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Members (228 results)

SDR Ventures Actively Sourcing Deals

Investment Bank
  • Actively Sourcing Deals
  • 3 Closed Deals via Axial
  • 84 Total Closed Deals
SDR Ventures is a Denver-based investment banking firm serving private business owners in the lower middle market, including companies with values up to $300 million. The SDR Ventures approach of THINKING LIKE OWNERS helps businesses maximize their value. Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed. Our core services include: • M&A Transaction Advisory – Buy Side and Sell Side • Private Capital Formation – Debt and Equity • Strategic Advisory/Consulting Investment banking and securities are offered…
Most Recent Transactions
Advisor
Sep 2024
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Advisor
Jun 2024
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Advisor
May 2024
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Advisor
Apr 2024
was acquired by

Auctus Capital Partners

Investment Bank
  • 3 Closed Deals via Axial
  • 55 Total Closed Deals
Auctus Capital Partners is a multi-faceted investment bank specializing in merger & acquisition advisory, institutional private placements of debt and equity capital, financial restructuring, valuation, and strategic consulting. With best-in-class access to strategic and financial buyers, as well as global capital providers, our bankers identify opportunities and navigate challenges with a local understanding on a global scale.
Most Recent Transactions
Advisor
Apr 2024
secured debt financing from
Advisor
Apr 2024
secured debt financing from
Advisor
May 2023
secured investment from
Advisor
Dec 2022
secured investment from

Kratos Capital

Investment Bank
  • 3 Closed Deals via Axial
  • 34 Total Closed Deals
After a decade, we’re proud to say that Kratos Capital. — ensuring that the same values, character and commitment to our clients still guide everything we do. Because we only answer to our clients, we’re free to focus on building long-term relationships and long-term value. Our investment bankers draw on the Kratos Capital way of nurturing enduring relationships, providing unvarnished advice and leveraging our principal mentality. We work with clients of all sizes in many industries in all parts of the country including South America and Canada. For middle market companies who wish to…
Most Recent Transactions
Advisor
Sep 2024
was acquired by
Advisor
Sep 2024
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Advisor
May 2024
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Advisor
Aug 2023
was acquired by

Evangeline Securities

Investment Bank
  • 3 Closed Deals via Axial
  • 7 Total Closed Deals
Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. Evangeline professionals bring their collective decades of experience to each assignment, having raised institutional capital and performed advisory services for deal sizes ranging from $20 million to over $200 million.Evangeline Securities was formed by a group of top tier Wall Street professionals with the singular goal of…
Most Recent Transactions
Advisor
Nov 2023
was acquired by
Advisor
Dec 2021
was acquired by
Advisor
Nov 2020
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Advisor
Sep 2020
was acquired by

MidCap Advisors

Investment Bank
  • 2 Closed Deals via Axial
  • 89 Total Closed Deals
MidCap Advisors, a middle market investment bank headquartered in New York, specializing in mergers and acquisitions, corporate finance, capital raises, ownership transition planning, business valuations, and negotiation support services for companies generating $5 million to $250 million in revenues. A business owner's definition of success is multi-faceted. For some, it is selling a business for maximum value. For others, it is effecting a smooth ownership transition to key employees or family members. And for others, the question has not been fully answered yet. That’s why our…
Most Recent Transactions
Advisor
Feb 2021
was acquired by
Advisor
Sep 2020
was acquired by
Advisor
Feb 2020
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Advisor
Nov 2019
was acquired by

Falls River Group, LLC

Investment Bank
  • 2 Closed Deals via Axial
  • 9 Total Closed Deals
Falls River Group, LLC is a global Mergers and Acquisitions advisory firm based in Naples, FL. We differentiate ourselves from other investment banking firms through unique international capabilities and by achieving results that exceed our clients’ expectations. Our sell-side clients typically have annual revenues of $20MM to $250MM. They include both privately held companies and divestitures of publicly traded companies. Buyers range from private family wealth funds and private equity groups to Global 1000 companies. Extensive participation as a partner in IMAP provides our firm with…
Most Recent Transactions
Advisor
Nov 2021
was acquired by
Advisor
Dec 2018
was acquired by
Advisor
Aug 2017
was acquired by
Advisor
Apr 2017
was acquired by

