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Education Services Investment Banks - Axial

Members (169 results)

Westlake Securities

Investment Bank
  • 10 Total Closed Deals
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.
Most Recent Transactions
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
was acquired by

CCC Investment Banking

Investment Bank
  • 10 Total Closed Deals
CCC Investment Banking is one of Canada's leading independent mid-market investment banks. Our focus is serving the successful owners of private businesses, but our clients also include small and mid-cap public companies as well as divisions of larger companies. We are known for developing innovative solutions that create value. Our entrepreneurial spirit and never-quit attitude distinguish us from others. The result is a 35-year track record of successfully completing transactions. CCC provides expert advisory services in the following areas: Mergers and acquisitions, including management…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
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Advisor
Jul 2023
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Advisor
Jun 2023
was acquired by

Artesia Capital, LLC

Investment Bank
  • 10 Total Closed Deals
Artesia Capital is a boutique investment bank and M&A advisory firm focused on securing debt and equity for middle-market and upper-middle-market companies. Artesia also offers advisory and investor relations services. We specialize in Consumer Products, Food and Beverages, Distilleries, Wineries, Retail, eCommerce, Packaging, Cannabis and CBD, Health Care, Packaging, SaaS, FinTech, Digital Media, Real Estate, Advertising, and Industrials.
Most Recent Transactions
Advisor
May 2024
secured debt financing from
Advisor
Jun 2023
secured debt financing from
Advisor
May 2023
was acquired by
Advisor
Mar 2023
secured debt financing from

FCL Capital Partners

Investment Bank
  • 6 Total Closed Deals
FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
Sep 2024
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Advisor
Jan 2024
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Advisor
Oct 2023
was acquired by

Ankura Capital Advisors

Investment Bank
  • 4 Total Closed Deals
Ankura Capital Advisors, LLC (ACA) (Member FINRA, SIPC) offers investment banking services related to mergers, acquisitions, and divestitures as well as private placement capital raises:M&A financial advisory for private and publicly traded companies, investment funds, and not-for-profit organizationsBuy-side advisorySell-side advisory (including dispositions of divisions and non-core assets)Private placement transactions: placement agent services in connection with the sale of equity, debt, and hybrid securities to financial investors and strategic partnersLoan brokeringCapital RaisingOur…
Most Recent Transactions
Advisor
Apr 2024
secured debt financing from
Advisor
Mar 2023
was acquired by
Advisor
Dec 2021
was acquired by
Advisor
Dec 2021
was acquired by

Mid-States Advisors, Inc

Investment Bank
  • 2 Total Closed Deals
Mid-States Advisors is a family-owned boutique financial and business advisory firm that focuses on middle-market businesses looking for assistance with Mergers & Acquisitions, Debt Placement, and Fractional CFO services.Mid-States Capital, our predecessor entity, was founded in 1995 by Joe Alam Sr. after a successful career as a CPA and turnaround specialist. Mid-States Capital’s services focused on debt placement solutions for middle-market businesses dealing with unique or difficult issues, including workouts, highly-leveraged transactions, and high-growth situations.​In 2015,…
Most Recent Transactions
Advisor
Sep 2013
was acquired by
Advisor
Mar 2010
secured investment from

Stout Capital, LLC

Investment Bank
  • 1 Total Closed Deal
Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.Investment BankingOur industry-focused bankers specialize in mergers and acquisitions, private capital raising, and other financial advisory services for privately held businesses, portfolio companies of private…
Most Recent Transactions
Advisor
Jan 2024
was acquired by

GVC Financial Services, LLC

Investment Bank
  • 1 Total Closed Deal
GVC Advisory Services Ltd (GVC) assists its clients by providing a thorough, independent evaluation and analysis of current operations, operating results, strategic planning, and the development of effective growth strategies. Our services are designed to provide improvements in cash flows, liquidity, and return on capital. Our mission statement is to maximize our clients' operational efficiencies and, in many cases, to prepare them for funding from the capital markets.GVC is composed of two principals and two executives possessing over 40 years of relevant business, advisory and investment…
Most Recent Transactions
Advisor
Sep 2014
was acquired by

