Merit Investment Bank is a leading boutique investment bank focused on middle market companies. We are experts in M&A transaction execution and closing. We combine decades of experience with technical expertise, tenacity, creativity, and dedication to ensure not only that a transaction is closed…
Merit Investment Bank is a leading boutique investment bank focused on middle market companies. We are experts in M&A transaction execution and closing. We combine decades of experience with technical expertise, tenacity, creativity, and dedication to ensure not only that a transaction is closed, but that it is closed in our client’s best interest. We deliver market-leading outcomes by applying the integrity, intelligence, insight, instinct, and intensity of a trusted advisor, with no conflicts.
We provide end-to-end M&A advisory services, utilizing our specialized M&A 2.0® process to deliver the most qualified and capable buyers at above-market prices with better terms and certainty of close. We don’t just take on clients – We close deals.
As a full-service Broker / Dealer, licensed in all 50 states, Merit Investment Bank executes sell-side M&A, buy-side M&A, and capital advisory services.
In addition, Merit Investment Bank offers other Investment banking services such as debt and equity capital raises, corporate finance and valuation, and real estate & project finance.
Segments we Serve:
-Business Services
-Construction / Trades, Building Supply
-Consumer & Retail
-Food & Agribusiness
-Industrials
-Manufacturing & Distribution
-Technology, Media & Communications (Mobile)
-Transportation & Logistics
Our team of industry leading Investment Bankers and M&A Advisors can execute on:
~Sell-Side M&A
~Buy-Side M&A
~Debt & Equity Capital Raises / Restructuring
~Private Equity recapitalization transactions
~Management and leveraged buyouts
~Corporate Finance advisory services
~Real Estate development and project finance
Team (3)
Recent Transactions (6)
Merit Investment Bank
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing
Advised
Undisclosed
in their acquisition by
Traverse Pointe Partners
March 2018
Merit Investment Bank
Drinking Places (Alcoholic Beverages), Mobile Food Services, Restaurants and Other Eating Places
Advised
STONEFIRE Grill, Inc.
in their acquisition by
Goode Partners
October 2016
Merit Investment Bank
Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal
Advised
Pro-Vac LLC
in their acquisition by
Peninsula Capital Partners LLC and Silver Peak Partners
November 2015
Merit Investment Bank
Adhesive Manufacturing, Administration of Education Programs, Administration of Environmental Quality Programs, Apparel, Piece Goods, and Notions Distributors (Wholesalers), Architectural and Structural Metals Manufacturing, Asphalt roofing construction machinery manufacturing, Biotechnology research and development laboratories or services in environmental science, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Child Day Care Services, Civic and Social Organizations, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Educational Services, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Enviro
Advised
Saxton Bradley
in securing investment from
Undisclosed Party
July 2015
Merit Investment Bank
Advertising, Public Relations, and Related Services, Aerospace Product and Parts Manufacturing, Air Transportation, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Airport Operations, Airport, full service, All Other Miscellaneous Manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers),
Advised
Skycast
in securing investment from
McConnell Foundation
February 2015
Merit Investment Bank
Activities Related to Real Estate, All Other Nonmetallic Mineral Mining, Architecture, Engineering, and Construction (ACE), Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Engineering Services (Non-Construction), Lessors of Real Estate, Research and Development in the Physical, Engineering, and Life Sciences, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying
Advised
Edifice
in their acquisition by
Private Party
January 2015
Sectors Merit Investment Bank serves:
Industrials
Manufacturing
Business Services
Financial Services
Technology
Consumer Goods
Distribution
Materials
Energy & Utilities
Media
Real Estate
Consumer Services
Telecommunications
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