Top Merchant Banks in United States - Axial

Macquarie Infrastructure and Real Assets manages a range of direct asset funds including infrastructure, real estate and private equity. Its client base is primarily institutional investors, including global pension and superannuation funds, other institutions and governments. The division is recognized for its expertise over the investment lifecycle, with strong capabilities in investment sourcing, investment management and investor relationships.

Founded in 2011, Logos Capital (LCG) is an global impact investment firm with operations that span across the U.S, LatAm, Caribbean, West Africa and Asia. Based in Miami, FL; Logos Capital is a minority owned and operated financial services firm. We offer investment banking, project finance, trade finance, bridge loans, tokenization and strategic capital. We seek to integrate legacy businesses with the latest in technology to scale solutions into the various markets we operate in. We are active across several sectors, like financial services), infrastructure, energy, supply chain/logistics,…

Boulevard is a boutique, investment banking and private investment firm focused on working with owners, operators, and businesses active in the middle market.In partnering with Boulevard, our clients and portfolio investments gain access to capital, opportunities, networks and transactional resources that have historically been reserved for large companies. Our professional experiences as entrepreneurs, operators, investors and deal professionals enable us to rapidly understand the goals of owners, operators and businesses as well as develop effective strategic plans and efficiently utilize…

Founded in 1991, Newport Partners is a middle-market focused private equity and merchant banking firm. We provide capital, credit, leadership, and advisory services in industry-agnostic management buyouts, sponsored business acquisitions, M&A transactions, and we also finance and fund ongoing business operations, growth initiatives, re-caps, dividend events, debt re-fi's, exits, and special projects. We seek to fund and finance projects from $500,000 to $50,000,000. We often syndicate our projects with another lender and/or private equity firm, allowing Newport Partners to offer extremely…

As veterans of large investment banking and private equity firms, our partners have over 85 years of combined experience and have executed over 500 transactions. We deliver global, sophisticated solutions to the middle-market.Our partners are integrally involved in all aspects of every project from inception to closure. We dedicate at least two partners to every client engagement regardless of size. We understand that each family-owned or closely-held business has unique objectives and desired outcomes when considering strategic alternatives. Accordingly, we design an…

MacroTrend Venture Partners (“MVP”), was founded in 2008 as a strategic executive consulting firm and soon grew into an international merchant banking and strategic consulting firm to capitalize on opportunities resulting from severe constraints in domestic capital markets. Growing organically and through strategic joint venture acquisitions of performing assets, MVP is positioned as a true private global investment and development firm with over 150 years of combined experience among its executive team in the private and public capital markets. As an Ultra Private provider of strategic…

Trestle Capital Partners LLC ("TCP" or "Trestle") is a boutique merchant banking firm focused on (i) middle-market investment banking, primarily mergers and acquisitions and related strategic advisory services, and (ii) direct private equity investing. Trestle's clients benefit from the unique combination of skills and experience of the firm's professional team, including significant merger and acquisition advisory and direct private equity investing experience. Moreover, TCP is organized as an independent boutique, creating the best possible platform to provide our clients with the focus and…

Gerard Leimkuhler Managing Partner of Berwyn Capital is a twenty-five-year veteran of restructure, divestiture, crisis management and finance. He and his partners have served as the turnaround CEO, chairman or vice chairman of public and private companies in land development finance, healthcare device, high technology and manufacturing industries.  Berwyn Capitlal has represented equity and creditor groups in meaningful secured and unsecured positions and securitizations covering over five billion dolllars.

Alternative Asset Management + Advisory Firm, specializing in providing an array of services to high net worth investors, private & public companies as well as family offices and institutions. We assist companies in formulating the best strategy to obtain alternative financing solutions through debt and equity participation, provide guidance on M&A and licensing opportunities as well as developing strategic partnerships to accelerate internal growth and shareholder value.

