Meridian Capital is a Seattle-based investment banking firm focused on providing merger, acquisition, divestiture and recapitalization advisory services to middle-market companies. The firm has an established track record of serving corporate clients in the U.S. and abroad with USD 15 million to USD 200 million in annual revenues. Meridian offers its clients unparalleled cross-border capabilities through its affiliation with Global M&A
Most Recent Transactions
Advisor
Mar 2018
Jet Blast Deflectors Inc.
was acquired by
Hanover Partners, Northstar Capital, and Greyrock Capital Group
Advisor
Feb 2018
Aurora Systems Inc., DBA AD Systems
was acquired by
Allegion plc
Advisor
Feb 2018
Real Greek, LLC, DBA Ellenos
secured debt financing from
SuperG Capital
Advisor
Jan 2018
Smith and Greene Company
was acquired by
Edward Don and Company, a portfolio company of Vestar Capital Partners
Western Reserve Partners LLC provides M&A, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. Each engagement is tailored to our client's specific objectives and relevant market dynamics. Thoughtful advice, keen market insight and well-crafted transaction processes have resulted in over 80% of our sell-side engagements closing at valuation ranges that meet or exceed expectations.
GulfStar is one of the leading middle market investment banking firms in the United States. We help business owners succeed by offering a level of negotiation experience, strategic and valuation insights and transaction guidance you simply won’t find elsewhere or doing it yourself. How? We recruit top talent and foster a culture that is personally invested in the results we help our clients achieve. Our services include mergers and acquisitions, private placements, and financial advisory services. To date, GulfStar has completed more than 700 transactions involving buyers and sellers from…
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…
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
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…
Carriage Hill is an investment bank that specializes in privately negotiated transactions between private middle market companies and high quality private equity groups. This is accomplished without the use of traditional books and the auction process. We have a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth through acquisitions, finding hidden value, resolving shareholder disputes, planning generational transitions and planning exit strategies.…
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…
Concord Financial Advisors, LLC is a boutique investment banking and financial advisory firm serving public and private middle market companies in the United States. Concord specializes in private placements of senior debt and subordinated debt / mezzanine financing for companies requiring turnarounds, recapitalizations and growth. Private & Public Companies (Typically $20MM - $300MM in revenues) Private Equity Groups and their portfolio companies Family Businesses Entrepreneurs making acquisitions or seeking growth capital Financial Institutions looking to exit certain credit Manufacturing /…
Most Recent Transactions
Advisor
Jun 2014
Scrap Metal Processor
secured investment from
Senior Secured Credit Facility
Advisor
Dec 2013
Secures $14.8 Million of Senior Credit Facilities
was acquired by
Locomotive Manufacturer
Advisor
Dec 2013
Secures $4,000,000 Million Senior Secured Credit Facility
Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day. An independent financial advisory firm serving clients with sound advice and effective solutions to strategic and financial matters. We operate in a global network of relationships with key decision-makers in corporations, governments and…
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…
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.
Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…
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…
RGL Advisors delivers strategic insights that help you achieve business objectives, navigate competitive and regulatory landscapes, address corporate opportunities and challenges, and execute financial initiatives. Our size, reach, and ongoing dialogue with capital sources and corporate leader can provide you incredible access to relationships throughout the world, whether in a sales process, acquisition, or capital raise. In addition to bringing the best-suited parties to a transaction, we deliver high quality, independent services with deep industry expertise, robust analytics and extensive…
Rockland Advisory Group, LLC (www.rocklandadvisory.com) is an investment banking and financial advisory firm offering independent, objective and value-added investment banking services to middle market companies and their owners. Through its affiliated broker dealer, Rockland Securities, LLC, Rockland provides merger, acquisition, divestiture, debt and equity financing, capital restructuring and advisory services. All of our Partners have more than 25 years of experience in financial services and are experienced in structuring, financing, negotiating and closing complex transactions across…
CriticalPoint Partners (CPP) is an M&A Advisory Firm and Investment Bank, headquartered in Los Angeles. Focused on sourcing, negotiating and executing a range of transactions for our clients, we strive to enhance shareholder value through acquisitions, or to maximize proceeds in a business sale. We take a long-term view with respect to our clients and build partnerships that span the course of multiple transactions. CPP was founded upon the core principle of providing world-class strategic advice to lower middle market companies. As experienced principal investors, we bring decades of deal…
Founded in 1986, BCC is one of Cleveland's most experienced independent investment banking firms, providing advisory and investment banking services to entrepreneurs, privately held and publicly held middle-market companies, private equity firms, and family offices. Our experience includes advising on the sale of businesses, strategic acquisitions, private capital, valuations and related matters. Since BCC's inception, we have remained consistent in our mission to private owners and entrepreneurs and have completed hundreds of transactions and valuations for our clients with one goal in mind:…