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Asset Management & Custody Banks M&A Advisory Firms - Axial

Members (194 results)

Erda Capital Management

M&A Advisory Firm
  • 2 Total Closed Deals
Erda Capital Management is an independent strategic and financial advisory firm dedicated to providing its expertise to lower- and middle-market companies in the education & training, business & information services, blockchain, industrial services, and legal cannabis industries. We value time! We are passionate about helping owners and management teams to reach their goals faster.  Leveraging our team’s decades of operating and Wall Street experience, we provide comprehensive strategic and financial solutions that help our clients in realizing their full potential.In our Strategic…
Most Recent Transactions
Advisor
Sep 2023
secured debt financing from
Advisor
May 2023
secured debt financing from

Blue Sky Business Resources

M&A Advisory Firm
  • 2 Total Closed Deals
Blue Sky Business Resources is a mergers and acquisition firm based in Salt Lake City, UT focused on closely held private businesses and large corporations looking to grow or transition through acquisition. As a boutique firm we offer tailored services meeting the goals of our clients by delivering expert advice, senior level attention and transaction experience.
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Dec 2021
was acquired by

Front Runner Consulting, LLC

M&A Advisory Firm
  • 1 Total Closed Deal
Front Runner Consulting, LLC is an M&A intermediary for MBO executives and companies seeking capital. About Front Runner Consulting, LLC Front Runner Consulting® started as an executive search business. Client-customers include turnaround and restructuring firms, finance companies providing advisory service, private equity groups, law firms, and investment bankers. Prior to starting Front Runner Consulting, Dave Marx was the number one recruiter within his office for one of the world's largest executive search firms. Business Recruiter Because Front Runner Consulting works with business…
Most Recent Transactions
Advisor
Jun 2014
was acquired by

Potomac Business Group, Inc.

M&A Advisory Firm
  • 1 Total Closed Deal
POTOMAC BUSINESS GROUP (PBG) is a global consulting firm with a specialty in investment banking. We provide a multi-faceted range of business services — acting as advisor and broker across various industries. Our foundation is based on a strong partnership with our clients to achieve their vision.Knowledge, Dedication, Experience, Integrity, Professionalism. Five key strengths that we have built over nearly a half-century. Together, these components provide you a road map to success.
Most Recent Transactions
Advisor
Nov 2022
secured investment from

CRES Corp. International

M&A Advisory Firm
  • 1 Total Closed Deal
CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.
Most Recent Transactions
Advisor
Nov 2022
secured investment from

Vepeca LLC

M&A Advisory Firm
  • 1 Total Closed Deal
M&A advisory services.Credit and special situation investments.Our team provides consulting services to entrepreneurs, family offices and corporations facing challenges relating to M&A, credit and special situation investments opportunities.
Most Recent Transactions
Advisor
Jun 2021
secured investment from

Network 1 Financial

M&A Advisory Firm
  • 1 Total Closed Deal
Network 1 is a full-service investment bank, brokerage, asset manager and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. Our reputation for integrity and service, coupled with our track record of success, has allowed us to serve an expanding number of clients from coast to coast. With 10 retail offices, a global institutional distribution network, an extensive trading desk and a strong partnership with banks, it has allowed Network 1 Financial Securities, Inc. to create a powerful and growing global financial…
Most Recent Transactions
Advisor
Feb 2018
secured investment from

Zigr Inc.

M&A Advisory Firm
  • 1 Total Closed Deal
Zigr is full service M&A advisory firm that features a network of owner operators, investors, and joint venture partners that are looking to buy lower to mid size businesses. We assist in following services: financing, capital sourcing, valuation, negotiation, positioning and closing. Zigr typically takes 10% to 30% equity stake in the transactions they advise. This includes bringing both equity and debt sources to the table. Having a vested interest aligns objectives and targets to have a higher resale value long-term. Industry: Aerospace, Defense, Government & Technology…
Most Recent Transactions
Advisor
Jul 2023
was acquired by

Manulife Securities

M&A Advisory Firm
  • 1 Total Closed Deal
Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers offering stocks, bonds, new issues, separately managed and fee-based accounts, mutual funds, self-directed plans, registered products, insurance and banking products. Manulife Securities Inc. is a subsidiary of Manulife Financial, the parent company to John Hancock in the US.Private Company Advisory (PCA) is a part of the Capital Markets group at Manulife Securities. PCA advises on lower middle market M&A and Corporate Finance transactions. Transactions sizes vary from $10 - 500 million.
Most Recent Transactions
Advisor
Nov 2020
secured debt financing from

Grace Joseph Strategies

M&A Advisory Firm

    This member has no reported closed transactions.

Grace Joseph Strategies is a merchant bank in New York that acts as both an advisor and principal in a variety of middle-market and growth-equity transactions.

NewGate Capital Partners

M&A Advisory Firm

    This member has no reported closed transactions.

NewGate Capital was established in 2000.Evolving from proven and solid business owner/entrepreneur background, the founders of NewGate wanted to help other business owners in the transition of the business assets through the execution of an appropriate exit strategy.NewGate understands and appreciates the challenges in exploring options relating to a sale of a business. What the business owner requires to make a positive informed decision is a quality consultant the business owner can confide in and trust. NewGate offers a boutique environment catering to a selected clientele and providing…

Blackcastle Partners

M&A Advisory Firm

    This member has no reported closed transactions.

