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Members (240 results)

Metro Equity Capital

Investment Bank

    This member has no reported closed transactions.

Metro provides assistance in Buying or Selling Businesses and also provides Financial Advisory and strategic Investment Banking services. Metro’s Investment Banking services includes debt financing, institutional equity, merger, acquisition and divestiture for small to medium-sized private and public companies (those between $10 million and $500 million in revenue). Our capital market team is managed by licensed Investment Bankers with extensive experience in institutional equity, debt financing, and mezzanine finance for small to medium-sized private and public companies. As seasoned…

Goldmark Advisers, Inc.

Investment Bank

    This member has no reported closed transactions.

Goldmark Advisors is an investment banking firm providing conventional, specialty, and dedicated financial services to a broad client base of both private and public growth companies. Our management team is well seasoned with several decades of experience in the fundamentals of Investment Banking, Private Equity Funding, Specialty Financing, in addition to owning, operating, and managing public and private businesses. Our business approach to investments is based on sound and successful fundamentals of business: strong management, operational and financial success, and a proven long-term…

Victorem Group

Investment Bank

    This member has no reported closed transactions.

Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…

Schwendel-Van Deusen

Investment Bank

    This member has no reported closed transactions.

Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…

Roy Street Advisors

Investment Bank

    This member has no reported closed transactions.

We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

Spektrum Capital Advisors Actively Sourcing Deals

Investment Bank
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

§ We are a U.S. based boutique Investment Bank with a global reach, that specializes in providing tailored financial solutions to North America and Asia-Pacific based organizations§ We raise money for mid-market firms from the most high-quality class of investors/lenders and we will partner with your firm to find the best capital structure that delivers the most beneficial value for you§ We think "outside the box" and have an innovative vision to aid in building long-term value for our clients§ We work with you to outline your long-term financial strategy and break it down into…

Palm Tree

Investment Bank

    This member has no reported closed transactions.

Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…

Brookwood Associates

Investment Bank
  • 149 Total Closed Deals
Senior-Level Execution With more than 150 years of collective experience spanning over $10 billion in transaction volume, Brookwood's managing directors work hands-on with each client to determine and execute the right investment banking solution. Middle-Market Expertise Our exclusive focus on middle-market companies gives us exceptional insight into the strategic, valuation and transaction issues that are unique to this market. This expertise includes robust Market Knowledge and access to buyers on a worldwide basis. Superior Performance Above all, our clients are interested in superior…
Most Recent Transactions
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Dec 2017
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Oct 2017
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Aug 2017
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Aug 2017
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Hyde Park Capital Advisors, LLC

Investment Bank
  • 141 Total Closed Deals
Hyde Park Capital is a leading investment banking firm in Florida and the Southeast, specializing in middle-market mergers and acquisitions and capital raising for public and private companies. Renowned for our expertise in representing family and founder-owned businesses, we help clients achieve their strategic goals by delivering tailored financial solutions.With over 20 years of experience, Hyde Park Capital has earned a stellar reputation for integrity, professionalism, and results. Our senior bankers bring deep expertise in executing mergers and acquisitions, recapitalizations, financial…
Most Recent Transactions
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Jan 2025
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Jan 2025
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Jul 2024
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Atlas Technology Group, LLC

Investment Bank
  • 131 Total Closed Deals
Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and spin offs. We offer our combination of sector-based expertise and investment banking skills to companies globally from our offices in San Francisco.The quality of our differentiated advice is a function of both our focus and the depth of experience of our partners, who were senior technology…
Most Recent Transactions
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Feb 2023
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Jan 2023
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Jan 2023
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Oct 2022
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NewCap Partners Inc.

