MidCap Advisors is a boutique investment banking firm built on the principle that true guidance comes from experience. Our founders began not as bankers, but as business owners who built and ran companies themselves. From those roots, they created MidCap to deliver what they wished they had as owners: an advisor with the perspective of an operator, the rigor of a banker, and the commitment of a long-term partner.
This foundation is what makes MidCap different. We are one of the few firms that unite three disciplines under one roof-M&A advisory, diligence and consulting, and direct investing. This breadth allows us to meet clients wherever they are in their journey, providing not only transaction expertise but also the insight, preparation, and capital required to unlock opportunity.
For more than 20 years, MidCap has advised entrepreneurs and management teams across industries including insurance, retirement and wealth advisory, healthcare, industrials and services, and education. We have guided dozens of successful transactions representing more than $4 billion in value, partnering with private companies generating revenues of $5 million to $250 million.
Through it all, our guiding principle remains unchanged: to know our clients as people first and to help them achieve success on their terms. At MidCap, your goals are not just a mandate-they are a mission we pursue with dedication, precision, and care.
Hendrickson & Co is established by the Hendrickson family as a boutique insurance brokerage, focused on delivering tailored group benefits and business insurance solutions for closely held companies.
Douglas Hendrickson assumes leadership of Hendrickson & Co, positioning the firm for accelerated growth and expanded client impact.
Hendrickson & Co begins acquiring agencies, extending its reach and strengthening its presence in the insurance brokerage market.
The Company completes its first advisory-led transaction, representing York Insurance in a sale process. This milestone marks MidCap’s evolution into M&A advisory, serving as a trusted partner to agency owners.
John Poppe joins the firm, bringing strategic vision and contributing to the Company’s long-term growth and development.
Frank Robertson joins MidCap, adding depth to the leadership team and enhancing the Company’s capabilities in middle-market advisory.
MidCap Consulting is established to provide buy-side advisory for leading insurance brokers and RIAs, as well as strategic and operational consulting services. This expansion strengthens MidCap’s role as a comprehensive partner to business owners and industry leaders.
MidCap launches MidCap Equity Partners, a sponsor-backed investment initiative that collaborates with private investors and institutions to support select growth opportunities and long-term value creation.
Today, MidCap Advisors is a premier middle-market investment bank with more than $4 billion in closed transactions. With dedicated practices across insurance, retirement & wealth advisory, healthcare, industrials & services, and education, the Company provides tailored advisory, consulting, and investment solutions to business owners nationwide.
