Directory · US
Investment Banking in United States
A register of firms and the professionals working at them in the Investment Banking sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
4.4K on file
Cicc
China International Capital Corporation Limited (CICC, 03908.HK601995.SH) is a top tier investment bank, founded in China in 1995, providing first-class financial services to corporates, institutions and individuals worldwide. As the first international joint-venture investment bank in China, CICC plays a unique role to support China’s economic reforms and liberalization through providing comprehensive one-stop domestic, overseas, and cross-border financial services including investment banking, equities, FICC, asset management, private equity investment, wealth management and research. Headquartered in Beijing, CICC has over 200 branches in Mainland China and offices in Hong Kong, Singapore, New York, London, San Francisco, Frankfurt and Tokyo. For more information about CICC, please visit
10001+ staff
Citizens Capital Markets And Advisory
Citizens Capital Markets and Advisory is a leading middle market investment bank that supports clients across a focused set of industry sectors. Our bankers thrive on delivering keen market insights that are both strategic and thoughtful, while driving extraordinary outcomes for our clients. Industry Expertise A core tenet of our strategy is a selective focus on specific industries – we stick to what we know. As a result we are true industry experts, offering unrivaled sector intelligence gained through years of highly relevant experience. Focused Industry Sectors: • Aerospace, Defense & Government Services • Business Services • Consumer • Gaming, Lodging & Commercial Real Estate • Healthcare • Industrials • Technology, Media & Telecom • Transportation & Logistics
10001+ staff
Saber Partners, Llc
Saber Partners has a unique combination of investment banking, and corporate financial management experience. Our experience allows us to initiate, evaluate or assist in the implementation of significant strategic initiatives. We specialize in power industry and corporate finance issues. Our senior management and advisors have decades of experience in finance, government and related industries, and our clients receive senior-level attention through all stages of an assignment. As a highly specialized and independent firm, Saber Partners does not have the conflict of interest inherent in larger, more diverse firms that also pursue underwritings from current and future clients. We focus exclusively on achieving the maximum benefit for our clients, by analyzing, advising and overseeing the implementation of the most favorable financing for their strategic goals. Saber Partners provides confidential, independent, senior level analysis, advice and execution for Chief Executive Officers, Regulators, Chief Financial Officers, Treasurers and others. These services include:* Analysis of the actions of a competitor, regulated entity or an industry segment * Advice on capital market proposals, financing structures and offering strategies * Negotiation of terms and conditions with underwriters, lenders and institutional investors * Evaluation of specific investment banking proposals * Initiation of opportunistic financing
10001+ staff
Arma Partners
Arma Partners provides independent corporate finance advice to companies and investors active in the global digital economy. We act as trusted advisors to digital economy leaders throughout their entire corporate lifecycle, from raising private capital for fast-growing disrupters and founder-led businesses to orchestrating complex cross-border M&A deals for private equity investors and global large-cap public companies. Since our inception in 2003, we have grown and evolved in tandem with the global technology ecosystem, advising on over 190 deals valued at more than $50 billion in aggregate. Today we employ a large dedicated advisory team with unparalleled domain expertise and an enviable track record in each of the diverse sub-segments that together comprise the ever-expanding global digital economy. Our proven track record of exceptional deal execution, combined with our deep understanding of the segments we cover, ability to provide independent advice at every stage of a company’s lifecycle and extensive network across the global digital economy, makes us an invaluable long-term partner to our clients.
51 to 200 staff
Bda Partners
BDA Partners is the global investment banking advisor. We are a premium provider of advice to sophisticated clients globally, with over 30 years' experience advising on cross-border M&A, capital raising, and financial restructuring. We provide global reach with our teams in New York and London, and true regional depth through our seven Asian offices in Tokyo, Seoul, Shanghai, Hong Kong, Ho Chi Minh City, Singapore and Mumbai. BDA has deep expertise in the Chemicals, Consumer & Retail, Health, Industrials, Services and Technology sectors. We work relentlessly to earn our clients' trust by delivering insightful advice and outstanding outcomes. BDA carries out its US securities business through BDA Advisors Inc, a broker-dealer registered with the US Securities and Exchange Commission (SEC) and a member of FINRA and SIPC. BDA’s UK subsidiary is authorised and regulated by the Financial Conduct Authority. In Hong Kong, Business Development Asia Ltd. is licensed and regulated by the Securities & Futures Commission (SFC) to conduct Type 1 and Type 4 regulated activities to professional investors.
