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Managed Health Care Investment Banks - Axial

Members (197 results)

Allegiance Capital Corporation

Investment Bank
  • 81 Total Closed Deals
We are M&A Advisors for Privately-held CompaniesAllegiance Capital is an M&A advisory and investment banking firm that has been providing expert financial services to small and mid-sized, privately-held companies since 1998. Its specialty is representing privately-owned companies with annual revenues between $20 million and $500 million. Its clients are business owners, partners, families and entrepreneurs who want to sell their company, transition to new management, or bring on a financial partner to grow their business. Allegiance Capital also specializes in raising capital and facilitating…
Most Recent Transactions
Advisor
Aug 2014
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
Jun 2014
was acquired by
Advisor
Feb 2014
was acquired by

Forbes Partners

Investment Bank
  • 66 Total Closed Deals
Forbes Partners, founded in 2004, with offices in Denver, CO, Salt Lake City, UT, and Charlotte, NC, is an award-winning investment bank with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market. Senior advisors at Forbes Partners have 300+ years and $85+ billion of combined transaction experience across a wide variety of industries and around the globe. Our team works with a select few clients each year to tell their unique stories, advocate fiercely on their behalf, and drive maximum value for their company. Our experienced bankers…
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Oct 2022
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Apr 2022
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Advisor
Mar 2022
was acquired by

VRA Partners, LLC

Investment Bank
  • 51 Total Closed Deals
VRA Partners is an independent investment banking firm that focuses on providing merger and acquisition advisory services to leading middle-market companies and private equity groups located throughout the U.S. VRA Partners also assists companies with raising capital for growth, acquisitions, recapitalization, going-private and management buy-out transactions, as well as provides fairness opinions, valuations and strategic advisory services. The professionals of VRA Partners have completed more than 550 transactions with aggregate transaction value in excess of $40 billion across a broad…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
May 2023
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Apr 2023
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Advisor
Sep 2022
was acquired by

Dresner Partners

Investment Bank
  • 50 Total Closed Deals
Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…
Most Recent Transactions
Advisor
May 2023
was acquired by
Advisor
Mar 2015
secured investment from
Advisor
Jul 2014
secured investment from
Advisor
Mar 2014
was acquired by

Cassel Salpeter & Co.

Investment Bank
  • 47 Total Closed Deals
Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…
Most Recent Transactions
Advisor
May 2024
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Apr 2024
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Advisor
Dec 2023
secured debt financing from
Advisor
Feb 2021
secured debt financing from

Cypress Associates LLC

Investment Bank
  • 38 Total Closed Deals
Cypress Associates LLC is a nationally-recognized investment banking firm established in 2001. The firm provides companies and institutional investors with advisory services in mergers and acquisitions, fairness opinions and valuations, private placements of debt and equity, restructuring and reorganization and litigation consulting. Cypress operates internationally from its offices in New York, San Francisco, Austin & Washington D.C.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Feb 2022
secured investment from
Advisor
Dec 2021
was acquired by
Advisor
Apr 2021
was acquired by

Paragon Ventures LLC

Investment Bank
  • 37 Total Closed Deals
Paragon Ventures is one of the nation’s leading specialists in the merger, acquisition, and divestiture of private mid-market companies. As an intermediary with experience and expertise, we can facilitate the entire process of buying or selling a business. We specialize in the healthcare and life sciences industries including all sectors of pharmacy distribution, home healthcare, respiratory care, infusion therapies, sleep therapy, nursing services, behavioral health, hospice, medical supply, medical device and related medical technologies.
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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PCE Investment Bankers

Investment Bank
  • 35 Total Closed Deals
PCE is a leading financial services firm for middle market companies, offering clients a full range of investment banking, valuation and advisory services. PCE delivers M&A, ESOP, management buy outs (MBOs), bankruptcy, restructuring, and fairness and solvency opinion advisory services. Additionally, the firm offers management consulting, succession planning, strategic analysis, litigation support. Experienced in all market sectors, PCE has established several specialty practice areas, including Consumer, Diversified Industrial, Construction & Building Products, Health Care, Manufacturing,…
Most Recent Transactions
Advisor
Dec 2022
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Advisor
Nov 2022
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Nov 2022
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Advisor
Oct 2022
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Sterling Point Advisors

Investment Bank
  • 35 Total Closed Deals
Sterling Point Advisors is a boutique mergers and acquisitions advisory firm serving family-owned and privately-held businesses. We help business owners navigate the strategic challenges of growing or exiting their businesses. 
Most Recent Transactions
Advisor
Apr 2024
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Advisor
Feb 2024
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Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

Capital Canada Limited

Investment Bank
  • 33 Total Closed Deals
Capital Canada Limited is an independent investment banking firm providing expert, financial advice to corporations and entrepreneurs in Canada and abroad. With a focus in the private capital markets, Capital Canada brings to bear the application of innovative and independent financial skills, targeted towards the unique characteristics of its clients. Capital Canada recognizes that effective corporate finance requires evaluation of financial needs, an understanding of corporate goals, awareness of market attitudes, knowledge of funding sources, as well as an ability to develop the best…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Investor
Aug 2023
acquired
Advisor
Dec 2018
was acquired by
Advisor
Nov 2018
was acquired by

NewPoint Capital Partners

Investment Bank
  • 31 Total Closed Deals
NewPoint Capital Partners Inc. is an independent, mid-market investment banking firm. We advise on mergers and acquisitions, divestitures, private financings, capital restructurings and management buyouts. Established almost 20 years ago on the principles of trust and integrity, we are dedicated to providing quality financial services to companies, management groups, shareholders and other stakeholders.
Most Recent Transactions
Advisor
Jun 2024
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Advisor
Sep 2016
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Advisor
Jul 2016
was acquired by
Advisor
Mar 2016
was acquired by