Oberon Securities, LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 145 Total Closed Deals
Oberon Securities is a New York based boutique investment bank that addresses the financial needs of emerging and mid-size businesses across a broad range of industries. Our company was founded in 2001 by senior professionals who have extensive Wall Street experience in investment banking, venture capital and research. Oberon provides customized financial solutions to emerging and middle market companies that are seeking assistance with their M&A and financing needs. Oberon's professionals have an average of more than 15 years on Wall Street; that combined experience and our small and…
Most Recent Transactions
Advisor
Apr 2023
was acquired by
Advisor
Nov 2022
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Advisor
Sep 2022
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Advisor
Aug 2022
was acquired by

DelMorgan & Co

Investment Bank
  • 1 Closed Deal via Axial
  • 85 Total Closed Deals
With over $300 billion in successfully completed transactions in over 80 countries, the professionals at DelMorgan & Co. provide world-class financial advice and assistance to companies, institutions, governments, and individuals in the US and around the world. DelMorgan's unique approach to business has grown out of its dedication to its core principles and the experience of its professionals over the course of decades working on some of the most challenging, most rewarding, and highest profile transactions.DelMorgan & Co. brings significant intellectual firepower to each client situation.…
Most Recent Transactions
Advisor
Sep 2024
was acquired by
Advisor
Mar 2024
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Advisor
Mar 2024
was acquired by
Advisor
Mar 2024
was acquired by

Madison Street Capital

Investment Bank
  • 1 Closed Deal via Axial
  • 61 Total Closed Deals
Madison Street Capital is an international investment banking firm dedicated to the highest standards of integrity and professionalism – provides corporate financial advisory services, mergers and acquisitions expertise, valuation services, and financial opinions to publicly and privately held businesses through our offices in North America, Asia, and Africa. Our professionals draw on specialized expertise in partnering with middle-market firms in all industry verticals and niche markets to achieve an optimal outcome through a variety of transactions. Madison Street Capital's professionals…
Most Recent Transactions
Advisor
Dec 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
Aug 2024
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Advisor
Jun 2024
was acquired by

Transact Capital Partners

Investment Bank
  • 1 Closed Deal via Axial
  • 39 Total Closed Deals
Transact Capital and subsidiary, Transact Capital Securities, represent business owners in the confidential sales of their business. Founded in 2001, our firm's 17 experienced professionals specialize in selling privately-owned, mid-tier businesses throughout the U.S with enterprise values of up to $150MM. We have cultivated a reputation for providing our clients with a team of extremely smart, truthful, deal-savvy, close-oriented professionals with a bias for action and an overwhelming concern for our client’s well-being.
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Dec 2022
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Advisor
Nov 2022
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Advisor
Aug 2022
was acquired by

FINNEA Group

Investment Bank
  • 1 Closed Deal via Axial
  • 34 Total Closed Deals
FINNEA Group is a premier financial services provider offering tailored solutions in investment banking, financial planning & analysis, and restructuring & turnaround advisory. Built on strong principles, FINNEA is focused on serving middle market companies and provides each client with unique and customized solutions. FINNEA offers extensive strategic and financial advice on mergers and acquisitions, restructurings, private capital financing and strategic initiatives to corporate and institutional clients. FINNEA is managed by four seasoned partners and other high caliber professionals with…
Most Recent Transactions
Advisor
Jan 2019
was acquired by
Advisor
Nov 2017
was acquired by
Advisor
Jan 2017
secured investment from
Advisor
Jul 2015
was acquired by

EBB Group

Investment Bank
  • 1 Closed Deal via Axial
  • 26 Total Closed Deals
EBB Group is a national boutique investment banking firm that provides select financial advisory services exclusively to middle-market companies with enterprise values from $10-500 million. With our transactional expertise, capital markets experience, industry sector background, and valuation knowledge, EBB Group assists middle-market executives, directors and investors in assessing various strategic alternatives, which may include mergers/acquisitions, divestitures and capital enhancement transactions (e.g., securities offerings). Because of our selectivity in choosing engagements, we have…
Most Recent Transactions
Advisor
Jan 2020
was acquired by
Advisor
Jul 2019
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Advisor
Nov 2018
was acquired by
Advisor
Nov 2018
was acquired by

Strategic Finance, Inc.

