An investment banking firm based in Dallas,Texas registered in the State of Delaware providing business valuations, M&A advisory services, and capital funding. Our industry focus is Technology, Media, and Telecom along with Business and Financial Service firms, that are in the lower middle marketplace with revenues from $10M to $50M in revenue and EBITDA at 10%. TEG Capital is a company devoted to assisting and educating privately held business owners on how to successfully grow and exit for maximum value. Giving BackTEG Capital are committed to giving back and making a difference to…
AmbroseAdvisors™ is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements.
FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…
For forty years, the consultants at The Inman Company have invested in and served as advisors to the owners of private companies. We have created shareholder value through sale, leasebacks, acquisition, restructuring, refinancing, or recapitalization for hundreds of companies throughout North America. We provide an unprecedented combination of patience capital, experience, expertise, independence, and commitment
Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm's principals each have more than a decade of experience advising public and private clients across a broad range of industries and transaction structures. This collective experience represents a proven track record of more than 250 completed transactions totaling over $15 billion in value. A core element of our operating philosophy is to provide the highest level of expertise and client…
At M&S Fairway Capital Partners we provide business owners, managers, and entrepreneurs proven and effective corporate financial advice, transaction management and capital raising capabilities dedicated to building shareholder value. Our typical clients have annual sales ranging from $10 million to $100 million and need assistance in accessing private debt and equity capital markets for internal growth or the acquisition of another business. Capital is sourced from a wide range of U.S. and foreign institutional sources. The principals of the firm focus on raising capital for individual client…
Mid-States Advisors is a family-owned boutique financial and business advisory firm that focuses on middle-market businesses looking for assistance with Mergers & Acquisitions, Debt Placement, and Fractional CFO services.Mid-States Capital, our predecessor entity, was founded in 1995 by Joe Alam Sr. after a successful career as a CPA and turnaround specialist. Mid-States Capital’s services focused on debt placement solutions for middle-market businesses dealing with unique or difficult issues, including workouts, highly-leveraged transactions, and high-growth situations.In 2015,…
FIRM SUMMARY Founded in 2000, we provide comprehensive investment banking services including capital raise, transition preparation and sale transactions for privately-owned companies. We work carefully with owners to evaluate their options and create an exit plan that is best for them and the company. As a trusted advisor to the owner, we maximize the transaction value and complete the deal allowing the owner to focus on the business at hand knowing their interests are being fully represented. PROFESSIONAL SUMMARY As part of the management team of Valleylab Inc, a $300.0M subsidiary of…
The Opes Group is a rapidly growing boutique financial services firm that provides advisory services and capital solutions for small and medium-sized businesses. We sit at the intersection of business development, private equity/debt and investment banking. We consider ourselves partners to our clients. In that role, we help our clients refine their business models, hone their stories to investors and ultimately operate well-capitalized businesses. Our vested interest in the success of our client companies and partnership approach are key elements of our client's successful business…
Merritt Healthcare Advisors (MHA) is focused exclusively on representing owners of surgical facilities, healthcare practices and other healthcare related sub-sectors that are considering strategic options, whether it is selling an interest in their organization, creating a new partnership or growing through acquisition. MHA is unique in that we are the only firm that combines an investment banking background* with actual “owners” experience that comes from developing and managing our own healthcare facilities. We have used this experience to successfully complete more than $4 billion in…
Capstone Partners is one of the largest independently owned investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors though each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services. Headquartered in…
Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…
Paulson Capital Corporation (NASDAQ: PLCC) is the parent company to Paulson Investment Company, Inc., the Northwest's largest independent brokerage firm and a national leader in public offerings of small and emerging growth companies, headquartered in Portland, Oregon. For nearly 40 years, our clients and staff have invested in, and benefited from, the synergy of success. Please Note: Paulson Investment Company, Inc. is in no way affiliated with the New York based hedge fund Paulson Co., nor its founder and president, John Alfred Paulson. Paulson Investment Company, Inc., a full service…
Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.Investment BankingOur industry-focused bankers specialize in mergers and acquisitions, private capital raising, and other financial advisory services for privately held businesses, portfolio companies of private…
Avondale's investment banking services include mergers and acquisitions advisory services, and capital raising execution on behalf of high quality public and private companies throughout the United States, Canada, and Europe. Our focus is on mid-size and growth companies operating in dynamic industries. The larger investment banking firms continue to demand significant deal sizes and fees, leaving the middle market companies without high quality investment banking execution. Avondale is meeting this growing need and filling the middle market void. The firm targets transactions in the $25…
ABOUT CORPORATE ADVISORY SOLUTIONSCorporate Advisory Solutions, LLC (CAS) has more than 40 years of combined experience providing independent investment and merchant banking services to the Tech-Enabled Outsourced Business Services (OBS) sector. Our deal team has completed over 125 transactions and generated $2B+ in deal value. We provide mergers and acquisition (M&A) advisory (sell-side and buy-side representation), market research, fair market valuations/fairness opinions, capital raising and business plan development/implementation services. For more information about CAS, please visit…
Soltas Capital LLC is a newly formed partnership organization combining the proven expertise and long-term relationships of three (3) former and classically trained bankers; Anil Dang, Richard Kennedy, and Angella Brock. Established specifically to respond to market demand for capital stack development and management, Soltas Capital provides strategic advice and solutions that position clients with complex and/or difficult situations (distressed, special situation and growth opportunities) to attract and execute on the necessary and best-fit capital that will advance their interest.
GVC Advisory Services Ltd (GVC) assists its clients by providing a thorough, independent evaluation and analysis of current operations, operating results, strategic planning, and the development of effective growth strategies. Our services are designed to provide improvements in cash flows, liquidity, and return on capital. Our mission statement is to maximize our clients' operational efficiencies and, in many cases, to prepare them for funding from the capital markets.GVC is composed of two principals and two executives possessing over 40 years of relevant business, advisory and investment…
We understand the lower middle market in detail. We know a wide selection of industries, the companies, their capabilities and the market dynamics unique to each sector. We've invested heavily in researching a wide number of sectors and we can give buyers access to sophisticated software tools that enable your target requirements to automatically create a list of suitable target companies for consideration. We can filter by size, geography, financial hurdles, market sectors and service lines.We've developed our own proprietary valuation model that not only assesses the theoretical financial…
As an advisory firm focused on Software-as-a-Service (SaaS) and Web-enabled businesses, we bring a specific knowledge-base and network to our clients. We do not concentrate on a certain industry, but are business model focused. Specifically, we concentrate on recurring revenue businesses with subscription or transaction based pricing models. We leverage our deep industry domain insight, positioning expertise and execution prowess to deliver superior results for our clients. Collectively, Arrowroot Advisors leverages its industry, network and deal expertise to advise entrepreneurs and…
