Advisory Strength Beyond Transactions
M&A
Advisory & representation through complex mergers, acquisitions, and company sales to maximize value and ensure smooth transactions.
Corporate Finance
Tailored solutions for capital raising, debt restructuring, and financial strategy to support growth and long-term success.
Strategic Advisory
Insightful advisory services that align business strategy, financial goals, and operational performance for sustainable outcomes.
Strategic Solutions for Growth and Transition
Our team guides clients through M&A, corporate finance, and strategic advisory engagements with insight, precision, and a focus on long-term outcomes.
Experienced Investment Banking & Corporate Finance Team
With backgrounds spanning corporate finance & strategic advisory, investment banking and finance, our team offers unparalleled insight and a client-centric approach to drive long-term outcomes.
James Wolcott
James Wolcott is a Managing Director of Mary Street Capital, bringing more than 25 years of experience in corporate strategy, finance, and mergers and acquisitions advisory. As a trusted advisor to business owners and executives, James has led numerous middle-market transactions and strategic initiatives focused on driving growth, improving operations, and unlocking value across industries including manufacturing and distribution, technology, transportation and logistics, building supplies, and professional services.
In addition to founding Mary Street Capital, James serves as a Principal with Kaufman Rossin, where he leads the firm’s Business Consulting Services and M&A advisory practices. In this role, he guides clients through complex transactions, operational transformations, and capital-raising initiatives with a reputation for deep analytical insights and a practical approach to execution.
Earlier in his career, James spent more than a decade in New York advising multinational corporations such as Toyota Motor Corporation, American Express, Hershey, Kraft Foods, Merck, and TD Ameritrade on corporate finance, strategy, and operational performance. He also held senior leadership roles, including Chief Financial Officer of a Texas-based financial technology firm and Chief Restructuring Officer of a Florida-based manufacturer and distributor, where he led successful turnaround and restructuring efforts that improved profitability and positioned both companies for growth.
James earned his Bachelor of Science in Business Administration from the University of South Carolina. He is active in the South Florida business community and continues to advise entrepreneurs and business leaders navigating growth, transformation, and liquidity events.
Alex Rattner, Esq.
Alex Rattner, Esq., is a Managing Director of Mary Street Capital, with over a decade of experience in investment banking, legal, and business advisory roles. As a trusted advisor, Alex has worked with business owners and entrepreneurs across various industries and sectors to lead sell-side investment banking engagements, mergers and acquisitions, debt financing and dividend recapitalizations, capital raises, and strategic advisory initiatives.
Before joining Mary Street, Alex served as a Director at Cross Keys Capital, where he led middle market sell-side mergers and acquisition engagements and supported business owners through complex business transactions totaling over $625 million in transaction value. He also held roles in both legal and financial services, providing strategic guidance on litigation, operations, and strategic advisory services. His diverse background across law and investment banking enables him to bring a well-rounded perspective to solving business challenges, maximizing value and enhancing outcomes for his clients.
Alex is an honoree of the 2019 Finest Awards and is highly regarded for his business acumen and strategic thinking. He is also actively engaged in the local professional community and has advised early-stage ventures. He is also on the Board of Directors of Florida Foster Care Review, a non-profit that supports the foster care system in Miami-Dade.
He earned his Juris Doctorate from the University of Miami School of Law, where he graduated with honors, and a Bachelor of Science in Business Administration from the University of Florida’s Warrington College of Business.