Aequus provides mergers & acquisition, capital formation, liquidity management, and corporate financial services with an emphasis on the needs of smaller firms.


Our engagement approach fits the needs of small, high-growth, or high-opportunity companies at an inflection point in their lifecycle.


The Aequus team brings a diversity in financial expertise unparalleled for this segment of the market, providing unique value to sophisticated clients seeking to achieve superior results for their given situation.


Clients are our primary source of referrals. This is a testament to the effort, skill, and relational approach we take to deal-making. We help entrepreneurs, venture capital and private equity firms, family-owned businesses, and closely-held businesses across all industries.

Aequus Practice Lead

Alex Shortle | Tel: 317-607-9576 | Email:

4 Carter Green, Suite 200,
Carmel, IN 46032 
Tel 317.636.1800 | Fax 317.636.1801

Securities transactions are performed through and under the supervision of Periculum Capital Markets, LLC. Member FINRA* and SIPC**. Disclosures Form CRS
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