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Top Investment Banks in United States - Axial

Members (769 results)

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…
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May 2024
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Apr 2024
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Dec 2023
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Feb 2021
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Greenwich Capital Group

Investment Bank
  • 46 Total Closed Deals
Greenwich Capital Group (“GCG") is a leading middle-market investment bank that advises clients including closely-held and family-owned businesses, private equity firms, and public companies. GCG’s senior bankers have collectively advised on hundreds of transactions and average nearly 20 years of experience in mergers and acquisitions, with most having backgrounds with large U.S. and global firms. GCG is focused on advising clients in key industry verticals throughout the U.S.GCG was founded by entrepreneurially minded investment banking professionals focused on building an organization…
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Aug 2024
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Jul 2024
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The Dillard Anderson Group

Investment Bank
  • 41 Total Closed Deals
The Dillard Anderson Group specializes in providing acquisitions and exit strategies for the owners of mid-market oil and gas service, manufacturing and business services companies. Our sole objective is to assist the owner in realizing the maximum value that the market will pay for their business. Working as an agent for the owner, we analyze all aspects of each individual business including market, financial position, competition and personnel. Through our well established professional network - established over the past thirty years - qualified candidates are identified. The client company…
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Jul 2019
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Feb 2018
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Aug 2014
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Nov 2013
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HighBank Advisors

Investment Bank
  • 38 Total Closed Deals
HighBank was formed in 2009 by its founding partner Stephen Gaines. HighBank is a mid market investment bank and financial advisory firm headquartered in Denton, Maryland. HighBank provides a wide range of m&a, capital raising and restructuring consulting services to meet the needs of our clients. We provide thorough, objective and conflict-free advice and innovative ideas and solutions to both middle and emerging market companies. Our firm was formed on a mission that our clients deserve to have their highest expectations met and to receive higher value for their investments of money and…
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Aug 2024
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Mar 2022
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Sep 2017
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Aug 2017
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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.
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Jul 2023
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Feb 2022
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Dec 2021
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Apr 2021
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Paragon Ventures LLC

Investment Bank
  • 37 Total Closed Deals
Paragon Ventures is one of the nation’s leading specialists in the merger, acquisition, and divestiture of private mid-market companies. As an intermediary with experience and expertise, we can facilitate the entire process of buying or selling a business. We specialize in the healthcare and life sciences industries including all sectors of pharmacy distribution, home healthcare, respiratory care, infusion therapies, sleep therapy, nursing services, behavioral health, hospice, medical supply, medical device and related medical technologies.
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Aug 2023
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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
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May 2024
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Aug 2023
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PCE Investment Bankers

Investment Bank
  • 35 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,…
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Dec 2022
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Nov 2022
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Nov 2022
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Oct 2022
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Sterling Point Advisors

Investment Bank
  • 35 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. 
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Apr 2024
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Feb 2024
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Aug 2023
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Aug 2023
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Triangle Capital LLC

Investment Bank
  • 33 Total Closed Deals
Founded in 2003 by senior bankers from leading Wall Street firms, Triangle advises and represents middle-market businesses on a confidential basis – and without conflicts of interest – to achieve optimal results for our clients. We have a long track record of success in developing and executing mergers and acquisitions, financing transactions and rendering fairness opinions. We are most often engaged to lead assignments for: - Privately held corporations - Private equity groups and their portfolio companies - Corporations doing divestitures and carve-outsOur professionals have…
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Jul 2023
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Sep 2021
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Apr 2018
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Nov 2017
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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,…
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Oct 2024
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Aug 2024
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Jun 2024
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Apr 2024
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Scott-Macon Group, Inc

Investment Bank
  • 29 Total Closed Deals
Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States focused on middle market transactions in the range of $10 million to $500 million. Founded in 1973 by Alfred L. Scott, the firm is comprised of senior professionals who have had extensive transaction experience in the areas of mergers and acquisitions, debt and equity financing, valuations and fairness opinions and general corporate financial consulting.
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Jan 2013
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Jan 2013
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Jan 2013
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Jan 2013
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Pickwick Capital Partners

Investment Bank
  • 29 Total Closed Deals
Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others.Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with…
Most Recent Transactions
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Apr 2023
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Feb 2023
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Dec 2022
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Jul 2022
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Young America Capital, LLC

Investment Bank
  • 28 Total Closed Deals
Young America Capital leverages strong relationships with banks, venture-capital and private-equity funds, family offices, fund-of-funds, foundations, hedge funds, Fortune 500 M&A executives and large employers' retirement systems to facilitate clients' goals. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds. YAC provides advisory services in the areas of fund structuring, fund-raising/marketing, LP relations, and back-office operations. Advisor to: Businesses seeking seed stage, early stage, and mezzanine debt and/or…
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Mar 2024
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Aug 2023
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May 2023
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Jan 2023
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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
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Advisor
Oct 2023
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Advisor
May 2023
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Feb 2023
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Republic Capital Group

Investment Bank
  • 28 Total Closed Deals
•Founded in 2015, Republic Capital Group (“Republic”) is an independent investment bank that provides advisory services to the financial services industry, including wealth & asset management and accounting firms•Republic has emerged as one of the most prolific investment banks in the industry (with ~$150 billion of client assets transacted since 2022) and was awarded "Boutique Investment Banking Firm of the Year" by The M&A Advisor in 2023•We strive for innate partnership values that prove people are more important than any monetary or transactional situation, and we…
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Aug 2023
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Jun 2023
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Jun 2023
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May 2023
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Balmoral Advisors, LLC

Investment Bank
  • 26 Total Closed Deals
Balmoral Advisors is an independent, specialty investment bank dedicated to providing mergers & acquisitions, corporate finance, and financial restructuring advisory services involving mid-sized transactions. We specialize in helping clients sell their businesses, find and complete acquisitions, and raise or refinance capital. We work with business owners, corporations and financial investors worldwide involving early stage growth companies, successful mature businesses, corporate divestitures, distressed and special situations.
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Dec 2023
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Dec 2020
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Jul 2020
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Jul 2020
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Lawrence, Evans & Co., LLC Actively Sourcing Deals

Investment Bank
  • Actively Sourcing Deals
  • 25 Total Closed Deals
Lawrence, Evans & Co., LLC provides investment banking, finance, consulting, as well as turnaround and restructuring advisory to small and middle market healthcare providers and service companies. Through capital raising, mergers and acquisition advisory, corporate restructuring work, and business consulting services, Lawrence, Evans & Co., LLC will guide you every step of the way. We are well known for our innovative client solutions to complex financial problems, and precise attention to each client's special needs. We are a boutique firm small enough to provide you the personal service you…
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Nov 2020
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Sep 2020
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Oct 2019
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Sep 2019
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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…
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Oct 2024
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Apr 2024
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Apr 2024
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Apr 2024
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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.…
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Nov 2024
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Jul 2023
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Jul 2023
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