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Top Investment Banks in United States - Axial

Members (769 results)

Carleton McKenna

Investment Bank
  • 8 Total Closed Deals
Carleton McKenna & Company is an independent, boutique investment banking firm providing outstanding M&A Advisory, Capital Raising, and Valuation Advisory Services. We work with privately-held businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies, as well as early growth businesses, across many industries. Carleton McKenna is committed to outperforming client expectations and the competition by being: Experienced, Client-Focused, and Entrepreneurial.
Most Recent Transactions
Advisor
May 2014
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Apr 2014
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Sep 2013
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Advisor
Jul 2013
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EC Mergers & Acquisitions

Investment Bank
  • 8 Total Closed Deals
We help global multinationals, prominent mid-sized companies and leading private equity firms to build and re-position their businesses through mergers and acquisitions, business sales / divestitures and strategic alliances. With highly skilled professionals in New York, Chicago, London, Frankfurt, Paris, Zurich, Prague, Milan, Hong Kong and Beijing, we help clients facilitate transactions globally.
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Advisor
Dec 2020
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Dec 2020
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Dec 2020
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Oct 2020
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Legacy Capital Advisors

Investment Bank
  • 7 Total Closed Deals
Legacy Capital Advisors, LLC provides a very sophisticated level of Merger and Acquisition advisory services exclusively to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions while maintaining confidentiality and minimizing business disruption.Our principals have worked together as a team for over 20 years providing our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries with a core focus on…
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Advisor
Jan 2013
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Dec 2012
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Advisor
Sep 2011
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Advisor
Oct 2010
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Capstone Financial Group

Investment Bank
  • 7 Total Closed Deals
Capstone Financial Group, Inc. is an investment banking firm which has assisted middle market companies with valuations, mergers and acquisitions, refinancing, consulting and turnarounds since 1988. Specializing in the automotive aftermarket, Capstone has been at the forefront of predicting, identifying and adapting to that industry’s tumultuous changes. The firm’s professionals are intimately familiar with the automotive aftermarket’s diverse types of manufacturing and its complex distribution channels, and they have extensive experience in operations, cost accounting, and industry…
Most Recent Transactions
Advisor
Oct 2013
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Oct 2013
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Jun 2013
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Apr 2012
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Black Legend Capital

Investment Bank
  • 7 Total Closed Deals
At Black Legend Capital, we have the ability to provide an attractive assortment of financial ventures. We partner with corporations and management teams to provide strategy and consulting resources to build and grow great companies and asset-based projects. We have facilitated several industry projects to generate leading returns for our clients.Black Legend Capital was formed in 2011 by senior bankers formerly with Bank of America Merrill Lynch and Duff & Phelps.Through tenure with Bank of America Merrill Lynch and Duff & Phelps, the senior members of the BLC team have completed…
Most Recent Transactions
Advisor
Apr 2015
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Feb 2015
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Advisor
Nov 2014
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Advisor
Feb 2011
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North River Advisors

Investment Bank
  • 7 Total Closed Deals
North River Advisors is a boutique investment bank and advisory firm founded in 2008 whose focus is to work with a select group of middle market companies, financial sponsors, family-owned businesses and entrepreneurs as an independent, trusted advisor. Founded by Jay Yarbrough, a former senior investment banker at Morgan Stanley and Merrill Lynch with 20 years of advisory experience, North River advises clients on their most important strategic and capital raising initiatives, including mergers and acquisitions, recapitalizations, private placements of debt and equity, and balance sheet…
Most Recent Transactions
Advisor
Jun 2016
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Jun 2015
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Dec 2013
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Advisor
Aug 2013
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Syed Brokerage & Capital Co.

Investment Bank
  • 6 Total Closed Deals
Investment Bank , Accredited and Certified Merger & Acquisitions Advisor, Business and Commercial Investments Intermediary/Broker Expert, Investment Advisor, Consultant, 30+ Years Exp. of Verifiable Business Accomplishments, Steering Growth, Assets Wealth Expansion, Profit Generation Demonstration Proven Success in Delivering High Profits Attainment Through Targeted Innovative Business, and Investments Strategies.
Most Recent Transactions
Advisor
Dec 2016
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Advisor
Oct 2016
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Advisor
May 2015
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Advisor
Jan 2015
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Peter A Sokoloff & Co

Investment Bank
  • 6 Total Closed Deals
Peter A. Sokoloff Co.primarily advises on corporate mergers and acquisitions within specific industries in which the firm has deep knowledge and relationships. Founded in 1997, the firm has achieved international standing by covering the vital industries of Security and Telecommunications.Within Telecommunications our firm specializes in MA of the vendors who provide software and services to carriers and enteprrises. Our Security practice includes hardware, software and services businesses who provide physical and logical security products and services to protect Homeland Security,…
Most Recent Transactions
Advisor
May 2017
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Advisor
Dec 2015
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Jul 2014
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Advisor
Jun 2013
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MS Capital Advisors

Investment Bank
  • 6 Total Closed Deals
MS Capital Advisors Ltd. is a private investment banking and corporate financial advisory firm committed to providing discreet, trusted advice and transactional services across a broad range of industries and situations. Mark Stafford founded MSCA in 2006, intending to impart high quality, "Big Firm" execution and services to small and middle market companies. Although Mr. Stafford has worked on both large and small transactions during his investment banking years at Bankers Trust, The Bank of New York and Fieldstone Private Capital Group, he has enjoyed and had more of an overall impact…
Most Recent Transactions
Advisor
Apr 2015
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Advisor
Oct 2014
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Advisor
Jun 2014
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Advisor
Oct 2011
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Clear Capital Advisors

Investment Bank
  • 6 Total Closed Deals
CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…
Most Recent Transactions
Advisor
Sep 2013
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Advisor
Jul 2013
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Advisor
Jul 2013
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Advisor
Apr 2013
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Sikich Investment Banking

Investment Bank
  • 6 Total Closed Deals
Executing M&A and capital raising transactions requires the counsel of advisors with firsthand knowledge of the costs and value drivers associated with these transactions. Our senior principals are all former business owners who have been charged with similar decisions and have lived with the results in a way few investment banking advisors have. We will evaluate timeframe, expectations, current market conditions and viable alternatives. We understand that each situation is unique and deserves its own distinct strategy. With headquarters in Chicago and offices nationwide, you will find that…
Most Recent Transactions
Advisor
Aug 2013
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Advisor
May 2013
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Advisor
Nov 2012
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Advisor
Nov 2011
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The Chicago Corporation

Investment Bank
  • 6 Total Closed Deals
The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…
Most Recent Transactions
Advisor
Jul 2017
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Advisor
Feb 2016
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Advisor
Jun 2015
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Advisor
May 2014
was acquired by

Telsey Advisory Group

Investment Bank
  • 6 Total Closed Deals
Telsey Advisory Group ("TAG") is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm with a focus on the retail and consumer sectors. TAG was founded in 2006 by Dana Telsey, a retail industry expert with over 27 years of buy-side and sell-side experience focused on the retail and consumer sector and the #1 ranked Specialty Stores analyst for seven consecutive years by Institutional Investor magazine. TAG is often cited as an authoritative source for perspectives on the consumer and its analysts frequently appear across media channels,…
Most Recent Transactions
Advisor
Feb 2013
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Advisor
Dec 2012
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Advisor
Sep 2012
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Advisor
Aug 2012
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Financial Technology Partners

Investment Bank
  • 6 Total Closed Deals
Financial Technology Partners LP and FTP Securities LLC ("FT Partners") is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San…
Most Recent Transactions
Advisor
Jul 2016
secured investment from
Advisor
Aug 2015
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Advisor
May 2014
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Advisor
Mar 2014
secured investment from

