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Advisors, News and Trends

Who Are the Most Recommended Investment Banks and Advisors in the US?

In the middle market, new boutique investment banks and advisory firms spring up all the time. The growing number and diversity of firms can make it difficult for business owners to find a trusted partner when it’s time to transact. It can also pose a challenge for investors and buyers looking to stay abreast of relevant deal flow.

We recently asked 1,000 private equity firms, strategic acquirers, and family offices to name the banks and advisory firms they trust and respect most when transacting in the middle market. We were hoping to see strong regional coverage and got exactly that.

In the end, we compiled a list of 120 advisory firms and banks, headquartered across the U.S. and covering a broad range of transaction experience and industry expertise.


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These advisory firms are excellent at what they do. That’s not our word, but rather the words of dealmakers whose referrals have come together to form this inaugural list.

Which firms made the list? Click here to download the full report >




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