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
Provident Healthcare Partners
Provident is the leading investment banking firm specializing in merger and acquisition advisory, strategic planning, and capital formation for middle-market and emerging growth healthcare service companies. The firm has a vast network of high-level, senior industry contacts, a thorough knowledge of market sectors and specialties, and unsurpassed experience and insight into the M&A process.
11 to 50 staff
Qatar Investment Authority Advisory Usa , Inc
Qatar Investment Authority Advisory (USA) is a wholly-owned subsidiary of Qatar Investment Authority. The primary role of Qatar Investment Authority Advisory (USA) is to provide investment research and advisory services to Qatar Investment Authority in respect of existing and potential investments in the United States and elsewhere in the Americas.
10001+ staff
Rbc Capital Markets
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia-Pacific region, which collectively encompass more than 75% of global investment banking activity each year. We are part of Royal Bank of Canada (RBC), a leading, diversified provider of financial services and one of the strongest banks globally. Founded in 1864, RBC is the 10th largest bank worldwide and the 5th in North America, as measured by market capitalization. RBC is among a small group of highly rated global banks and is recognized time and time again for its financial strength, market leadership and philanthropic work. For information on our legal terms of use visit
5001 to 10000 staff
Seaport Global Holdings Llc
Seaport Global is a leading capital markets rm providing robust sales, trading and research services, with the resources of a full-service investment bank. We apply an extensive knowledge base and network of long-term relationships to provide financial insight for clients across a variety of industries. With over 300 professionals with decades of experience and offices in the US and Europe, Seaport Global has the capability and acumen to provide our clients sound solutions to help them reach their goals. We provide deep understanding of our clients’ business and full senior attention on every deal.
201 to 500 staff
Siebert Williams Shank
Siebert Williams Shank & Co, LLC is a full-service Investment Banking and Financial Services Company founded in 1996. The information provided herein has been gathered from sources believed to be reliable, but is not guaranteed and is not a complete summary of all available data. It is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
51 to 200 staff
Td Securities
As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With professionals operating out of more than 30 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc, offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As an integrated team, we work to deliver value for our clients every day. For relevant legal disclaimers, visit tdsecurities.com/ca/en/legal.
5001 to 10000 staff
The Baker Group Lp
Since 1979, The Baker Group has provided investment portfolio and interest rate risk management to community banks nationwide. Our approach of total resource integration utilizes software and products developed by Baker’s Software Solutions along with the firm’s investment experiences and advice. One phone call allows you to discuss both your interest rate risk and investment portfolio strategy. No outsourcing here — while other brokers/dealers talk the talk, The Baker Group continues to practice what it has preached for more than three decades.
51 to 200 staff
The Mclean Group
For over 30 years, The McLean Group has been providing investment banking and financial services offerings focused on the Defense, Government & Intelligence (DGI), Security, Critical Infrastructure, Maritime, Technology & Software, Facility Services, Unmanned Systems, and Public Safety markets. Our 60+ professionals bring deep industry experience and relentless execution to every client engagement. We provide solutions that blend financial creativity with operational expertise. Whether we are providing transaction advisory, valuation opinions, or growth capital, our services are unmatched in these core markets.
51 to 200 staff
Tko Miller
TKO Miller, LLC is an independent, advisory-focused, middle market investment bank. With over 100 years of collective transaction experience, TKO Miller provides merger & acquisition and financial advisory services for privately-held and private-equity owned businesses with a special focus on family-and-founder-held businesses. Our services include company sales, recapitalizations, asset divestitures, and management buyouts. TKO Miller has a generalist focus but has served clients in a wide range of industries, including manufacturing, business services, consumer products, and industrial products and services.
