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Consumer Services Investment Banks - Axial

Members (235 results)

Dragonfly Capital

Investment Bank
  • 1 Total Closed Deal
Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…
Most Recent Transactions
Advisor
Jan 2021
secured investment from

SA Baird

Investment Bank
  • 1 Total Closed Deal
Early stage capital formationSenior secured debt placementConvertible debt/equity placementsMunicipal FinancePublic Private PartnershipsExit PlanningTurnarounds and RestructuringsMiddle Market M & A – buy or sell sideBoard advisoryInterim Executive Engagements
Most Recent Transactions
Advisor
Aug 2011
secured investment from

Dougherty & Company LLC

Investment Bank
  • 1 Total Closed Deal
Colliers Securities is a full-service investment bank and registered securities broker-dealer offering a wide array of products and services nationwide to meet the needs of corporate clients, institutional investors, and individuals.
Most Recent Transactions
Advisor
Aug 2019
secured debt financing from

Corporate Advisory Solutions, LLC

Investment Bank
  • 1 Total Closed Deal
ABOUT CORPORATE ADVISORY SOLUTIONSCorporate Advisory Solutions, LLC (CAS) has more than 40 years of combined experience providing independent investment and merchant banking services to the Tech-Enabled Outsourced Business Services (OBS) sector. Our deal team has completed over 125 transactions and generated $2B+ in deal value. We provide mergers and acquisition (M&A) advisory (sell-side and buy-side representation), market research, fair market valuations/fairness opinions, capital raising and business plan development/implementation services. For more information about CAS, please visit…
Most Recent Transactions
Advisor
Feb 2017
was acquired by

Schwartz Heslin Group, Inc.

Investment Bank
  • 1 Total Closed Deal
SHG is an independent investment banking and strategic advisory firm located in the United States, Europe and internationally. We advise our clients in the areas of mergers, acquisitions, capital raising, business valuation, divestitures, recapitalizations, restructurings, and other strategic and corporate finance matters. We operate with the understanding that management consultants typically have limited knowledge of capital markets and investment banking. Likewise, investment bankers are typically transaction oriented and are seldom adept at advising companies on strategic or operational…
Most Recent Transactions
Advisor
Jan 2016
was acquired by

Jahani & Associates

Investment Bank
  • 1 Total Closed Deal
Jahani and Associates (J&A) is a privately held investment bank headquartered in New York City. J&A specializes in the intangible assets of the healthcare and technology verticals. The firm provides capital advisory, mergers and acquisitions (M&A) advisory, and management consulting services to clients all over the globe.
Most Recent Transactions
Advisor
Nov 2020
secured debt financing from

Regent Financial

Investment Bank
  • 1 Total Closed Deal
We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…
Most Recent Transactions
Advisor
Mar 2022
secured debt financing from

Mentor Securities

Investment Bank
  • 1 Total Closed Deal
Mentor Securities is a preeminent middle market investment bank dedicated to providing the highest quality, step by step advice to help you maximize value and successfully complete a transaction. Our services provide clients with invaluable knowledge and advice about conducting board presentations, making court testimonies, managing leveraged buyouts and much more. Meeting with one of our professionals can provide you with the strategic alternative analysis you need.Our team has extensive experience in sellside and buyside mergers and acquisition advisory, from the sale of private and family…
Most Recent Transactions
Advisor
Aug 2022
secured investment from

True North Business Navigation Professionals

Investment Bank
  • 1 Total Closed Deal
True North Business Navigation Professionals help you chart the course and implement successful corporate growth plans and exit strategies.True North services specializes in Business Loan Sourcing, CFO Services, Employee Stock Option Plans, Exit Strategies, and Business Sale Intermediary Services to guide business owners on the path of success.
Most Recent Transactions
Advisor
Apr 2008
was acquired by

Egwele & Company

Investment Bank
  • 1 Total Closed Deal
Egwele & Company is an independent boutique investment bank providing financial and strategic advisory services to entrepreneurs, corporations, private funds and institutional investors. Provides advice on mergers, acquisitions, divestitures, joint ventures, minority investments, recapitalizations and private placements.
Most Recent Transactions
Advisor
Sep 2022
secured investment from

BCC Capital Partners

Investment Bank

    This member has no reported closed transactions.

