Heritage Capital Group is an investment banking and advisory firm with local presence and global reach via Oaklins. We provide decades of transaction and advisory experience across key industries for companies valued between $10 million and $200 million. Our clients benefit from the hands-on leadership of our senior advisors.
JCF Capital Markets LLCJCF Capital Markets LLC is a combination capital advisory, management consulting, and mergers and acquisitions firm with an international network of angel capital, family office, venture capital, private equity, and other institutional investors. Our accredited investor reach extends to over 900 angel capital groups, 20,000 angel investors, 750 family offices with $150B of assets under management, and over 4,300 venture capital and private equity firms.Our advisory services and investor network enables our clients to optimize the likelihood of funding a particular deal…
Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…
Most Recent Transactions
Advisor
Jun 2019
PG Dental Holdings, LLC
secured investment from
TriSpan Opportunities Fund LP
Advisor
Apr 2019
Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS)
The Wall Street Organization, Inc.®, (WSO) was founded in 1997 by Stephen M. Cole to provide companies seeking funding for start-up, growth, reorganization or expanision with the tools they need to successfully identify and attract the right type of funding. One of the most difficult challenges for any entrepreneur or business seeking capital lies in capturing the interest of Broker/Dealers and Investors who are inundated with requests for funding. Mr. Cole's dual background in both Marketing and Advertising and Securities presented an elegant solution to this problem. The WSO specializes in…
Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.
Technology Square Partners, LLC is a boutique advisory primarily to family offices and investment funds. The firm provides investment advisory, due diligence, strategy, and we often participate as an investor in our transactions. We are focused on introducing capital sources to late-stage venture capital, mezzanine, and middle-market companies. In many cases we take part in assisting operational management and board level advisory on an ongoing basis. We cater primarily to energy infrastructure, greentech/cleantech, media, telecommunications, Internet, healthcare, and biotechnology sectors,…
LockeBridge is a Boston based investment banking advisory firm offering seasoned domestic and international representation to owners of lower-middle market companies. Our successful transaction experience includes seasoned representation in the sale, recapitalization, merger and acquisition of businesses to and for strategic buyers, financial partners, private investment groups, and publicly traded companies from around the world.
Exempt Strategies is my personal company. I have invested in 3 companies this year and have several holdings in diverse sectors. We're a hands-on investor and/or advisor often wearing both hats. We play an active role in helping the companies we invest in grow, access capital and make the right connections. Based in Alberta Canada, were hoping to bridge the gap between Canadian resources and outside capital sources.
Olin Capital Advisors provides Mergers & Acquisitions Advisory services to buyers and sellers of businesses with an emphasis on the $5M-$500M revenue range. Additionally, we provide exit planning services, business valuations and capital raising for our clients. We take great pride in providing these services and all opportunities are handled in an ethical and respectful manner. Cliff Olin, Principal, is a Series 79 Investment Banker license holder.
Sword Rowe is a boutique merchant bank that provides strategic, financial, and transaction advisory services to clients in the music and entertainment industry.With an expertise in creative-focused businesses, Sword Rowe has been a strategic and financial advisor to a notable list of music-rights companies including SOCAN, Audible Magic, Atlas Music Publishing, Songspace and MixCloud. Music & Entertainment ContentMusic PublishingMusic RightsMusic MarketingStreaming & Digital DistributionRecorded MusicFilm & Television Production & DistributionMedia & ConsumerMedia…
Most Recent Transactions
Advisor
Oct 2013
Atlas Music Publishing
secured investment from
Virgo Investment Group and a consortium of strategic individuals
Corporate Capital Group, Inc. was established in 1987 with offices in New York, Sydney (Australia) and Auckland (New Zealand), and is focused on middle market M&A and capital raisings. Typical transaction size is $10M to $100M and the Partners bring expertise in Resources, Healthcare, and Technology.
Global consultants and Middle-Market Investment Bankers. Initial focus on Aerospace and BA/GA (business aviation/general aviation), but now generalists in all disciplines/industries. Leverage relationships with ultra high net-worth clientele to gain new business. Success across four continents and over 20 countries.
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
Crosstree Capital Partners, Inc. is a specialty advisory firm with a dedicated focus on select subsectors of the life sciences and healthcare industries, including pharmaceutical outsourcing, diagnostic products and services, life sciences tools, medical technology, and healthcare information technology. Within these subsectors, Crosstree assists clients with corporate finance activities, including mergers and acquisitions advisory and growth capital financings. Crosstree's deep sector coverage offers clients unique industry insights, well-established strategic relationships across the globe…
The Kinetic Group (New York, NY) serves numerous functions depending on the deal, including: investment banking/M&A (sell-side or buy-side); independent sponsor/fundless sponsor; private capital raising; project financing; project development; new ventures acceleration; and strategic advisory services. Focus industries include: Energy (all segments); Clean Tech; Industrial Manufacturing; Smart Grid; Process Industries; Natural Resources/Commodities; Environmental; Technology; and Business Services.We are a unique group of investment banking, strategic advisory, business development, and…
What We Do:7MA provides Industry-Focused Investment Banking & Advisory Services globally. We advise on M&A and private capital transactions, and provide market insights. As a close knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise capital, grow through acquisitions, and evaluate new markets. Why Clients choose us:+ A senior-level advisor with deep industry experience manages each step of our assignments.+ We are protective of our clients’ business and confidentiality.+ Our financial, operational and industry…
Valinvest is devoted to asset management and business consulting, attended in each case by its companies Valinvest and Sonnenfeld.Valinvest Group characterises by being focused on creating value and wealth based in the principles of corporate ethics, with a strong commitement with the enrichment of people and family values. We guide or practices by the CFA Code of Ethics and Standard of Professional Conduct.Sonnenfeld is the Peruvian branch of Grupo Sonnnfeld, a Barcelona based business consulting company that operates on several other countries, that builds an strategic joint venture with…
A. B. Nicholas is the leading provider of custom stock portfolio loan financing and credit. Through partnerships with four major licensed U. S. brokerage/banking giants, A. B. Nicholas has arranged for its clients unique, feature-rich, wholesale credit lines at very low costs and rates and high loan-to-value. Designed principally for the franchise, business-buying, and commercial real estate markets, A. B. Nicholas' LeverageLine now dominates it's market niche. All lenders are fully licensed FINRA/SIPC; all lender advisors are handpicked FINRA members in good standing with multiple licensure.
Most Recent Transactions
Advisor
May 2015
Mathnasium
secured investment from
Michael Rourke
Advisor
Dec 2013
Massage Envy
secured investment from
Wishes to Remain Anonymous in a Public Forum Like This
BDO Capital Advisors, LLC, a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services with offices located throughout the United States. The firm has deep industry knowledge, extensive cross-border transaction experience and superior execution capabilities. The firm has broad industry expertise and contacts having closed transactions within the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources…
Providence Advisors, LLC, is a boutique investment bank providing mergers and acquisitions advisory services to lower middle market companies, private equity investors and management teams. We primarily advise on the sellside of transactions. Our transactions range from $10 million to $100 million (total enterprise value) with an average exceeding $50 million over the last three years. We have 30 years of experience in investment banking, have been in business for 20 years and operate nationwide. We have extensive experience in the packaging and containers, plastics and related…