11 to 50 staff
Tm Capital
TM Capital, now part of Capstone Partners, is the client-first investment banking team advising industry-leading companies across North America. TM Capital professionals share a relentless commitment to engineering extraordinary outcomes with an exceptional standard of client care. Over the last three decades, the firm has completed nearly 450 transactions with a combined value of $30 billion. With offices in Atlanta, Boston and New York, TM Capital’s mission critical capabilities include complex mergers and acquisitions; debt and equity financings; minority and majority recapitalizations; restructurings; and board advisory services. For more information, please visit
51 to 200 staff
Tripletree
TripleTree is a leading healthcare investment bank, enhancing and advancing the short and long-term positions of innovative and high-growth healthcare technology and services businesses since 1997. TripleTree is part of the Capital One family of companies and is a trusted partner for mergers and acquisitions, recapitalizations, growth capital and strategic advisory services. Securities and Investment Banking products and services are offered through TripleTree, LLC, a non-bank subsidiary of Capital One, N.A. a wholly-owned subsidiary of Capital One Financial Corporation, and a member of FINRA and SIPC. The products and services offered or recommended are: Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Deposit Not Insured By Any Federal Government Agency
51 to 200 staff
Vectorglobal Wmg
VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organization with more than 500 employees servicing clients in North, Central and South America. As a group we advice and manage assets equivalent to US $5 billion. With offices in Miami, New York and Houston, our goal is to provide personalized investment management services to clients that are looking for objective and impartial advice. Our commitment is to work in building our client’s financial projects, and to offer practical solutions to their financial needs, all of this with an open architecture model and the support of well known international custodian firms.
51 to 200 staff
Westlake Securities
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired. We provide a number of services including- M&A advisory to owners seeking to acquire or exit businesses - Public and private equity and debt placements for firms pursuing capital - Capital formation support for expansion or growth - Liquidity, liquidation and re-structuring advisory, strategies and support - Management consulting, finance and strategic support - Onsite and remote fractional and interim CFO, CMO and CEOs
11 to 50 staff
Young America Capital
Young America Capital is a rapidly rising New York based FINRA/SEC licensed independent investment bank. We provide capital raising, M&A, and financial advisory services to meet the needs of middle market companies and family businesses. We also offer placement agent services to advance the institutional marketing efforts of alternative investment fund managers. The firm is comprised of a diverse group of senior investment banking professionals. Our experience across Telecommunications, Media, and Technology; Lifesciences & Healthcare; Consumer; Maritime & Infrastructure; Cleantech; Real Estate and Latin America provides us with deep industry knowledge and an exceptional network to orchestrate and structure the optimal transactions for our clients. Young America offers clients direct access to senior-level deal makers that have the expertise and freedom to impact the long term well being and vitality of your business. We pride ourselves on our high-level of integrity, service, flexibility, and know-how. Please visit for more information.
11 to 50 staff
Act Capital Advisors
Founded in 1986, ACT Capital Advisors is a premier North American M&A advisory firm serving the lower to middle market. We specialize in sell-side and buy-side M&A, exit planning, and debt placement. Our unique Auction Process results in the best transaction price and terms when selling a business. Clients appreciate our boutique approach, the professional expertise of a larger investment bank, and the senior-level attention and entrepreneurial creativity of a smaller firm. We work with our clients on a highly personalized basis. Our intent is not to be everything to everybody. Instead, we measure our success on the depth of our relationships with clients and the outstanding results achieved for them. We seek to obtain the most advantageous deal terms in the marketplace while maintaining high professional standards. Our experts are sensitive to the time pressure associated with M&A transactions, yet understand and appreciate the importance of maintaining quality, confidentiality, and integrity throughout the entire process.
11 to 50 staff
Arkmalibu
ArkMalibu is an investment bank dedicated to helping owners maximize value when selling their businesses. We understand that selling a business is one of the most significant milestones in an owner’s journey. That’s why we are committed to preserving your legacy, securing prosperity, and honoring the years of hard work behind your company's success. Our highly-tailored search process focuses on maximizing value by finding the best deal terms and cultural fit when it’s time for an ownership change. Supported by a vast network of industry experts from Wall Street, Fortune 500 companies, and Big 4 firms, we go beyond traditional deal-making to bring deep expertise to every transaction, customizing our approach to align with your vision and goals. Our unique model provides the flexibility to create a personalized strategy designed around your objectives. Together, we’ll build an ambitious vision for the ideal partnership and execute a proven, creative buyer search that delivers outstanding results.
