§ We are a U.S. based boutique Investment Bank with a global reach, that specializes in providing tailored financial solutions to North America and Asia-Pacific based organizations§ We raise money for mid-market firms from the most high-quality class of investors/lenders and we will partner with your firm to find the best capital structure that delivers the most beneficial value for you§ We think "outside the box" and have an innovative vision to aid in building long-term value for our clients§ We work with you to outline your long-term financial strategy and break it down into…
Alhambra Circle Partners, LLC (“ACP”) provides private investment banking and advisory services with a particular emphasis within the specialty finance and financial payments sectors. The company provides a thoughtful and methodical approach to each client’s individual circumstances. Our unique experience combining banking, operating and investing within specialty finance and commercial banking, allows us to best carry out a rational and pragmatic approach to capital raising and M&A.
Kenmar Securities, LLC, formed in 2005, is a global business with clients in Asia, Middle East, Europe, North, South and Latin America. With over 350 years of combined experience in financial markets, our team assists clients with private equity, debt, restructurings and M&A transactions. Our clients are public/private businesses as well as private investors, asset management companies, pensions and foundations. We are a broker-dealer registered with the Securities and Exchange Commission (SEC), supervised by the Financial Industry Regulatory Authority (FINRA) and is a…
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…
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…
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…
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
SSP Innovations
secured investment from
Warren Equity Partners
Advisor
Dec 2016
Broken Arrow Communications
was acquired by
Blue Sage Capital and Private Equity Capital Corporation
Advisor
Nov 2016
White Distribution & Supply
was acquired by
Slate Capital Group
Advisor
Nov 2016
The Industrial Graphics Division of GSI Technologies
CoveView is an Independent advisory firm, providing corporate finance services to corporations, private equity firms and financial institutions. Our partners average more than 25 years of experience in mergers and acquisitions, capital markets, private equity, leveraged finance, and restructuring.We bring continuous senior-level attention to every engagement with a focus on delivering unbiased strategic advice without the burden of institutional constraints or conflicts of interest. We have perspective from both middle market and big company experience that we bring to every client…
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…
LCG is a leading transaction advisory services firm specializing in investment banking, loan and investment due diligence, business valuations, restructuring & consulting, and other select advisory services. Our passion for finance and creativity drives us at LCG and we welcome challenges that most would shy away from. We meet the most complex client needs with energy, commitment, and innovative thinking.Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of more than 70…
Most Recent Transactions
Advisor
Jun 2020
Anistar Technologies
was acquired by
NSC Technologies, a portfolio company of White Wolf Capital
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…
We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition. Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.When you're ready to…
The Westcove team brings decades of experience advising middle market healthcare organizations through the merger and acquisition process. We focus exclusively on middle-market advisory service and often the first liquidity event for our client organization. We find the best strategic fit for each client to maximize transaction value, and secure their legacy and future prosperity.
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…
Capital Strategies Group ("CSG") was established in 1993. CSG works with Florida based clients delivering practical and valuable advice in a wide variety of financial engagements. We offer a wide range of investment banking services including:Private placements/Capital RaisingCompany sale or M&A assistanceBuy-side supportCorporate FinanceBridge and mezzanine financingBalance sheet restructuringStrategic partneringStrategic ConsultingCSG is relationship-oriented and works to provide creative and value-enhancing solutions to meet the expectations of our clients. Our team of professionals…
OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…
Avalon Net Worth confidentially provides clients the quality and technical expertise of a major investment bank while maintaining the personal service and efficiency of a boutique firm. Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from mid-market private companies to Fortune 500 companies to early stage firms. Avalon Net Worth and Avalon…
Viant Capital is a San Francisco-based boutique investment bank committed to providing emerging growth and small to mid-market companies with high quality strategic advisory and capital raising services. Since 1998, Viant Capital has consistently produced superior outcomes for our clients and their shareholders. Leveraging decades of strategic, financial, and operational experience, our professionals provide each of our clients with in-depth industry knowledge and expert advice on the optimal way to approach strategic and financing processes. We believe in developing strong relationships with…
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…
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…