Blackcastle Partners is a Mergers & Acquisitions, Deal Advisory, and Deal Origination firm. We help US and Canadian company owners navigate the complex process of selling their business to strategic and financial investors.Services / Specialties:MERGERS & ACQUISITIONS Sell-side and Buy-side representationTransaction valuation, negotiation, and structuringLetters of intent drafting and negotiationDue diligence assistanceDeal closing coordination and post-closing integration planning and assistanceConfidential and targeted process Assistance and guidance through the entire…

WhiteRock Capital Partners Inc.

M&A Advisory Firm
  • 111 Total Closed Deals
We provide financial advisory and capital raising services to our clients and invest our own capital in selective situations. WhiteRock Capital Partners have an average of twenty-five years of experience in a broad array of industries providing nearly every investment banking product and service to their clients. WhiteRock Capital Partners have been directly involved in transactions which aggregate over $100 billion in value. The hallmarks of our business are the high levels of senior attention we pay to every assignment and the thoughtfulness and creativity we bring to our clients. Our…
Most Recent Transactions
Advisor
Jul 2015
secured investment from
Advisor
Jun 2015
secured debt financing from
Advisor
Jun 2015
secured debt financing from
Advisor
May 2015
secured investment from

Benchmark International

M&A Advisory Firm
  • 29 Total Closed Deals
The team at Benchmark International has advised on some 500 company sales with an aggregate value in excess of ÂŁ5 billion. With offices throughout the UK and the world we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our typical transactions fall broadly within the ÂŁ1m to ÂŁ50m 'mid-market value range'. Benchmark International's unique and dynamic international offering offers our clients unparalleled global coverage allowing them access through our exclusive databases and business intelligence…
Most Recent Transactions
Advisor
Mar 2022
secured investment from
Advisor
Jan 2022
secured investment from
Advisor
Jun 2021
secured investment from
Advisor
Feb 2021
secured investment from

BKD Corporate Finance

M&A Advisory Firm
  • 29 Total Closed Deals
BKD Capital Advisors, LLC, a wholly owned subsidiary of BKD, LLP, provides services to help companies and stockholders create value and meet their corporate finance objectives. Our staff includes corporate finance specialists, investment bankers and financial analysts with experience in financial services, health care and manufacturing & distribution industries. The firm is also a member of FINRA and SIPC. Our professionals have a broad perspective on the issues you face and have the ability to share insights into numerous services, including the following:Mergers & AcquisitionsCompany Sales…
Most Recent Transactions
Advisor
Oct 2015
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Jun 2015
was acquired by
Advisor
Mar 2015
was acquired by

Lingate Financial Group

M&A Advisory Firm
  • 21 Total Closed Deals
Founded in 1945, Lingate Financial Group is a leading provider of lower middle market merger and acquisition advisory services, representing both buyers and sellers of businesses. Lingate helps business owners successfully complete business sales, family transitions, mergers, acquisitions, and recapitalizations. Lingate specializes in representing privately held businesses or business units with annual revenues of $5 million to $50 million. We have broad industry expertise - manufacturing, distribution, transportation, consumer products, food, technology, business-to-business services, and…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Jul 2023
secured investment from
Advisor
Jul 2023
secured investment from
Advisor
Jul 2023
secured investment from

International Resource Group, Inc

M&A Advisory Firm
  • 17 Total Closed Deals
International Resource Group, Inc doing business as Sunbelt International is Ohio's premier business transfer specialist and acquisition company. Headquartered in Columbus, Ohio, the company services the low to mid-level market segment. Working intimately with privately and closely held companies, we boast a success rate that is above and beyond the traditional service provider. Utilizing enhanced technologies, the buyer lead generation is a combination of both innovative and strategic marketing. For our buyers we implement a methodology that ensures that you have all the information…
Most Recent Transactions
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from

Rush Street Capital

M&A Advisory Firm
  • 17 Total Closed Deals
Rush Street Capital finds solutions for your middle market business.  Rush Street Capital is a team of dedicated professionals with deep experience in the commercial middle market.  We provide capital and advisory services to private equity firms, business owners and lenders.  We strive for excellence in all that we do.  We are committed to serving your company and your needs.
Most Recent Transactions
Advisor
Jun 2017
secured investment from
Advisor
May 2017
secured debt financing from
Advisor
Feb 2017
secured investment from
Advisor
Feb 2017
secured debt financing from

Aegis Acquisitions

M&A Advisory Firm
  • 12 Total Closed Deals
 Aegis Acquisitions offers confidential Mergers & Acquisitions and ESOP transactional advisory services for small to medium-sized businesses. For the last twenty-five years, the principals of Aegis have provided these advisory services to over six hundred privately-held businesses with annual revenues from $5 million to in excess of $400 million.
Most Recent Transactions
Investor
Jul 2023
acquired
Investor
Jul 2023
acquired
Investor
Jul 2023
acquired
Advisor
Feb 2022
was acquired by

George & Company

M&A Advisory Firm
  • 10 Total Closed Deals
George & Company has been providing certified business appraisal, business brokerage and merger & acquisition services since 1981. Board certified intermediaries and appraisers stand ready to serve your every need in the business acquisition or divestiture market.
Most Recent Transactions
Advisor
Jan 2017
was acquired by
Advisor
Jan 2015
was acquired by
Advisor
Feb 2014
was acquired by
Advisor
Sep 2013
was acquired by

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