About Us

Who We Are

Suntree Capital is a premier capital advisory and financial consulting firm specializing in serving lower middle market, middle market, and portfolio companies.

With deep expertise in capital raising, M&A, financial strategy, and operational optimization, we guide businesses through complex financial landscapes, establish robust financial structures, and unlock new avenues for growth.

Our team brings decades of experience in capital advisory, M&A, financial performance improvement, and strategic planning. Leveraging an extensive network of investors, lenders, and industry partners, we deliver tailored solutions that drive sustainable growth and maximize long-term value.

Driven by trust, integrity, and relentless client focus, we strive to be a long-term partner, delivering impactful advice and execution.

Closed Transactions
$ 0 B*
Years of Expertise
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Investors Relationships
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*Transactions referenced executed during prior roles at other firms.

Who We Work With

We partner with lower middle market, middle market, and portfolio companies to provide tailored capital advisory and financial consulting services.

Growing enterprises

Looking for growth capital, whether through debt or equity

Businesses Preparing for Sale

Enhancing market value and attractiveness to potential buyers and investors

Stable Companies

Requiring accurate valuation services for mergers, acquisitions, divestitures, partnerships, and succession planning

Family-owned businesses

Seeking strategic financial planning and growth strategies

Established businesses

Aiming to optimize their financial performance and profitability

Scaling Companies

Seeking Guidance on financial management, budgeting, and forecasting

Lucas Z. Cruz

Founder & Managing Partner

Lucas Zenobio Cruz is the Founder and Managing Partner of Suntree Capital, a capital advisory and financial consulting firm specializing in lower middle market, middle market, and portfolio companies. Prior to founding Suntree Capital, Lucas worked at JP Morgan, RBC Capital Markets, and BTG Pactual, where he executed over $10 billion in M&A and capital markets transactions. His work spanned a broad range of products and services, including M&A, IPOs, preferred equity, investment-grade debt, senior and unsecured debt, private placements, and strategic partnerships, serving a diverse set of clients across various industries.

Trusted Partners

Phone

E-mail

info@suntreecapital.com