51 to 200 staff
Capital Factory
Capital Factory is the center of gravity for entrepreneurs in Texas, the number one startup state in the U.S. Thousands of entrepreneurs, programmers and designers gather day and night, in-person and online for meetups, classes and coworking. With boots on the ground in Austin, Dallas, Houston, and San Antonio, we meet the best entrepreneurs in Texas and introduce them to their first investors, employees, mentors and customers. According to Pitchbook, Capital Factory has been the most active investor in Texas since 2010.
51 to 200 staff
Centerview Partners
Centerview Partners is a premier provider of independent investment-banking advisory services. We forge long-term relationships to provide strategic advice to marquee companies around the world, with industry-leading expertise in M&A, independent board advice, special committees, shareholder activism, debt and equity financing, restructuring and recapitalization. A private, entrepreneurial firm with offices in New York, London, Paris, Menlo Park and San Francisco, we have advised clients on more than $4 trillion in transactions since our founding in 2006. For more information, please visit Member, SIPC. Please note: Posts of third-party content on this page do not reflect the views of Centerview Partners and have not been reviewed by Centerview Partners for completeness or accuracy.
501 to 1000 staff
Corum Group Ltd
Corum Group Ltd. is the global leader in merger and acquisition services, specializing in serving software and information technology companies worldwide. For 40 years Corum has created the standard for success. With offices across the globe, Corum has completed over US $20 billion in transactions spanning six continents. Corum also educates the industry with its popular conferences and publishes the most widely distributed software M&A research. Corum’s principals are highly experienced former tech CEOs, who are supported by the industry’s leading researchers, writers and valuators. The company has spent more than US $100 million to build the world’s largest and most comprehensive buyer database. This knowledge base combined with Corum’s experience and industry expertise, consistently ensures unequaled success in client engagements.
11 to 50 staff
Crews & Associates
Founded in 1979 with seven associates, Crews & Associates, Inc. has grown to an organization of more than 180 professionals. Our growth and perseverance has earned us the allegiance of our customers and the respect of our peers, and we’re not done yet – we strive to better serve our customers every day. From fixed income products to public finance underwriting services, Crews & Associates, Inc. has the experience, market savvy, and professionalism to be your one and only choice for market execution and investment banking needs.
51 to 200 staff
Dinan & Company, Llc
Founded in 1988, Dinan is a leading middle market investment bank with extensive expertise across mergers, acquisitions, and private capital advisory solutions. For more than 35 years, we have guided Financial Sponsors and Entrepreneurs through complex transactions in a wide variety of industries, driving impactful results across 900 transactions representing $70B in value. We combine industry and transactional expertise with an exclusive focus on the middle market to deliver institutional-grade advisory solutions to our clients.
51 to 200 staff
Intrepid Investment Bankers
Intrepid is a specialty investment bank focusing on M&A and capital advisory services for middle market companies. Our own entrepreneurial roots, combined with MUFG (Mitsubishi UFJ Financial Group), one of the largest financial institutions in the world, unlocks the best of both worlds for our clients: human-centric investment banking at a global scale. Our unique culture attracts, develops and retains the best talent in the industry. Through client-centered deal making, best-in-class market intelligence, global capital resources, and extensive access to acquirers and capital providers, our bankers work tenaciously to deliver the value in your business beyond conventional metrics.
51 to 200 staff
Jefferies
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies and governments. More about our company can be found at
5001 to 10000 staff
Marathon Capital
Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year – North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid, and Seoul.
51 to 200 staff
Needham & Company
Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors. Founded in 1985 by George Needham, Raymond Godfrey, Jr. and David Townes, the Firm is headquartered in New York City with offices in Boston, Chicago, Minneapolis, San Francisco, and Menlo Park, CA. Needham’s principal activities involve assisting our clients through a variety of advisory and transaction-related services, with a specific focus on:* Public and private financings * Mergers, acquisitions and divestitures * Equity research * Institutional sales and trading * Asset management through public and private funds At Needham, extensive experience in our markets, combined with the teamwork inherent in our independent partnership structure, enables us to provide clients with the long-term advice they need to achieve their business goals. The Firm's commitment to exceptional service is unique in today’s business climate, and is born of a tradition which stresses integrity above all else.
