need them more than ever. Similarly, there are also vibrant entrepreneurs who may be seeking funding to establish a business plan and niche for growth in unrecognized areas of opportunity. Deal Capital helps to work with the budding entrepreneur and the seasoned veteran, even bringing them together with investment opportunities and strategies that maximize growth.