Oaklyn Consulting

Investment Bank
  • 31 Total Closed Deals
Oaklyn Consulting is a different kind of investment banking advisor for small to mid-sized organizations. We help clients negotiate mergers, acquisitions, capital raises, recapitalizations and joint ventures.We serve founder-owned and investor-backed businesses as well as nonprofits, co-ops, and professional services firms.We have earned the trust of referral partners, who are investment bankers, investors, lenders, lawyers, wealth advisors and similar professionals.Working as consultants, or "hourly investment bankers," we help where traditional investment banking advisors cannot.Since 2016,…
Most Recent Transactions
Advisor
Oct 2024
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Advisor
Aug 2024
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Advisor
Jun 2024
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Advisor
Apr 2024
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Scott-Macon Group, Inc

Investment Bank
  • 29 Total Closed Deals
Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States focused on middle market transactions in the range of $10 million to $500 million. Founded in 1973 by Alfred L. Scott, the firm is comprised of senior professionals who have had extensive transaction experience in the areas of mergers and acquisitions, debt and equity financing, valuations and fairness opinions and general corporate financial consulting.
Most Recent Transactions
Advisor
Jan 2013
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Advisor
Jan 2013
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Advisor
Jan 2013
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Advisor
Jan 2013
was acquired by

Focus Strategies Investment Banking

Investment Bank
  • 28 Total Closed Deals
Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Oct 2023
secured debt financing from
Advisor
May 2023
was acquired by
Advisor
Feb 2023
was acquired by

Lawrence, Evans & Co., LLC Actively Sourcing Deals

Investment Bank
  • Actively Sourcing Deals
  • 25 Total Closed Deals
Lawrence, Evans & Co., LLC provides investment banking, finance, consulting, as well as turnaround and restructuring advisory to small and middle market healthcare providers and service companies. Through capital raising, mergers and acquisition advisory, corporate restructuring work, and business consulting services, Lawrence, Evans & Co., LLC will guide you every step of the way. We are well known for our innovative client solutions to complex financial problems, and precise attention to each client's special needs. We are a boutique firm small enough to provide you the personal service you…
Most Recent Transactions
Advisor
Nov 2020
secured debt financing from
Investor
Sep 2020
invested in
Advisor
Oct 2019
secured investment from
Advisor
Sep 2019
secured investment from

League Park Advisors

Investment Bank
  • 25 Total Closed Deals
​League Park is a boutique investment bank that professionally and ethically advises clients on strategies aimed to maximize shareholder value. We assist middle market companies with transactions that generate value through mergers and acquisitions, recapitalizations, capital raising, structured finance, and outsourced corporate development.Our deep industry expertise spans business services, healthcare, industrial, retail and consumer products, specialty distribution, technology and transportation and logistics. With a unique blend of investment banking, corporate development, private…
Most Recent Transactions
Advisor
Oct 2024
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Advisor
Apr 2024
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Advisor
Apr 2024
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Advisor
Apr 2024
was acquired by

R.L. Hulett

Investment Bank
  • 23 Total Closed Deals
R.L. Hulett is a middle-market investment banking firm providing business owners, executives and private equity firms with M&A advisory services designed to deliver optimal outcomes. We have a deep commitment to the success of our clients and have a 40+ year track record with lead advisory roles in hundreds of transactions. What sets us apart is our passionate approach and our ability to deliver exceptional results through an unwavering commitment to client service.Since our founding in 1981, thousands of clients have trusted R.L. Hulett as their M&A advisors to help them achieve their goals.…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
May 2023
secured investment from
Advisor
Feb 2023
was acquired by

Tower Partners

Investment Bank
  • 21 Total Closed Deals
Tower Partners is a leading Private Investment Bank and Advisory Firm providing premier service to the middle market. Our team of industry veterans have advised sell-side and buy-side engagements with over $15 billion in value for entrepreneurs, family-run businesses and financial sponsors.​We are a national firm with a global reach, supporting clients throughout the United States with headquarters in Columbia, MD and offices in Baltimore, MD, Denver, CO, and New York, NY.​Our entrepreneurial roots and years of experience have solidified our will to charge forward when others might…
Most Recent Transactions
Advisor
Aug 2024
was acquired by
Advisor
Jul 2024
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Advisor
Jul 2024
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Advisor
Apr 2024
was acquired by

Neri Capital Partners

Investment Bank
  • 20 Total Closed Deals
Established in April of 2006, Neri Capital Partners, an independent boutique investment bank, provides Merger and Acquisition and Advisory services for owners of privately held companies. Our firm has multi-market sector experience for companies whose revenue ranges from $5.0 to $50.0 million. Neri Capital is recognized for simplifying complex transactions, and advising clients in making the best decisions for their business, not ours.  We generally work with profitable ($1.0 to $15.0 million EBITDA) manufacturers, business-to-business services, tech, healthcare, trades,…
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Nov 2014
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
May 2014
was acquired by

Berkery Noyes Investment Bankers

Investment Bank
  • 20 Total Closed Deals
POWERED BY KNOWLEDGEBerkery Noyes is an independent investment bank providing mergers and acquisitions (M&A) advisory and financial consulting services to middle-market leaders in the global information, software, and technology industries.Our senior investment bankers, by focusing on transactions within specific vertical markets, bring deep knowledge to every assignment. The firm also has extensive experience working on behalf of healthcare, financial services, and education companies.Since its founding by Joseph W. Berkery in 1983, Berkery Noyes has assisted corporate clients in their…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
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Advisor
Apr 2023
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Advisor
Mar 2023
was acquired by

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