51 to 200 staff
Paulson Investment Company, Llc
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Founded in 1970 in Portland, Oregon, Paulson Investment Company has earned national distinction as a premier boutique investment bank. Since 2014, we have focused on the small to mid-cap markets and have participated in over 175 public and private offerings while raising approximately $1 billion in financings in that time. We are a full-service broker dealer with a full range of financials products and services with a main focus on investment banking concentrating on private equity and syndicate offerings. We assess all prospective opportunities utilizing our management team's combined 100+ years of experience. When considering Paulson, please evaluate us on our depth of experience, our diligence, and our unwavering commitment to the future.
51 to 200 staff
Prairie Capital Advisors, Inc
Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide. For more information call 630.413.5565 or visit In 2025, Prairie was named one of Grady Campbell's Top 50 Investment Banks in the Middle Market.
51 to 200 staff
Q Advisors
Q Advisors is a world-class global boutique investment bank serving public and private companies, PE firms, entrepreneurs and large multi-nationals in the telecom, media, and technology (TMT) sectors. We have an extensive, global reach, while also providing the personalized service of a boutique advisory firm. Thanks to our partners and senior staff, who come from leading investment banks and operating companies, we can leverage extensive industry knowledge and analytical insights to help our clients achieve successful M&A and capital markets transactions. As a hands-on, employee-owned firm, Q Advisors is uniquely suited to be your long-term partner in navigating a path to dynamic financial and strategic growth.
11 to 50 staff
Roth Capital Partners
ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors. Our full service platform provides capital raising, high impact equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access. Headquartered in Newport Beach, California, ROTH is a privately-held, employee owned organization and maintains offices throughout the U.S. For more information, please visit
201 to 500 staff
Suntrust Robinson Humphrey
Our advantage is simple. As a leading, full-service corporate and investment bank, SunTrust Robinson Humphrey (STRH) delivers solutions with a unique OneTeam approach. Since 1894, our firm has built a reputation on superior client service, as well as in-depth industry and capital markets expertise. We listen carefully to our clients’ needs, and we tailor solutions that allow them to achieve smart growth. Through a highly personalized approach, we are focused on becoming your company’s trusted strategic and financial advisor. We are committed to your company’s success and dedicated to helping it grow through a comprehensive range of strategic advisory, capital raising, and financing and investment solutions. We also offer a complete array of sales, trading and research services in both fixed income and equity. By putting your company first and working in a collaborative environment, our STRH teammates and clients are able to succeed. SunTrust Robinson Humphrey® is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc, a member of FINRA and SIPC, and SunTrust Bank. SunTrust Robinson Humphrey is an equal opportunity employer. Visit suntrustrh.com to learn more.
1001 to 5000 staff
B. Riley Securities
BRS provides a full suite of investment banking and capital markets services to corporations, financial sponsors, and institutional investors across all industry verticals. Services include initial, secondary, and follow-on offerings, debt and equity-linked solutions, institutional private placements, merger and acquisition (M&A) advisory, corporate restructuring, and liability management. Widely recognized for its thematic proprietary equity research, clients benefit from BRS' extensive network, industry expertise, and proven execution capabilities through its end-to-end platform. For more information, visit
51 to 200 staff
Cain Brothers
Cain Brothers, a division of KeyBanc Capital Markets, is a pre-eminent healthcare investment bank. We deliver innovative solutions and fresh ideas to our clients in mergers & acquisitions, debt and equity financing, and strategic and financial advisory from our offices across the country. Our deep knowledge of the industry is matched with the knowhow needed to efficiently execute the most complex transactions of all sizes. With our exclusive focus on healthcare services, medical technology and life sciences, we have an unobstructed view of this rapidly evolving industry that enables us to provide unique perspectives to our clients. Please also visit for the KBCM LinkedIn page. Cain Brothers, a division of KeyBanc Capital Markets Inc.” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
51 to 200 staff
Capstone Partners
For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through 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 Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit
51 to 200 staff
Insperex
InspereX was founded in by Tom Ricketts, now our Chairman as well as the Executive Chairman of the Chicago Cubs. We pioneered delivering innovative, institutional-quality strategies and offerings to the retail market, and we’re now an industry leader in underwriting, marketing, and distributing a wide range of fixed income and structured investments. Our ground-breaking products, distribution, education, and technology have been recognized with dozens of awards. InspereX represents more than 400 issuing entities, distributes to more than 1,500 partners, and has underwritten more than $800 billion in securities. The firm has seven trading desks and more than 180 employees with offices in Delray Beach, Florida; Charlotte, North Carolina; Santa Monica, California; Chicago; and New York City. ©2025 InspereX®. All rights reserved. Securities offered through InspereX LLC, Member FINRA/SIPC.
