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Top Investment Banks in United States - Axial

Members (769 results)

Founders Advisors

Investment Bank
  • 11 Total Closed Deals
Founders Advisors is an independent investment banking firm, headquartered in Birmingham, Alabama, that is committed to providing customized corporate finance solutions for our clients. Our comprehensive range of complementary, value-added services include merger & acquisition, capital market, strategic financial and real estate investment advisory. We continue to build our reputation by delivering creative and sophisticated solutions, providing a superior level of customer service and personal attention, producing a track record of successful results, and conducting ourselves every day with…
Most Recent Transactions
Advisor
Jun 2017
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Advisor
May 2017
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Advisor
Feb 2017
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Advisor
Jan 2017
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CC Capital Advisors

Investment Bank
  • 11 Total Closed Deals
CC Capital Advisors is a Kansas City, Missouri-based investment banking firm with over a century of combined experience in mergers and acquisitions, capital raising and strategic advisory services, and more than $7 billion in completed transactions. Qualifications: -Nationwide client base -Global Experience -FINRA Member -Responsive service and expert advice -Business mix -M&A Advisory: Buy-side and Sell-side -Equity & Debt fundraising -Valuations and Fairness Opinions -Corporate Finance Consulting
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Advisor
Aug 2023
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Jun 2023
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Jun 2023
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Jun 2023
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Argo Capital Advisors

Investment Bank
  • 11 Total Closed Deals
ARGO Capital Advisors is a New York-based firm providing investment banking and strategic advisory services. We provide guidance and support to entrepreneurs and companies across a wide range of industries, including but not limited to Consumer, Industrials, Logistics, Distribution, Software, Tech-enabled Services, Fintech and Cannabis. ARGO helps companies launch, establish and develop themselves into successful and mature operations as well as guide the entrepreneurs through capital raises, funding rounds, recapitalizations, sales, or acquisition financing transactions. Our traditional…
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Advisor
Aug 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Momentum Advisory Partners

Investment Bank
  • 11 Total Closed Deals
Momentum Advisory Partners is an M&A Advisory firm focused exclusively on the staffing and workforce solutions industry. The company brings over a decade of experience working with clients in evaluating some of their most strategic and complex decisions. Momentum provides independent, uncompromised advice which makes it uniquely suited to offer a broad range of advisory services to its clients. Advisory services include mergers, acquisitions and divestitures, across the Staffing and Workforce Solutions, Technology and Healthcare sectors. Momentum’s experienced professionals have an…
Most Recent Transactions
Advisor
Aug 2023
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Aug 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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CFG Capital Markets, LLC

Investment Bank
  • 11 Total Closed Deals
CFG Capital Markets, LLC is a fully-registered (member FINRA, SIPC) investment banking and securities firm that offers capital raising, M&A, and strategic advisory services to a broad spectrum of healthcare operating and healthcare real estate companies. CFG Capital Markets, LLC maintains a fixed income division that provides both issuers and investors access to the taxable and tax-exempt fixed income markets.
Most Recent Transactions
Advisor
Sep 2017
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Advisor
Jun 2017
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Apr 2017
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Advisor
Apr 2017
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SSG Capital Advisors, LLC

Investment Bank
  • 11 Total Closed Deals
SSG Capital Advisors is an independent boutique investment bank that assists middle-market companies and their stakeholders. We provide our clients with comprehensive investment banking services in the areas of mergers and acquisitions, private placements, financial restructurings, valuations, litigation and strategic advisory. SSG has a proven track record of closing over 350 transactions in North America and Europe and is a leader in the industry.
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Advisor
Mar 2024
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Jan 2024
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Jan 2024
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Nov 2023
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PhoenixIB

Investment Bank
  • 11 Total Closed Deals
Investment banking for businesses in transition.We serve middle-market businesses in transition, through operational challenges, financial challenges or other “special situations”, with boutique investment banking solutions. Phoenix IB advises on both domestic and cross border transactions.
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Aug 2023
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Aug 2023
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Calabasas Capital

Investment Bank
  • 10 Total Closed Deals
Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…
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Advisor
Jan 2023
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Advisor
Aug 2022
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Jul 2022
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Advisor
Dec 2021
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TrueNorth Capital Partners, LLC

Investment Bank
  • 10 Total Closed Deals
TrueNorth was founded with a clear sense of purpose and direction: provide exceptional, unfiltered and unbiased merger and acquisition and restructuring advice to middle market companies. Our firm understands those issues unique to this market and works within a structure that guarantees senior level execution. The TrueNorth team has the integrity and foresight to forego short term gain in favor of creating lasting relationships borne of trust. The founding members of TrueNorth have built their careers and reputations serving this market and understanding its intricacies. They have evidenced…
Most Recent Transactions
Advisor
Aug 2023
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Aug 2023
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Aug 2023
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Aug 2023
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Sparring Partners Capital

