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Members (206 results)

Taureau Group

Investment Bank
  • 1 Closed Deal via Axial
  • 12 Total Closed Deals
Taureau Group is an independent boutique investment bank providing merger and acquisition services to lower middle market companies throughout the world. Our unique capabilities provide clients with a greater number of options, leading to a higher likelihood of success: Navigation of transaction complexitiesProven collaboration and negotiation skills to ensure your needs are metA sense of urgency and a focus on creative solutions that help get deals doneSkilled target research to access an extensive network of potential buyers and sellers, both globally and domesticallyStructured marketing…
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Jan 2020
was acquired by
Advisor
Dec 2019
was acquired by
Advisor
Dec 2019
was acquired by

Group M

Investment Bank
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Salient Finance is a corporate advisory firm providing consulting services covering business strategy, corporate development, mergers and acquisition, turn arounds, financial structuring and capital procurement services to established small and medium-sized companies based in North America. Our head office is located in Toronto, Ontario.
Most Recent Transactions
Advisor
Sep 2020
was acquired by

OneAccord Capital Advisors

Investment Bank
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
OneAccord Capital Advisors is a national investment bank working with business owners to transition privately owned companies and maximize the financial returns of their efforts. We specialize in owner-operated businesses in the $20-$200 million range.Our team is uniquely equipped to guide business owners because we are or have been business owners. We have sat in the owner/CEO seat, had to make the same decisions, and have firsthand experience in the sale process.Our core distinctive is an emphasis on transition instead of transaction. We emphasize candid business diagnostics &…
Most Recent Transactions
Advisor
Mar 2024
was acquired by

PCE Investment Bankers

Investment Bank
  • 101 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
Oct 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
Aug 2024
was acquired by
Advisor
Aug 2024
was acquired by

TM Capital Corp.

Investment Bank
  • 75 Total Closed Deals
Founded in 1989, TM Capital is the client-first investment banking team advising industry-leading companies across North America and around the world. In everything we do, our professionals share a relentless commitment to engineering extraordinary outcomes with an unmatched standard of client care. Over the last three decades, we have completed more than 450 transactions with a combined value in excess of $30 billion. With offices in Atlanta, Boston and New York, our mission critical capabilities include: complex mergers and acquisitions; debt and equity financings; minority and majority…
Most Recent Transactions
Advisor
Sep 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
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
was acquired by
Advisor
Apr 2023
was acquired by
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
was acquired by
Advisor
Apr 2024
was acquired by
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

Capital Canada Limited

Investment Bank
  • 38 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
Jun 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Jan 2024
was acquired by

FourBridges Capital Advisors

Investment Bank
  • 37 Total Closed Deals
FourBridges Capital is an investment banking firm that serves business owners across the Southeast. We act as the interface between our clients and the capital markets, helping them to identify potential investors or acquisition targets and successfully complete transactions. Our senior professionals draw on both expertise in investment banking and experience as C-level executives, and they have spent most of their careers serving the middle market. For information regarding our past deals, please visit: fourbridgescapital.com/transactions
Most Recent Transactions
Advisor
May 2024
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

Sterling Point Advisors

Investment Bank
  • 37 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
Jan 2025
was acquired by
Advisor
Jan 2025
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Feb 2024
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
was acquired by
Advisor
Aug 2024
was acquired by
Advisor
Jun 2024
was acquired by
Advisor
Apr 2024
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

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
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
was acquired by

R.L. Hulett

Investment Bank
  • 24 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
Nov 2024
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
May 2023
secured investment from

Tower Partners

Investment Bank
  • 22 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
Dec 2024
was acquired by
Advisor
Aug 2024
was acquired by
Advisor
Jul 2024
was acquired by
Advisor
Jul 2024
was acquired by

Peakview Partners

Investment Bank
  • 20 Total Closed Deals
Founded in 2015, Peakview Partners was established to provide focused and dedicated Partner-level advisory services for M&A and Financing transactions. Tim Dailey and Warren Henson, both with 30+ years of investment banking experience, came together with the vision of creating a boutique firm large enough to leverage a breadth of diverse experience while small enough for the Partners to deliver expertise and tailored support across the entire process directly to each client.Warren and Tim met nearly 20 years ago, and they worked on numerous transactions together when Warren was with Green…
Most Recent Transactions
Advisor
Sep 2024
was acquired by
Advisor
Jan 2024
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by

Footprint Capital

Investment Bank
  • 20 Total Closed Deals
In our opinion, critical elements to providing sound advice come from experiences, a willingness to learn, and diversity. Each member of our team has followed a distinct path, giving us a view into mergers and acquisitions from all angles. These varying business perspectives include those of acquisition advisors, company owners, lenders, investors, internal strategists, accountants, and from within Fortune 500 companies. We have seen what works in successful engagements and how to predict and prevent problems in transactions. Such expertise means we can put ourselves in a client’s shoes and…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by

CoView Capital, Inc.

Investment Bank
  • 16 Total Closed Deals
CoView Capital, Inc. is an investment banking and advisory firm founded by senior professionals with extensive domestic and international experience. The firm was established to provide an innovative approach to traditional and complex financial issues facing both growing and mature companies. CoView's advisory and investment banking activities encompass a wide range of services including mergers and acquisitions,valuations, consulting and strategic planning, capital raising for expansion and acquisitions, leveraged recapitalizations, fairness opinions, due diligence reviews, and advising…
Most Recent Transactions
Advisor
Nov 2023
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Jul 2023
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Advisor
Jul 2023
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