51 to 200 staff
Sellside Group, Llc
Selling a business is one of the most important financial decisions you'll ever make. At Sellside Group, we ensure that your exit strategy is strategic, seamless, and profitable. Our Mergers & Acquisitions (M&A) experts specialize in business brokerage, valuations, and advisory services, guiding you every step of the way - from preparation to closing the deal. Confidential & Strategic Negotiations Expert Guidance to Maximize Your Valuation Access to a Network of Qualified Buyers Thinking about selling your business? Let’s discuss your options today!
51 to 200 staff
Solomon Partners
Founded in 1989, Solomon is a leading investment bank – one of the first independent firms in the industry. Our difference is creating long-term shareholder value through our unmatched industry expertise and decades of experience. We are deep industry experts, great bankers, and good people who care. Our bankers are the advisors who clients trust to work on their most important transactions. Solomon brings specialized expertise across 12+ core industries, offering strategic insights and tailored solutions. Across mergers & acquisitions, restructurings, and capital solutions, our bankers deliver exceptional results for our clients. We continue to grow our capabilities to serve the wide range of clients we cover, expanding our industry coverage areas and enhancing our product offerings. Solomon Partners is an independently operated affiliate of Natixis, part of Groupe BPCE – the second largest banking group in France.
201 to 500 staff
Agc Partners
AGC Partners is a global technology investment bank focused on middle market M&A and growth equity financings for emerging growth companies. Our 60+ member team is led by 23 tech banking sector-expert Partners, who span across 9 global offices, including London, Boston and New York. We have a long history of working with the top strategic and PE investors in tech with a focus on fast growing companies whose valuations typically range between $50M and $1B. Through these longstanding and tight relationships, and our exceptional execution, we help create premium outcomes that enable exciting entrepreneurs and growth companies to achieve their career dreams and corporate visions.
51 to 200 staff
Bank Street Group
Bank Street is an independent investment banking firm providing a comprehensive array of financial advisory services to middle-market companies. Our senior professionals have originated, structured and executed more than $200 billion of financial and strategic transactions and are dedicated to bringing the breadth and depth of this experience to bear to the benefit of our clients. Bank Street was founded on the belief that senior corporate managements, financial sponsors, and entrepreneurs require more focused, objective and seasoned advice and execution than the diversified financial services firms are prepared to provide. With a portfolio of capabilities that includes Financial Advisory, Mergers & Acquisitions, Private Placements of Debt & Equity, Restructuring & Turnaround Advisory, Valuation and Fairness Opinions, Bank Street offers one-stop shopping for our clients seeking sophisticated financial services.