11 to 50 staff
Armory Group
In today’s complex and ever changing environment, there is rarely a “one-size fits all” solution to a particular problem. Sophisticated middle market companies and their constituents require a firm with the broad skill set and expertise to develop a solution that is uniquely tailored to the particular challenges at hand. Your needs are varied and you need an advisor with an interdisciplinary team with the range of capabilities to address them. Armory's team has unique experience and skills to handle all your needs, be they capital, financial advisory or operational in nature.
11 to 50 staff
Atlas Technology Group Llc
Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and spin offs. We offer our combination of sector-based expertise and investment banking skills to companies globally from our offices in San Francisco. The quality of our differentiated advice is a function of both our focus and the depth of experience of our partners, who were senior technology bankers (both bulge bracket and boutique), research analysts, and public and private equity investors with extensive track records prior to coming together at Atlas. Our partners are “hands-on” in managing assignments and typically operate as multi-partner teams. We bring our clients, whether public or private companies, unparalleled access to strategic buyers and PE/growth investors globally. Ultimately, our strengths in providing strategic and tactical expertise, critical industry knowledge, relationships with strategic buyers, and our partners’ depth of deal experience and business judgment make Atlas the “advisor of choice” in technology M&A. Atlas Technology Group is a member of FINRA. BrokerCheck firm summary available at http://brokercheck.finra.org/Firm/Summary/152828.
11 to 50 staff
Avondale Partners
Avondale Partners is a leading healthcare-focused boutique investment banking firm. We deliver bespoke solutions and superior outcomes to our clients by leveraging our domain expertise, broad transaction experience, and extensive network of relationships. We were founded in 2001 on the belief that high-quality, value-added advice from trusted professionals is always in style. Our people are what makes us different. We look for and value individuals with intelligence, intellectual curiosity, integrity and a sense of humor. People you want to spend time with – not “have to” spend time with. All with uniquely qualified pedigrees, high-profile personalities and life experiences to match. Avondale uses a “team approach” to achieve truly individualized and custom solutions for our clients’ investment banking needs and challenges. Instead of working with just one or two lead advisors, Avondale assembles a team of our senior partners who are the most qualified, experienced and fluent in the specific dynamics of the assignment and its objectives. Whether that strategic event is a merger or joint venture, purchase, sale, spin-off, capital raise or a fairness opinion. We listen intently. We challenge politely. And we think strategically. The firm provides truly tailored advisory services to achieve success in a climate marked by increasing variety, complexity and flexibility. This environment makes our brand of independent and unbiased advice more productive – and more enjoyable for all parties involved – than ever before.
11 to 50 staff
Bellmark Partners, Llc
BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies. We advise family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies. BellMark Partners offers a range of investment banking services including M&A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and capital raising for growth, acquisitions, recapitalizations, management buyouts, and general corporate purposes. With our differentiated approach, BellMark Partners engages each assignment with the client’s specific objectives and circumstances solely in mind. Our senior bankers are committed to working with each client through every phase of a transaction and we invest significant time and resources working with a client prior to the execution of any transaction. We also support clients with non-transaction related services, such as strategic reviews, advisory services, valuations, corporate finance studies, and market analyses. BellMark Partners has offices in both Boston, MA and Cleveland, OH.
11 to 50 staff
Berkery, Noyes & Co., Llc
Berkery Noyes is an independent investment bank providing mergers and acquisitions (M&A) advisory to middle-market leaders in the global information, software, services, and technology industries. Our senior investment bankers, by focusing on transactions within specific vertical markets, bring deep knowledge to every assignment. The firm has extensive experience working on behalf of healthcare, financial, and education companies. Since its founding by Joseph W. Berkery in 1983, Berkery Noyes has assisted corporate clients in their desire to grow through acquisition, divest non-core assets, and maximize shareholder returns through strategic transactions and restructurings. For private owners, we help create liquidity and execute timely exit strategies that achieve the personal and professional objectives of each client. The firm’s uninterrupted record of growth and profitability, through up and down business cycles, is rooted in a client-centered approach that values relationships over transactions. In all instances, we strive to understand the unique aspects of the client's operation and do not hesitate to advise against a transaction if it does not appear to serve the client's long-term interests.