Investment Bank
  • 87 Total Closed Deals
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…
Most Recent Transactions
Advisor
Dec 2021
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Apr 2021
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Aug 2020
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Advisor
Jan 2019
was acquired by

EdgePoint Capital Advisors

Investment Bank
  • 82 Total Closed Deals
EdgePoint is a leading Merger & Acquisition advisory firm, specializing in middle market mergers, acquisitions, management buyouts, and corporate divestitures for businesses and owners. EdgePoint is a registered broker dealer and a member of FINRA.The professionals at EdgePoint have an extensive track record of helping business owners evaluate, improve, and sell their businesses. We feel that we are not just selling a company...we are selling your business. We provide clients a unique combination of large corporate finance expertise and deep middle-market knowledge, gained through years of…
Most Recent Transactions
Advisor
Jun 2022
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Jun 2022
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Apr 2022
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Mar 2022
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Western Reserve Partners LLC

Investment Bank
  • 77 Total Closed Deals
Western Reserve Partners LLC provides M&A, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. Each engagement is tailored to our client's specific objectives and relevant market dynamics. Thoughtful advice, keen market insight and well-crafted transaction processes have resulted in over 80% of our sell-side engagements closing at valuation ranges that meet or exceed expectations.
Most Recent Transactions
Advisor
Nov 2015
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Apr 2015
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Advisor
Jul 2014
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Advisor
Jul 2014
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Cascadia Capital LLC

Investment Bank
  • 58 Total Closed Deals
We are an independent investment bank founded in 2000, positioned nationally and internationally, and organized into a number of industry practice areas:Business ServicesConsumer & RetailEnergy & Applied TechnologiesFood, Beverage & AgribusinessHealthcareIndustrialsRobotics, Automation & Artificial IntelligenceTechnologyWe work with private and public companies throughout their life cycle – from growth equity financing and later-stage capital raises, including PIPE financings and private debt, to mergers, acquisitions and restructurings. We offer the following investment banking…
Most Recent Transactions
Advisor
Mar 2022
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Feb 2022
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Feb 2022
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Feb 2022
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Carter Morse & Goodrich

Investment Bank
  • 53 Total Closed Deals
M&A Expertise for Families and FoundersLocated in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $25 million and $250 million. CMG specializes in helping owners of leading companies in unique and niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.While CMG provides a full range of investment…
Most Recent Transactions
Advisor
May 2023
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Feb 2023
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Feb 2023
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Jan 2023
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Greenwich Capital Group

Investment Bank
  • 46 Total Closed Deals
Greenwich Capital Group (“GCG") is a leading middle-market investment bank that advises clients including closely-held and family-owned businesses, private equity firms, and public companies. GCG’s senior bankers have collectively advised on hundreds of transactions and average nearly 20 years of experience in mergers and acquisitions, with most having backgrounds with large U.S. and global firms. GCG is focused on advising clients in key industry verticals throughout the U.S.GCG was founded by entrepreneurially minded investment banking professionals focused on building an organization…
Most Recent Transactions
Advisor
Aug 2024
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Jul 2024
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Apr 2024
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Feb 2024
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The McLean Group, LLC

Investment Bank
  • 44 Total Closed Deals
The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…
Most Recent Transactions
Advisor
Jun 2019
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Jun 2019
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Apr 2019
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Mar 2019
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XLCS Partners

Investment Bank
  • 42 Total Closed Deals
XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..
Most Recent Transactions
Advisor
Apr 2017
secured investment from
Advisor
Dec 2016
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Advisor
Nov 2016
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Advisor
Nov 2016
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MHT Partners

Investment Bank
  • 42 Total Closed Deals
As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…
Most Recent Transactions
Advisor
Sep 2017
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Advisor
Aug 2017
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Advisor
Jul 2017
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Advisor
Jul 2017
was acquired by

ROTH Capital Partners, LLC

Investment Bank
  • 40 Total Closed Deals
ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has regional offices in San Diego, Los Angeles, Seattle and New York as well as Hong Kong Limited international office. ROTH is a privately owned firm that has built a culture of success and innovation. Our approach is driven by our current principals, who are not only the owners of the business but most of whom have been with us for more than 10 years. Our goal has always been to service the needs of…
Most Recent Transactions
Advisor
Oct 2017
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Advisor
Sep 2017
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Advisor
May 2016
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May 2016
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