Schwartz & Co. | Investment Bank on Axial

Schwartz & Co.

Investment Bank

Bloomfield Hills , Michigan HQ

Member since

2019

Deals they've closed

About

Our firm was built on a foundation of delivering exceptional client service and focused financial expertise by Gregory J. Schwartz in 1976. We honor a fundamental commitment to our clients…a priority that hasn’t changed since our inception.Today, with the five Schwartz sons and our extended team of…

Team (1)

Recent Transactions (11)

Schwartz & Co.

Insurance Carriers and Related Activities

Advised

Autumn Associates, Inc.

in their acquisition by

High Street Insurance Partners

August 2023

Schwartz & Co.

Professional, Scientific, and Technical Services

Advised

Architectural Building Components, Inc.

in securing investment from

Prospect Partners

November 2022

Schwartz & Co.

Electronic and Precision Equipment Repair and Maintenance

Advised

Fontanesi & Kann Company

in securing investment from

Prospect Partners

October 2022

Schwartz & Co.

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences

Advised

Orion Construction Company

in their acquisition by

True North Asphalt

September 2022

Schwartz & Co.

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences

Advised

True North Asphalt

in securing investment from

Stonehenge Partners

August 2022

Schwartz & Co.

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Gemini Risk Partners

in their acquisition by

High Street Insurance Partners

March 2022

Schwartz & Co.

Administration of Human Resource Programs, Employment Services, Human Resources Consulting Services

Advised

Metro-West Appraisal Co. LLC

in their acquisition by

Class Valuation

January 2022

Schwartz & Co.

Collateralized mortgage obligations (CMOs), Mortgage real estate investment trusts (REITs), Real Estate Credit, Real estate mortgage investment conduits (REMICs), Savings Institutions

Advised

Valuation Link

in their acquisition by

Class Valuation

January 2022

Schwartz & Co.

Insurance Carriers and Related Activities

Advised

Phil Klein Insurance Group

in their acquisition by

Alera Group

November 2021

Schwartz & Co.

Wireless Telecommunications Carriers (except Satellite)

Advised

Midwest Mobility Solutions

in securing investment from

Centre Partners

September 2021

Schwartz & Co.

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

National Bronze Manufacturing

in their acquisition by

Hummock Industries

July 2021

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