11 to 50 staff
Blue River Financial Group
Blue River Financial Group is a merger and acquisition advisory firm that delivers advanced transactional guidance to middle-market clients. Blue River assists corporations, private equity groups, and individuals with the following primary services: • Buy-Side Representation - Blue River assists highly acquisitive entities in developing and executing national and international M&A strategies. Our teams enable clients to refine investment theses through advanced industry and target research. We also prepare outreach materials and directly communicate with identified targets, delivering steady streams of proprietary deal flow to clients. • Sell-Side Representation - Blue River represents private companies through market-making processes designed to preserve confidentiality while promoting price competition among the best financial and strategic buyers. We share deep M&A knowledge with owners so they can make confident, regret-free transaction decisions. Our team uses sophisticated algorithms to identify the most suitable transaction options based on ownerships’ needs and motivations. • Valuations - Blue River specializes in transaction valuations. Our certified Valuation Analysts incorporate sophisticated methods used by professional acquirers, lenders, and business appraisers to produce realistic valuation ranges. When owners understand how real buyers and lenders analyze private business values, their selling decisions improve. Blue River operates in North America, Australia, EU, and UK from locations in Detroit, Pittsburgh, and Denver.
11 to 50 staff
Bourne Partners
Bourne Partners is a financial services firm specializing in the pharma, pharma services, and consumer health sectors. Located in Charlotte, North Carolina, the company offers investment banking and advisory services, as well as direct investment opportunities. As owners and operators with over 20 years of experience, Bourne Partners strives to enrich the lives and improve the health and well-being of their partners and patients across the globe by facilitating the efficient movement of capital through the global healthcare sector. Bourne Partners currently operates two distinct business segments, which enjoy valuable synergies. Bourne Partners Investment Banking Bourne Partners Investment Banking division provides investment banking services within the healthcare and life sciences sector for both external clients as well as our portfolio companies. Bourne Partners has worked alongside some of the leading strategic and Private Equity companies including Cerberus, Cinven, Irving Place Capital and The Carlyle Group. Specialties include mergers and acquisitions, sell and buy-side transactions, licensing and partnering opportunities, equity and debt capital, and strategic consulting. Bourne Partners Strategic Capital Bourne Partners Strategic Capital partners with and invests in pharmaceutical and pharmaceutical services companies and management teams where we can add long term strategic value. Select investments include AMRI, Covis Pharma S.à.r.l, iNova Pharmaceuticals, Millicent Pharma, King Pharmaceuticals, Novitium Pharma, and WelldyneRx among others.
11 to 50 staff
Boxwood Partners
Boxwood Partners is a boutique mid-market investment banking firm based in Jupiter FL with offices in Richmond, VA. We are focused on sell-side advisory for founder and private equity-owned companies across the middle market. We are generalists with vast experience in Franchising, Food & Beverage, FinTech, Labels & Packaging, and Industrials. With over 50 years of collective experience across a diverse range of industries, our professionals offer a unique blend of senior-level transaction advisory, management, business development, finance, operational, and technology expertise. We have successfully represented leading U.S. and international corporations, private equity groups, and entrepreneurs alike and closed transactions totaling billions of dollars in value. Moreover, we have managed and sold businesses as owners/operators, including publicly-traded and private equity-backed companies, so we know what it takes from “both sides of the table.”
11 to 50 staff
Brock Capital Group
Brock Capital is an advisory firm that provides consulting services and, through its broker/dealer affiliate, raises capital for its clients. The Brock Group was organized in 2002 to attract outstanding executives and professionals from diverse corporate and governmental backgrounds. Employing its unparalleled collective experience and networks, Brock Capital Group offers advisory and consulting services to companies and other institutions on a broad variety of matters at the most senior level.
11 to 50 staff
Brown Gibbons Lang & Company Bgl
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, Boston, and New York, and real estate offices in Chicago and Cleveland. The firm is also a founding member of REACH Cross-Border Mergers & Acquisitions, enabling BGL to service clients in 30 countries around the world. For more information, please visit Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC.