11 to 50 staff
Bentley Associates
Bentley Associates L.P. is comprised of Managing Director investment bankers providing a full array of services to middle market and growth companies. Founded in 1990, our senior level investment bankers joined Bentley over the years from major Wall Street firms and boutique investment banks. With two dozen senior level investment bankers, Bentley has assembled the “critical mass” of experienced professionals to meet the needs of our clients. Our investment bankers, typically with 15-30 years of experience, have executed a wide variety of transactions. Our clients are in many diverse industries, both domestically and internationally. In a typical year Bentley professionals work with over 60 clients. The Association for Corporation Growth selected Bentley as the “Investment Banking Firm of the Year”. The M&A Advisor chose Bentley as the “Boutique Investment Banking Firm of the Year.” Securities offerings are done only through the firm's affiliated registered broker-dealer, Bentley Securities Corporation. For more information, see our website:
11 to 50 staff
Calder Capital
Founded in 2013, Calder Capital is a cross-industry mergers and acquisitions advisory firm with offices across the United States. Calder provides valuation, sell-side, and buy-side services. We are nationally recognized for excellence in advising $1-100M enterprise value transactions in manufacturing, construction, distribution, and business services. Calder serves business owners, entrepreneurs, family offices, financial buyers, and investors. Learn more at
51 to 200 staff
Castle Placement
Founded in 2009*, Castle Placement® has raised billions of equity and loans for early-stage and middle market companies. Castle is currently raising $6.2 billion of capital for 100+ different clients. Our network includes over institutional, private equity, venture capital and strategic investors, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders plus an additional accredited investors. We are experienced investment bankers with significant personal relationships. Robust, data driven, technology platform. Innovative features that enhance the overall experience for investors - delivering transparent, quicker and easier access to relevant investment information. Castle Placement® understands the challenges you face, and provides you with a world-class team of professionals from top-tier global investment banks. If you are considering selling your company or raising capital, contact us for a free consultation. We will give you our thoughts on investors, strategy and structure (Reg 506(c), Reg A+, Reg CF, etc.) to get you best execution. Castle Placement® is a broker-dealer and a member of FINRA and SIPC.* Castle Placement Group, LLC, the parent company of Castle Placement, LLC, changed its name (from StoneCastle Placement) in 2015. StoneCastle Placement deals were placed through StoneCastle Securities, LLC.
11 to 50 staff
Chardan
Chardan is an independent global investment bank specializing in SPACs, healthcare, and disruptive innovation spanning all sectors. Our range of services include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access and institutional trading. Headquartered in New York City, Chardan is a registered broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: FINRA, SIPC, and NASDAQ. Disclaimer: Information posted on this Web site is believed to be reliable at the time of posting; Chardan Capital Markets, LLC and its affiliates cannot, however, guarantee the accuracy or completeness of such information or make any warranties with regard to the results to be obtained from its use. Information on this Web site is not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. Chardan Capital Markets, LLC and its affiliates are not responsible in any manner for direct, indirect, special or consequential damages howsoever caused, arising out of the use of this Web site or any of its content.
51 to 200 staff
Comcap
ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings. Our global team is among the most experienced in the industry with significant transactional expertise and leading specialists in major high-growth industries and core geographical regions
51 to 200 staff
England & Company
Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions to owners, executives, and boards of directors of domestic and international companies. The firm's clients include leading companies in the Energy & Sustainability, Healthcare, Industrial & Infrastructure, and Technology markets. For further information, please visit: England serves its clients from its offices in Houston, New York, San Diego, Washington, DC, and Singapore. Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.
11 to 50 staff
Evercore
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East and Asia. For more information, please visit Investment Banking - Corporate Advisory - Restructuring Advisory - Strategic Shareholder Advisory - Capital Markets Advisory - Evercore ISI - Private Funds Group - Private Capital Advisory Investment Management - Institutional Asset Management • Evercore Casa de Bolsa - Wealth Management • Evercore Wealth Management
1001 to 5000 staff
Finalis
