Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…
Our platform strategy is focused on enabling our registered professionals to provide a broader spectrum of corporate finance and capital raising services. These services span the gamut from strategic advisory, M&A, private placements, and public securities offering advisory, investor relations services, and beyond.We strive to provide a differentiated approach that is client-focused and infused with our unrivaled understanding as to how market structure leads traditional Wall Street to work against the interests of the corporate client. We take particular pride in helping businesses and…
We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.
CastleOak Securities, L.P. is a boutique investment bank focused on M&A and capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with six regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, municipal and money market securities.
Battalion Crest is a boutique investment banking firm that specializes in advising entrepreneur and family owned companies on sale, recapitalization, merger, acquisition and capital raising transactions. We are experts at selling companies and achieving liquidity events for our clients at excellent valuations. We have nearly thirty years of experience in successfully advising business owners in what is usually one of the most important transactions of their lives. In the capital raising arena, we have relationships and transaction experience with a broad universe of private equity…
Strategic counsel for business leadersExelis integrates strategic advisory, interim leadership and capital markets advisory to solve for clients’ most complex challenges and opportunities.Working exclusively with senior executives of leading companies and investment firms, Exelis provides strategic counsel and aids in the execution of a range of issues, challenges and opportunities. Our clients include private equity-backed companies, emerging growth firms, middle market investment groups, family offices and family-owned businesses.​
§ We are a U.S. based boutique Investment Bank with a global reach, that specializes in providing tailored financial solutions to North America and Asia-Pacific based organizations§ We raise money for mid-market firms from the most high-quality class of investors/lenders and we will partner with your firm to find the best capital structure that delivers the most beneficial value for you§ We think "outside the box" and have an innovative vision to aid in building long-term value for our clients§ We work with you to outline your long-term financial strategy and break it down into…
LatamIB is an independent investment and financial advisor for companies operating in Latin America, the Caribbean and the U.S. Hispanic market.Services include Strategic Advisory, Capital Raising (Equity and Debt) and Mergers & Acquisitions for existing companies and new projects in a variety of industries.Focusing on companies in the region,the firm offers its services to: family owned businesses, entrepreneurs, growing companies, multilatinas, new ventures, amongst others.The Managing Directors have participated in more than 200 advisory mandates and in approximately US$ 10 billion of…
Kingswood Investments is a global full-service middle market investment banking firm with capabilities across M&A, Corporate Advisory, Capital Markets and Wealth Management. The firm since inception has completed $50bn+ in gross transaction value, has 20+ offices across the US / Europe, and $35bn+ in AUM across wealth management channels.
Everything Momentum Capital Advisors does is really about the clients we serve. Our approach, our process and the services we deliver are all driven by your vision and goals.No two businesses are alike and we take pride in crafting customized Investment Banking solutions for our clients and the unique situations they face. Our diverse client base ranges from small entrepreneurial start-ups to well established middle-market enterprises. We apply our broad New York and Chicago experience and network to lead companies like yours in Mergers & Acquisitions, Capital…
Metropolitan Capital represents companies, private equity firms and investors seeking to acquire or sell lower to middle market companies. Our team of experienced bankers understands the complexities and risks involved in buying or selling a company, and we work with our clients to control the process and mitigate potential risk by providing sound strategy and valuation guidance based on comprehensive research and years of experience.Our sell side advisory services address a wide range of business succession and shareholder liquidity objectives. Metropolitan Capital applies a comprehensive…
Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…
First Liberties strives to build long-term relationships as trusted advisers to our clients. We align our interests with those of our clients by seeking to enhance shareholder value as we guide clients through the process of setting and achieving their unique requirements and goals.Our area of focus is on providing the highest quality financial and strategic assistance to public and private middle-market companies that typically have annual sales of between $25 and $250 million dollars. ​We have extensive experience in identifying, structuring, and executing the most complex corporate…
Senior-Level Execution With more than 150 years of collective experience spanning over $10 billion in transaction volume, Brookwood's managing directors work hands-on with each client to determine and execute the right investment banking solution. Middle-Market Expertise Our exclusive focus on middle-market companies gives us exceptional insight into the strategic, valuation and transaction issues that are unique to this market. This expertise includes robust Market Knowledge and access to buyers on a worldwide basis. Superior Performance Above all, our clients are interested in superior…
The HeadwatersMB Healthcare & Life Sciences leadership team is comprised of industry veterans with over 100 years of collective experience. Our middle market clients receive bulge bracket level service, expert advice and 24/7 access to our senior bankers. We bring deep industry knowledge and transactional skills to our client base. Our services include company sales, recapitalizations, leveraged buyouts, debt & equity financing, and buy-side acquisition advisory. The industry segments in which we have closed transactions include: Providers and Services, Managed Care, Healthcare IT, Medical…
Hyde Park Capital is a nationally known and institutionally focused investment banking firm serving the corporate finance needs of companies typically located in the United States. Our principals have extensive investment banking experience executing merger & acquisition engagements, including purchase and sale of company assignments, recapitalizations, financial advisory, fairness opinions and raising growth capital for companies, including equity, mezzanine and senior debt. With experience in the technology, healthcare, financial services, business services, consumer, and…
Energy Capital Solutions, LP (ECS) is an investment banking firm focused on raising private capital and providing merger and acquisition advisory services to public and private energy companies. Within the energy industry, ECS focuses its efforts primarily on companies in the following sectors: Exploration & Production, Oil Service, Midstream, Renewable Fuels and Alternative Energy. The ECS team has more than 37 years of combined transaction experience in the energy sector and has closed over 170 advisory and capital raising transactions. ECS professionals are former RBC Dain Rauscher,…
Meridian Capital is a Seattle-based investment banking firm focused on providing merger, acquisition, divestiture and recapitalization advisory services to middle-market companies. The firm has an established track record of serving corporate clients in the U.S. and abroad with USD 15 million to USD 200 million in annual revenues. Meridian offers its clients unparalleled cross-border capabilities through its affiliation with Global M&A
Most Recent Transactions
Advisor
Mar 2018
Jet Blast Deflectors Inc.
was acquired by
Hanover Partners, Northstar Capital, and Greyrock Capital Group
Advisor
Feb 2018
Aurora Systems Inc., DBA AD Systems
was acquired by
Allegion plc
Advisor
Feb 2018
Real Greek, LLC, DBA Ellenos
secured debt financing from
SuperG Capital
Advisor
Jan 2018
Smith and Greene Company
was acquired by
Edward Don and Company, a portfolio company of Vestar Capital Partners
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…
Lincoln International is consistently ranked by Mergermarket among investment banks as a top three global M&A advisor to the mid-market. Possessing local insight on a global scale, Lincoln International provides unparalleled service to the executives and owners of businesses including financial sponsors, privately-held companies and publicly traded companies. The M&A practice is led by experienced senior bankers who have spent their careers developing deep professional relationships and building specific knowledge of the companies, trends and insights relevant to the firm’s 15…