51 to 200 staff
Bryant Park Capital
Bryant Park Capital, LLC (“BPC”) is an investment bank providing M&A and corporate finance advisory services to emerging growth and middle market public and private companies. BPC is comprised of seasoned M&A and corporate finance professionals from top tier investment banks, senior executives of operating companies and private equity investors. BPC excels in providing M&A advisory and capital raising services for complex deal structures as well as providing high level access to top tier private equity, hedge fund, venture capital and banking institutions and our professionals have completed over 400 assignments representing an aggregate transaction value of over $30 billion.
11 to 50 staff
Candlewood Partners, Llc
We’re not your typical investment banking firm. We think differently. We act differently. Candlewood Partners is a Cleveland, New York, and South Florida-based boutique investment bank and advisory firm. Since 2001, we’ve supported the needs of middle market companies worldwide, successfully tackling complex engagements that others simply cannot. When you work with us, we become an extension of your leadership, providing you with the tools you need to buy, grow, or fix your business. We do the heavy lifting, allowing you to effectively execute your project without taking time away from leading your company. Empowering our clients is at the heart of the Candlewood Partners’ mission. You have the vision. We can help you achieve a successful outcome.
11 to 50 staff
Capital Alliance Corporation
We create value for the operators, buyers and sellers of privately held companies. We have closed transactions in over 40 states and many countries. For over 40 years we have been a member of Oaklins International, which is an operating alliance of over 60 investment banking firms located in over 40 countries. This organization, on average, closes a transaction every day, totaling $20 billion each year.
11 to 50 staff
Capm Advisors
CapM Advisors is a premier independent mergers and acquisitions advisory firm, with deep sector expertise and global execution capabilities. Our mission is to generate superior results for our clients by providing the highest quality advice in mergers, acquisitions and strategy. We partner with our clients for the long run to identify and pursue the best strategies that meet their objectives in creating shareholder value. We have a broad network of senior executive, board level and investor relationships across the world and our clients are companies with strong market positions in industries that are undergoing strategic change. We are a private partnership exclusively owned and managed by our partners. Our founding partners have been working together for over a decade on a wide array of high profile mergers, acquisitions, divestitures, capital investments, debt and equity financings, corporate restructurings, management / leveraged buy-outs, partnerships, alliances and joint ventures. We have a proven track record of success marked by the completion of numerous M&A transactions totaling well over $51 billion.
11 to 50 staff
Cascade Partners
Cascade Partners LLC is a private investment and investment banking firm serving middle market companies in the manufacturing, healthcare, and business services industries. Drawing on its management, operations, investment and transaction experience, Cascade Partners provides the guidance and resources necessary to navigate the complexities of managing growth, performance improvement and executing acquisitions, divestitures and other strategic initiatives. In select situations, Cascade Partners provides mezzanine or equity capital, directly or with its partners, to fund growth financings, recapitalizations, acquisitions or change of control transactions involving companies serving our target industries. During the last fifteen years, the principals of Cascade Partners have made 25 investments in privately held healthcare, manufacturing and business services companies and exited 15 of these to date.
11 to 50 staff
Cascadia
Cascadia Capital is an independent investment bank serving entrepreneurs, family-owned businesses, and private equity sponsors in the middle market. The firm provides M&A, capital raising, and strategic advisory services across key industry verticals including Business Services, Consumer, Food, Beverage & Agribusiness, Industrials, and Technology. Founded in Cascadia partners with clients to navigate critical strategic decisions, drive growth, and deliver exceptional outcomes. We are industry specialists that simplify complex issues. We believe in the potential of your business, and help you achieve your growth and liquidity goals.