BCC Capital Partners is a full-service investment banking, commercial real estate advisory, and management consulting firm that specializes in providing customized solutions to companies and investors: Financial Advisory Services*: • Mergers & Acquisitions • Debt & Equity Financing • Employee Stock Ownership Plans (ESOPs) Commercial Real Estate: • Capital Raising • Acquisition Financing • Land Development / Acquisition • Seller / Buyer Representation Management Consulting Services: • Strategic Planning • Process Improvement • Growth Initiatives • Brand Development BCC is…

Foxcode

Investment Bank

    This member has no reported closed transactions.

Foxcode is a boutique investment and merchant banking firm specializing in investing in, advising, and performing capital-raising activities for small and mid market companies and projects globally.With a unique blend of financial and operational experience, we are able to independently and objectively analyze companies and projects, develop, and implement a strategy through both financial and operational improvements to reach maximum efficiency and profitability in each of our companies and projects. Foxcode partners with the best operators in each industry to make each project and company…

FocalPoint Partners, LLC

Investment Bank

    This member has no reported closed transactions.

FocalPoint is a leading independent full-service Investment Bank. With a diverse range of M&A, capital raising, and restructuring advisory services, we are ideally positioned to meet the needs of middle market companies in all stages of the corporate life cycle. We pride ourselves on providing objective advice and "outside the box" thinking in order to come up with the right solutions for our clients without the conflicts experienced by many of our competitors. The following are some of the ways we differentiate from other middle market investment banks: - Not a One-Trick Pony: Our diverse…

Mastodon Ventures, Inc

Investment Bank

    This member has no reported closed transactions.

Mastodon Ventures, Inc. provides strategic advisory services to restaurant companies with enterprise values of $20 million to $400 million.MV Equity Partners, Inc., our affiliate, is a Merchant Bank focused on direct investments in special situation opportunities within the Restaurant Industry.

BVFR & Associates LLC

Investment Bank

    This member has no reported closed transactions.

BVFR LOAN SERVICESCash Flow Loan ProgramWe provide small businesses with the capital they need to grow.We judge the health of your business based on your cash flow not just credit scores. Our in depth understanding of small businesses means that we can provide capital in as fast as 2 business days.USDA Business and Industry (B&I) Guaranteed LoanA USDA Business and Industry (B & I) Guaranteed Loan offers advantages to both borrowers (even those who financially qualify for conventional loans) and lenders.Small Business Administration (SBA) 7(A) Guaranteed LoanThe SBA 7(A) Guaranteed Loan…

Stern Brothers & Co.

Investment Bank

    This member has no reported closed transactions.

Stern Brothers & Co. is the nation’s largest certified 100% woman-owned business enterprise (“WBE”) investment bank. As one of the few remaining independent, private investment banks in the country, we provide successful Underwriting, Private Placement, Financial and Strategic Advisory, Mergers and Acquisitions, Credit Enhancement, and Remarketing Services for our clients across the country.Stern Brothers operates on a national scope with 13 offices across the country. Our bankers are seasoned, highly experienced professionals, each of whom has had many years of investment banking…

Amplify Capital Partners

Investment Bank

    This member has no reported closed transactions.

Amplify Capital Partners is an investment banking intermediary which specializes in helping growing companies complete equity and debt funding transactions. Amplify also assists business owners execute exit strategies with strategic buyers or institutional investors. Amplify serves a variety of industries, including technology, renewable energy, manufacturing, business services, consumer products, healthcare and real estate. Amplify has a strong investor network which includes family offices, private investment groups and corporate investors as well as institutional investors (private equity…

Sagewood Advisors

Investment Bank

    This member has no reported closed transactions.

Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.

Loofbourrow Associates Inc.

Investment Bank

    This member has no reported closed transactions.

Founded 1980, Loofbourrow is a private investment bank doing private placements of debt and equity of between $5 and 500 million.

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