Bayfield Partners is a boutique investment bank serving private middle market and emerging growth companies. The firm provides M&A and capital raising services to entrepreneur and family owned companies that prefer an extra level of personal attention. Advisory services include buy-side and sell-side M&A, as well as general strategic advisory. Capital raising includes venture capital, growth equity, private equity, bank debt, private senior debt and mezzanine debt. Bayfield serves clients in all industries, including industrial, energy, gaming, healthcare, business services, consumer and…
RGL Advisors delivers strategic insights that help you achieve business objectives, navigate competitive and regulatory landscapes, address corporate opportunities and challenges, and execute financial initiatives. Our size, reach, and ongoing dialogue with capital sources and corporate leader can provide you incredible access to relationships throughout the world, whether in a sales process, acquisition, or capital raise. In addition to bringing the best-suited parties to a transaction, we deliver high quality, independent services with deep industry expertise, robust analytics and extensive…
CriticalPoint Partners (CPP) is an M&A Advisory Firm and Investment Bank, headquartered in Los Angeles. Focused on sourcing, negotiating and executing a range of transactions for our clients, we strive to enhance shareholder value through acquisitions, or to maximize proceeds in a business sale. We take a long-term view with respect to our clients and build partnerships that span the course of multiple transactions. CPP was founded upon the core principle of providing world-class strategic advice to lower middle market companies. As experienced principal investors, we bring decades of deal…
Bundy Group provides investment banking and transaction advisory services to clients across numerous markets, including healthcare and life sciences. The highly experienced team within Bundy Group includes transaction and operating professionals with a combined 100 years of experience in investment banking and corporate finance. As a 31 year-old boutique firm, the senior team leverages its specialized focus on our core markets to guide clients through the entire process of selling their company, raising capital, and pursuing acquisitions for growth.
CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…
Most Recent Transactions
Advisor
Sep 2013
PRO-TEK
was acquired by
LAC Group
Advisor
Jul 2013
inSleep Technologies, LLC
secured investment from
Series A financing from a group of investors including Windham Ventures
The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…
Reynolds Advisory Partners is a boutique investment bank specializing in mergers and acquisitions, capital raising and related financial advisory services focused on middle market clients nationwide. We provide differentiated, value added advice and services to clients facing complex strategic decisions and transactions. We believe that clients are best served by the most experienced and skilled professional bankers available who also share in our "client-first" philosophy. The senior bankers at Reynolds Advisory Partners average over 25 years of experience, have collectively completed over…
Superior Execution We assist companies with annual revenues between $2 million and $100 million sell to buyers that are most likely to understand and pay for the value our clients have spent years building. Experience From Both Sides of the Table Collectively, our team has many decades of operational and mergers and acquisition experience including starting, growing, acquiring and selling successful businesses both as principals and advisors. Not only is our team stocked with successful entrepreneurs, but our principals have superior marketing, negotiation and strategy skills to keep you one…
EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.
Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased finance solutions.Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate…
Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm providing debt and equity and merger and acquisition services to emerging growth and middle market companies. Our extensive expertise in a broad range of industries enables us to deliver prompt, creative finance solutions to our clients regardless of complexity. Our sector specific team of professionals continuously tailors the finance solutions we provide to respond to the changing opportunities of our clients. Our services include debt and equity corporate finance, merger, acquisition, and disposition…
Primary Capital LLC (PC) is a full service investment banking firm registered with the Securities and Exchange Commission (SEC), and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We provide a broad range of banking and advisory services with a focus on the needs of small to midsized public companies and late stage private companies. We provide direction, capital, and strategic relationships to companies that meet our criteria. Our range of services also includes providing fairness opinions in connection with…
Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day.
WELCOME TO STEPHENSFounded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors.A UNIQUE PERSPECTIVEAs investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.
Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…
Most Recent Transactions
Advisor
Jun 2019
PG Dental Holdings, LLC
secured investment from
TriSpan Opportunities Fund LP
Advisor
Apr 2019
Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS)
Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.
Technology Square Partners, LLC is a boutique advisory primarily to family offices and investment funds. The firm provides investment advisory, due diligence, strategy, and we often participate as an investor in our transactions. We are focused on introducing capital sources to late-stage venture capital, mezzanine, and middle-market companies. In many cases we take part in assisting operational management and board level advisory on an ongoing basis. We cater primarily to energy infrastructure, greentech/cleantech, media, telecommunications, Internet, healthcare, and biotechnology sectors,…
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
Infinity Capital Partners serves middle-market business owners seeking to exit, grow or recapitalize their business. Founded in 2016, our team of consulting and investment banking professionals is committed to serving the unique needs of privately-owned, middle-market businesses. We work hand-in-hand with business owners to maximize the value of their objectives, either through strategic exits or capital raising activities.