Samuel G. Scott, CFA

Vice President, Truxton Capital Advisors ▪ Vice President, Portfolio Manager, Truxton Wealth

Samuel Scott is a Vice President at Truxton Capital Advisors, where he advises family- and founder-owned businesses in the lower middle market on mergers and acquisitions, capital formation, and strategic alternatives. He leads clients through the full transaction lifecycle, including pre-transaction planning, financial modeling, market valuation, and deal execution.

Known for his thoughtful approach and analytical rigor, Mr. Scott helps business owners prepare for and navigate complex decisions with confidence. He works closely with legal, tax, and financial partners to ensure alignment across all aspects of a transaction, and regularly advises on capital solutions to support growth, succession, or liquidity goals.

Mr. Scott is actively engaged in the M&A advisory community and maintains a strong network of investors, strategic buyers, and intermediaries, which he leverages to generate opportunities and drive successful outcomes for his clients.

In addition to his advisory role, Mr. Scott serves as a Portfolio Manager with Truxton Wealth and is a member of the Truxton Investment Committee, where he contributes equity research and manages client portfolios with a disciplined, research-driven approach.

He earned the Chartered Financial Analyst® (CFA) designation in 2024 and holds a B.A. in Economics from Michigan State University.