Managed Health Care Investment Banks - Axial

Goldmark Advisors is an investment banking firm providing conventional, specialty, and dedicated financial services to a broad client base of both private and public growth companies. Our management team is well seasoned with several decades of experience in the fundamentals of Investment Banking, Private Equity Funding, Specialty Financing, in addition to owning, operating, and managing public and private businesses. Our business approach to investments is based on sound and successful fundamentals of business: strong management, operational and financial success, and a proven long-term…

We are a globally-oriented Boutique Investment Bank located in Medellin, offering high quality consulting services. Our primary goal is to help our clients achieve their financial and strategic objectives by providing them with innovative, customized solutions.  Our vast network of national and international contacts aids us in our search for investors for structuring projects and closing deals. Our team includes experts in the fields of finance, law and taxes, and we also team with experts in select industries, enabling us to offer complete solutions that are tailormade to your…

Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…

Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…

We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

CLA is the 8th largest accounting firm in the United States and provides a range of professional services to over 70,000 business clients. Our firm has over 125 offices across the country and we have deep expertise in a number of industry verticals. Our Transaction Services group works with businesses looking to transition ownership through investment banking and related services.

Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…

Senior-Level Execution With more than 150 years of collective experience spanning over $10 billion in transaction volume, Brookwood's managing directors work hands-on with each client to determine and execute the right investment banking solution. Middle-Market Expertise Our exclusive focus on middle-market companies gives us exceptional insight into the strategic, valuation and transaction issues that are unique to this market. This expertise includes robust Market Knowledge and access to buyers on a worldwide basis. Superior Performance Above all, our clients are interested in superior…

The HeadwatersMB Healthcare & Life Sciences leadership team is comprised of industry veterans with over 100 years of collective experience. Our middle market clients receive bulge bracket level service, expert advice and 24/7 access to our senior bankers. We bring deep industry knowledge and transactional skills to our client base. Our services include company sales, recapitalizations, leveraged buyouts, debt & equity financing, and buy-side acquisition advisory. The industry segments in which we have closed transactions include: Providers and Services, Managed Care, Healthcare IT, Medical…

Hyde Park Capital is a nationally known and institutionally focused investment banking firm serving the corporate finance needs of companies typically located in the United States. Our principals have extensive investment banking experience executing merger & acquisition engagements, including purchase and sale of company assignments, recapitalizations, financial advisory, fairness opinions and raising growth capital for companies, including equity, mezzanine and senior debt. With experience in the technology, healthcare, financial services, business services, consumer, and…

NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…

EdgePoint is a leading Merger & Acquisition advisory firm, specializing in middle market mergers, acquisitions, management buyouts, and corporate divestitures for businesses and owners. EdgePoint is a registered broker dealer and a member of FINRA.The professionals at EdgePoint have an extensive track record of helping business owners evaluate, improve, and sell their businesses. We feel that we are not just selling a company...we are selling your business. We provide clients a unique combination of large corporate finance expertise and deep middle-market knowledge, gained through years of…

Loewen, Ondaatje, McCutcheon USA Limited (LOM) is a registered Broker Dealer with FINRA and a member of SIPC. We provide both Advisory and Placement Agent services to our clients across the Technology, Healthcare, Real Estate and Energy sectors of the Market. At LOM, we believe the future of raising private capital can be much easier than it is today. We have created the Crowd Source Network to connect Issuers and Investors. Traditionally, the private placement process has been known for being complex and painfully inefficient while restricting broad investor access. This has created an…

We are an independent investment bank founded in 2000, positioned nationally and internationally, and organized into a number of industry practice areas:Business ServicesConsumer & RetailEnergy & Applied TechnologiesFood, Beverage & AgribusinessHealthcareIndustrialsRobotics, Automation & Artificial IntelligenceTechnologyWe work with private and public companies throughout their life cycle – from growth equity financing and later-stage capital raises, including PIPE financings and private debt, to mergers, acquisitions and restructurings. We offer the following investment banking…

Provident is one of the most dynamic and rapidly growing boutique investment banking firms in the country for one basic reason: our focus, both on the healthcare industry and on our clients. Many investment banks try to be all things to all people, but that's not the Provident way. We succeed for our clients because we are highly specialized and industry-focused. Through years of dedication to the healthcare industry, Provident has developed a vast network of high-level, senior industry contacts, a thorough knowledge of market niches and specialties, and unsurpassed insight into the…

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..

As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…

BackgroundOur investment banking group focuses solely on healthcare advisory and combines a wide array of services and capabilities with the passion, responsiveness and precision of a boutique firm. Our diverse professional experience allows us to be a leading advisor to growth-oriented and middle-market healthcare organizations as they undertake integral, strategic initiatives at key inflection points in their life cycle.Our Investment Banking CapabilitiesSell-Side AdvisoryOur services include advising on appropriate exit strategies, preparing company information, identifying and contacting…

Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…