Investment Bank
  • 1 Closed Deal via Axial
  • 17 Total Closed Deals
Strategic Finance advises middle market companies in their growth and exit plans.​We offer private placement of debt and equity, negotiate mergers and acquisitions for company owners and find target acquisitions for private equity clients in a wide range of industries. We also offer the attention and focus of a boutique firm, with experienced professionals handling every transaction.​We have an established track record, sophisticated skills sets and industry operating experience that enable us to provide creative solutions and innovative strategies to meet your financial goals. Over 30…
Most Recent Transactions
Advisor
Jan 2021
was acquired by
Advisor
Apr 2019
secured debt financing from
Advisor
Apr 2018
was acquired by
Advisor
Jan 2014
was acquired by

Vercor

Investment Bank
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
VERCOR, a leading middle market mergers and acquisitions firm, serves business owners who are interested in selling all or part of their company or who are seeking a private equity recapitalization. Our team manages the entire process – business valuation, assessing the market value of a company, pre-sale planning, marketing, negotiations, and closing the best possible deal. VERCOR brings national and international resources to the job of selling a business in the mid-size market. VERCOR merger and acquisitions consultants provide worldwide resources usually available only to companies with…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Jan 2016
was acquired by
Advisor
Apr 2014
secured investment from

Corporate Finance Associates - NE

Investment Bank
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
Welcome to CFA-MidWest, the oldest and largest, mid-market, mergers & acquisition advisory firm in the region. We focus on providing a full range of M&A support services for middle market companies. We are committed to delivering results for our clients.As a business intermediary, CFA represents clients in the sale, merger, purchase, and valuation of closely held businesses. We specialize in manufacturing, distribution, and service companies who have sales of $3 Million to $100 Million located throughout the USA. We have represented clients from California to New York, from Washington state…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Global Capital Markets Incorporated

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
At Global Capital Markets we specialize in middle market transactions. We take a no-nonsense approach to achieving results in virtually all situations. This approach has made us a leading West Coast financial services provider. For over fifteen years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers. In order to serve our clients to the fullest extent we generally focus our services on manufacturing, distribution, service and retail companies with revenues between $10 million and $200…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Oct 2022
was acquired by
Advisor
Sep 2021
was acquired by

41 North LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
41 North is a fully licensed Investment Bank which provides mergers & acquisition and growth capital advice to companies looking for high touch, professional, and experienced principal to principal service.Each of our Managing Directors has over 25 years of working experience in both domestic and international capital markets, with extensive experience communicating and negotiating with strategic or financial buyers.  With our expansive history of Wall Street experience, past entrepreneurial ventures and deals, we strive to bring expertise and professionalism to the middle market when…
Most Recent Transactions
Advisor
Sep 2023
secured investment from
Advisor
Sep 2017
was acquired by
Advisor
Aug 2017
was acquired by
Advisor
Aug 2015
was acquired by

CEA Group

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
Founded in 1973, CEA has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. CEA has advised on over 900 transactions in approximately 60 countries. Our clients rely on us as their trusted advisor and we take that responsibility very seriously. Every business is a derivative of something, and when you’ve been around as long as CEA, you’ve had experience in many different circumstances. In considering Business Development, Financial Advisory Services, Investment Banking or Strategic Advisory Services, CEA believes…
Most Recent Transactions
Advisor
Nov 2017
was acquired by
Advisor
Feb 2016
secured investment from
Advisor
Dec 2015
secured debt financing from
Advisor
Jun 2015
was acquired by

Merit Investment Bank

Investment Bank
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Merit Investment Bank is a leading boutique investment bank focused on middle market companies. We are experts in M&A transaction execution and closing. We combine decades of experience with technical expertise, tenacity, creativity, and dedication to ensure not only that a transaction is closed, but that it is closed in our client’s best interest. We deliver market-leading outcomes by applying the integrity, intelligence, insight, instinct, and intensity of a trusted advisor, with no conflicts. We provide end-to-end M&A advisory services, utilizing our…
Most Recent Transactions
Advisor
Mar 2018
was acquired by
Advisor
Oct 2016
was acquired by
Advisor
Nov 2015
was acquired by
Advisor
Jul 2015
secured investment from

NorthView Advisors LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Founded in 2010, NorthView Advisors LLC is a boutique, independent investment banking firm with offices throughout the US. We specialize in providing capital raising, M&A, and strategic advisory services to lower- middle-market businesses and private equity firms nationwide.Our DNA consists of senior professionals with diversified skill sets and extensive transactional experiences that consistently deliver superior results for our clients––clients we consider Partners.Together we handle career and company-defining transactions from start to finish while you continue to focus on running…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Jul 2023
was acquired by

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