Finalis’ commitment to redefining the capital markets through innovation has made it the world’s fastest-growing dealmaking platform. The Finalis platform supercharges independent investment bankers, placement agents, and M&A advisors globally. Finalis’ Deal Engine automates and accelerates every aspect of the deal life-cycle from start to finish on their deal life-cycle: from Execute, to Connect, through Payments with the market’s most attractive rates, resulting in substantial cost savings for our partners which leverage a growing global network of over 600 bankers. With Finalis Execute, customers effortlessly streamline dealmaking processes using cutting-edge, compliant, and technology-driven workflows, ensuring efficiency and accuracy throughout the entire deal lifecycle. With Finalis Connect, customers gain access to the industry’s fastest-growing network of professionals, including investment bankers, placement agents, M&A advisors, funds, and companies actively seeking new opportunities in the capital markets. With Payments, customers access a custom-built solution that delivers secure wire tracking, same-day processing, and expert regulatory compliance monitoring. Together, these solutions provide customers with unparalleled leverage and confidence in executing capital markets transactions. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
51 to 200 staff
Founders Advisors
Founders Advisors (Founders) is a merger, acquisition & strategic advisory firm serving middle-market companies. Founders’ focus is on oil and gas, industrials, software, industrial technology, internet, digital media and healthcare companies located nationwide, as well as companies based in the Southeast across a variety of industries. Founders’ skilled professionals, proven expertise and process-based solutions help companies access growth capital, make acquisitions, and/or prepare for and execute liquidity events to achieve specific financial goals. Founders was established in 2003 by Managing Partner Duane Donner. Duane started the firm with vision, values and a couple of dedicated employees. Zane Tarence served on the Founders Advisory Board for two years and then joined Duane and the team in 2007. Founders professionals now serve clients all over the country and across a broad range of industries. Yet, all of Founders’ growth and achievements are a product of its founding principle, the Golden Rule Plus: treat people as you’d want to be treated and beyond. In order to provide securities-related services discussed herein, certain principals of Founders are licensed with M&A Securities Group, Inc. or Founders M&A Advisory, LLC, both members FINRA & SiPC. M&A Securities Group and Founders are unaffiliated entities. Founders M&A Advisory is a wholly owned subsidiary of Founders. Neither Founders M&A Advisory nor Founders Advisors provide investment advice. For more information, visit:
51 to 200 staff
G2 Capital Advisors
G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s perspective” into each industry we specialize in including: Transportation & Logistics, Supply Chain, Industrial, Manufacturing, Technology, and Business Services.**Operating Principles and Culture: Dedicated to Our Clients – Without them, we are nothing but an office Resolute – Creative solutions to complex challenges Tenacious – The Definition of G2: We strive to be tenacious in all that we do Honest and Respectful – Our reputation is our greatest asset Accountable - For our actions, our work and ourselves Differentiated – Our model, our team and our capabilities Finalist for The M&A Advisors 2011 Boutique Investment Banking Firm of the Year & Turnaround of the Year G2 Capital Advisors – Trusted Advisors – Operations-Centric – Results Driven **Securities offered through Hollister Associates, LLC. Member FINRA, SIPC. G2 Capital Advisors, LLC and Hollister Associates, LLC are separate and unaffiliated entities.**
51 to 200 staff
Gca
GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and market leaders. The firm offers worldwide coverage with over 500 professionals in 24 offices across America, Asia and Europe. Built by the people that run the business, GCA is a firm of experts who focus on deals that require commitment, original perspective, skill and exceptional networks. Learn more at OFFICES San Francisco | New York | Frankfurt | Fukuoka | Ho Chi Minh | Kyoto | Lausanne | Leeds | London | Manchester | Milan | Mumbai | Munich | Nagoya | New Delhi | Osaka | Paris | Shanghai | Singapore | Stockholm | Tel Aviv | Tokyo | Zurich SECTORS Technology | Digital Media and Media | Financial Technology and Services | Consumer, Retail, E-commerce and Leisure | Industrials and Industrial Technology | Healthcare | Business Services
501 to 1000 staff
Houlihan Lokey
Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
1001 to 5000 staff
Keybanc Capital Markets
We know that successful, long-term business relationships depend upon delivering results for our clients. With more than 800 professionals across a national platform, KeyBanc Capital Markets has more than $50 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 600 publicly-traded companies. Our clients benefit from our deep expertise across seven focused industry sectors, including Consumer & Retail, Healthcare, Industrial, Public Sector, Real Estate, and Technology. KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc, Member FINRA/SIPC, and KeyBank National Association (“KeyBank N.A.”), are marketed.