Investment Bank
  • 10 Total Closed Deals
Sparring Partners Capital is an investment bank providing Mergers & Acquisitions Advisory and Capital Raising Services to technology-enabled companies and private equity firms. Headquartered in New York City, Sparring Partners maintains relationships globally to service its international client base. The firm works with a select number of clients to ensure a high level of service with all clients receiving senior-level attention and priority. Sparring Partners was founded in 2001 by Warren H. Spar after a successful career as a Partner at Lehman Brothers and a Managing Director at Deutsche…
Most Recent Transactions
Advisor
Sep 2012
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Advisor
Apr 2012
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Advisor
Dec 2011
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Advisor
Dec 2010
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Westlake Securities

Investment Bank
  • 10 Total Closed Deals
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.
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Marriott & Co

Investment Bank
  • 10 Total Closed Deals
Marriott & Co. is a premier, independent boutique investment banking firm focused on advising closely-held private companies across a wide variety of industries. We provide merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Feb 2022
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Advisor
Sep 2021
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Advisor
Jun 2020
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Mirus Capital Advisors, Inc.

Investment Bank
  • 10 Total Closed Deals
Successful business owners have turned to Mirus Capital Advisors for more than 30 years to help them realize their ultimate accomplishment – the sale of their business. Mirus is a leading New England based firm with over 300 closed transactions focused on providing exceptional investment banking services to our middle-market clients. As a middle-market investment bank focused on mergers and acquisitions, Mirus drives successful deals for companies in the consumer, industrial, business services, healthcare and technology industries. Mirus has proven time and again that its deep industry…
Most Recent Transactions
Advisor
Apr 2024
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Advisor
Apr 2024
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Advisor
Mar 2024
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Advisor
Dec 2023
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R.W. Pressprich & Co.

Investment Bank
  • 10 Total Closed Deals
RWP offers a full range of investment banking and financing services, identifying and structuring innovative opportunities for our clients. R. W. Pressprich & Co., an institutional fixed-income broker/dealer headquartered in New York City, was originally established in 1909 and in time became highly regarded as a pioneering specialist in fixed-income products. It was re-established in 1990 with a commitment to the same standards of excellence employed by its predecessor firm. Today the firm is a research-oriented broker/dealer and FINRA member firm with branch offices in Boston, Chicago,…
Most Recent Transactions
Advisor
Jan 2021
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Advisor
Dec 2020
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Advisor
May 2019
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Advisor
Feb 2019
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Salem Partners LLC

Investment Bank
  • 10 Total Closed Deals
Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients.Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution.Salem Partners’ media and entertainment practice acts as true specialists for clients that finance, produce and distribute media content. We have designed a full suite of specifically tailored investment…
Most Recent Transactions
Advisor
Dec 2022
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Advisor
Dec 2022
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Mar 2022
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Advisor
Dec 2021
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Boston Meridian

Investment Bank
  • 10 Total Closed Deals
Most Recent Transactions
Advisor
Jan 2024
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Advisor
Nov 2023
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Advisor
Sep 2023
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Jun 2023
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Avalon Net Worth

Investment Bank
  • 10 Total Closed Deals
Avalon Net Worth confidentially provides clients the quality and technical expertise of a major investment bank while maintaining the personal service and efficiency of a boutique firm. Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from mid-market private companies to Fortune 500 companies to early stage firms. Avalon Net Worth and Avalon…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Viant Capital

Investment Bank
  • 10 Total Closed Deals
Viant Capital is a San Francisco-based boutique investment bank committed to providing emerging growth and small to mid-market companies with high quality strategic advisory and capital raising services. Since 1998, Viant Capital has consistently produced superior outcomes for our clients and their shareholders. Leveraging decades of strategic, financial, and operational experience, our professionals provide each of our clients with in-depth industry knowledge and expert advice on the optimal way to approach strategic and financing processes. We believe in developing strong relationships with…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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XMS Capital Partners

Investment Bank
  • 10 Total Closed Deals
XMS Capital Partners goes beyond transaction-focused investment banking. Our clients know us for our thoughtful judgment, in-depth collaboration and creative solutions. Our unwavering commitment to providing the right advice is how we become a trusted advisor. That's Involvement Banking.
Most Recent Transactions
Advisor
Jul 2024
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Aug 2023
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Advisor
Jul 2023
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Advisor
Jun 2022
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Amherst Partners

Investment Bank
  • 10 Total Closed Deals
At Amherst Partners, exceptional client service begins with senior-level attention. Navigating the complexities facing companies requires experience. Amherst team members bring demonstrated expertise to every client engagement, and the solutions we deliver are a product of applied knowledge. Our approach, combined with responsiveness and attention to detail, enables us to exceed client expectations in both good and challenging markets.We also have extensive international experience, an essential proficiency required to serve clients in today's marketplace. Amherst has an excellent track…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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