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Gold Products Investment Banks - Axial

Members (116 results)

The McLean Group, LLC

Investment Bank
  • 44 Total Closed Deals
The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…
Most Recent Transactions
Advisor
Jun 2019
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Jun 2019
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Apr 2019
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Advisor
Mar 2019
was acquired by

XLCS Partners

Investment Bank
  • 42 Total Closed Deals
XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..
Most Recent Transactions
Advisor
Apr 2017
secured investment from
Advisor
Dec 2016
was acquired by
Advisor
Nov 2016
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Advisor
Nov 2016
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Commerce Street Capital, LLC

Investment Bank
  • 36 Total Closed Deals
Commerce Street Capital, LLC, Member FINRA/SIPC, is a premier investment banking firm serving financial institutions and middle-market companies. We value collaboration with our client partners and enjoy building long term relationships established on a foundation of mutual respect, common goals, and uncommon integrity. Led by veterans of the financial industry, Commerce Street Capital’s practice includes: - Mergers & Acquisitions - Recapitalizations - Private Placement of Debt & Equity - Regulatory Advisory - Valuations & Fairness Opinions - Community Bank Capital Markets Services - SBIC…
Most Recent Transactions
Advisor
Sep 2015
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Advisor
Jul 2015
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Advisor
Jul 2015
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Advisor
Jul 2015
was acquired by

Carriage Hill Inc.

Investment Bank
  • 32 Total Closed Deals
Carriage Hill is an investment bank that specializes in privately negotiated transactions between private middle market companies and high quality private equity groups. This is accomplished without the use of traditional books and the auction process. We have a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth through acquisitions, finding hidden value, resolving shareholder disputes, planning generational transitions and planning exit strategies.…
Most Recent Transactions
Advisor
Dec 2016
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Advisor
Nov 2016
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Advisor
Aug 2016
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Advisor
Aug 2016
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Brock Capital Group, LLC

Investment Bank
  • 20 Total Closed Deals
Employing the unparalleled collective experience and relationships of its 45+ managing directors, Brock Capital Group offers investment banking advisory and consulting services to clients on a broad variety of matters at the most senior level. Brock partners include former heads of investment banking groups at global Wall Street firms as well as C-level executives and directors of Fortune 500 companies. No other firm brings the same level of expertise to middle market clients. Services include advising and leading private company sales, corporate spin-outs, management buy-outs, private…
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Nov 2014
secured debt financing from
Advisor
Mar 2014
secured investment from
Advisor
Jan 2014
was acquired by

Concord Financial Advisors, LLC

Investment Bank
  • 13 Total Closed Deals
Concord Financial Advisors, LLC is a boutique investment banking and financial advisory firm serving public and private middle market companies in the United States. Concord specializes in private placements of senior debt and subordinated debt / mezzanine financing for companies requiring turnarounds, recapitalizations and growth. Private & Public Companies (Typically $20MM - $300MM in revenues) Private Equity Groups and their portfolio companies Family Businesses Entrepreneurs making acquisitions or seeking growth capital Financial Institutions looking to exit certain credit Manufacturing /…
Most Recent Transactions
Advisor
Jun 2014
secured investment from
Advisor
Dec 2013
was acquired by
Advisor
Dec 2013
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Advisor
Dec 2013
was acquired by

Szymon Zephan Capital

Investment Bank
  • 13 Total Closed Deals
Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan 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. An independent financial advisory firm serving clients with sound advice and effective solutions to strategic and financial matters. We operate in a global network of relationships with key decision-makers in corporations, governments and…
Most Recent Transactions
Advisor
Sep 2022
secured debt financing from
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
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UHY Advisors Corporate Finance, LLC

Investment Bank
  • 12 Total Closed Deals
Our firm's National Transaction Services Group is comprised of seasoned, multi-disciplined professionals that bring a different aspect and perspective to bear in the transaction process, providing a uniquely integrated services approach to client service and product delivery. We do not believe that “one size fits all”; as each transaction is distinct. We offer services tailored for each transaction and seek opportunities for our clients to maximize their return on investment, while minimizing risks.
Most Recent Transactions
Advisor
Oct 2014
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Advisor
Oct 2014
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Advisor
Oct 2014
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Advisor
Oct 2014
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Mt. Vista Capital