51 to 200 staff
Cherry Tree & Associates
Cherry Tree & Associates is a Minneapolis-based private investment banking firm with more than four decades of transaction experience. Our primary focus is Sell-Side M&A engagements with middle market companies where ownership wants to either realize their liquidity goals or desires to recapitalize their business to better position it for future growth. Additionally, we represent Buy-Side clients in their efforts to add acquisitions to complement their organic growth efforts. We have an exceptional team of dedicated investment banking professionals, many of which have had C-level operating experience in their backgrounds as CEOs or CFOs. They collectively represent hundreds of years of transaction and operating experience. The backgrounds of our Managing Directors and Associates includes extensive M&A transaction and financing experience as well as operating roles as CEOs and CFOs of growth companies. Our leadership team has held positions on over 80 boards of directors and through our previous management of four private equity/venture capital funds, we have developed a unique understanding of how Private Equity firms operate and make decisions. Our firm has advised on over $4 billion of M&A and financing transactions. If you are looking for Cherry Tree Wealth Management, please visit
11 to 50 staff
Clearsight Advisors
Clearsight Advisors is an investment banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth-oriented Business Services and Technology companies. Clearsight combines deep market insights across software, services and data, to help entrepreneurs, private equity owners and board of directors successfully advance their vision. Clearsight Advisors, Inc. is a wholly owned subsidiary of Regions Financial Corporation. No offerings of securities are made through this site; all securities are offered exclusively through RF M&A Services LLC, a registered broker-dealer and member of FINRA and SIPC. Testimonials may not be representative of all client experiences. Testimonials are not a guarantee of future performance or success. For more information visit
11 to 50 staff
Concord Ventures
In 2001, Concord Ventures was established to create a premier boutique investment banking firm representing business sellers in the to market price range in Industries including Aerospace & Defense, Manufacturing, Service, Distribution, Transportation & Logistics, Pharmaceuticals, Infrastructure, Retail, and Numerous Technology Sectors. We are headquartered near Seattle, in Bellevue, WA, while also having opened offices in the emerging markets of Seoul, South Korea as well as Jakarta, Indonesia. Concord Ventures delivers financing services for acquisitions and recapitalizations and offers business valuation services. We have established our ability to structure a sale, find qualified buyers, and acquire financing. Whether arranging a business sale, negotiating a merger or acquisition, capital fundraising or pursuing strategic ventures, Concord Ventures is focused on getting business owners the market value they deserve. We know that obtaining fair market value for clients requires a great deal of expertise, insight, diligence, and constant communication throughout each market we enter. As a result, our team has closed billions of dollars’ worth of transaction value since our inception.
11 to 50 staff
Cornerstone Business Services, Inc
WHO WE ARE: Cornerstone is a boutique investment banking firm providing concierge service not offered by business brokers. We help businesses in the lower middle market maximize value through high quality M&A services to a limited clientele. WHAT WE DO: Our Sell-Side Services help you maximize the value of your business and increase your chance of selling so you can achieve peace of mind by regaining control of your time and turning your sweat equity into real dollars. We do this by executing on our proprietary Assurance 360 process which creates “POMO”. The Power of Multiple Offers gives the seller the advantage and changes the market forces to their favor. Our Buy-Side Services design acquisition strategies to create proprietary deal flow and facilitate the purchasing process from intent to the closing table for businesses and private equity firms. Our Fair Market Analysis provides a credible and realistic understanding of the value of your business in today’s marketplace so you can make a well-informed decision. WHO WE WORK WITH: We specialize in lower/middle market privately held/family-owned businesses with revenues $5 Million to $150 Million+ and/or minimum EBITDA of $1.0 Million. HOW WE DO IT: We offer true partnerships to our limited clientele. We start by listening; we analyze your business and identify your goals before we build a strategy to be sure we can meet your needs, financially and emotionally. THE RESULT: When you partner with Cornerstone you receive the best M&A service available in the lower middle market. In 2024, we averaged 10 indications of interest per business marketed and received an average price increase of 26% over benchmark. Our closing ratio the last 5 years averaged 85% vs the national average of 20%-30%. CONNECT WITH US: Email Scott directly at sbushkie@cornerstone-business.com, visit us online at cornerstone-business.com, or call directly at 920-436-9890.
