Company OverviewOR Capital Group, Inc. is a full-service investment bank focused on lower middle-market businesses. We advise on M&A, capital raises, and restructurings across industries including Media & Entertainment, Consumer & Retail, Food & Beverage, Technology, Business Services, Healthcare, and Aerospace & Defense.Mission & ValuesWe are driven by a commitment to excellence, integrity, and client success. Our values emphasize purpose-driven collaboration, continuous improvement, respect, and forward-thinking solutions in an evolving market. We truly believe when…
Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day. An independent financial advisory firm serving clients with sound advice and effective solutions to strategic and financial matters. We operate in a global network of relationships with key decision-makers in corporations, governments and…
Concord Financial Advisors, LLC is a boutique investment banking and financial advisory firm serving public and private middle market companies in the United States. Concord specializes in private placements of senior debt and subordinated debt / mezzanine financing for companies requiring turnarounds, recapitalizations and growth. Private & Public Companies (Typically $20MM - $300MM in revenues) Private Equity Groups and their portfolio companies Family Businesses Entrepreneurs making acquisitions or seeking growth capital Financial Institutions looking to exit certain credit Manufacturing /…
Most Recent Transactions
Advisor
Jun 2014
Scrap Metal Processor
secured investment from
Senior Secured Credit Facility
Advisor
Dec 2013
Secures $4,000,000 Million Senior Secured Credit Facility
was acquired by
Granite and Marble Distributor
Advisor
Dec 2013
$5 Million Cash Flow Term Loan
was acquired by
Pizza Franchisor
Advisor
Dec 2013
$7,000,000 Million Senior Secured Credit Facilities
Brooks, Houghton & Company, Inc. ("BHC") is a merchant banking firm dedicated to providing investment banking services and direct investment to middle market private and public companies, and emerging-growth companies. Formed in 1989, BHC emphasizes building long-term relationships with its clients by providing quality, innovative solutions to corporate finance needs, and recognizes the importance of relationships that are established through mutual trust and professional execution. BHC has expertise in manufacturing, specialty distribution and business services. Additionally, the firm has…
Most Recent Transactions
Advisor
Jul 2015
Mad Catz
secured debt financing from
NewStar Business Credit LLC and Faunus Group International, Inc.
At Dunning Capital we provide investment banking and financial consulting services to emerging and middle-market companies. We manage acquisition and divesture transactions, raise private capital, provide strategic advice for corporate development, and strive to ensure the successful planning and implementation of future transactions.Based in Raleigh since 2000, North Carolina, our firm services a broad range of companies in the Mid-Atlantic and Southeast that require assistance with growth opportunities or execution of strategic projects and transactions.
ARGO Capital Advisors is a New York-based firm providing investment banking and strategic advisory services. We provide guidance and support to entrepreneurs and companies across a wide range of industries, including but not limited to Consumer, Industrials, Logistics, Distribution, Software, Tech-enabled Services, Fintech and Cannabis. ARGO helps companies launch, establish and develop themselves into successful and mature operations as well as guide the entrepreneurs through capital raises, funding rounds, recapitalizations, sales, or acquisition financing transactions. Our traditional…
Founders Advisors is an independent M&A advisory firm committed to serving founder and family-owned businesses. Where others look to extract value, we look to create it. With deep expertise and connections across all major industries and playbooks for how to optimize businesses for their next stage of growth, we're here to serve.We provide full-service deal team from start to finish, and a comprehensive approach to buyer outreach. A sophisticated "wall street" approach, but only in the good ways. All this is in service of finding the deal that works hardest for you and your…
WoodRock & Co. offers private investment banking services to emerging growth and middle- market companies. Working as a partner with our clients, we help move companies through the capital markets and complexities of growth. With backgrounds in investment banking, corporate development, venture capital and finance, our team brings a wealth of experience to the table and offers the kind of direct, personal service and long-term attention that large financial advisory firms often cannot provide. Based in Houston, WoodRock has worked with clients in many areas of the country and across…
SSG Capital Advisors is an independent boutique investment bank that assists middle-market companies and their stakeholders. We provide our clients with comprehensive investment banking services in the areas of mergers and acquisitions, private placements, financial restructurings, valuations, litigation and strategic advisory. SSG has a proven track record of closing over 350 transactions in North America and Europe and is a leader in the industry.
