Investment Bank , Accredited and Certified Merger & Acquisitions Advisor, Business and Commercial Investments Intermediary/Broker Expert, Investment Advisor, Consultant, 30+ Years Exp. of Verifiable Business Accomplishments, Steering Growth, Assets Wealth Expansion, Profit Generation Demonstration Proven Success in Delivering High Profits Attainment Through Targeted Innovative Business, and Investments Strategies.
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…
Telsey Advisory Group ("TAG") is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm with a focus on the retail and consumer sectors. TAG was founded in 2006 by Dana Telsey, a retail industry expert with over 27 years of buy-side and sell-side experience focused on the retail and consumer sector and the #1 ranked Specialty Stores analyst for seven consecutive years by Institutional Investor magazine. TAG is often cited as an authoritative source for perspectives on the consumer and its analysts frequently appear across media channels,…
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…
Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…
Green Circle is an investment bank that focuses on serving companies within the world of Health & Wellness (with a particular emphasis on natural products). Our clients typically generate between $5MM to $100MM in revenues. In the fashion of a true boutique, our team of experienced Managing Directors personally handle every step of a client engagement. Green Circle professionals provide sophistication and transaction experience to small and mid-sized companies that are often family-owned or led by entrepreneurs.The firm is run by seasoned professionals with experience in investment…
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…
Working with small and middle market companies, we assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.
Beechwood Capital Advisors ("Beechwood") is a middle-market focused investment bank and financial advisor. Beechwood was founded in 2003 by a team of experienced Wall Street professionals.Beechwood's 3 partners have combined experience of almost 100 years. Each has owned and managed a FINRA broker-dealer along with other types of businesses providing for a unique perspective on client engagements. The partners of Beechwood are also registered representatives and supervisory principals of a broker-dealer with a long history of compliance and regulatory oversight. The Beechwood team has…
We partner with middle market companies to provide them with Business Advisory and Investment Banking services. Our goal is to assist our partner companies in the evolution of their business as a trusted advisor for many years to come.Ultimately...we want to give you tour time back as a business owner. We are pleased to have the ability through established networks to provide capital sourcing services for our clients. We feel that the ability for you to utilize a professional in your capital sourcing process can be one that will pay dividends both in the present and future. Value creation can…
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.
BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.
Most Recent Transactions
Investor
Oct 2013
Holley a portfolio company of MONOMOY Capital Partners
Claiborne Advisors, Inc. brings Wall Street partner-level experience and expertise to companies that need to merge/sell in a transaction too small for the major investment banks.David Duval takes on only a few, select clients each year in the Southwest. Clients are usually founder-owners or spinoffs from public companies. Mr. Duval closely and productively aligns with each, focusing on maximizing valuations before going to market.Securities offered through Burch & Company, Inc., member FINRA/SiPC. Burch and Claiborne are not affiliated entities.
Grand Avenue Capital Partners is a FINRA licensed broker/dealer authorized to manage security transactions and merger/acquisitions. Our firm focuses on sell- and buy-side investment banking assignments for domestic North American client companies with revenues $10-150 million which are typically profitable and established. We are prepared to serve clients globally; approximately 15% of our practice has been in Asia where we have been involved in substantially larger transactions with world-scale companies and investors. We have been engaged by private companies in China with up to $2.5…
Bruderman Brothers is a multi-generational family business that provides investment banking services to closely-held companies and family businesses. We are not only intimately familiar with the objectives and challenges associated with transactions involving such businesses, but we understand the more subtle nuances as well. We know that the personal, estate, and familial impact of these transactions can be more important than anything else.Bruderman Brothers is about family. Our family has historically advised some of the world's most powerful and wealthy families, therefore it is only…
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
Investor
Jun 2019
PG Dental Holdings, LLC
secured investment from
TriSpan Opportunities Fund LP
Investor
Apr 2019
Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS)