Our Southern California practice has an exceptional track record as well as the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Our team has owned and run companies in the Technology, Transport/Logistics, Business Services and Banking Sectors both in the US and internationally. In our collective 60 years of M&A and Corporate Finance experience, we have completed many transactions in these sectors as well as in Consumer Goods, Healthcare, and a broad array of manufacturing sectors and are all industries we have served with distinction. Across…
The DVS Group is a boutique mergers and acquisitions firm. We're deal people - who deal with people. We find and combine the right people, the right capital, and the company. Money matters - it's just not the only thing that matters. Our client's definition of success drives our engagement.
Victory Partners is unique, unlike any other financial advisory and private equity firm serving the middle market you will find. If you walk our halls, you will not find anyone who talks with a locked jaw or wears an ascot. None of us were sitting on the fortunes of our forefathers when we set out to build a world class firm. We have earned our reputation the old fashioned way, through hard work, perseverance, and truly understanding the tenets of entrepreneurialism. Everything we have built over the last 10 years has been around celebrating the entrepreneur. Our great economy…
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…
Broadstream Capital Partners, LLC is a Los Angeles-based merchant bank founded in 2001. We focus on providing advisory services to and making investments in companies in the lower middle market.
DCG is a specialized consulting, advisory and capital-raising group. We provide focused, immediate attention to the needs of a select group of clients in several key areas including Strategic Alliances, Marketing and Distribution Arrangements, Mergers and Acquisitions, and Capital Raising. Our past and current clients include a diverse group of mostly private growth companies. DCG works in many varied industry areas. DCG's particular specialty is providing advisory and consulting services and capital formation services to its clients, including with respect to growth and diversification…
FOR BUSINESS OWNERSWe are financial advisors. Our expertise helps managers of private and public mid-sized companies through a variety of financial services including: turning around distressed operations, improving profitability and cash flow, obtaining new bank financing, attracting additional investors, navigating litigation, insolvency or bankruptcy, and buying or selling businesses. We preserve owners equity, create value, and save jobs.FOR BANKERSWe work with banks to maximize loan recoveries from financially troubled borrowers. We assist lenders in gathering reliable financial…
Silverwood Partners is an industry focused investment bank that provides merger & acquisition advisory services, private capital financing capabilities, and financial and strategic advisory services to clients worldwide. We provide a combination of in-depth industry knowledge and high quality transaction expertise to public and private companies in the firm's focus business sectors:Media communications technologyFinancial services technologyConsumer & industrialHealthcareSilverwood distinguishes itself through the industry expertise, experience and commitment of the firm's professionals that…
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 &…
Westbury Group LLC is a FINRA-registered boutique investment bank with national and international reach, dedicated to providing superior financial and strategic advisory services for mid-market firms, on transactions ranging from $20 million to $900 million and above. Our financial professionals have a wealth of experience in a broad range of industries, including Technology, Healthcare, Aerospace/Government/Defense, Advanced Manufacturing and Energy. Drawing on this experience and using our specialized capabilities, our teams assist clients with mergers and acquisitions, raising debt and…
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients.Together, Bridgepoint principals have more than…
Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and spin offs. We offer our combination of sector-based expertise and investment banking skills to companies globally from our offices in San Francisco.The quality of our differentiated advice is a function of both our focus and the depth of experience of our partners, who were senior technology…
We are M&A Advisors for Privately-held CompaniesAllegiance Capital is an M&A advisory and investment banking firm that has been providing expert financial services to small and mid-sized, privately-held companies since 1998. Its specialty is representing privately-owned companies with annual revenues between $20 million and $500 million. Its clients are business owners, partners, families and entrepreneurs who want to sell their company, transition to new management, or bring on a financial partner to grow their business. Allegiance Capital also specializes in raising capital and facilitating…
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…
The DAK Group. is an established middle market investment bank providing advisory and execution of exit strategies, divestitures, mergers, acquisitions, financing and restructuring solutions. Committed to optimizing value for the business owner and stakeholders, The DAK Group applies a hallmark approach characterized by a deep understanding of the strategic value of a business. Since its founding in 1984, The DAK Group has successfully closed hundreds of transactions involving public and privately-held corporations, cross-border transactions, family businesses and financial sponsors. T
Forbes Partners, founded in 2004, with offices in Denver, CO, Salt Lake City, UT, and Charlotte, NC, is an award-winning investment bank with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market. Senior advisors at Forbes Partners have 300+ years and $85+ billion of combined transaction experience across a wide variety of industries and around the globe. Our team works with a select few clients each year to tell their unique stories, advocate fiercely on their behalf, and drive maximum value for their company. Our experienced bankers…
MelCap Partners, LLC is an independent, private investment-banking firm providing financial advisory services to middle market companies, including sell-side and buy-side advisory services, the private placement of debt & equity capital, and general advisory services. MelCap focuses on middle market transactions between $10 million and $250 million. Please see our website for additional information (www.melcap.com).
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…
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…
Tully & Holland is a boutique investment banking firm founded in 1992 that provides financial advisory services to the consumer sector. Tully & Holland consistently ranks among the nation's most active investment banks in the Food & Beverage, Direct Marketing and Retail sectors. The firm offers merger and acquisition advisory, management buyouts, private placements and valuation services. The firm focuses on the middle market and typically handles transactions between $10 million and $200 million.
