Building generational wealth

Lumina Advisory Group, LLC. (“Lumina”) is an embedded investment banking firm designed to guide middle market founder owned companies through the entire “exit” process. We use our proven process to help founders realize the best possible outcome and to help these founders realize generational wealth. Lumina also provides buy-side services including diligence, valuations and deal structuring.

Our Clients Say

"Lumina helped me realize the generational wealth I dreamed of when I started this Company."

Brantley Turner, DSI

Our
Story

Get to Know Us

We deliver middle market expertise to entrepreneurs, financial sponsors and large corporations, customizing advice and programs to help clients maximize corporate growth and value potential over time

* Renewable Energy

* Semiconductor

* Clinical Research

* Construction

* Manufacturing and Distribution

* Infrastructure

* AI Technology and Services

Industries

Lumina was founded in 2010 with the goal of providing fortune 500 level investment banking and operational consulting services to the middle market (the most underserved market). All of Lumina’s professionals have owned and operated their own businesses.

Lumina's approach is industry agnostic