Plains America Capital Partners

Investment Bank
  • 6 Total Closed Deals
Boutique known for uncovering both buy and sell side opportunities others miss. Plains Capital Partners provides expert merger and acquisition, capital raising and strategic advisory services (including growth strategy) to small and mid-market companies with revenues between $20 million and $200 million. With over 80 years of collective experience, our award-winning banking team brings the creativity, tenacity, and long-term relationships that differentiate our firm from our competitors.We do NOT work with sponsor funds nor do we work with individuals who pretend they are family offices but…
Most Recent Transactions
Advisor
Dec 2014
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Advisor
Jul 2014
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Advisor
Mar 2014
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Advisor
Feb 2014
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DBO Partners

Investment Bank
  • 6 Total Closed Deals
DBO Partners is an independent investment banking firm based in San Francisco founded in 2012 by Morgan Stanley investment banking veterans. Our partners each bring over 20 years of experience advising leading companies and institutions on their most important strategic and financial transactions. Our Firm offers expertise across a broad range of investment banking advisory services, including: mergers and acquisitions, leveraged buyouts, debt and equity capital raising, shareholder relations and financing and general partner advisory services. In addition to our investment banking advisory…
Most Recent Transactions
Advisor
Jul 2019
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Advisor
Jan 2018
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Advisor
Nov 2015
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Advisor
Mar 2015
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Ravinia Capital

Investment Bank
  • 6 Total Closed Deals
Ravinia Capital LLC is a boutique investment bank located in Chicago, IL. Ravinia advisory services are tailored towards middle market clients throughout the U.S, focusing on Mergers & Acquisition structuring, debt advisory, and strategic consulting. Ravinia's client focus is at the heart of everything we do.Our boutique advisory practice is typically centered around privately-held companies with revenues between $25 million to $350 million. Ravinia has a demonstrated a successful track record with clients that are both profitable and unprofitable.Ravinia Capital has been routinely…
Most Recent Transactions
Advisor
Nov 2016
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Advisor
Jun 2016
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Advisor
Jun 2016
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Advisor
Jan 2015
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Lexbridge International

Investment Bank
  • 5 Total Closed Deals
Investment Banking Services for Privately Held Businesses Focusing on privately held companies, Lexbridge International Mergers and Acquisitions Group (Lexbridge) offers comprehensive, global investment banking services for mergers and acquisitions; corporate finance, including private placement of debt and equity; and strategic partnerships and joint ventures. Services We successfully fill the gap between larger international investment banking companies who are not able to economically provide services to smaller and mid-sized businesses, and local intermediaries who can give clients only…
Most Recent Transactions
Advisor
Jul 2016
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Advisor
Jun 2016
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Advisor
Apr 2016
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Advisor
Apr 2014
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Reynolds Advisory Partners, LLC

Investment Bank
  • 5 Total Closed Deals
Reynolds Advisory Partners is a boutique investment bank specializing in mergers and acquisitions, capital raising and related financial advisory services focused on middle market clients nationwide. We provide differentiated, value added advice and services to clients facing complex strategic decisions and transactions. We believe that clients are best served by the most experienced and skilled professional bankers available who also share in our "client-first" philosophy. The senior bankers at Reynolds Advisory Partners average over 25 years of experience, have collectively completed over…
Most Recent Transactions
Advisor
Jan 2014
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Advisor
Nov 2013
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Advisor
Dec 2012
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Advisor
Jun 2011
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Aspenwood Capital, a division of Halen Capital Management

Investment Bank
  • 5 Total Closed Deals
Aspenwood Capital specializes in private placements for small-cap public and select private companies, structuring financing for private companies interested in going public, and other forms of creative financing. Aspenwood Capital specializes in raising capital for small-cap public companies and lower middle-market private businesses that are demonstrating strong revenue growth and exceptional potential. Its principals and key associates are experts in identifying the proper structure and capital sources relative to current market conditions. Whether you are looking to sell minority or…
Most Recent Transactions
Advisor
Mar 2014
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Advisor
Jan 2014
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Oct 2013
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Jan 2012
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