Pallas Partners is a boutique advisory firm focused on M&A Advisory, Strategic Advisory, and Capital Advisory for lower middle-market, privately held companies. Founded in 2007 with offices in Louisville, KY, and Nashville, TN, our senior team has experience leading companies through growth, transition, and exit.We serve:Founders and family-owned businesses seeking to maximize exit valuePrivate equity and family offices looking to divest, expand, or enhance portfolio performanceStrategic buyers and institutional investors pursuing targeted acquisition…
Wood Warren is a boutique investment banking firm focused on serving companies throughout the supply chains in the Food, Beverage, and Agriculture industries. The Firm, located in the San Francisco Bay Area, was founded in 1991 and provides mergers and acquisitions, capital raising and corporate finance advisory services. Since its inception, the Firm’s mission has been to bring Wall Street experience, expertise, and execution capabilities to early-stage and middle-market companies. Wood Warren draws on its experience to develop customized solutions for each of our clients with the…
Successful business owners have turned to Mirus Capital Advisors for more than 30 years to help them realize their ultimate accomplishment – the sale of their business. Mirus is a leading New England based firm with over 300 closed transactions focused on providing exceptional investment banking services to our middle-market clients. As a middle-market investment bank focused on mergers and acquisitions, Mirus drives successful deals for companies in the consumer, industrial, business services, healthcare and technology industries. Mirus has proven time and again that its deep industry…
Viant Capital is a San Francisco-based boutique investment bank committed to providing emerging growth and small to mid-market companies with high quality strategic advisory and capital raising services. Since 1998, Viant Capital has consistently produced superior outcomes for our clients and their shareholders. Leveraging decades of strategic, financial, and operational experience, our professionals provide each of our clients with in-depth industry knowledge and expert advice on the optimal way to approach strategic and financing processes. We believe in developing strong relationships with…
TrueNorth was founded with a clear sense of purpose and direction: provide exceptional, unfiltered and unbiased merger and acquisition and restructuring advice to middle market companies. Our firm understands those issues unique to this market and works within a structure that guarantees senior level execution. The TrueNorth team has the integrity and foresight to forego short term gain in favor of creating lasting relationships borne of trust. The founding members of TrueNorth have built their careers and reputations serving this market and understanding its intricacies. They have evidenced…
Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…
CCC Investment Banking is one of Canada's leading independent mid-market investment banks. Our focus is serving the successful owners of private businesses, but our clients also include small and mid-cap public companies as well as divisions of larger companies. We are known for developing innovative solutions that create value. Our entrepreneurial spirit and never-quit attitude distinguish us from others. The result is a 35-year track record of successfully completing transactions. CCC provides expert advisory services in the following areas: Mergers and acquisitions, including management…
Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…
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.
Bayfield Partners is a boutique investment bank serving private middle market and emerging growth companies. The firm provides M&A and capital raising services to entrepreneur and family owned companies that prefer an extra level of personal attention. Advisory services include buy-side and sell-side M&A, as well as general strategic advisory. Capital raising includes venture capital, growth equity, private equity, bank debt, private senior debt and mezzanine debt. Bayfield serves clients in all industries, including industrial, energy, gaming, healthcare, business services, consumer and…
Rockland Advisory Group, LLC (www.rocklandadvisory.com) is an investment banking and financial advisory firm offering independent, objective and value-added investment banking services to middle market companies and their owners. Through its affiliated broker dealer, Rockland Securities, LLC, Rockland provides merger, acquisition, divestiture, debt and equity financing, capital restructuring and advisory services. All of our Partners have more than 25 years of experience in financial services and are experienced in structuring, financing, negotiating and closing complex transactions across…
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