Investment Bank
  • 12 Total Closed Deals
Mt. Vista Capital, Inc. is full-service investment banking firm providing professional merger and acquisition, financial advisory and business valuation services exclusively to middle market companies. Our middle market focus on sell-side advisory is designed to provide efficient execution of our client's transaction while maximizing value. Our financial advisory services provide assistance to our clients in structuring and sourcing the capital resources they need to fund organic or acquisition growth strategies. To support both of these service areas we also provide business valuation…
Most Recent Transactions
Advisor
Oct 2013
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Advisor
May 2013
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Advisor
May 2013
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Advisor
Jun 2012
was acquired by

Genesis Capital, LLC

Investment Bank
  • 10 Total Closed Deals
Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Sep 2022
was acquired by
Advisor
Sep 2022
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Advisor
Jun 2022
was acquired by

Bayfield Partners

Investment Bank
  • 10 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
was acquired by

Jett Capital Advisors LLC

Investment Bank
  • 10 Total Closed Deals
Most Recent Transactions
Investor
Feb 2024
invested in
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Feb 2024
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Feb 2024
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Advisor
Oct 2023
secured investment from

Rockland Advisory Group

Investment Bank
  • 9 Total Closed Deals
Rockland Advisory Group, LLC (www.rocklandadvisory.com) is an investment banking and financial advisory firm offering independent, objective and value-added investment banking services to middle market companies and their owners. Through its affiliated broker dealer, Rockland Securities, LLC, Rockland provides merger, acquisition, divestiture, debt and equity financing, capital restructuring and advisory services. All of our Partners have more than 25 years of experience in financial services and are experienced in structuring, financing, negotiating and closing complex transactions across…
Most Recent Transactions
Advisor
Apr 2015
secured investment from
Advisor
Oct 2014
was acquired by
Advisor
Nov 2013
was acquired by
Advisor
Nov 2013
was acquired by

CriticalPoint Partners

Investment Bank
  • 8 Total Closed Deals
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…
Most Recent Transactions
Advisor
Nov 2014
was acquired by
Advisor
May 2014
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Investor
Mar 2014
acquired
Advisor
Nov 2013
was acquired by

Bruml Capital Corporation

Investment Bank
  • 8 Total Closed Deals
Founded in 1986, BCC is one of Cleveland's most experienced independent investment banking firms, providing advisory and investment banking services to entrepreneurs, privately held and publicly held middle-market companies, private equity firms, and family offices. Our experience includes advising on the sale of businesses, strategic acquisitions, private capital, valuations and related matters. Since BCC's inception, we have remained consistent in our mission to private owners and entrepreneurs and have completed hundreds of transactions and valuations for our clients with one goal in mind:…
Most Recent Transactions
Advisor
Mar 2017
secured investment from
Advisor
Oct 2016
was acquired by
Advisor
Sep 2015
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Advisor
Dec 2014
was acquired by

Legacy Capital Advisors

Investment Bank
  • 7 Total Closed Deals
Legacy Capital Advisors, LLC provides a very sophisticated level of Merger and Acquisition advisory services exclusively to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions while maintaining confidentiality and minimizing business disruption.Our principals have worked together as a team for over 20 years providing our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries with a core focus on…
Most Recent Transactions
Advisor
Jan 2013
secured investment from
Advisor
Dec 2012
secured investment from
Advisor
Sep 2011
was acquired by
Advisor
Oct 2010
secured investment from

The Chicago Corporation

Investment Bank
  • 6 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2017
was acquired by
Advisor
Feb 2016
was acquired by
Advisor
Jun 2015
secured investment from
Advisor
May 2014
was acquired by

Orion Capital Group

Investment Bank
  • 5 Total Closed Deals
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…
Most Recent Transactions
Advisor
Dec 2013
was acquired by
Advisor
Apr 2013
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Advisor
Jul 2012
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Advisor
Jul 2011
was acquired by

EOT Advisors

Investment Bank
  • 5 Total Closed Deals
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.
Most Recent Transactions
Advisor
Mar 2020
was acquired by
Advisor
Oct 2019
was acquired by
Advisor
Apr 2016
was acquired by
Advisor
Feb 2016
was acquired by

Salomon Whitney LLC

Investment Bank
  • 5 Total Closed Deals
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…
Most Recent Transactions
Investor
Jan 2019
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Jan 2019
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Jan 2019
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Jan 2019
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