11 to 50 staff
Covington Associates
Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to middle-market companies across the Healthcare, Business Services, Consumer & Industrial, and Technology verticals. Covington’s mission has remained unchanged since its founding in 1991 – provide clients with the highest caliber of senior-level attention and to remain an advice driven and results focused organization. Since its inception, Covington Associates has completed more than 300 transactions globally for both private and publicly traded companies totaling over $17 billion.
11 to 50 staff
Croft & Bender
Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies. The senior professionals have completed more than corporate finance engagements, resulting in deep experience across a broad set of industries and types of transactions. In addition, the firm manages C&B Capital, three growth equity funds with over $82 million under management.
11 to 50 staff
Cross Keys Capital, Llc
Cross Keys Capital is a leading middle market investment bank focused on providing merger and acquisition advisory services to privately-held companies. Headquartered in Ft. Lauderdale, Florida, Cross Keys Capital was founded by three investment bankers with extensive experience gained at top tier Wall Street institutions. 100% results driven and dedicated to creating maximum value for its clients, the mission of Cross Keys Capital is to be the preeminent provider of services to privately-held businesses in the middle market. With over $3.0 billion of successfully-closed transactions, the founders of Cross Keys Capital have developed a vast network of longstanding strategic and financial investor relationships to meet the needs of its clients. Additionally, Cross Keys Capital utilizes the same research resources utilized by the world’s leading investment banking firms. While our range of experience is quite diverse, we pride ourselves on remaining true to our core middle market clientele. We have also broadened our global reach, by completing multiple deals with international acquirors and developing new strategic relationships with international firms. We have considerable expertise in a wide variety of different industries to identify the most probable and most suitable candidates to complete a transaction under the most favorable terms for our clients.
11 to 50 staff
Crosstree
Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and healthcare industries: pharmaceutical services, diagnostics and tools, and digital health. Since 2004, Crosstree has advised on more completed transactions in these collective subsectors than any other investment bank. The firm provides clients a full suite of advisory and capital raising services, including both buy-and sell-side mergers and acquisitions advisory, private capital raising, strategic advisory, and valuations. Crosstree's narrow industry focus provides clients the expertise common of a bulge-bracket investment banking firm to middle-market companies and investors, with unparalleled industry insights, well-established strategic relationships across the globe and superior access to capital markets. From our offices in Tampa, Florida, Crosstree has advised clients throughout North America, Europe, India, China, Latin America, and Australia on transactions ranging from $25 million to more than $1 billion. All securities transactions are offered by and conducted through Crosstree Capital Securities, LLC, a broker-dealer registered with the SEC, a member of FINRA and SIPC and an affiliate of Crosstree Capital Partners, Inc.
11 to 50 staff
D.A. Davidson Equity Capital Markets
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Orange County, New York, Omaha, and Seattle, the company has approximately 1,600 employees and offices in 29 states. D.A. Davidson Companies is comprised of D.A. Davidson & Co, which includes Equity Capital Markets, Fixed Income Capital Markets, and Wealth Management; Davidson Investment Advisors; and D.A. Davidson Trust Company. D.A. Davidson’s Equity Capital Markets Group provides capital markets services and products that include investment banking, institutional sales, trading, research, and corporate services.
