Peter A. Sokoloff Co.primarily advises on corporate mergers and acquisitions within specific industries in which the firm has deep knowledge and relationships. Founded in 1997, the firm has achieved international standing by covering the vital industries of Security and Telecommunications.Within Telecommunications our firm specializes in MA of the vendors who provide software and services to carriers and enteprrises. Our Security practice includes hardware, software and services businesses who provide physical and logical security products and services to protect Homeland Security,…
Most Recent Transactions
Advisor
May 2017
Apollo Video Technology
was acquired by
Luminator Group/Audax Private Equity
Advisor
Dec 2015
Cortel
was acquired by
Ridgemont Equity Partners
Advisor
Jul 2014
Tarshan
was acquired by
Enabil
Advisor
Jun 2013
Card Scanning Solutions
was acquired by
Red Oak Growth Partners, Insight Ventures Partners, Egis Capital
MS Capital Advisors Ltd. is a private investment banking and corporate financial advisory firm committed to providing discreet, trusted advice and transactional services across a broad range of industries and situations. Mark Stafford founded MSCA in 2006, intending to impart high quality, "Big Firm" execution and services to small and middle market companies. Although Mr. Stafford has worked on both large and small transactions during his investment banking years at Bankers Trust, The Bank of New York and Fieldstone Private Capital Group, he has enjoyed and had more of an overall impact…
CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…
Most Recent Transactions
Advisor
Sep 2013
PRO-TEK
was acquired by
LAC Group
Advisor
Jul 2013
inSleep Technologies, LLC
secured investment from
Series A financing from a group of investors including Windham Ventures
Executing M&A and capital raising transactions requires the counsel of advisors with firsthand knowledge of the costs and value drivers associated with these transactions. Our senior principals are all former business owners who have been charged with similar decisions and have lived with the results in a way few investment banking advisors have. We will evaluate timeframe, expectations, current market conditions and viable alternatives. We understand that each situation is unique and deserves its own distinct strategy. With headquarters in Chicago and offices nationwide, you will find that…
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…
We’re a boutique corporate finance and advisory firm that assists our clients primarily in the following areas: 1. Capital structure optimization; 2. Business financing and refinancing; 3. Turnaround strategy and assistance; 4. M&A strategy and execution – both for buy and sell side; and 5. Business valuations. You can review all of the services that we offer to our clients by reviewing our website: www.ariesag.com. Why Aries? What makes us different? We're creative and flexible with our solutions and provide great value for the services provided. We like to think of ourselves as having…
Most Recent Transactions
Advisor
May 2013
GS Medical Packaging Inc.
secured investment from
Canadian Imperial Bank of Commerce
Advisor
Mar 2013
Mavron Transport Inc.
secured investment from
RPG Receivables Purchase Group Inc
Advisor
Feb 2013
Magic Lantern Theatres
secured investment from
Business Development Bank of Canada
Advisor
Jun 2011
IMBC Blowmolding Inc.
secured investment from
RPG Receivables Purchase Group Inc./Bank of Montreal
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,…
Boutique known for uncovering both buy and sell side opportunities others miss. Plains Capital Partners provides expert merger and acquisition, capital raising and strategic advisory services (including growth strategy) to small and mid-market companies with revenues between $20 million and $200 million. With over 80 years of collective experience, our award-winning banking team brings the creativity, tenacity, and long-term relationships that differentiate our firm from our competitors.We do NOT work with sponsor funds nor do we work with individuals who pretend they are family offices but…
Most Recent Transactions
Advisor
Dec 2014
Giact Systems, Inc
was acquired by
Tritium Partners
Advisor
Jul 2014
Countersource
was acquired by
Royal Baths Manufacturing Company, Ltd.
Advisor
Mar 2014
Centershift Software
was acquired by
Yardi Industries
Advisor
Feb 2014
Minority shares cash out major appliance manufacturer
Financial Technology Partners LP and FTP Securities LLC ("FT Partners") is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San…
Ravinia Capital LLC is a boutique investment bank located in Chicago, IL. Ravinia advisory services are tailored towards middle market clients throughout the U.S, focusing on Mergers & Acquisition structuring, debt advisory, and strategic consulting. Ravinia's client focus is at the heart of everything we do.Our boutique advisory practice is typically centered around privately-held companies with revenues between $25 million to $350 million. Ravinia has a demonstrated a successful track record with clients that are both profitable and unprofitable.Ravinia Capital has been routinely…
DBO Partners is an independent investment banking firm based in San Francisco founded in 2012 by Morgan Stanley investment banking veterans. Our partners each bring over 20 years of experience advising leading companies and institutions on their most important strategic and financial transactions. Our Firm offers expertise across a broad range of investment banking advisory services, including: mergers and acquisitions, leveraged buyouts, debt and equity capital raising, shareholder relations and financing and general partner advisory services. In addition to our investment banking advisory…
Investment Banking Services for Privately Held Businesses Focusing on privately held companies, Lexbridge International Mergers and Acquisitions Group (Lexbridge) offers comprehensive, global investment banking services for mergers and acquisitions; corporate finance, including private placement of debt and equity; and strategic partnerships and joint ventures. Services We successfully fill the gap between larger international investment banking companies who are not able to economically provide services to smaller and mid-sized businesses, and local intermediaries who can give clients only…
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…
Aspenwood Capital specializes in private placements for small-cap public and select private companies, structuring financing for private companies interested in going public, and other forms of creative financing. Aspenwood Capital specializes in raising capital for small-cap public companies and lower middle-market private businesses that are demonstrating strong revenue growth and exceptional potential. Its principals and key associates are experts in identifying the proper structure and capital sources relative to current market conditions. Whether you are looking to sell minority or…
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…
Since our inception in 1995, Corporate Financial Advisors, LLC has been a financial consulting firm dedicated to providing clients with litigation and valuation services.Located in Milwaukee and Waukesha, Wisconsin, we combine extensive experience with our Midwestern roots to provide local, national and international clients with a seasoned yet practical approach to addressing the opportunities and challenges they face.
Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies, recording thousands of successful transactions in 60 plus years of service. Founded in 1956 in CFA has grown to over 14 offices in the United States and 7 in Europe. CFA is actually100%owned by the management of these offices. An important ingredient in the success of CFA is our offering personalized service to complete complex transactions. This is evident in our organizational structure: it is purposefully flat.There is no "hand-off" to a junior…
The partners at Prosilio Capital Group LLC have decades of transaction experience involving mergers & acquisitions, corporate finance (equity and debt), and chapter 11 363 asset sales.
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…
TriPoint Global Equities, LLC, a FINRA member firm, is a boutique investment bank, with corporate finance and sales and trading services. TriPoint focuses on providing U.S. and non-U.S. companies of up to $500 million in revenue with capital raising services, corporate finance advisory services and assistance with navigating the regulatory environment for companies listing on U.S. markets. BANQ®, the online division of TriPoint, is a fully electronic platform that takes the entire public and private offering process online and provides instantaneous confirmation and deposit of all investment…