RedRidge Finance Group was built to address the needs of a changing financial marketplace.Whether it's a middle market company looking to grow or restructure, or a client seeking straightforward, professional advice and diligence, our boutique approach allows us to provide the highest level of service and a range of offerings tailored to meet the needs of the companies, funds and banks we serve.RedRidge Finance Group was created to address the needs of small- to mid-size businesses at the inflection point of growth or restructuring, and for investors who manage and purchase assets. We commit…

Tangent Capital provides investment banking solutions to alternative asset managers and private companies, employing a systematic approach to identify opportunities. Our transaction expertise spans traditional mergers and acquisitions, investment team lift-outs and bolt-ons, and complex asset raises, including seed and acceleration investments. We accept select engagements on both the sell-side and the buy-side, where our clients currently include several of the largest alternative investment managers.

Blue Ocean Engineered Capital helps small businesses reach the middle market by achieving $5M in EBITDA in a system which deploys financial capital simultaneously with human capital to increase the speed and probability of success.We provide access to our Brain Bank© of former CEOs, entrepreneurs, and corporate executives to advise, along with $2M - $7M in co-invested funds, to implement a profitably successful fast growth strategy through to a Monetization Event/Exit, in a system known as Engineered Capital©.The five phase system focuses first on using its electronic technologies to speed…

Commenda Capital is a financial advisory firm and a merchant bank that assists established management teams with the tools, contacts, business strategies critical to growing their business. We also provide the capital necessary to exercise those strategies.Our approach to funding enables companies that need cash, but have exhausted traditional lending sources, to pull liquidity - vital to operations - out of their tangible assets. We can do this because we know your industry, we recognize the value of your assets and we know how to help your company grow rapidly to achieve a clearly defined…

We provide the means to enhance the value of small and medium-sized enterprises that have a proven successful business model. We do that by providing advice and arranging financing. We recognize that small and medium-sized businesses are often at a disadvantage in securing credit or investment financing. To that end, a group of experienced business executives came together to form Ash Creek Capital Advisors LLC. Successful ourselves, we want to use our skills to help others succeed while benefiting everyone involved. Ash Creek is an unusual merchant bank. Not only do we secure financing…

Issuers Capital Advisors is a financial firm providing a full range of services to publicly and privately held companies, as well as companies in the pre-IPO stage. ICA provides turn-key solutions to all your public management needs as well as the needs of your private company looking to become publicly traded. With over 100 years of combined experience in the public sector ICA has the answer to your needs and the contacts to facilitate them. “Success comes from the combined efforts of all the parts moving toward a common goal”, at ICA we will coordinate these parts, add the missing and…

Vert Investment Group LLC arranges economically sophisticated, risk-appropriate financing, manages operational resources and represents buy- and sell-side interests in transactions of utility-scale renewable energy assets for developers and capital sources in North America.

Spouting Rock Capital Advisors, LLC ("SRCA") is a Merchant Bank that provides investment banking, private equity and corporate advisory to emerging growth and lower middle market enterprises. SRCA is a registered broker-dealer (member FINRA/SIPC) licensed for private placements and M&A in 24 states.SRCA focuses on indentifying companies that can take advantage of secular shifts occurring within a particular industry or market. This predominantly includes companies in the technology, communications, consumer goods, financial services, and infrastructure sectors, though we opportunistically…

Red Hawk Associates is a national advisory firm partnering exclusively with the CEO's, shareholders or bankers of leading middle market companies and organizations. The firm's related lines of business provide investment banking services and debt restructuring and business turnaround services. David Brown leads Red Hawk, supported by a senior team of Strategic Advisors.

New World Merchant Partners is a boutique transactional, advisory, and merchant banking firm. New World features a team of seasoned finance, investment banking, law, marketing, technology, medical, life science, and operations professionals with extensive experience in structuring and executing complex corporate transactions, including mergers and acquisitions, reverse mergers, restructurings, and capital transactions.Core Competencies • Transaction Structuring & Execution• Strategic Alternative Review• Mergers & Acquisitions Advice, Buy-Side and Sell-Side• Reverse Mergers/Alternative…

We can help you find the resources you need to make your enterprise grow, or allow you to take advantage of short-lived windows of tactical opportunity – and can often make the difference between success and heading back to the drawing board. But the defining assets we bring to the table are experience and strategic thinking: the experience of having advised on numerous transactions for emerging-growth companies. And the strategic depth to help you take a clear look at the right direction for your organization at the right time – whether that means simple or complex financings,…