An independent, New York–based capital advisory and private investment firm, led by people who have sat on every side of the table.

Why we exist.

Capital markets reward scale. Too often, that leaves good assets, good businesses and good institutions underserved: too complex for a standard process, too small for the largest firms, too nuanced for a template.

We built Visionary Capital Group to close that gap.

We have sat on every side of the table: as bankers structuring transactions, as investors underwriting them and as lenders holding the risk. That perspective shapes how we work. We understand what each party needs, where deals break and how to bring them together.

We aim to be the advisor and partner we would want ourselves: independent, transparent and accountable. We invest our own capital with the same discipline.

What we stand for.

We place our clients’ interests first and maintain clarity of representation in every transaction, whether acting as advisor or co-investor.

We act with honesty and integrity, providing candid, objective assessments and communicating openly throughout every engagement.

We invest with conviction and a long-term perspective, supporting each investment and relationship through its full lifecycle.

Bhavik Khatri

Founder & Managing Principal

Bhavik Khatri is the Founder and Managing Principal of Visionary Capital Group. He has more than fifteen years of experience across investment banking and capital markets, principal investing and commercial lending, and has executed over $5 billion of transactions in credit, structured finance and real estate capital markets.

Most recently, Bhavik established and led the Syndications and Real Estate Capital Markets group at Cross River Bank, managing capital markets execution across the bank’s $2 billion commercial lending portfolio. He scaled the platform to more than $1.3 billion of executed transactions within the first 24 months and helped double the bank’s origination volume. This included the bank’s inaugural CMBS securitization, for which it was named CMBS Issuer of the Year at GlobalCapital’s 2026 US Securitization Awards.

Prior to Cross River, he was on the investment team at Tempo Music Investments, a $650 million equity platform backed by Providence Equity Partners and Warner Music Group. Before that, he was a senior member of the investment team at Maritime Finance Company, a $1 billion direct lending and special situations platform backed by KKR. There, he served on the investment committee and managed investments across their full life cycle, from origination and underwriting through restructuring and exit, including leading ad hoc creditor committees and enforcing creditor rights across multiple jurisdictions. He began his career in the Global Structured Finance group at Citi.

He graduated cum laude from the University of Florida, earning a Master of Science in Finance from the Hough Graduate School of Business and a Bachelor of Science in Business Administration from the Warrington College of Business.

Visionary Capital Group LLC is not a registered broker-dealer or investment adviser. Nothing on this website is an offer or solicitation. See Disclaimers.