The M&A service is the flagship offering from the investment banking division (IBD) at Sett & Lucas. S&L is considered a leader in global mergers and acquisitions in the enterprise software and SaaS, digital marketing and information technology services markets.The firm also has a global leadership position in cross border M&A in IT and ITES markets. S&L has a history of working with clients in the technology sector to strategically position them for success. Being an independent financial institution, S&L brings unconflicted sell side advisory to entrepreneurs, family offices and private…
M&A advisory services.Credit and special situation investments.Our team provides consulting services to entrepreneurs, family offices and corporations facing challenges relating to M&A, credit and special situation investments opportunities.
Sica | Fletcher is a strategic and financial advisory firm. The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading insurance M&A advisors who have closed over $5 billion in insurance agency and brokerage transactions since 2014. According to S&P Global, Sica | Fletcher ranked as the #1 insurance broker M&A advisory firm for2019 and 2020 in terms of total deals advised on.
Network 1 is a full-service investment bank, brokerage, asset manager and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. Our reputation for integrity and service, coupled with our track record of success, has allowed us to serve an expanding number of clients from coast to coast. With 10 retail offices, a global institutional distribution network, an extensive trading desk and a strong partnership with banks, it has allowed Network 1 Financial Securities, Inc. to create a powerful and growing global financial…
Grace Joseph Strategies is a merchant bank in New York that acts as both an advisor and principal in a variety of middle-market and growth-equity transactions.
DAS Ventures (DAS) is a an M&A consulting firm focusing on the consumer, gaming, healthcare, lodging, real estate & industrial sectors. We represent both buy-side and sell-side clients.DAS helps companies improve their odds of a successful M&A process through an integrated, battle-tested approach that links acquisition strategy, diligence and merger integration.We open the doors of opportunity when consulting our prospective clients in a merger or acquisition. By working closely with the senior management teams, we assist in developing a strategic plan of action that will…
Celadon delivers the full spectrum of broker-dealer tools and support, enabling institutional and individual investors to maximize investment opportunities. Our most valuable asset is the trust we’ve earned over nearly 40 years of providing comprehensive trading, investment banking, and prime brokerage services together with unmatched personalized support.
What We Do:Source debt capital solutions for small and medium-sized businessesAdvise and prepare small and medium-sized businesses to raise capital from institutional investorsStructure specialty finance and structured product deals, particularly merchant cash advance participation agreements, forward flows, and credit facilities
We provide financial advisory and capital raising services to our clients and invest our own capital in selective situations. WhiteRock Capital Partners have an average of twenty-five years of experience in a broad array of industries providing nearly every investment banking product and service to their clients. WhiteRock Capital Partners have been directly involved in transactions which aggregate over $100 billion in value. The hallmarks of our business are the high levels of senior attention we pay to every assignment and the thoughtfulness and creativity we bring to our clients. Our…
Chapman provides middle market companies (valued between $3 million and $150 million) with the same resources, expertise and representation that is usually available only to much larger companies. Our clients receive complete, confidential consulting and advisory services throughout the merger or acquisition process. Our mission is to help clients grow and sell their businesses in order to maximize their personal net worth.
Torreya Partners is a boutique advisory firm focused on healthcare and the life sciences and was formed in January 2008. We have offices in New York, Philadelphia and San Francisco. Our goal is to create a collegial, user-friendly firm that provides the life science community with first-quality advisory service founded in corporate operating experience. Almost all of our Principals and Advisors have significant corporate experience and deep domain expertise. In total, we have: • Over 200 years of collective experience in the life sciences sector in M&A and financing deals • Collectively…
Lenox Hill Capital Advisors is a mergers & acquisitions advisory firm founded on the principles of integrity, commitment and individualized attention. Our clients are leading middle-market companies in a variety of industry sectors. The firm provides specialized investment banking services to private clients, including mergers & acquisitions transactions, private equity transactions, debt financing or restructuring, mezzanine financing, leveraged buyouts, strategic partnering, joint ventures, ownership transition planning, business plan consulting and other related advisory services in…
For over twenty years, Mystic Capital has been chosen repeatedly by numerous client CEOs and Board of Directors of some of the largest, most prominent insurance companies in the world to guide their organizations through transformational situations. From merger and acquisition (M&A) strategy to financing, everything we do is done through the lens of increasing the value of our client. As a group with over 100 years of combined industry knowledge, global reach, and extensive networks of professionals worldwide, we are uniquely positioned to help leaders navigate today’s complex and…
Silvergrove represents middle market companies in sell-side transactions. Our sell side engagements range from representing clients in highly competitive auction processes to representing them in exclusive negotiations with a particular acquirer. The structure of our sell-side transactions also varies from outright strategic stock and asset sales to control and non-control recapitalizations where our clients retain an equity ownership position in their companies. Our clients’ may be motivated to sell by a number of factors, including an unsolicited approach from an acquirer, the desire for…
International Financial Group Ltd's platform is the first of its kind to offer real estate, property management, insurance and risk management, mergers and acquisitions, residential and commercial mortgages, and wealth management services all performed in house to streamline the real estate acquisition and risk management process. We help private family offices, hedge funds, private investors, and business owners make better investment decisions. Our firm is frequently utilized as an extension to back office support in underwriting and allocating opportunities such as capital raises, real…
Integrity Square is a results driven financial & strategic advisory firm focused on the health, sports & active lifestyle sectors. Founded in early 2010, Integrity Square's mission is to assist fast-growing companies in raising growth equity and assist entrepreneurs and executives in finding their next big opportunity. Through our extensive network of entrepreneurs, family-owned businesses and seasoned executives seeking to acquire a business, we match up these opportunities with the right financial partner(s). Our team consists of seasoned bankers and consultants who are passionate about…
In June 2014, Viridian Capital Advisors, LLC (“VCA”) was founded as one of the earliest financial and strategic advisory firms in the cannabis sector, with a team of seasoned investment bankers and analysts who brought capital raise, M&A and advisory transaction experience to the cannabis industry. We surrounded ourselves with an Advisory Board comprised of former President’s, CEO’s and C-Suite executives from some of the largest brand companies, including Diageo, Proctor & Gamble, Anheuser Busch, Mars Wrigley, Dixie Brands, Pantheon Partners and Conde Nast.To date, the…
Catalytic Industrial Management (CIM) is a leading, global M&A advisory boutique focused exclusively on clients and transactions in the small- and middle-market of the chemical and materials industry. CIM has senior, industry-experienced deal professionals in the US, Germany and the UK to provide the firm's clients with global access and transactional support. Our professionals have extensive backgrounds in corporate positions in the chemical industry and financial positions in the investment banking and corporate advisory industry. Our team has executed numerous financial and strategic…
Segment Advisors provides:i) Capital raising services for companies looking for $2-20mm of equity or debt capitalii) Deal sourcing services for Private Equity firms and Family Officesiii) Sell-Side M&A services for middle market businessAdditionally, Segment Advisors assists family offices and entrepreneurs and through its specialized consulting services. Segment Advisors helps fix the information and relationship gap that exists when business owners look to secure an agent to raise capital or sell their business. Segment serves as a consultant connecting business owner clients with…