1001 to 5000 staff
Devoe & Company
DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals. Our services include- Consulting - Business Strategy - Succession Planning - Human Capital / Compensation - Transitioning in New Partners - Coaching - Guidance on Capital and Lending - Mergers, Acquisitions, and Sale Transactions - Valuations Twitter: DeVoeCo
11 to 50 staff
Donnelly Penman & Partners
Donnelly Penman & Partners is one of the largest independently owned, middle-market investment banking firms headquartered in the Midwest. Our experienced team provides a full range of corporate finance and financial advisory services to both public and private companies. The firm's expertise in the automotive, industrial, and financial institution industries allows us to provide our clients with the highest level of creativity and transaction execution available to the middle market. Our global capabilities, extensive experience, and strong client commitment has earned us an unparalleled track record of success in the industries we serve. DPP is owned by the employees of the firm, who have successfully completed more than 340 transactions and advisory engagements since the firm's inception in September Its principals have more than 125 years of investment banking experience collectively. Mergers & Acquisitions: Our team of senior professionals has broad experience assisting clients in all aspects of the merger and acquisition process. Donnelly Penman’s M&A services include- Sell-side M&A Advisory - Buy-side M&A Advisory - Corporate Divestitures - Joint Ventures - Restructuring Transactions (Section 363)- Leveraged Buyouts & Recapitalizations Capital Raising: The firm’s principals have extensive experience in raising capital for publicly traded and privately held companies. The firm offers product expertise as manager or agent including- Private Placements of Debt and Equity - Shareholder Rights Offerings - Best Efforts Public Offerings - Public Offering Advisory - Mutual to Stock Conversions Financial Advisory: Our capabilities extend beyond transaction-oriented services to provide a range of financial advisory services, including the following- Fairness Opinions - Strategic Valuations - Corporate and Financial Restructurings - Due Diligence
11 to 50 staff
Dowling Hales
Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated to the insurance sector. We rank among the top M&A insurance advisors, having advised on hundreds of transactions representing over $20 billion in aggregate value in the last decade. Dowling Hales holds a unique position in the market along with our highly regarded strategic partners, including Dowling & Partners, among others. Our collective firms have the capability to bridge the languages, cultures and financial interests across the broad spectrum of traditional insurance and capital markets to deliver significant value. No one insurance broker or investment bank currently offers this total integrated approach as a combined business enterprise—until now. We have effectively converged the insurance, reinsurance and advanced planning space and solved for what the marketplace is starving for-innovative change-and believe we have unique options that have a distinctive advantage for our clientele.*All securities-related transactions are conducted through Dowling & Partners Securities, LLC, member FINRA/SIPC.
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Dresner Partners
Founded in 1991, Dresner Partners is an award winning middle market investment bank specializing in merger & acquisition advisory, institutional private placements of debt and equity, financial restructuring and corporate turnaround, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients.
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Edgepoint
EdgePoint Capital provides merger & acquisition advisory services for privately held companies. EdgePoint has executed hundreds of M&A transactions since their inception. The principals of the firm have an unique experience base as professionals and actual business ownership experiences. When the need is an ownership transition plan, buy-side advice or an innovative financial structure, EdgePoint Capital Advisors brings integrity and world-class skills to middle market businesses – whether it is private, family-owned or part of a larger corporation. Our transaction knowledge and empathy for the decision maker maximize our client’s Certainty of Close. For more information, visit
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Evergreen Advisors
About Evergreen Advisors Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in the areas of: Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies. For more information, visit http://evergreenadvisorsllc.com/ Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC
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Fairmount Partners
Fairmount Partners is an independent investment bank focused on serving the needs of middle market and emerging growth companies. We help our clients execute mergers & acquisitions (buy-side and sell-side) assignments; raise funds for growth; and design corporate development strategy. Our clients include successful entrepreneurs, private equity sponsors, and global public companies, principally in the following verticals: • Healthcare: We serve a wide range of clients with a particular focus on outsourced clinical services, including clinical research organizations, lab testing service, healthcare & life sciences staffing, specialty pharmacy, diagnostic & imaging services and other related industries. • Industrial & Consumer: With a keen focus on companies in the greater Delaware Valley area, we have deep experience executing transactions in a range of industries, including manufacturing; food & beverage products / services; distribution & logistics; metals and metals processing; plastics & packaging; and publishing & printing. • Consulting & Technology Services: Supporting companies in the IT services, staffing, consulting, non-clinical healthcare services and other related services industries, Fairmount’s IT & business services practice focuses on the people-focused businesses, supporting business owners in a range of advisory and consultative services. • Technology: We provide services across a wide span of technology businesses, including Enterprise and Cloud Software, Vertical Applications (e.g, energy, financial technology and healthcare IT), IoT and Industrial Technology, Digital Media, and Data Aggregation and Data Analytics. With our expert advice and counsel, our clients have completed transactions in North and South America, Europe, Asia, Australia and the Middle East. Fairmount Partners is a registered Broker Dealer, member FINRA and SIPC
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