501 to 1000 staff
Kippsdesanto & Co
KippsDeSanto & Co, a wholly owned subsidiary of Capital One N.A, is the largest investment banking group exclusively focused on serving leading, growth-oriented Aerospace / Defense, Government Services, and Enterprise Technology companies. KDC delivers exceptional Merger & Acquisition (“M&A") and Financing transaction results to our clients via leveraging our scale, creativity, and industry experience. Having advised on over 190 industry transactions, KDC is recognized as having analytical rigor, market insight, and broad industry relationships. For more information visit our website Securities and investment banking products and services are offered through KippsDeSanto & Co, a non-banking subsidiary of Capital One, N.A, a wholly owned subsidiary of Capital One Financial Corporation. KippsDeSanto is a member of FINRA and SIPC. The products or services offered or recommended are: Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Deposit, and Not Insured By Any Federal Governmental Agency
11 to 50 staff
Leerink Partners
Leerink Partners is a highly specialized healthcare investment bank with a legacy of excellence in the financial industry. The firm’s experienced team delivers innovative advisory solutions, capital raising expertise, and unique insights to empower clients to achieve their strategic objectives. Since inception the firm has advised on over $70 billion, helped clients raise over $180 billion and has established itself as a trusted partner to healthcare companies and their investors. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority.
201 to 500 staff
Lincoln International
We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than professionals in more than 25 offices in 16 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.
501 to 1000 staff
Marshberry
MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
51 to 200 staff
Max Benjamin Partners
Max Benjamin Partners is a boutique real estate investment bank based in Beverly Hills that specializes in providing innovative capital solutions to real estate developers and investors. Our vast network of international and domestic capital providers, our creative and comprehensive approach to the capital stack, and our willingness to go above and beyond for our clients allows us to deliver the most competitive financing options on the market. Since inception, we have successfully been involved in over $4 billion dollars of debt and equity placements and 400 transactions throughout the nation. MBP is dedicated to empowering our originators, associates, and team members creating a clear pathway to ownership.
11 to 50 staff
Moelis & Company
Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit:
1001 to 5000 staff
Oberon Securities, Llc
Oberon Securities LLC (“Oberon”) is a New York City based investment bank that provides buy-side/sell-side M&A advisory and private equity/debt financing services. Oberon was founded in 2001 with the objective of becoming the “go to” investment bank for middle market businesses - capable of closing exceptional transactions with the intimacy of a boutique while providing a suite of services that rivals much larger institutions. Over the past 18 years we have grown rapidly, building a platform that excels within our middle market niche and is unique within the industry. Today, Oberon has approximately 70 senior banking professionals that bring experience from the ‘bulge bracket’ and track records of excellence in their respective focus areas. We have closed more than 300 transactions and won multiple industry accolades. However, the quality of our work is best evidenced by the amazing companies and asset managers we have had the pleasure of working with, many of which have become multi-transaction relationships spanning over a decade. Oberon is proud of its accomplishments yet cognizant that success will only be sustained by continuing to offer the most innovative services delivered by the highest quality professionals. The firm is committed to growing its team opportunistically and refining its business model to remain at the forefront of our industry. Oberon’s team is approachable, friendly and helpful. We always want to hear from private business owners, middle market investors/lenders and other investment banks interested in exchanging ideas.
51 to 200 staff
Progress Partners
Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement transactions. Our deep industry experience, extensive network, and entrepreneurial backgrounds give us the ability to help our clients build and realize superior value. We specialize in four key sectors in the technology ecosystem. Within each of them, our expertise is derived from years of work as entrepreneurs, operators, investors, and mentors. As licensed investment bankers, that background has led us to approach our role as an intimate extension of our client’s management team. In that effort, we become stronger together. We are proud of our ability to recognize and execute upon the right transaction for a given client, rather than simply to be in pursuit of any deal that can be done. Every client engagement has different functional objectives and requires critical thought, but most often Progress Partners is pursuing one or more of the following missions: 1. Develop and implement strategic plans 2. Grow through acquisition of new customers 3. Obtain investment capital to accelerate growth 4. Realize returns through appropriate exit strategies Across our sector coverage, our impact as advisors originates in our ability to recognize characteristics that are inherent to the strongest companies in the market; products and services built from true market demand that solve critical problems, and are supported by fundamental business models. We succeed when our clients succeed. In order to realize this success we operate with full transparency, ready and willing to deliver frank feedback toward the essence of getting it right every time. Opportunities for Professionals: Please visit https://progresspartners.com/careers/ to learn more.
11 to 50 staff