AllianceOne Enterprises

Investment Bank
  • 1 Total Closed Deal
AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower to middle market companies (enterprise values ranging from $5 million to $50 million). Since 1983, the professionals of AllianceOne Enterprises have worked with smaller companies of select sectors throughout the United States by evaluating and effecting both capital market and strategic transactions (mergers/acquisitions/divestitures).    AOE’s principals have a unique and complementary set of…
Most Recent Transactions
Advisor
Aug 2020
was acquired by

Watercress Capital

Investment Bank
  • 1 Total Closed Deal
Watercress Capital was formed with the goal of connecting Family Offices and Private Equity Groups with lower to middle-market deal flow across the United States, with a focus in the Southeast.
Most Recent Transactions
Advisor
Jan 2023
secured investment from

Gar Wood Securities, LLC

Investment Bank
  • 1 Total Closed Deal
Gar Wood Securities Private Capital Group extends the firm’s capital raising efforts to US middle market private companies seeking early stage funding, growth capital, recapitalization or funding for special situations. Via a network of institutional investors, family offices and investment advisors the placement team at Gar Wood is able to provide cost-effective access to capital solutions in an underserved segment of the industry.Industry FocusOur investor base is diverse and therefore enables Gar Wood Private Capital Group to engage clients across many sectors: alternative energy,…
Most Recent Transactions
Advisor
Nov 2016
secured investment from

SafeWater Capital, LLC

Investment Bank
  • 1 Total Closed Deal
SafeWater Capital, LLC (”SWC”) is a middle-market, special situations advisory firm that offers the entire spectrum of special situations, corporate finance, turnaround and restructuring services to privately-held companies.The SWC team has been carefully drafted from a wide variety of specialty backgrounds, including: investment banking, commercial banking, big four accounting, consulting, and the legal profession. Our professionals have experience in practically every aspect of middle market problem solving, including: Capital Raising, M&A, Financial Restructuring,…
Most Recent Transactions
Advisor
Sep 2022
was acquired by

Skyway Capital Markets

Investment Bank
  • 1 Total Closed Deal
Skyway is a full-service, industry agnostic, boutique investment bank focused on the lower middle market. The Company is headquartered in Tampa, FL, and specializes in M&A advisory as well as raising growth capital in the form of equity or debt. The Company also offers corporate finance, valuation, advisory and restructuring services.
Most Recent Transactions
Advisor
Sep 2024
was acquired by

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…

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…

First Liberties Financial

Investment Bank

    This member has no reported closed transactions.

First Liberties strives to build long-term relationships as trusted advisers to our clients. We align our interests with those of our clients by seeking to enhance shareholder value as we guide clients through the process of setting and achieving their unique requirements and goals.Our area of focus is on providing the highest quality financial and strategic assistance to public and private middle-market companies that typically have annual sales of between $25 and $250 million dollars. ​We have extensive experience in identifying, structuring, and executing the most complex corporate…

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
Advisor
Dec 2017
was acquired by
Advisor
Oct 2017
was acquired by
Advisor
Aug 2017
secured investment from
Advisor
Aug 2017
was acquired by

Hyde Park Capital Advisors, LLC

Investment Bank
  • 139 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
Advisor
Jan 2025
was acquired by
Advisor
Jul 2024
was acquired by
Advisor
Jul 2024
was acquired by
Advisor
Jul 2024
was acquired by

Meridian Capital LLC

Investment Bank
  • 93 Total Closed Deals
Meridian Capital is a Seattle-based investment banking firm focused on providing merger, acquisition, divestiture and recapitalization advisory services to middle-market companies. The firm has an established track record of serving corporate clients in the U.S. and abroad with USD 15 million to USD 200 million in annual revenues. Meridian offers its clients unparalleled cross-border capabilities through its affiliation with Global M&A
Most Recent Transactions
Advisor
Mar 2018
was acquired by
Advisor
Feb 2018
was acquired by
Advisor
Feb 2018
secured debt financing from
Advisor
Jan 2018
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
was acquired by
Advisor
Jun 2022
secured investment from
Advisor
Apr 2022
was acquired by
Advisor
Mar 2022
was acquired by

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